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Indianapolis, IN or Portland, OR, or New York, NY or Boston, MA

Indianapolis, IN or Portland, OR, or New York, NY or Boston, MA

Indianapolis, IN or Portland, OR, or New York, NY or Boston, MA

Financial Analyst, Credit & Underwriting

Location:

Indianapolis, IN or Portland, OR, or New York, NY or Boston, MA

Reports to:

Senior Vice President, Credit & Underwriting

Physical Presence:

In-Office | Tue – Thu; Flexible | Mon & Fri

Date:

September 2024

CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With over 20 years in affordable housing, CREA has raised $11.2 billion - resulting in the formation of 84,000+ homes within 924 communities across the country. Thanks to the contribution of over 150 employees, CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with us into the future.

Position Summary

This is an ideal entry-level opportunity for a candidate interested in a career in real estate finance, affordable housing, or the LIHTC industry. Candidates will learn the basics of evaluating real estate markets and development teams. The primary role of this position is to evaluate potential LIHTC investments under consideration by CREA. Investments are on a national scale and the team member will work closely with other areas of CREA, including Acquisitions, Syndications and Asset Management. In reviewing investments, the team member will research, summarize in writing, and report on various credit risks associated with the real estate, the development team, and market. Following the underwriting process, the team member may participate in the presentation to recommend the investment to senior leadership.

Primary Responsibilities

  • Evaluate financial models and operating proformas;

  • Analyze historical data and market conditions to project future operating results;

  • Review proposed financing and key loan documents;

  • Engage and evaluate third party market studies;

  • Research the performance and backgrounds of development team members;

  • Prepare various reports and summaries of findings.

Job Requirements

Minimum academic requirement includes a bachelor’s degree in real estate, finance, accounting, or another related business major, with 0 – 2 years of experience. A candidate for this position should possess an understanding of multi-family real estate principals and investment analysis. Successful candidate will be highly motivated, pro-active, possess efficient time management skills and willing to accept new responsibilities as our business grows. Must possess and be able to demonstrate effectiveness with each of the following Core Competencies.

Core Competencies

  • 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.

Our Values

  • We work as a family, investing in each other, worthy causes, and the communities we serve.

  • We have integrity in all that we do; we embrace differences and treat others with kindness and respect.

  • We believe that, with teamwork, we can accomplish anything and pursue inventive solutions for our clients.

CREA believes in rewarding the hard work of all those that make our mission possible. Learn about our competitive employee benefits at MyCREABenefits.com.

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