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Zions Bancorporation

Multifamily Agency Loan Sizing Analyst

lauderdale lakes, FL

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Job description

Multifamily Agency Loan Sizing Analyst (Multifamily Agency Lending)

nZions 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.

nTeam Overview

nThe 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.

nRole Summary

nThe 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.

nKey Responsibilities

nnnDeal Screening & Underwriting Support

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

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

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

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

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

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nnTransaction Execution

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

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

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

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nnInterface with borrowers to collect required information and maintain transaction momentum

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nnReview agency quotes and assist in evaluating optimal execution strategies

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n nCapital Markets & Business Development Support

nnnSupport originators in client communications, meetings, and presentations

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nnTrack pipeline activity and maintain refinancing and business development opportunities

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nnContribute to marketing materials and strategic outreach initiatives

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n nCross-Functional Coordination

nnnWork closely with Underwriting and Closing teams to ensure consistency and efficiency throughout the transaction lifecycle

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

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nnMaintain organized transaction records and pipeline reporting

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n nQualifications

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

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nn2+ years of experience in commercial real estate, investment banking, or a related analytical role

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nnExposure to multifamily underwriting or agency lending is preferred

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n nCore Competencies

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

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

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

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nnClear and professional communication skills, both written and verbal

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

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

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

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n nLocation:

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

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

nBenefits:

nnnMedical, Dental, and Vision Insurance - START DAY ONE!

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

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

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

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nn401(k) plan with company match and Profit Sharing

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nnMental health benefits, including coaching and therapy sessions

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nnTuition Reimbursement for qualifying employees

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nnEmployee Ambassador preferred banking products

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n nReq ID:

nEqual Opportunity Employer

nIt is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

nIf you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.

nClick here to view applicable Federal, State and/or local employment law posters.

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