Kiavi is hiring a
Sales Origination Analyst

Summary

Join the Portfolio Loan Team as a Real Estate to support origination efforts and loan originators with duties including deal sizing/modeling, creating deals in CRM, updating deals, preparing soft quotes and term sheets. This is a fast-paced role where you will get a crash course in all things sales and lending.

Requirements

• Undergraduate degree in one of the following areas: General Business, Accounting, Finance, or Economics
• Prior experience in real estate or financial services preferred
• Strong analytical skills, financial modeling skills (excel / g-sheets), and communication skills (both written and verbal)
• Must be organized
• Willing to work in a fast paced environment
• Someone who seeks initiative: volunteers readily, undertakes self-development activities, seeks increased responsibilities and takes independent actions

Responsibilities

• Sizing up deals
• Analyzing deals to ensure they meet credit policy - calling out any potential exceptions
• Articulating potential red flags or risks in a deal as well as anything that seems off
• Communicating with borrowers to gather any missing information needed for sizing
• Attending Pipeline Meetings
• Creating and maintaining deal statuses in CRM
• Drafting Term Sheets
• Supporting Loan Originator in day to day originations activities
• Sourcing and aiding in setting up initial sales calls with the loan originator that you support
• Fielding questions and hand offs from other sales representatives

Benefits

• Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost
• Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $500 for individual coverage and $1,000 for dependents
• Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary
• Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, trainings, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $75 stipend for internet and phone expenses
• Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager
• