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Originations Analyst - Phoenix, AZ

Namely

About Us We are a private equity real estate firm redefining the norms of credit and structured finance. Backed by 115+ years of combined leadership experience and a team built for agility, depth, and discipline, we're reimagining how private capital intersects with commercial real estate—and how exceptional teams drive meaningful outcomes for investors. Position Summary As a member of the Originations Team, the Analyst will report directly to the Managing Director of Originations. The Analyst will serve as the initial screen for deals sourced from a subset of the pipeline. Leveraging the candidate's existing commercial real estate knowledge and expanding it through a comprehensive training program, this position will serve as a springboard to a first-chair Originator position. The ideal candidate for this position will be highly motivated to grow both his/her sales and credit capabilities. Essential Duties And Responsibilities Within the first 12 months, success in this role will look like: Delivering accurate, timely initial analyses on 100% of assigned submissions. Building and maintaining a high-quality, actionable broker database with current contacts and deal activity. Contributing to 3-5 originated and closed transactions by providing reliable underwriting support and credit insight. Enhancing CRM utilization through dashboards and reporting that improve team visibility and follow-through. Day-to-day responsibilities include: Evaluate preliminary loan submissions and determine alignment with RRA's lending criteria. Communicate with brokers and borrowers to collect missing documentation and clarify deal terms. Prepare concise deal summaries and collaborate with the Managing Director to determine which opportunities advance to credit committee. Manage CRM systems and pipeline data to ensure accuracy and traceability. Conduct market and sponsor research to support credit analysis and loan sizing. Develop outreach strategies to strengthen mortgage-broker relationships and source new deal flow.

HERE'S WHAT YOU'LL NEED TO SUCCEED IN THIS ROLE

Performance Profile Analytical and decisive — able to evaluate deals quickly and articulate a credit perspective. Organized under pressure — comfortable managing a constant flow of deals and competing priorities. Relationship-driven — confident in communicating with brokers and internal stakeholders. Process-minded — disciplined in documenting, structuring, and maintaining accuracy across the pipeline. Committed to continuous improvement — seeks feedback, embraces learning, and actively looks for ways to grow personally and professionally while helping the team improve together. Accountable — delivers accurate, timely work that others can depend on. Knowledge, Skills And Abilities Strong Excel skills; experience with CRM systems (HubSpot preferred). Clear communicator with excellent writing and presentation ability. High attention to detail, intellectual curiosity, and commitment to learning. Must be located in or willing to relocate to Phoenix, AZ. Education & Experience 2+ years of experience in commercial real estate, preferably in lending, brokerage, or credit analysis. Bachelor's degree in Finance, Real Estate, or related field. #J-18808-Ljbffr Namely

Vacancy posted 3 days ago
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