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Pay: $390,000.00 - $420,000.00 per year Why This Is a Great Opportunity • Join a highly respected real estate finance practice handling sophisticated lender-side transactions., • Work on complex construction, bridge, and permanent loan matters with strong deal flow and high-level clients., • Step into a role where you can take ownership of deals, work closely with experienced attorneys, and continue sharpening your drafting and negotiation skills., • Be part of a collaborative platform with the resources, reputation, and support to help you build a long-term career., • Earn top-of-market compensation while working on meaningful, high-value finance matters. Location: This is an on-site opportunity based in either New York, New York or Orange County, California, giving candidates the chance to join our team in two outstanding major legal markets. Note: Must have 4+ years of lender-side real estate finance experience, strong mortgage loan document drafting and negotiation skills, and active CA or NY Bar admission in good standing About Us We are a sophisticated, collaborative law firm that advises clients on high-stakes matters across transactions, financings, regulatory issues, and litigation. Our team is known for strong client relationships, excellent legal work, and an environment where talented attorneys can build rewarding long-term careers. Confidential Employer. Job Description • Represent lenders in complex real estate finance transactions, including construction, bridge, and permanent loans, • Draft, review, and negotiate mortgage loan documents and related transaction materials, • Conduct and manage real estate and entity due diligence in support of financing matters, • Work closely with clients and internal team members to move transactions efficiently from structuring through closing, • Take ownership of significant workstreams and help drive deals forward with strong attention to detail, • Support sophisticated commercial lending matters in a fast-paced, high-level practice, • Communicate effectively with clients, opposing counsel, and colleagues throughout the life of each transaction Qualifications • 4+ years of experience in real estate finance at a national or regional law firm, • Strong lender-side experience with construction, bridge, and permanent loans, • Experience drafting and negotiating mortgage loan documents, • Real estate and entity due diligence experience, • Strong writing, analytical, and organizational skills, • Top academic credentials, • Active CA or NY Bar admission in good standing Why You Will Love Working Here We offer the chance to do excellent work with smart, supportive colleagues in a collaborative environment that values professionalism, growth, and long-term success. This is a strong platform for an attorney who wants sophisticated finance work, meaningful responsibility, and the backing of a highly regarded team. JPC-822 Job Type: Full-time Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

We are seeking an Experienced Analyst to join the Due Diligence team within Securitized Products, with a focus on U. Conduct independent due diligence reviews on residential mortgage and consumer loan portfolios, including credit, collateral, compliance, and data integrity assessments. Interact dire

Job DescriptionDirect Counsel is representing an Am Law 100 firm seeking a mid-level Associate Attorney to join its Real Estate Finance team in either Orange County, California or New York City. This is an exciting opportunity to join a nationally recognized finance and real estate practice that counsels clients through complex, high-value lending transactions. You’ll be part of a collaborative and experienced team that advises major institutional lenders and financial institutions on a broad range of commercial real estate finance matters. Key Responsibilities: * Represent lenders in the structuring, documentation, and negotiation of construction, bridge, and permanent mortgage loans * Draft and review loan agreements, mortgage documents, and other financing instruments * Conduct real estate and entity due diligence, including review of title, survey, organizational documents, and opinions * Coordinate closings and manage timelines across various transaction stages * Collaborate with attorneys, clients, and third parties to drive deals to successful completion Qualifications: * 4–6 years of experience at a national or regional law firm representing lenders in commercial real estate finance transactions * Strong background in drafting and negotiating lender-side mortgage loan documents * Ability to take ownership of transactions and manage workflow independently * Top-tier academic credentials * Excellent writing, communication, and analytical skills * Admission to and in good standing with the California or New York State Bar Compensation: The salary range for this position is $390,000 – $420,000, commensurate with experience and location. This is a premier opportunity for a driven real estate finance attorney to take on sophisticated matters in a dynamic and supportive environment, whether based in Southern California or New York.

