Summary:
The Transaction Manager will play a critical role in supporting the origination, quoting, and execution of multifamily loans. This position requires strong organizational skills, a proactive mindset, and the ability to manage multiple responsibilities in a fast-paced environment.
Major Responsibilities:
- Front-End Quoting Support:
- Work closely with analysts to prepare and deliver timely, accurate quotes for multifamily lending opportunities.
- Collaborate with developers to understand their needs and provide solutions.
- Respond promptly to quote requests, ensuring quick turnaround times to maintain client engagement.
- Manage the end-to-end process for closing deals, including documentation, communication with stakeholders, and addressing challenges.
- Ensure seamless handoffs between quoting and execution phases, including working with analysts to hard quote and prepare the application.
- Client Relationship Management:
- Proactively follow up with clients to advance deals and address questions.
- Maintain persistence and accountability to keep projects moving forward efficiently, including timelines and third-party report tracking.
- Work closely with team members to balance quoting and execution workloads.
- Actively participate in strategy sessions to identify process improvements.
- Ability to manage multiple priorities under tight deadlines.
- Strong attention to detail and commitment to accuracy.
- Proactive, solution-oriented mindset with a focus on client service.
- Excellent communication and interpersonal skills.
- Experience in lending or financial services is a plus.
Minimum Requirements:
(experience, education, ksa)
- 3 years of experience in a commercial real estate mortgage loan production office or equivalent
- Financial modeling of complex real estate transactions.
- Bachelor’s degree in Real Estate or Finance, or equivalent education and related training
- Strong analytical skills as well as ability to think outside the box and provide solutions and optionality
- In depth knowledge of the income producing real estate including knowledge of local/regional/national real estate markets
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software, Salesforce and presentation products
- Ability to work harmoniously with internal/external workers/customers
This position is eligible to earn a base salary in the range of $75K to $85K annually and has strong commission potential, depending on job-related factors such as level of experience and geographic location.
We encourage you to explore the career opportunities we have available here at BWE!