Real Estate Finance & Investment Specialist – Underwriting, Transaction Management

The Community Preservation Corporation

. Coordinate predevelopment financing applications and assemble financial, technical, and program documentation .

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in multifamily real estate underwriting and equity investment analysis, with strong capabilities in financial modeling, risk assessment, and transaction management. Proficient in coordinating cross-functional teams and communicating complex financial concepts effectively.

Highest-signal resume keywords

Multifamily Real Estate UnderwritingFinancial ModelingRisk AssessmentTransaction ManagementCollaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisEligibility AnalysisCash Flow AssessmentDebt Capacity EvaluationInvestment Returns AnalysisPreferred Equity KnowledgeSubordinate Capital StructuresSite InspectionDue Diligence ManagementExcel-Based Financial Models

Soft Skills

Analytical SkillsProblem-SolvingOrganizational SkillsProactive Self-StarterEffective Communication

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPointAdobe ProductsAI Platforms

Industry Keywords

Structured FinanceEnergy EfficiencyNatural Hazard ResilienceHUD Multifamily ProgramsFannie Mae Loan ProductsFreddie Mac Loan Products

About the role

Key responsibilities & impact

Coordinate predevelopment financing applications and assemble financial, technical, and program documentation
Manage assigned transactions and workstreams from application screening through next steps
Conduct eligibility and financial-feasibility analyses
Structure and evaluate financing approaches for energy efficiency, utility efficiency, and natural hazard resilience improvements
Manage underwriting and due diligence for predevelopment and subordinate loans through closing
Coordinate internal teams, borrowers, legal counsel, consultants, and third-party vendors
Analyze operations, rent rolls, market conditions, development budgets, and financing assumptions
Assess cash flow, debt capacity, transaction feasibility, and credit risk
Underwrite preferred equity investments and evaluate capital structures, distribution waterfalls, sponsor economics, projected returns, exit/refinancing assumptions, and downside protection
Develop and review Excel-based financial models
Conduct site inspections and review appraisal, engineering, environmental, zoning, flood, title, and insurance reports
Assess borrower and sponsor creditworthiness
Prepare underwriting and investment memoranda and present findings and recommendations to Credit and Investment Committees
Identify and communicate credit, execution, and closing risks and recommend solutions
Maintain due diligence checklists, application schedules, and transaction pipeline visibility
Review borrower reporting, identify emerging issues, and coordinate follow-up or escalation

Requirements

What you’ll need

Bachelor’s or Master’s degree in Finance, Economics, Urban Planning, Real Estate or another related field preferred
Five years of experience in multifamily real estate underwriting, equity investment analysis, or structured finance preferred
Proactive self-starter who can work independently
Strong ownership and accountability
Collaborative and relationship-driven
Ability to navigate ambiguity, exercise sound judgment, establish priorities, and act with incomplete information
Exceptional analytical, problem-solving, and organizational skills required
Expertise in Microsoft Word, Excel, PowerPoint, and Adobe products
Understanding of how to effectively deploy AI platforms and tools
Strong Excel-based financial modeling skills, including real estate cash flow models, debt sizing, investment returns, and sensitivity analyses preferred
Knowledge of preferred equity and subordinate capital structures preferred
Knowledge of HUD multifamily programs and/or Fannie Mae and Freddie Mac loan products recommended
Familiarity with energy efficiency, renewable energy, and natural hazard resilience building measures preferred
Effective written and oral communication skills
Applicants must be authorized to work in the United States
CPC does not provide employment sponsorship

Benefits

Comp & perks

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 our communities
Employee development and engagement events
Bonus (listed in compensation summary)