Job DescriptionStructured Finance Associate Attorney (Residential Mortgage Finance) Location: New York, New York Direct Counsel is seeking a Mid-Level Structured Finance Associate to join the Finance practice of a leading Am Law firm in New York. This role is ideal for an attorney with experience in structured finance and securitization transactions, particularly within the residential mortgage finance and consumer finance sectors. The position offers the opportunity to work on sophisticated financing transactions involving complex asset-backed structures and collaborate with experienced attorneys on high-value deals in the structured finance market. Responsibilities * Advise clients on structured finance and securitization transactions, particularly involving residential mortgage finance and consumer finance assets * Assist with structuring, negotiating, and documenting complex financing and asset-backed transactions * Draft and review transaction documents, including purchase agreements, servicing agreements, offering materials, and related financing documentation * Conduct legal due diligence and transaction analysis for structured finance deals * Work with financial institutions, sponsors, and internal deal teams to facilitate successful transaction execution * Support senior attorneys in managing deals from structuring through closing * Work across a variety of asset classes and financing structures Qualifications * 3–6 years of structured finance experience at a law firm * Experience in structured finance, securitization, lending, or similar finance transactions * Experience working on matters involving residential mortgage finance or consumer finance assets * Strong transactional drafting and deal management skills * Ability to manage multiple transactions in a fast-paced transactional environment * Excellent analytical, organizational, and communication skills * J.D. from an accredited law school with strong academic credentials * Active admission to the New York Bar Compensation & Benefits This position offers a competitive compensation package with a salary range of approximately $260,000–$390,000, depending on experience and qualifications. The firm also provides a comprehensive benefits package, including medical, dental, vision, retirement benefits, and opportunities for professional development and long-term career growth.

Job DescriptionCapital Markets Staff Attorney (8+ Years) – New York Direct Counsel is seeking a Capital Markets Staff Attorney to join a leading law firm and support its commercial mortgage securitization practice. This role is ideal for an experienced real estate finance attorney with 8+ years of experience who is looking for a non-partnership track opportunity in a dynamic, client-facing environment. Key Responsibilities: * Draft and review disclosure in offering materials for commercial mortgage securitization transactions * Support capital markets and securitization transactions, including commercial real estate finance matters * Interact directly with clients and internal teams to facilitate transactions * Assist with loan-level due diligence as needed (preferred but not required) Qualifications: * 8+ years of experience in real estate finance or capital markets * Strong drafting, analytical, and communication skills * Ability to work independently while collaborating with senior attorneys and clients * Admission to the New York State Bar preferred Compensation: This is a non-partnership track role. The anticipated annual base salary range is $100,000–$430,000, with actual compensation determined by experience, qualifications, and job-related factors.

Job DescriptionMission Capital Advisors (Mission Capital), a subsidiary of Marcus & Millichap Capital Corporation (MMCC), is a leading loan sale advisor and due diligence provider. Mission Capital is seeking Director and Vice President level candidates to join their residential loan portfolio sales team. The candidate will work with senior members of Mission Capital and MMCC and will be based in New York, NY. The candidate will have knowledge of the broad bank and non-bank lending market and familiarity with all single family mortgage debt products including performing, re-performing, sub-performing, distressed, and charge-offs. They should possess relationships with debt capital markets participants/customers, including community, regional, money center and international banks, investment banks, specialty finance companies, and funds. The anticipated salary range for candidates who will work in Manhattan, NY is $125,000 - $175,000 plus discretionary bonus and potential for commissions. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Key Responsibilities: • Possess, develop and maintain consultative high-level relationships with decision makers at banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers and other market participants to source residential loan sale opportunities for Mission, • Evaluate bank balance sheets, quarterly earnings presentations, news sources, earnings, and call reports, and other publicly available information to develop thoughtful loan sale trading strategies for financial services clients, • Fundamentally understand loan valuation, trading and buy side considerations, including first and second lien mortgages, HELs, HELOCs, compliance matters, and document / defect curing, • Be conversant in legacy mortgage products, securitization clean up calls, optional terminations, call rights and associated MSR matters, • Schedule and attend industry conferences and events, • Develop and promote thought leadership ideas to clients, • With the assistance of the MCA and MMCC analyst and trade support, complete sophisticated new business proposals for potential clients, including both strategy and valuation analysis, • Maintain detailed tracking and reporting of business development initiatives in SalesforceKey Attributes / Experience:, • Bank / FIG analyst training / prior investment bank sell side analyst coverage experience, • Mortgage, real estate or structured products analyst training program at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund), • Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution, • Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus), • Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus, • Strong business writing skills, • Attention to detail, • Ability to work as part of a team, • Strong drive and desire to take on responsibility

