Location:

8117 Preston Road, Suite 400 - Dallas, Texas 75225

Locations: 

Dallas, TX

Washington DC

Chicago, IL

Columbus, Ohio

JOB BRIEF

Support Affordable Housing Mortgage Bankers in securing and processing all potential loans (both agency and non-agency execution).

Work in collaboration with Mortgage Bankers to assist in deepening relationships with current and prospective new clients to establish rapport with Principals and their staff.

Coordinate with internal Underwriters and Closers to identify and work through issues that may arise during the due diligence, underwriting, and closing processes.

ESSENTIAL JOB FUNCTIONS

The Sr. Analyst will provide detailed quantitative and qualitative support to the Affordable Housing Mortgage Bankers. The following is a summary of essential functions for this job. Other duties may be performed, both major or minor, which are not mention below.

The position will support the Affordable Housing Mortgage Bankers in all aspects of loan origination, (agency, FHA, and private placement executions).   The Sr. Analyst will be primarily responsible for modeling, evaluating and underwriting new financing opportunities, by providing financial modeling, and delivering high quality property and market analysis to debt investors.Partner with Affordable Housing Mortgage Bankers to pitch various execution options. Act as a product specialist across an array of affordable housing products including Fannie Mae, Freddie Mac and Private Placement investors.Work with support staff, transaction manager, underwriting and credit in the preparation of preliminary and final loan submissions.The Sr. Analyst will be responsible for ordering 3rd party reports, completing compliance requirements, etc.He/She will work directly with the mortgage bankers to assist in securing debt financing for multifamily affordable housing projects and be overseen by the Transaction Manager.

MARGINAL OR PERIPHERAL FUNCTIONS

The Sr. Analyst will provide industry, market, business, and quantitative analysis support. This will include performing ad-hoc strategic and financial reporting. The Sr. Analyst is expected to have a continuous improvement mindset and would be empowered to recommend efficiencies for change. The Sr. Analyst will work on special projects assigned from time to time.  The position may include doing site inspections when necessary.

REQUIRED QUALIFICATIONS

Bachelor’s degree required in finance, accounting, business administration, economics, or Real Estate.3+ years of experience in finance, accounting, real estate, investment banking or consulting including   Real Estate Finance.              Demonstrated high proficiency in Excel, Word and PowerPoint, experience with complex spreadsheets.Strong quantitative and analytical skills and the ability to interpret financial data from multiple computer systems.Solid understanding and experience in the affordable housing industry.Ability to synthesize and analyze large amounts of data and communicate relevant findings.Demonstrated analytical approach to problem solving with a high attention to detail.The ability to work in a fast-paced environment with a sense of urgency to meet deadlines.Proactive and goal-oriented, with the ability to work independently.Strong organizational skills – ability to manage multiple tasks simultaneously.Consultative, service-oriented mindset.Outstanding oral communication, written, and presentation skills.Substantial organizational skills to recall transactions and their particular nuances quickly and efficiently.The Sr. Analyst will be ASSIGNED to work at a KeyBank location 4+ days per week.

PREFERRED QUALIFICATIONS

MBAProficiency in business intelligence tools a plusPrevious working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA a plus.Experience in affordable housing and LIHTC industry a plus

EQUIPMENT USED

Standard office equipment (PC, copier, fax, scanner, financial calculator)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $90,000 to $115,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 08/31/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.