Multifamily Agency Loan Sizing Analyst

Job description

Multifamily Agency Loan Sizing Analyst (Multifamily Agency Lending)

Zions Capital Markets is building a premier multifamily lending platform as a bank-sponsored dual GSE license holder with Fannie Mae and Freddie Mac. Leveraging the strength of Zions Bancorporation's national footprint and client relationships, the platform is focused on delivering high-quality capital solutions across the agency, balance sheet, and broader capital markets landscape.

Team Overview

The Originations team is responsible for sourcing, structuring, and executing multifamily loan opportunities for both agencies. As part of a new platform, the team is focused on driving production growth while maintaining strong credit discipline and execution quality.

Role Summary

The Multifamily Agency Loan Sizing Analyst will support senior originators in the evaluation and execution of multifamily transactions, playing a key role in both deal screening and transaction management. This role offers direct exposure to deal flow and client interaction, along with the opportunity to develop a strong foundation in agency lending, credit analysis, and capital markets execution.

Key Responsibilities

Deal Screening & Underwriting Support

Analyze prospective lending opportunities and prepare initial underwriting assessments for multifamily transactions

Build and maintain financial models using property operating statements, rent rolls, and market data

Assist in sizing and structuring loans across Fannie Mae and Freddie Mac

Prepare concise screening summaries and deal memoranda to support internal decision-making and agency engagement

Conduct research on markets, submarkets, and borrowers to support transaction evaluation

Transaction Execution

Support the end-to-end execution process, from deal intake through closing

Assist in drafting loan applications, indicative terms, and client deliverables

Coordinate with underwriting teams and third-party vendors to facilitate due diligence, including appraisals, engineering, and environmental reports

Interface with borrowers to collect required information and maintain transaction momentum

Review agency quotes and assist in evaluating optimal execution strategies

Capital Markets & Business Development Support Support originators in client communications, meetings, and presentations

Track pipeline activity and maintain refinancing and business development opportunities

Contribute to marketing materials and strategic outreach initiatives

Cross-Functional Coordination Work closely with Underwriting and Closing teams to ensure consistency and efficiency throughout the transaction lifecycle

Help identify and resolve execution challenges, supporting timely and successful closings

Maintain organized transaction records and pipeline reporting

Qualifications Bachelor's degree in finance, real estate, economics, or a related field

2+ years of experience in commercial real estate, investment banking, or a related analytical role

Exposure to multifamily underwriting or agency lending is preferred

Core Competencies Strong financial analysis skills, including the ability to interpret operating performance and build cash flow models

Familiarity with multifamily lending structures and capital sources, particularly Fannie Mae and Freddie Mac programs

Ability to manage multiple priorities in a fast-paced, transaction-oriented environment

Clear and professional communication skills, both written and verbal

Attention to detail and commitment to producing accurate, high-quality work product

Collaborative mindset with a willingness to learn, take ownership, and contribute to team success

Interest in developing a long-term career in multifamily lending and capital markets

Location:

This role can be located anywhere in the U.S.

Pay Range (Depending upon relatable skills and experience): $85,000 - $125,000

Benefits: Medical, Dental, and Vision Insurance - START DAY ONE!

Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts

Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays

401(k) plan with company match and Profit Sharing

Mental health benefits, including coaching and therapy sessions

Tuition Reimbursement for qualifying employees

Employee Ambassador preferred banking products

Worksite address

fort lauderdale, FL, 33336, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.