Job Description This is a senior, execution-focused role responsible for the planning, coordination, and execution of firm-wide transaction activity across loan acquisitions, sales, financings, and securitizations. The Vice President will own the transaction lifecycle from trade acceptance through settlement and post-closing, with direct accountability for timelines, data integrity, contract execution, and revenue realization. The role sits at the center of the firm’s investment and capital markets activity and requires the ability to independently drive complex transactions, manage counterparties, and ensure alignment across internal teams. This is a cross-functional leadership role interfacing with and overseeing multiple teams, communicating effectively with clients and counterparties, and providing transparency into the business to internal and external stakeholders. ESSENTIAL DUTIES · Own end-to-end execution of residential mortgage loan transactions (buy-side, sell-side, financing, and securitizations) from trade acceptance through settlement and post-close reconciliation · Manage transaction timelines by identifying, tracking, and driving key milestones and deliverables required to meet closing objectives · Lead coordination and execution of transaction documentation, including: o Mortgage Loan Purchase Agreements (MLPAs) o Non-Disclosure Agreements (NDAs) o Interim Servicing Agreements (ISAs) o Trade confirmations, bid stipulations, and custodial / bailee agreements · Review and negotiate transaction terms and bid stipulations in coordination with internal stakeholders and legal counsel · Ensure proper counterparty onboarding, vetting, and internal approvals are completed prior to execution · Coordinate due diligence workflows with third-party diligence providers, internal personnel, clients, and external escalation contacts; track exceptions, stipulations, and resolutions through closing · Oversee preparation, validation, and delivery of collateral tapes, loan files, and data submissions; ensure consistency across diligence, structuring, and settlement · Reconcile final funding populations, validate repricing mechanics, and oversee settlement cash flows, funding schedules, and closing documentation · Coordinate all settlement activity, including internal and external communications related to the transfer of funds and collateral · Ensure financing and securitization requirements are addressed across transactions, including coordination with dealers, underwriters, rating agencies, trustees, and custodians · Oversee transfer of servicing and servicing rights and ensure accurate loan boarding and data integrity post-acquisition · Perform post-settlement reconciliation and manage resolution of discrepancies with counterparties in accordance with transaction agreements · Track and resolve post-closing obligations, including breach claims, repurchase requests, and other contractual liabilities · Act as the central point of coordination across Asset Management, Capital Markets, and Finance & Accounting to ensure alignment on transaction status, economics, and reporting · Oversee transaction-related invoicing, ensuring accuracy and alignment with deal milestones, contractual terms, and pull-through assumptions · Maintain and enhance pipeline tracking, including expected settlement timing and revenue realization forecasting · Identify operational risks and inefficiencies within transaction workflows; implement process improvements, standardization, and automation where appropriate · Project manage technology initiatives and vendor onboarding for enhancing workflows and streamlining processes · Build and maintain relationships with originators, servicers, diligence providers, and trading counterparties MINIMUM REQUIREMENTS · 5–10+ years of experience in residential mortgage finance, structured credit, or securitization execution · Direct experience managing whole loan transactions across the full lifecycle (pre-bid through settlement and post-close) · Strong working knowledge of: o Mortgage Loan Purchase Agreements (MLPAs), Interim Servicing Agreements (ISAs), and related transaction documentation o Residential Mortgage-Backed Securities (RMBS) and structured finance execution o Loan-level data, collateral tapes, and servicing transfer processes · Experience negotiating transaction terms and managing legal and counterparty coordination · Strong understanding of settlement mechanics, funding flows, and post-closing reconciliation · Advanced proficiency in Microsoft Excel; ability to operate effectively in data-intensive, process-driven environments · Experience with SQL (MS SQL Server Management Studio) and Python (VS Code, Anaconda) a plus · Experience working cross-functionally with Finance & Accounting on invoicing, cash tracking, and revenue recognition · Ability to manage multiple transactions simultaneously in a fast-paced environment with tight and shifting deadlines · Strong organizational, analytical, and problem-solving skills with high attention to detail · Effective communication and leadership skills and ability to operate with credibility across direct reports, internal teams, management, and external counterparties · Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field from a top undergraduate program required.

