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Financial Analyst, Credit & Underwriting

  • Reports To
    Senior Vice President, Credit & Underwriting
  • Location
    Indianapolis, IN | Boston, MA
  • Date
    July 2022

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. As CREA celebrates over 20 years in business, $8.33+ billion has been raised, contributing to the formation of over 71,000 homes within 796 properties. With over 150 employees, we continue to look for talented and passionate individuals who are excited about opportunities to grow with us. We are currently looking to add a talented Financial Analyst to the Credit & Underwriting department in the CREA offices in Indianapolis, IN or Boston, MA.

Physical Presence: Hybrid, In-office 1-2 days per week on average

Position Summary:

The primary role of this entry-level position is to evaluate potential LIHTC investments brought to CREA for consideration. 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 is preferred. 0 – 2 years of professional level work experience is preferred. 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.

    Apply here>>>

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