Multifamily Associate Loan Processor (Clearwater)
The Multifamily Associate Loan Processor supports the execution of newly originated commercial real estate finance transactions, focusing on multifamily and affordable housing sectors. This entry-level role involves managing due diligence materials, organizing loan documentation, coordinating with internal teams and external parties, and assisting in loan package preparation to facilitate timely closings within a collaborative environment.
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, Property — an investment and mortgage banking firm focused on multifamily affordable housing, commercial real estate, and renewable energy.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring an entry-level Multifamily Associate Loan Processor to support newly originated multifamily transactions from intake through closing and post-closing. This role provides hands-on exposure to underwriting, closing logistics, and capital markets package preparation within a collaborative team environment.
Key Responsibilities
- Support collection, organization, and tracking of due diligence materials across multiple transactions.
- Set up and maintain accurate loan files (electronic and, when required, physical).
- Review incoming documents for completeness and flag follow-ups with internal teams or external parties.
- Assist in reviewing borrower entity documentation and third‑party reports (appraisals, market studies, environmental reports).
- Coordinate with underwriters, analysts, and senior processors to align loan files with underwriting requirements.
- Help prepare loan packages for submission to investors and secondary market participants.
- Track closing conditions and coordinate with legal counsel, title/escrow agents, and internal departments to facilitate timely closings.
- Communicate with borrowers and transaction participants under guidance from senior team members.
- Coordinate third‑party vendors (appraisals, inspections, reports) and monitor timelines.
- Maintain organized records and assist in delivering final documentation per investor and company requirements.
- Support special projects and departmental initiatives as assigned.
Qualifications
- Bachelor’s degree in Finance, Real Estate, Business, or related field preferred — equivalent internship or work experience accepted.
- 0–2 years of experience in finance, real estate, banking, or related fields; internships are acceptable.
- Paralegal background is a plus.
- Strong interest in commercial real estate finance, especially multifamily and affordable housing sectors.
Skills & Competencies
- Strong organizational skills; ability to manage multiple tasks and deadlines.
- High attention to detail and commitment to accuracy.
- Effective written and verbal communication.
- Quick learner with the ability to take direction in a fast-paced, deadline-driven environment.
- Team-oriented mindset and willingness to support various aspects of the transaction process.
- Basic proficiency in Microsoft Office (Excel, Word, Outlook).
- Proactive problem-solving and follow-through.
Physical Demands & Work Environment
- Occasionally required to walk.
- Continually required to sit.
- Frequently required to talk or hear.
- Typical office noise level is moderate.
- May lift and/or move up to 10 pounds periodically.
- Reasonable accommodations are available to enable individuals with disabilities to perform essential functions.
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.
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