Underwriting Associate

Momentum Search Partners, Legal Search and Staffing
TX, United States
Full-time

Our client - a successful, growing finance company based in Austin - is seeking an energetic, conscientious individual with knowledge of the commercial real estate financing market, along with underwriting and project management experience, to join their Underwriting team.

This person will aid in the origination, underwriting, and servicing of transactions that meet the company's volume and underwriting criteria.

RESPONSIBILITIES

  • Conduct credit and market analysis on new opportunities as well as for projects in the closing process
  • Draft credit memos for complex commercial real estate transactions to be presented at credit committee
  • Prepare term sheets for delivery to potential borrowers
  • Communicate with borrowers and third parties to obtain information relevant to the underwriting
  • process
  • Compile and analyze diligence and underwriting packages for completeness, ensuring PACE financing
  • file meets program and investor guidelines
  • Verify compliance with internal lending parameters, facilitate approval process, and communicate
  • effectively with cross functional teams including Originations, Legal, Finance, and Transactions
  • Deliver specific assigned tasks and projects in a timely manner
  • Participate in team meetings, being an engaged and contributing member of the organization
  • Take responsibility for process improvement initiatives, refinement of best practices, and other assigned
  • action items

QUALIFICATIONS

  • 3-5 years of experience as a commercial real estate analyst at a bank or private investment firm
  • Minimum undergraduate degree
  • Strong judgement is required in this role; decision making at every level is critical due to the fast-paced
  • nature of the organization and industry
  • Must have the ability to handle and organize multiple projects and deadlines
  • Ability to communicate with new relationships including those at the C-level
  • Familiarity with CoStar is preferred
  • Experience with complex financial transaction management
  • Strong verbal and written communication skills
  • Excellent time management skills

This company offers competitive compensation and benefits, including medical, dental, vision, paid vacation, and a 401(k) program.

2 days ago
Related jobs
Promoted
VirtualVocations
Alton, Texas

A company is looking for an Underwriting Associate to manage the renewal process for an assigned book of business. ...

CNA
Houston, Texas

Performs underwriting analysis and documentation to determine acceptability of risk in accordance with company guidelines and standards for renewal and new business within assigned Letter of Underwriting Authority. Works as a liaison within the branch, or across CNA to resolve issues (billing and co...

020 Travelers Indemnity Co
Richardson, Texas

Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key business partners in order to secure and retain the best business for our portfolio. ...

CNA
Houston, Texas

Performs underwriting analysis and documentation to determine acceptability of risk in accordance with company guidelines and standards for renewal and new business within assigned Letter of Underwriting Authority. Works as a liaison within the branch, or across CNA to resolve issues (billing and co...

Amherst Services Corp
Austin, Texas

The general role of the Associate, Underwriter is to work with the Executive Director, Private Equity to support real estate acquisitions with underwriting new transactions entering the pipeline and manage the process throughout the various stages of the acquisition process. Effectively identify and...

CNA
Plano, Texas

Performs underwriting analysis and documentation to determine acceptability of risk in accordance with company guidelines and standards for renewal and new business within assigned Letter of Underwriting Authority. Works as a liaison within the branch, or across CNA to resolve issues (billing and co...

Goldman Sachs
Dallas, Texas

The Corporate Derivatives Underwriting Group is responsible for managing the underwriting and approval of interest rate, foreign exchange, and credit derivative trades being proposed and executed by government, corporate, financial institution and financial sponsor clients of the Global Banking & Ma...

Zurich Insurance Company Ltd.
Houston, Texas

Zurich North America is currently hiring an Underwriting Account Service Associate to join the Energy Property team! As an Underwriting Account Service Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. Reviews, evaluates, and summarizes r...

Kemper
McAllen, Texas
Remote

Kemper's Commercial Underwriting Associate serves as the primary point of contact for insureds and lienholders for policy related inquiries. Research policy information and exercise underwriting authority. High School diploma or equivalent, Associates degree preferred. ...

Rose International
Austin, Texas

The Senior Customer Service Representative/Underwriting Associate (SCSR) serves as the primary contact for our insurance agency clients and handles the placing of bond, crime, windstorm, flood, cyber and other insurance coverages in the standard insurance marketplace. Maintains current underwriting ...