Investment Analyst

No phone calls or emails from recruiters or employment agencies. Do not contact us with unsolicited services or offers. All candidates must apply directly.

Who We Are

Here at Marshall Reddick Real Estate we are a fast-paced, software-centered, and rapidly changing full-service residential real estate investment firm. We provide multiple services to our clients including real estate brokerage, property management, private lending, and investment funds. We have a team of 150+ members across 9 offices in CA, TX, FL, and TN. Founded in 1979, we are committed to our mission to be the bridge connecting each client to financial independence through education, mentorship, and by providing a trusted system of buying, selling, and managing real estate and mortgages nationwide.

What We Offer: 

Base Salary Range | $65,000 - $75,000

Annual Commission Potential | $35,000 Year One OTE

Real Estate Investing Preferred Incentives

Health Benefits | Medical, Dental, Vision, Life

PTO (Holidays, Vacation, Sick), 401k matching

The Opportunity 

We are looking for an organized, reliable and professional Investment Analyst to join our private lending team. This client facing role is a combination of loan processor, loan underwriter and loan officer. To be successful, you’ll need to be confident, proactive and enjoy daily outbound and inbound communication via telephone, text, and email with borrowers, lenders and industry vendors such as realtors, escrow/title agents and insurance agents. Critical thinking, feasibility analysis, common sense and independent decision making are part of the daily grind. The ideal candidate is ultra detail oriented, comfortable with the potentially uncomfortable and operates every day with a high sense of urgency. This is a performance-based role, compensation is tied directly to hustle and the opportunity for growth is huge.  This is not a remote position, this is an in-office daily collaboration with a strong and fun team in Newport Beach. 

• Field and follow up on warm borrower leads, take hot lead introductions from the team
• Discuss and learn about borrower real estate projects 
• Run numbers, discuss loan terms, understand timing and project feasibility 
• Write and send loan approval letters via email, intake loan applications 
• Investigate, analyze and value single and multi-family collateral property (CMV and ARV) 
• Apply lending guidelines, formulate the loan structure and discuss it with the borrower 
• Prepare borrower loan estimates, prepare formal escrow and insurance instructions 
• Activate borrower approved loans, complete underwriting and solicit lender commitments 
• Organize with realtors, escrow/title, insurance, establish timelines and follow up daily 
• Receive and review title commitment, ask questions and verbally verify wire instructions 
• Receive and review proposed insurance, ask questions, verify insured and mortgagee 
• Prepare, review and submit critical loan documents 
• Review executed loan documents and final settlement statements 
• Make hand off to Loan Coordinator and—if applicable—Funds Control Analyst 
• Assist Loan Coordinator and Funds Control Analyst post-origination as needed 
• Build relationships with regular, recurring borrowers and lenders 
• Participate in regular recurring audits and team meetings
• Negotiate loan extensions with borrower and lender, prepare and get extension documents signed 

• 2+ years lending and/or real estate experience 
• California Real Estate License and NMLS is a plus
• Top notch written and verbal communication, comfortable on the phone 
• Ability to follow direction and abide by lending protocols and guidelines 
• Hustle, persistence day in and day out 
• Excellent problem-solving skills with critical, independent thinking 
• Not afraid to ask questions and ask for help when needed 
• Detail-oriented and self-motivated with a career-oriented outlook 
• Expert level skills with Outlook, Word, and Excel 

• Non-QM, hard/private money lending experience 
• In depth knowledge of real estate lending, escrow, title, insurance and servicing 
• Sense of urgency, desire to follow up continually until you get what you need 
• Ability to learn and use web-based software systems such as a CRM 
• A strong moral compass, ethics and integrity 
• Bachelor's degree