Job Description People Placers Staffing is honored to represent an elite, globally recognized legal powerhouse in its search for high-caliber legal talent. Our client is a prestigious institution known for its sophisticated approach to complex legal challenges and its commitment to fostering the professional evolution of its associates. We are currently seeking two exceptional individuals to join their top-tier Real Estate practices in New York. § Title: Sophisticated Real Estate Transactional Counsel Practice Area: High-Value Asset Acquisitions, Strategic Joint Ventures, and Urban Development § Location: New York, NY § Salary: $260,000 to $365,000 Base Salary (Plus a comprehensive suite of executive-level benefits and performance-driven bonus structures). § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a venerable AmLaw 50 institution, consistently distinguished by Chambers and Partners with Tier 1 and Tier 2 rankings for its Real Estate practice. With a storied history rooted in exceptional client service and a expansive global footprint, the firm serves as a primary advisor to institutional investors, sovereign wealth funds, and major developers. They are a multi-year recipient of the Martindale-Hubbell AV Preeminent rating, reflecting the highest level of professional excellence and ethical standards. Known for a collaborative and intellectual culture, the firm provides a robust platform for associates to engage in the architectural structuring of the most prominent skyline-shaping deals in the New York metropolitan area and beyond. § Duties: The incoming Transactional Associate will be integrated into a fast-paced team managing the lifecycle of complex property interests and capital deployments. The role requires a high degree of autonomy in navigating the intricacies of commercial property law and corporate structuring. Core responsibilities involve: ⨖ Orchestrating the strategic acquisition and disposition of high-value commercial, multi-family, and industrial assets from initial letter of intent through final execution. ⨖ Drafting and negotiating sophisticated limited liability company agreements and joint venture documentation for equity partners and developers. ⨖ Designing complex financing instruments, including senior mortgage debt, mezzanine loans, and preferred equity structures. ⨖ Managing the comprehensive due diligence process, involving the critical analysis of title encumbrances, ALTA surveys, zoning compliance, and environmental risk assessments. ⨖ Structuring and negotiating high-stakes commercial leases for office, retail, and mixed-use properties on behalf of both institutional landlords and national tenants. § Qualifications: The firm requires candidates who demonstrate both technical mastery and a rigorous academic background. ⨖ Juris Doctor from an ABA-accredited law school with a record of high academic achievement. ⨖ Active Bar membership in the State of New York. ⨖ Three (3) to five (5) years of substantive experience focusing on complex commercial real estate transactions within a prominent regional or international law firm. ⨖ Demonstrated proficiency in drafting and negotiating the full spectrum of real estate conveyance and closing documents. § Skills: The following attributes are highly desirable and will distinguish the most competitive applicants: ⨖ Advanced understanding of New York-specific real estate statutes and tax implications (e.g., Transfer Taxes, 1031 Exchanges). ⨖ Proven ability to manage multi-disciplinary teams across various workstreams to meet strict closing deadlines. ⨖ Exceptional analytical skills utilized in the resolution of complex title and survey objections. ⨖ Superior interpersonal gravitas necessary for direct client interaction and high-level negotiations with opposing counsel.

