Senior Loan Analyst & Accountant
The Role
The Loan Analyst/Accountant will be responsible for the reconciling and accounting of all lenders' activities at Sundae. This role will interface with the lenders, operations and treasury to track and book loan activities from origination to warehousing, sales or payoffs. Understanding, reconciling, interpreting loan data from different sources are the core functions. The candidate will operate in a fast-paced environment and will be able to handle multiple tasks and requests. In this role the candidate will also support other functions of the Finance/Accounting team.
Key Responsibilities
- Track, reconcile and book loan origination's
- Track, reconcile and book construction draws and third-party reimbursements
- Reconcile loan sales, calculate loan sale profitability, and derive accounting journal entries
- Reconcile loan warehouse-financing activities, derive business interpretations and accounting journal entries
- Overall, track, reconcile, account, and report all activities through life of a loan of the company's commercial mortgage loans.
Skills and Personal Qualities
- Proven track record of self-generating leads and building local partnerships
- Excellent written and verbal communication
- Strong relationship-building skills, build rapport quickly and authentically.
- Ability to speak knowledgeably about real estate conditions and process
- Empathetic, active listening
- Meticulous sales pipeline management
- Technologically literate
- Experience using Salesforce or a Customer Relationship Management (CRM) tool
- Effective time management and task prioritization
- Comfortable in unstructured environments
- Effective interpersonal and communication skills
Qualifications
- 5+ years of hands-on experience in loan accounting or loan analysis.
- Knowledge of mortgage loan origination, loan sale and loan finance process.
- BS or BA in Accounting, Finance or Economics.
- Prior experience in mortgage finance or lending industry
- Proficient in MS Excel and data reconciliations
- Knowledge of accounting journal entry and month-end closing process
Compensation and Benefits
- $100,000-120,000 annually
- Stock option package
- Extremely competitive health benefits - 100% medical, dental, vision coverage
- Retirement benefits including pre- and post- tax options
- Unlimited PTO
- Work Remotely with home office allowance and cell and internet stipend
About Sundae
Sundae's mission is to help homeowners and investors get the best outcome when it's time to sell or buy a house that needs some love.
The Sundae Marketplace is a platform that connects homeowners and investors who want to sell or buy homes that need repair. We've developed a model to predict when sellers will need our help, a best-in-class team to reach them, and a trusted brand that allows us to grow even faster through word of mouth and referrals. With scale and efficiency, we can redistribute economic value in the form of the fairest price for sellers and buyers alike.
We are a Tier 1 Venture Capital backed company with a product-market fit, scaling revenue, and a massive addressable market opportunity. Our team comprises seasoned leaders from real estate and marketplace businesses with significant high-growth company experience (Airbnb, Dropbox, Chime, LendingHome).
Joining Sundae means being part of a team bringing compassion and transparency to helping homeowners sell in their time of need while providing access to investment opportunities for buyers, saving them time, money, and resources. If you're driven by positively impacting people's lives and want to support our mission, we'd love to hear from you.
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