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Financial Analyst
Flushing, NY

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EAZZY CONSULTING LLC

Real Estate Finance Analyst Client Solutions

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Job Description

We are seeking a motivated Real Estate Finance Analyst
  • to identify real estate investors, property owners, developers, and business owners who need financing for non-owner-occupied real estate .
This is a client-facing sales, business development, and financial analysis role . You will be responsible for finding prospective clients, understanding their properties and investment objectives, analyzing their financing needs, and working with our team to identify appropriate real estate financing solutions. This position focuses exclusively on investment and business-purpose real estate financing. We do not focus on owner-occupied residential mortgage loans in this role. What You'll Do Identify real estate investors, landlords, developers, property owners, and business owners who may need financing Develop your own pipeline of prospective clients Prospect through outbound calls, networking, referrals, real estate relationships, online research, and other business development activities Speak directly with property owners and investors to understand their financing objectives Analyze potential transactions based on factors such as property type, value, purchase price, existing debt, rental income, cash flow, loan amount, borrower experience, and exit strategy Identify potential financing structures based on each client's situation Work with our lending and operations team to determine available financing solutions Follow up with prospects and help move qualified opportunities through the financing process Develop referral relationships with real estate agents, commercial brokers, attorneys, CPAs, developers, property managers, contractors, and other industry professionals Maintain an active pipeline and accurate CRM records Meet prospecting, appointment, submission, and production goals Financing Solutions You will work with clients seeking business-purpose real estate financing, including: DSCR Investment Property Loans Non-Owner-Occupied Residential Investment Loans Fix & Flip Financing Bridge Loans Rental Property Financing Cash-Out Refinance Commercial Real Estate Loans Multifamily Financing Mixed-Use Property Financing Construction and Renovation Financing Ground-Up Construction Portfolio and Blanket Loans Foreign National Investment Property Financing LLC and Business Entity Borrowers Short-Term and Long-Term Real Estate Financing Programs and eligibility vary depending on the property, borrower, transaction, and lender requirements.
Important:
Client Development Is Required This is not a position where the company provides you with a list of customers to call. You are expected to actively identify and develop your own prospective clients and referral sources. The successful candidate should be comfortable finding property owners and investors, making outbound calls, networking with real estate professionals, and creating new business opportunities. What We're Looking For Strong interest in real estate and finance Sales and business-development mindset Comfortable speaking with real estate investors and property owners Ability to prospect and develop clients independently Strong communication and relationship-building skills Ability to review a real estate transaction and understand the client's financing objective Strong problem-solving and analytical skills Organized and comfortable managing multiple opportunities and follow-ups Experience in real estate, commercial lending, mortgage lending, private lending, banking, financial services, or B2B sales is preferred Experience with real estate investors is a plus Who Will Succeed in This Role The ideal candidate is someone who can combine sales with real estate financial analysis . For example, instead of simply asking a property owner whether they need a loan, you should be able to understand: What property do they own or want to purchase? What is it worth? How much debt is currently on it? What is the rental income? What are they trying to accomplish? How much capital do they need? What is their exit strategy? You will then work with our team to determine whether we can structure a financing solution that meets the client's business and investment objectives. If you enjoy real estate, finance, networking, sales, and solving financing problems for investors , this position may be a strong fit.
Job Type:
Full-time Pay:
From $120,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off
Physical Setting:
Office Application Question(s): This is a sales and business development position focused on non-owner-occupied real estate financing. Are you comfortable finding and developing your own prospective clients? The company does not provide a guaranteed list of customer names or phone numbers. Are you comfortable independently finding real estate investors, property owners, developers, and referral partners? Are you comfortable making outbound calls and directly contacting property owners, real estate investors, brokers, and other potential referral partners? Which areas do you have experience with? (Select all that apply)
  • Real estate sales
  • Real estate investing
  • Mortgage lending
  • Commercial lending
  • DSCR loans
  • Bridge / private lending
  • Fix & flip financing
  • Commercial real estate
  • Business development / B2B sales
  • Cold calling / prospecting
  • None of the above How many years of sales or business development experience do you have?
None Less than 1 year 1-2 years 3-5 years 5+ years You are starting with no company-provided lead list. How would you find your first 20 real estate investors or property owners who may need financing? Written response — Required A real estate investor owns a non-owner-occupied rental property and wants to cash out equity to purchase another investment property. What information would you ask the client for before determining possible financing options? Which statement best describes you?
  • I enjoy finding new clients and creating business opportunities myself.
  • I enjoy both sales and analyzing real estate financing opportunities.
  • I prefer working only with leads provided by the company.
  • I prefer an internal analyst position without sales or prospecting.
This role focuses on business-purpose financing for non-owner-occupied/investment real estate, not traditional owner-occupied home mortgages. Are you comfortable focusing on this market?
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance