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Today

Real Estate Finance & Investment Specialist (Underwriting & Transaction Management)

The Community Preservation Corporation New York, NY

New York, NY

Today

$90k - $110k/yr Full time Accounting Affordable Housing Finance Analytical Skills

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Job Description

Join The Community Preservation Corporation (CPC) Building Innovation team to support the launch of a High-Performance Housing Fund and a new predevelopment lending program through underwriting, diligence, and transaction pipeline management for affordable and workforce housing.

Responsibilities

Coordinate predevelopment financing applications, partnering with consultants, borrowers, and CPC staff to compile required financial, technical, and program documentation.
Own assigned transactions and workstreams, including application screening, eligibility and financial-feasibility analyses, stakeholder coordination, deliverable tracking, and next-step execution.
Structure and evaluate financing approaches supporting energy efficiency, utility efficiency, and natural hazard resilience improvements.
Manage underwriting and due diligence for predevelopment and subordinate loans from origination through closing, coordinating internal CPC teams, borrowers, legal counsel, consultants, and third-party vendors.
Perform credit and feasibility analysis using historical operations, rent rolls, market conditions, development budgets, and financing assumptions to assess cash flow, debt capacity, transaction feasibility, and credit risk.
Underwrite preferred equity investments, evaluating capital structure, distribution waterfalls, sponsor economics, projected returns, exit and refinancing assumptions, and downside protection.
Build and review Excel-based financial models, including operating projections, debt sizing, sources and uses, investment returns, and sensitivity and downside analysis.
Conduct site inspections and review third-party reports, including appraisal, engineering, environmental, zoning, flood, title, and insurance materials to identify property-level risks.
Assess borrower and sponsor creditworthiness through financial statement analysis, liquidity, credit history, organizational structure, experience, and real estate holdings.
Prepare underwriting and investment memoranda and present material risks and recommendations to CPC Credit and Investment Committees.
Identify and communicate material credit, execution, and closing risks and recommend solutions.
Maintain due diligence checklists and application schedules, monitor deliverables, resolve information gaps, and support complete, timely submissions.
Maintain visibility into the Climate Lending & Investing transaction pipeline and progress opportunities through screening, evaluation, underwriting, approval, documentation, legal review, and closing.
Review borrower reporting and portfolio information to identify emerging issues and coordinate appropriate follow-up or escalation with internal and external stakeholders.
Perform other related duties as assigned.

Requirements

Bachelor’s or Master’s degree in Finance, Economics, Urban Planning, Real Estate, or other related field (preferred).
5 years of experience in multifamily real estate underwriting, equity investment analysis, or structured finance (preferred).
Proactive self-starter with demonstrated ability to anticipate needs and advance work independently.
Strong sense of ownership and accountability, with a track record of driving projects forward.
Collaborative, relationship-driven approach with willingness to engage colleagues and external partners directly.
Comfort navigating ambiguity, exercising sound judgment, establishing priorities, and acting with incomplete information.
Exceptional analytical, problem-solving, and organizational skills.
Expertise in Microsoft Word, Excel, PowerPoint, and Adobe products, plus understanding of how to effectively deploy AI platforms and tools.
Strong Excel financial modeling skills, including real estate cash flow modeling, debt sizing, investment returns, and sensitivity analyses (preferred).
Knowledge of preferred equity and subordinate capital structures, including evaluation of returns, distribution waterfalls, sponsor economics, refinance and exit assumptions, and downside risk (preferred).
Knowledge of HUD multifamily programs and/or Fannie Mae and Freddie Mac loan products is recommended.
Familiarity with energy efficiency, renewable energy, and natural hazard resilience building measures (preferred).
Effective written and oral communication skills.