Job DescriptionBanking & Financial Services Attorney - New York, NYDirect Counsel is partnering with a nationally recognized AmLaw 200 law firm to identify an Attorney with 5-7 years of experience to join its Banking and Financial Services business unit, specifically in the firm's financial regulatory and compliance practice. Candidates must hold an active license in their home jurisdiction or must be eligible for admissionThe ideal candidate will possess the following experience and skills: • Assist two partners in federal and state regulatory investigations and supervisions, • Reviewing policies and procedures, compliance management system infrastructure and risk management systems, • Analysis of various financial services statutes and regulations to support client regulatory expectations in the areas of payments, lending, debt collection, mortgage servicing for banks and non-banking institutions, • Assistance in providing regulatory due diligence for M&A financial services transactions, • Strong subject matter expertise in financial services regulation, • Extensive legal research, • Proficiency in the work product, • Analytical and critical thinking along with strong problem-solving skills, • Direct interaction with clients and regulatorsJob Requirements:, • Detail-oriented, • Possess a solid work ethic and good interpersonal skills, • Demonstrate an interest in supporting and contributing to business development initiatives, Salary range: $200,000 – $220,000 annually (DOE). * Eligible for an annual discretionary bonus. * Comprehensive benefits including health insurance with HSA/FSA options * Dental, vision * Short-term and long-term disability * Life insurance * 401(k) * Vacation and sick time * Parking/public transportation allowance * Employee assistance program.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. Qzsv9Rppqz

Job Description Palisades is seeking a Vice President to join its Transaction Management team. This is a senior, execution-focused role responsible for the planning, coordination, and execution of firm-wide transaction activity across loan acquisitions, sales, financings, and securitizations. The Vice President will own the transaction lifecycle from trade acceptance through settlement and post-closing, with direct accountability for timelines, data integrity, contract execution, and revenue realization. The role sits at the center of the firm’s investment and capital markets activity and requires the ability to independently drive complex transactions, manage counterparties, and ensure alignment across internal teams. This is a cross-functional leadership role interfacing with and overseeing multiple teams, communicating effectively with clients and counterparties, and providing transparency into the business to internal and external stakeholders. ESSENTIAL DUTIES · Own end-to-end execution of residential mortgage loan transactions (buy-side, sell-side, financing, and securitizations) from trade acceptance through settlement and post-close reconciliation · Manage transaction timelines by identifying, tracking, and driving key milestones and deliverables required to meet closing objectives · Lead coordination and execution of transaction documentation, including: o Mortgage Loan Purchase Agreements (MLPAs) o Non-Disclosure Agreements (NDAs) o Interim Servicing Agreements (ISAs) o Trade confirmations, bid stipulations, and custodial / bailee agreements · Review and negotiate transaction terms and bid stipulations in coordination with internal stakeholders and legal counsel · Ensure proper counterparty onboarding, vetting, and internal approvals are completed prior to execution · Coordinate due diligence workflows with third-party diligence providers, internal personnel, clients, and external escalation contacts; track exceptions, stipulations, and resolutions through closing · Oversee preparation, validation, and delivery of collateral tapes, loan files, and data submissions; ensure consistency across diligence, structuring, and settlement · Reconcile final funding populations, validate repricing mechanics, and oversee settlement cash flows, funding schedules, and closing documentation · Coordinate all settlement activity, including internal and external communications related to the transfer of funds and collateral · Ensure financing and securitization requirements are addressed across transactions, including coordination with dealers, underwriters, rating agencies, trustees, and custodians · Oversee transfer of servicing and servicing rights and ensure accurate loan boarding and data integrity post-acquisition · Perform post-settlement reconciliation and manage resolution of discrepancies with counterparties in accordance with transaction agreements · Track and resolve post-closing obligations, including breach claims, repurchase requests, and other contractual liabilities · Act as the central point of coordination across Asset Management, Capital Markets, and Finance & Accounting to ensure alignment on transaction status, economics, and reporting · Oversee transaction-related invoicing, ensuring accuracy and alignment with deal milestones, contractual terms, and pull-through assumptions · Maintain and enhance pipeline tracking, including