Lument · 8 hours ago
Analyst, Underwriting Small Balance Loans
Dallas, TX
Full-time
Hybrid
Entry Level
$65K/yr - $85K/yr
1+ years expLument is a company focused on underwriting multifamily and commercial mortgage financing programs. The Analyst, Underwriting – SBL is responsible for processing and analytical duties to support the underwriting process, requiring strong attention to detail and effective communication skills.
Commercial Real EstateFinanceReal Estate
Responsibilities
Assists the Underwriter during the loan underwriting process by requesting, collecting, managing required 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 receipt and status of all underwriting documentation
Establish and maintain loan files
Retain and organize loan documentation in appropriate electronic data storage folders
Order and obtain professional reports and verifications from external parties
Inputs and analyzes data:
Verify and update property operating information in the underwriting analysis workbook
Upon receipt of borrower/sponsor financial statements, SREO, Underwriting Certificates, credit reports, and investor database credit checks:
Review and notify Underwriter of any material issues
Transfer data from reports to underwriting analysis workbook and narrative
Upon receipt of professional reports (e.g. appraisal, engineering, environmental assessment, seismic analysis, zoning, and market reports), transfer data into underwriting analysis workbook and narrative
Assists the Underwriter in the preparation and submission of loan committee presentations, including drafting sections of the underwriting narrative as assigned and preparing exhibits
Assists with assembling loan package and delivering to Investors after closing
Processes invoices for payment and prepares final accounting
Work professional and harmoniously with team and coworkers
Other projects and duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, Real Estate, or Business Administration preferred
One to three years of commercial real estate experience required; multifamily strongly preferred
Knowledge of financial statement analysis, general accounting, cash flows, and mortgage interest calculations
Knowledge of real estate finance and/or investment real estate, including multifamily, retail, and office
Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes
Results-driven achiever with exemplary planning and organizational skills, along with 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
Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs is considered a plus, but not required
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 with a 3 day in-office minimum requirement
Company
Lument
Lument offers custom capital solutions for investors in the multifamily, affordable housing, healthcare and commercial real estate sector.
501-1000 employees
H1B Sponsorship
Lument 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
2022 (1)
Funding
Current Stage
Late StageTotal Funding
$160.3MKey Investors
Steve McGee
2022-02-01Debt Financing· $115M
2021-03-18Debt Financing· $33M
2021-03-17Debt Financing· $12.3M
Leadership Team
James P. (Jim) Flynn
Chief Executive Officer
Robert (Bob) Kirkwood
Chief Financial Officer
Recent News
2025-09-04
2025-04-21
2025-01-16
Company data provided by crunchbase