Technologies

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Adobe products
AI platforms and tools

Benefits

Competitive compensation
401(k) retirement plans with employer match
Medical, dental, and vision benefits for employees and their dependents
Commuter benefits
PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability
Tuition assistance program
Two “work from anywhere” weeks per year
Summer Fridays
Collaborative working spaces
Service days to support communities
Employee development and engagement events

Role summary

Help shape affordable and workforce housing finance by supporting innovative lending and investment strategies for high-performance multifamily housing.
Work closely with the Senior Director, Strategy & Credit Risk to support launch activities for the High-Performance Housing Fund and a predevelopment lending program for affordable housing projects incorporating natural hazard resilience and utility efficiency improvements.
Combine real estate underwriting and financial analysis with transaction and pipeline management and cross-functional program support.
Independently manage multiple workstreams, moving transactions from initial evaluation through underwriting, due diligence, closing, and ongoing monitoring.
Support initial evaluation of proposed predevelopment and subordinate loans and preferred equity transactions for the credit review process in coordination with the Chief Risk Officer and/or CPC Credit and Investment Committees.
Contribute to development of new financing solutions, expand market knowledge, and support growth of the affordable housing industry’s capacity for high-performance housing investments.

Location: New York, NY (hybrid) | Compensation: USD 90,000 - 110,000 per year | Experience: 5+ years

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1mo ago

Origination - Commercial Real Estate Financial Analyst

Trez Capital Addison, TX

Addison, TX

1mo ago Closed

$70k - $100k/yr Full time Analytical Skills Argus Enterprise Banking & Lending

This position is no longer accepting applications (closed Oct 29, 2026).

Job Description

Commercial Real Estate Financial Analyst role focused on underwriting and financial analysis for prospective loan transactions on Trez Capital’s U.S. Origination team in Texas.

Responsibilities

Underwrite prospective commercial real estate loans by reviewing borrower financial information, property cash flows, rent rolls, operating statements, market data, and transaction documentation
Build and maintain property- and loan-level financial models, including cash flow projections, debt service coverage, loan-to-value, debt yield, sensitivity, and scenario analyses
Draft and support approval materials such as term sheets, proposals, investment memoranda, and related documentation in collaboration with the Origination team and internal stakeholders
Perform market and property research, including comparable rents and sales, vacancy, absorption, supply pipelines, and growth trends
Assess key credit, market, sponsor, property, and structural risks and recommend appropriate mitigants
Review borrower-provided models and assumptions to confirm accuracy, completeness, and reasonableness
Coordinate due diligence activities with appraisers, legal counsel, environmental consultants, engineers, and other third-party professionals
Track due diligence requirements, organize transaction information, and help support an efficient underwriting and closing process
Monitor assigned loans and update financial analyses, valuations, and pro forma assumptions as needed
Produce concise analyses and presentations for senior decision-makers
Support portfolio, pipeline, and ad hoc analytical reporting for the Origination team

Requirements

Bachelor’s degree in real estate, finance, business, economics, accounting, or a related discipline
One to four years of relevant experience in commercial real estate lending, investment, banking, finance, valuation, or accounting
Experience underwriting commercial real estate transactions and interpreting property operating statements, rent rolls, and market data is preferred
Advanced financial modeling and analytical skills, with strong proficiency in Microsoft Excel
Working knowledge of commercial real estate fundamentals, lending structures, valuation concepts, and key credit metrics
Ability to evaluate complex information, challenge assumptions, identify risk, and develop practical recommendations
Strong attention to detail, accuracy, organization, and document management
Excellent written and verbal communication skills, including clear communication of technical findings
Capability to manage multiple transactions and competing priorities in a fast-paced, deadline-driven environment
Self-motivated and accountable approach, with ability to work both independently and collaboratively
Proficiency in Microsoft Office; Argus Enterprise or similar real estate analysis software is an asset

Technologies

Microsoft Excel
Microsoft Office
Argus Enterprise

Location and Working Environment

Addison, TX (onsite)
Professional office environment in Texas with regular computer-based work and periods of focused analysis
Occasional travel, property site visits, and meetings outside regular business hours may be required

Compensation and Benefits

Base salary range: USD 70,000 - 100,000 per year
Health and dental benefits
401K matching of up to 5%
Three weeks of paid vacation
Eligibility for a discretionary bonus

Recruitment Agencies

Trez Capital does not accept unsolicited candidate submissions from recruitment agencies or third-party recruiters
Do not submit résumés or candidate profiles without a current written agreement and prior authorization from Trez Capital’s Human Resources team

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Real Estate Lending Finance Jobs

Real Estate Finance & Investment Specialist (Underwriting & Transaction Management)

Origination - Commercial Real Estate Financial Analyst

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