CREA, LLC es un sindicato de crédito fiscal para viviendas de bajos ingresos (LIHTC) de servicio completo que forma relaciones a largo plazo con inversionistas y desarrolladores que cultivan el éxito y mejoran vidas. Mientras CREA celebra más de 20 años en el negocio, se han recaudado más de $9,200 millones, lo que contribuye a la formación de más de 73,000 hogares dentro de 797 propiedades. Con más de 150 empleados, seguimos buscando personas talentosas y apasionadas que estén entusiasmadas con las oportunidades de crecer con nosotros.
Resumen de posición
CREA is seeking a Financial Analyst to provide analytical and operational support across its Underwriting team. This flexible role supports transaction underwriting, financial analysis, due diligence, reporting, data management, and special projects related to Low-Income Housing Tax Credit (LIHTC) investments. It is an excellent opportunity to build a foundation in affordable housing, real estate finance, and underwriting.
Responsabilidades primarias
Provide support across the Underwriting team based on transaction volume, priorities, and resource needs.
Organize, review, and analyze underwriting and due diligence materials, including pro formas, market studies, appraisals, and engineering reports.
Collect, validate, maintain, and organize transaction data, supporting documentation, and underwriting files.
Perform basic financial analysis and quality-control reviews using Microsoft Excel and company systems.
Review and summarize income statements, balance sheets, cash flow statements, and real estate owned schedules.
Assist with underwriting memoranda, investment summaries, committee materials, and presentation packages.
Research developers, guarantors, markets, financing sources, and other transaction participants.
Support assignment and milestone tracking, information requests, process improvements, and other special projects.
Requisitos de trabajo
Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business Administration, or a related field.
Strong knowledge of Microsoft Office, especially Excel, and a basic understanding of financial statements and business fundamentals.
Strong analytical, organizational, communication, and problem-solving skills with close attention to detail.
Ability to manage multiple assignments, adapt to changing priorities, meet deadlines, and collaborate effectively.
Curiosity, initiative, a strong work ethic, and a desire to learn affordable housing finance and LIHTC underwriting.
Candidate must have a valid driver’s license; up to 10% travel may be required based on business needs.
Preferred:
Up to 3 years of experience in one or more of the following areas: Underwriting, Finance, Accounting, Banking, Commercial real estate, Mortgage lending, Consulting, and other analytical fields
Exposure to the following areas is preferred but not required: Multifamily housing, Affordable housing, Lending, or Financial Analysis.
Advanced financial modeling experience is not required.
Competencias básicas
Excellent attention to detail
Effective written and oral communication skills to express complex issues or solutions
Excellent analytical skills
Proficiency with Microsoft Office Suite
Possess confidence and initiative to succeed with minimal supervision
Ability to work on multiple projects simultaneously while diligently managing priorities and resources to meet various deadlines
Exhibit professionalism, high ethics, and a team philosophy in one’s work.
Nuestros valores
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Trabajamos como una familia, invirtiendo unos en otros, en causas valiosas y en las comunidades a las que servimos.
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Tenemos integridad en todo lo que hacemos; aceptamos las diferencias y tratamos a los demás con amabilidad y respeto.
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Creemos que, con el trabajo en equipo, podemos lograr cualquier cosa y buscar soluciones innovadoras para nuestros clientes.
CREA cree en recompensar el arduo trabajo de todos aquellos que hacen posible nuestra misión. Conozca nuestros competitivos beneficios para empleados enMisCREABeneficios.com.