expected settlement timing and revenue realization forecasting · Identify operational risks and inefficiencies within transaction workflows; implement process improvements, standardization, and automation where appropriate · Project manage technology initiatives and vendor onboarding for enhancing workflows and streamlining processes · Build and maintain relationships with originators, servicers, diligence providers, and trading counterparties MINIMUM REQUIREMENTS · 5–10+ years of experience in residential mortgage finance, structured credit, or securitization execution · Direct experience managing whole loan transactions across the full lifecycle (pre-bid through settlement and post-close) · Strong working knowledge of: o Mortgage Loan Purchase Agreements (MLPAs), Interim Servicing Agreements (ISAs), and related transaction documentation o Residential Mortgage-Backed Securities (RMBS) and structured finance execution o Loan-level data, collateral tapes, and servicing transfer processes · Experience negotiating transaction terms and managing legal and counterparty coordination · Strong understanding of settlement mechanics, funding flows, and post-closing reconciliation · Advanced proficiency in Microsoft Excel; ability to operate effectively in data-intensive, process-driven environments · Experience with SQL (MS SQL Server Management Studio) and Python (VS Code, Anaconda) a plus · Experience working cross-functionally with Finance & Accounting on invoicing, cash tracking, and revenue recognition · Ability to manage multiple transactions simultaneously in a fast-paced environment with tight and shifting deadlines · Strong organizational, analytical, and problem-solving skills with high attention to detail · Effective communication and leadership skills and ability to operate with credibility across direct reports, internal teams, management, and external counterparties · Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field from a top undergraduate program required.

Job Description MONTICELLOAM, LLC and its affiliates ("Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for an Asset Manager for our New York City office. The primary responsibilities and qualifications include: • Develop and manage financial models for the evaluation of investments in debt and equity across all real estate asset classes, reviewing potential transactions for the proper balance of feasibility and risk, • Assist in commercial loan underwriting conducting initial and ongoing due diligence for loan transactions including evaluating appraisals, market studies, project capital need assessments, financial statements and credit reports for the project and its Principals, insurance policies and endorsements, • Assist in the preparation of loan commitments to borrowers, • Interface with clients, outside attorneys, and other investment stakeholders involved in a particular transaction to obtain required documentation, • Support the surveillance and asset management of Monticello's portfolio of investments across debt and equity, • Maintain direct daily interface with borrowers, financing counterparties, investors, and firm stakeholders, • Monitor, analyze, model, re-underwrite, and report the following: property (occupancy, operating, strategic, clinical performance, changes to the competitive landscape), loan (financial condition), borrower (KYC, regulatory / reputational standing) and portfolio post-closing obligations information, • Review and interpret complex mortgage and working capital loan documents in order to enforce and forecast financial covenants, trigger events, and general loan compliance, identifying and escalating potential concern, • Supervise the review and processing of extensions, payoffs, amendments, advances, surveys, reserves, capex, and construction draw requests, and insurance proceeds, • Assist in origination and underwriting through data analytics, participation in site and corporate entity due visits, and borrower financial and operational risk due diligence, • Facilitate the company's growth by identifying and developing process efficiency improvements, including the development and enhancement of the firm's custom designed technologies, • Travel as required, • Work in the office as required by office policy Job Requirements: • Bachelor's Degree, • Strong Excel proficiency, • Minimum 4 years of work experience, • Finance, credit, legal, real estate and/or business background, • Extensive technology skills, • Established organizational skills and ability to simultaneously handle multiple projects, • Familiarity with multi-family housing, senior housing, health care and/or renewable energy preferred, • Effective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties, • Advanced financial analytical proficiency along with the ability to "see the big picture", • Strong grasp of logic and data analytics., • Passion for the firm and passion for what we do, • Intellectual curiosity, asking the "Why?" question At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer. Monticello offers a competitive base salary and bonus. The base salary range for this position is $100,000-$125,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

