ORIX Corporation USA · 2 days ago
Associate, Underwriting
Dallas, TX
Full-time
Hybrid
Entry Level
$90K/yr - $110K/yr
1+ years expORIX Corporation USA is a company focused on multifamily mortgage financing programs. They are seeking an Associate to support the underwriting process by managing documentation, analyzing financial information, and coordinating with various stakeholders to assess loan risks.
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Responsibilities
Assist the senior staff and/or Underwriter during the loan underwriting process by requesting, collecting, and managing required due diligence documentation
Prepare, distribute, and maintain Due Diligence Checklists and Application Workbooks, updating regularly to meet target-underwriting dates
Collect, review, and advise the underwriting team regarding the receipt and status of all underwriting documentation
Establish and maintain loan files. Retain and organize loan documentation in appropriate electronic data storage folders
Collect and input data into proprietary pipeline management platform
Coordinate with the Third-Party Operations Manager and the Underwriter on the engagement and receipt of required third-party reports
Participate in regular calls with borrowers regarding due diligence status, timing updates, and coordination with various external parties
Work with the Underwriter to collect, input, and analyze property data, including property operating statements, rent rolls, and third-party report information
Verify and update property operating information in the underwriting analysis workbook
Upon receipt of due diligence, including third-party reports, borrower/sponsor financial statements, SREO, Underwriting Certificates, credit reports, and investor database credit checks:
Review and notify the Underwriter of any material issues
Transfer data from reports to underwriting analysis workbook and narrative
Assist with assembling loan packages, ensuring quality control, and delivering to Investors after closing
Reconcile and approve final loan accounting
Work professionally and harmoniously with the underwriting team, loan originators, borrowers, and other deal team members
Other projects and duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, Real Estate, or Business Administration required
1-3 years of commercial real estate experience required; multifamily strongly preferred
High-level knowledge of financial statement analysis, general accounting, cash flows, and mortgage interest calculations
Knowledge of real estate finance and/or investment real estate, particularly multifamily
Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes
Results-driven achiever with exemplary planning, multitasking, organizational skills, and a high degree of attention to detail
Exceptional listener and communicator who effectively conveys information verbally and in writing
Resourceful team player who excels at building trusting relationships with clients and colleagues
Applicable knowledge of Microsoft Office suite
Preferred
Bachelor's degree in Finance, Accounting, Real Estate, or Business Administration preferred
Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs preferred
Benefits
Cash bonuses
Long term incentives
Health insurance
Accident and life insurance
Retirement benefits
Competitive vacation policy
Floating personal holidays
Extensive leave options
Annual observed holidays
Infertility coverage
Adoption support
Child and elder care
Fully paid maternity
Generous parental leave benefits
Hybrid working model
Company
ORIX Corporation USA
Established in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today.
Founded in 2001Dallas, Texas, USA
1001-5000 employees
H1B Sponsorship
ORIX Corporation USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (5)
2023 (1)
2022 (2)
2021 (4)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Michael E. Cousins
Chief Financial Officer
Company data provided by crunchbase