Production Analyst
The Production Analyst at Confidential Client supports the Originations team by underwriting and structuring various residential real estate loans, including construction and bridge loans. This entry-level role involves financial analysis, customer interaction, and collaboration with senior executives to facilitate loan approvals and foster client relationships in a dynamic, fast-paced 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, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is seeking an entry-level Production Analyst to support originating and underwriting residential investor financing. You will work closely with Relationship Managers and deal teams to evaluate transactions, prepare underwriting analyses, and engage with borrowers and brokers.
- Conduct initial underwriting: budget analysis, income & expense reviews, loan sizing and structuring for construction loans, bridge loans, credit lines, DSCR loans and term loans
- Assist deal teams with underwriting tasks and draft credit memos for loan committee review
- Source new loan opportunities through inbound inquiries, outbound outreach, and broker/borrower interactions
- Support Relationship Managers at conferences and investor events to develop and maintain customer relationships
- Help manage deal documentation and special projects as assigned
- Exercise independent judgment while escalating complex credit decisions to senior staff
Responsibilities & Duties
- Partner with Relationship Managers and other deal team members on transaction evaluation
- Perform quantitative analysis and financial modeling in Excel to support loan structuring
- Prepare clear, concise credit memos and underwriting summaries
- Track pipeline activity and support the credit/approval process
- Communicate with borrowers, brokers and internal stakeholders via phone and in-person meetings
- Travel periodically (quarterly) for customer meetings and industry events
Required Experience, Skills & Competencies
- Bachelor’s degree in Real Estate, Finance, Business, Economics, Accounting, Statistics, Data Science or related field
- 0–1 years’ experience — entry-level role ideal for recent graduates or those new to the workforce; internships or coursework in real estate/finance helpful
- Strong quantitative and qualitative skills, with excellent attention to detail
- Advanced Microsoft Excel skills; strong working knowledge of Word and PowerPoint
- Ability to manage multiple priorities in a fast-paced environment
- Excellent verbal and written communication skills; comfortable with regular phone and in-person customer interaction
- Willingness to travel quarterly as needed
Compensation & Benefits
A reasonable estimate of the base compensation range for this role is $71,000–$81,000 per year. The actual salary offered will be based on job-related education, geographic location, training, licensure and certification, and other factors.
Confidential Client offers a competitive benefits package that may include:
- Discretionary corporate bonus program
- Multiple health plan options, STD and LTD
- Company‑sponsored life insurance
- Fitness reimbursement and paid parental leave
- Paid time off, volunteer time, ESPP, and 401(k) matching
Location & Travel
- Location: Manhattan, NY (onsite or hybrid as determined by the client)
- Some travel required (approximately quarterly) for client meetings and industry events
Why Apply via Careertakes
Careertakes is a third‑party recruiting platform helping match candidates to Confidential Client opportunities. Applicants may receive access to additional matched roles through the Careertakes platform, and Careertakes can help coordinate the application and interview process.
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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