Job Description New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. A Civil Service exam is not required for this position. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce which represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. The Office of Housing Preservation manages HCR programs that maintain and enhance the state’s portfolio of existing affordable housing. We enforce the Rent Laws in New York State for over 900,000 housing units, while providing federal and state rental assistance to assist more than 45,000 families across the state. We also monitor 130,000 low-income housing units financed with federal and state resources and provide grant funding to help homeowners and tenants save energy. The Statewide Asset Management Unit (SAMU) is responsible for the asset management and compliance monitoring of the Agency’s existing housing loan portfolio. This portfolio has been financed under various loan and subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various other State housing programs New York State Homes and Community Renewal (HCR) is the States’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. JOB SUMMARY: The Due Diligence Audit Associate will support the Statewide Asset Management Unit (SAMU) by conducting independent compliance reviews and operational audits related to special transactions within the affordable housing portfolio. These transactions may include sales, ownership interest transfers, mortgage pay-offs, and refinancings. The Associate will evaluate these activities to ensure adherence to regulatory requirements and internal policies, identify operational risks, and recommend corrective actions where needed. This role also involves coordinating site visit documentation and supporting consistent audit practices across the portfolio. The Due Diligence Audit Associate will collaborate with internal stakeholders—including Legal, Finance, Development, and Financial Operations—as well as external partners such as government agencies, lenders, owners, and investors, to promote program integrity and strengthen compliance and asset performance statewide Summary of position responsibilities: • Act as HCR point of contact, interacting with investors, owners, and other stakeholders while advancing special transactions to closing., • Assess whether the proposed transactions align with HCR preservation goals and regulatory requirements., • Review mortgage loan documents and regulatory agreements associated with transactions., • Develop a timeline and approach needed to bring each transaction from intake to completion. Lead and coordinate calls, meetings, and discussions in connection with the proposed transactions., • Provide regular progress reports to senior Agency staff., • Conduct internal audits of housing developments across the SAMU portfolio, with a focus on LIHTC, HOME, HTF, Section 8, RAD, and Mitchell-Lama program compliance., • Review agency files, financial records, regulatory agreements, and management procedures to ensure adherence to applicable laws and agency policies., • Identify non-compliance trends, systemic issues, and internal control gaps; develop and track corrective action plans., • Prepare detailed audit reports and maintain documentation of findings, responses, and resolution timelines., • Support the development and refinement of audit tools, SOPs, and compliance frameworks., • Support the annual review and revision of field inspection forms, audit checklists, and compliance procedures., • Monitor team adherence to established policies and escalate inconsistencies or gaps in execution to the VP., • Support enterprise-wide risk assessments and help prioritize audits based on performance trends and regulatory exposure., • Generate dashboards and summary reports for executive leadership highlighting audit results, outstanding issues, and compliance status., • Training and Technical Assistance:, • Provide guidance to unit on compliance documentation, audit preparedness, and proper use of file checklists and tracking tools., • Contribute to internal training materials and sessions to ensure consistent understanding of audit procedures and regulatory obligations., • Corrective Action Tracking, • Collaborate with management to develop and monitor corrective action plans for non-compliant projects., • Ensure follow-through and documentation of resolution steps in alignment with HCR policy., • Oversee site visit logs to ensure all protocols have been followed and all data is propel logged in all platforms and notices are issued in a timely manner., • Interagency Engagement & Knowledge Sharing, • Liaise with external partners (HPD, HDC, HUD, other HFAs) to share policy updates, compliance guidance, and best practices., • Contribute to team-wide understanding of federal and state compliance changes and their impact on HCR protocols., • Document and Policy Interpretation, • Serve as a resource to team members seeking clarification on legal, financial, or regulatory documentation relevant to asset performance and compliance.

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Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your schedule requires (gig, part-time, full-time, seasonal, hourly, or temporary).With Uber, you can cash