You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.

 

In this role you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.

As a Transaction Manager on the Community Development Banking (CDB) team, you are responsible for leading and supervising a smooth transaction experience for the client by working directly with the CDB Banker and CDB Underwriters to ensure transactions are processed in an efficient, accurate, and timely manner.

Job responsibilities

Coordinate with the borrowers, underwriters, and bankers to obtain necessary due diligence required for loan file Assist in transition from screening to underwriting Maintain loan file, applicable checklists, and any documents required Review and analyze items received to ensure file is accurately documented Order and review third party reports (appraisals, environmental assessment, etc.) Assist underwriter by entering basic third-party report data  Complete and/or assist Underwriters with applicable agency forms for submission. Assists with assembling loan package and delivering to closing. Perform other projects and duties assigned and deemed appropriate from the manager

Required qualifications, capabilities and skills:

Excellent detail oriented organizational skills and communication skills Must be able to work well under pressure in a fast-paced environment; prioritizing work to meet deadlines. Ability to learn underwriting technology systems  Must be able to work independently and as a team member.

Preferred qualifications, capabilities, and skills:

Requires 2-4 years of experience in multifamily and multifamily affordable housing.  Bachelor’s degree preferred. Working knowledge of affordable housing and/or other government policies; use of subsidies and LIHTC, though not required, is a big plus Working knowledge of real estate documentation is a big plus