Location:

8117 Preston Road, Suite 400, Dallas Texas

JOB BRIEF

Support Affordable Housing Mortgage Bankers in securing and processing all potential loans (both agency and non-agency execution).

Work in collaboration with Mortgage Bankers to assist in deepening relationships with current and prospective new clients to establish rapport with Principals and their staff.

Coordinate with internal Underwriters and Closers to identify and work through issues that may arise during the due diligence, underwriting, and closing processes.

ESSENTIAL JOB FUNCTIONS

The Sr. Analyst will provide detailed quantitative and qualitative support to the Affordable Housing Mortgage Bankers. The following is a summary of essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

• The position will support the Affordable Housing Mortgage Bankers in all aspects of loan origination, (agency, FHA, and private placement executions).
• The Sr. Analyst will be primarily responsible for modeling, evaluating and underwriting new financing opportunities, by providing financial modeling, and delivering high-quality property and market analysis to debt investors.
• Partner with Affordable Housing Mortgage Bankers to pitch various execution options. Act as a product specialist across an array of affordable housing products including Fannie Mae, Freddie Mac and Private Placement investors.
• Work with support staff, transaction manager, underwriting and credit in the preparation of preliminary and final loan submissions.
• The Sr. Analyst will be responsible for ordering 3rd party reports, completing compliance requirements, etc.
• He/She will work directly with the mortgage bankers to assist in securing debt financing for multifamily affordable housing projects and be overseen by the Transaction Manager.

MARGINAL OR PERIPHERAL FUNCTIONS

The Sr. Analyst will provide industry, market, business, and quantitative analysis support. This will include performing ad-hoc strategic and financial reporting. The Sr. Analyst is expected to have a continuous improvement mindset and would be empowered to recommend efficiencies for change. The Sr. Analyst will work on special projects assigned from time to time. The position may include doing site inspections when necessary.

REQUIRED QUALIFICATIONS

• Bachelor’s degree required in finance, accounting, business administration, economics, or Real Estate.
• 3+ years of experience in finance, accounting, real estate, investment banking or consulting including Real Estate Finance.
• Demonstrated high proficiency in Excel, Word and PowerPoint, experience with complex spreadsheets.
• Strong quantitative and analytical skills and the ability to interpret financial data from multiple computer systems.
• Solid understanding and experience in the affordable housing industry.
• Ability to synthesize and analyze large amounts of data and communicate relevant findings.
• Demonstrated analytical approach to problem solving with a high attention to detail.
• The ability to work in a fast-paced environment with a sense of urgency to meet deadlines.
• Proactive and goal-oriented, with the ability to work independently.
• Strong organizational skills – ability to manage multiple tasks simultaneously.
• Consultative, service-oriented mindset.
• Outstanding oral communication, written, and presentation skills.
• Substantial organizational skills to recall transactions and their particular nuances quickly and efficiently.
• The Sr. Analyst will be ASSIGNED to work at a KeyBank location 4+ days per week.

PREFERRED QUALIFICATIONS

• MBA
• Proficiency in business intelligence tools a plus
• Previous working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA a plus.
• Experience in affordable housing and LIHTC industry a plus

EQUIPMENT USED

Standard office equipment (PC, copier, fax, scanner, financial calculator)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 10/30/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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