About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

Confidential Client is hiring an entry-level Financial Analyst on the Transactions Team within GSE Asset Management. This role supports servicing activity for investor-backed commercial real estate loans (Fannie Mae, Freddie Mac, FHA and select private investors). You will help prepare consent packages, manage borrower communications, maintain portfolio data, and build reports to support ongoing asset management work.

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What You’ll Do

• Communicate directly with borrowers and legal counsel to collect documentation, clarify requests, and facilitate consent review.
• Assist with preparation and submission of consent packages.
• Create and maintain reports and dashboards tracking consent activity, borrower submissions, and processing timelines.
• Update and maintain portfolio databases (Salesforce, Rockport, Enterprise, agency systems).
• Organize and maintain Asset Management electronic records (contact database, consent files, reports).
• Keep accurate digital records of consent submissions, approvals, and supporting documentation.
• Communicate with clients about appropriate loan arrangements when needed.
• Perform other duties as assigned.
• Maintain regular attendance generally 8:30 am – 5:30 pm local time Tuesday through Thursday; option to work remotely on Mondays and Fridays.

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Qualifications

• Bachelor’s degree in economics, business, finance, or related field, or equivalent experience (strongly preferred).
• Previous experience in real estate or mortgage servicing is preferred but not required.
• Demonstrated analytical and quantitative skills; able to evaluate data quickly and present information clearly.
• Strong written and verbal communication skills.
• Legal document, title, and survey knowledge is a plus.
• Ability to travel and operate a motor vehicle as needed.
• Ownership mindset, willingness to learn, and collaborative teamwork skills.

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Skills & Tools

• Proficiency with MS Outlook and MS Excel.
• Experience with database and CRM systems (Salesforce preferred).
• Comfortable creating reports, dashboards, and maintaining data integrity.
• Attention to detail and strong organizational skills.

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Schedule & Location

• Location: Needham, MA (hybrid).
• Typical hours: Attendance generally required 8:30 am – 5:30 pm local time Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
• Some travel and the ability to operate a motor vehicle may be required.

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Compensation & Benefits

• Estimated base salary: $55,000 - $65,000 per year, plus discretionary bonus. Final offer will reflect experience, skills, and internal equity.
• Benefits highlights (may vary by eligibility and hours worked):
  • Competitive medical, dental, and vision options with notable employer subsidy.
  • 401(k) with company match.
  • Paid parental leave and other family paid leave programs.
  • Company-paid life, short- and long-term disability.
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSA).
  • Pre-tax transit and commuting benefits.
  • Career development programs and volunteer/donation matching opportunities.

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Confidential Client & Hiring Notes

Confidential Client is committed to a fair, inclusive hiring process. Background checks or questions about arrest/conviction records will occur only after a conditional offer is extended and will follow applicable federal, state, and local laws.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.