Post- Production Transactions Closing Associate

Purpose and Job Summary

The Post-Production Transactions Closing Analyst II will assist with facilitating and processing the closing of post-closing Fannie Mae, Freddie Mac, and FHA Multifamily and Healthcare transaction requests within LUMENT. Specifically, the candidate's primary responsibility is to: 1) own the pre-closing, closing, and post-closing requirements for loan assumptions and transfer of interest requests; 2) facilitate third party engagements, follow up on timing via management of the transaction, and ensure they meet requirements and required deadlines; 3) work in tandem with the other members of the deal team on all assigned transactions to ensure a smooth closing and hand off process, relaying appropriate information to appropriate parties in a timely manner. This role will can be located in Kansas City, Columbus, Dallas, or Remote and will report directly to the Team Lead of the Transactions Closing team.

Essential Duties and Responsibilities

• Manages and closes straightforward assumptions and transfers of interest unassisted
• Proficient and proactive in independently following up for all steps of the transaction process
• Establishes full working knowledge of all assigned deals
• Volunteers and delivers on special projects
• Suggests updates to the processes and procedures to effectuate further efficiencies
• Independently navigates PSA/SSAs, Purchase and Sale Agreements, and Agency/HUD loan documents (loan terms, dates/deadlines, wiring instructions, fee splits)
• Creates signature page packages and third-party engagement packages independently
• Anticipates future needs of the client and deal team
• Demonstrates an understanding of and ability to use multiple systems across multiple platforms, both internal and external
• Works professionally and harmoniously with team members and colleagues across other Lument teams
• Other projects and duties as assigned

Travel Requirements - less than 5%.

Education, Skills and Experience

Required

• Bachelor's Degree
• 1-2 years of experience in same or closely related field
• 1 year of experience in Commercial Real Estate industry required
• General knowledge and understanding of Commercial Real Estate and specifically closing related activities
• Invested in self-growth as it relates to the role specific and industry knowledge
• Positive team-first attitude by embracing evolution of department
• Good interpersonal skills demonstrated by an ability to communicate effectively within team and across other internal Loan Servicing and Asset Management groups
• Shows initiative when completing tasks and solving problems
• Proficiency in Microsoft Office and some of the other systems as noted below in the preferred section are a plus
• Excellent organizational, communication, presentation, and interpersonal skills
• Ability to plan, organize, prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously across multiple capital sources
• Demonstrate ability to maintain confidentiality and to use discretion in the performance of daily activities
• Professional business image and excellent command of the English language, both verbal and written (spelling, grammar, and punctuation)
• Ability to learn quickly and demonstrate a desire and ability to work independently and as part of a high-performance team
• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment

Preferred

• 1 year of CRE Experience
• Basic knowledge of relevant Servicing System application modules (McCracken - Strategy), Asset Management platforms (Hyperion/Polaris), Document Management System (Midas), pertinent Agency/HUD systems, WorkIT, PowerBI

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Client-provided location(s): Columbus, OH, Flexible / Remote, Dallas, TX, Overland Park, KS

Job ID: Orix-R0003968

Employment Type: FULL_TIME

Posted: 2025-09-12T20:14:27