Loan Underwriter (Senior Planning Specialist), Grade 25 jobs in United States
cer-icon
Apply on Employer Site
company-logo

NEOGOV · 17 hours ago

Loan Underwriter (Senior Planning Specialist), Grade 25

NEOGOV is seeking a Senior Planning Specialist to serve as a Loan Underwriter/Project Manager for their Multifamily Housing Programs. This role involves analyzing requests from affordable housing developers for County investment and managing all aspects of projects from inception to closing, ensuring timely loan closures and compliance with program policies.

GovTechHuman ResourcesInformation TechnologySoftware
check
H1B Sponsor Likelynote

Responsibilities

Managing all aspects of a project from inception to closing, including developing investment structures, negotiating and implementing financing plans/loans, preparing financial analyses of complex real estate transactions, and negotiating loan terms with public and private lenders
Assisting and guiding the County Attorney's Office with the preparation and review of documents
Working with the Department's Division of Finance and Administration on project financing and compliance issues
Establishing good working relationships with financial partners
Making regular presentations to the Housing Loan Review Committee
Making public presentations to diverse audiences regarding the County's affordable housing investment

Qualification

Real estate lendingAffordable housing financeFinancial analysisLoan underwritingPublic speakingCustomer serviceLegal documentation reviewProject managementAnalytical skillsWriting skills

Required

Graduation from an accredited college or university with a Bachelor's degree in business administration, finance, economics, accounting, real estate, urban planning, public administration, or related field
Five (5) years of professional experience with real estate lending, affordable housing finance, or community facility lending
Knowledge and experience with fundamental concepts, principles, and practices of the real estate industry and investment analysis
Experience in reviewing standard real estate documentation, including financial projections, loan documents, various legal memoranda, draw requests, rent rolls, and property financial statements
Ability to serve as a functional technical expert in responding to inquiries and resolving system-related issues regarding the various tools used by the group and the Multifamily Housing Program
Review market data, develop pro forma income statements/budgets, perform necessary credit analysis and due diligence, and review documents for new transactions
Excellent analytical, writing, public speaking, and customer service skills
Experience in underwriting real estate transactions, analyzing and preparing proformas, and closing loans for multifamily affordable housing transactions
Experience in working with legal counsels in reviewing a variety of legal documentation for real estate loan transactions
Experience in working with federal and state funding programs such as Community Development Block Grant (CDBG), HOME Investment Partnerships, etc., and other related housing programs
Possession of a valid motor vehicle operator's license is required
Completion of a financial disclosure
Completion of a pre-employment Medical History Form to assess your ability to safely perform the essential duties of the role

Benefits

Our generous leave package starts with non-MLS permanent and term employees earning 15 days of sick leave and 15 days of annual leave in their first year, as well as up to three additional personal days each calendar year.
Positions in MLS earn 35 days of paid time off each year.
In addition, we offer all employees 10 paid holidays.
Our leave policies adhere to the Family Medical Leave Act of 1993, and we provide six weeks of paid parental leave for new parents.
All permanent and term positions are eligible for robust retirement plans.
Public safety positions are eligible for a defined benefit pension plan in which they are vested after only five years.
Employees in non-public safety positions can participate in retirement plans that contribute up to 12 percent of their annual salary.
All employees can also participate in a supplemental retirement plan, the 457 Deferred Compensation Plan, to contribute even more to their retirement goals.
Montgomery County employees are eligible to participate in the Federal Public Service Loan Forgiveness Program.
Our tuition assistance program allows you to receive up to $2,130 annually in tuition assistance to help you achieve a degree that supports your career path.
County employees are entitled to use the RideOn Bus service for free with a valid County-employee ID.
We also offer a pre-tax flexible spending account to reduce the cost of other mass-transit options such as MARC trains and Metro.
Working for Montgomery County also entitles permanent and term employees to participate in healthcare and childcare Flexible Spending Accounts.
These plans allow eligible employees to save on a pretax basis for healthcare and dependent care costs incurred during the plan year.
We deeply care about your holistic wellness.
Our award-winning wellness program, LiveWell, will support you in improving and maintaining your physical, mental, financial, social, and intellectual well-being.

Company

NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.

H1B Sponsorship

NEOGOV has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (10)
2023 (10)
2022 (18)
2021 (14)
2020 (16)

Funding

Current Stage
Late Stage
Total Funding
$700M
Key Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity

Leadership Team

leader-logo
Shane Evangelist
CEO
linkedin
leader-logo
Brandon McDonald
Head Of Marketing
linkedin
Company data provided by crunchbase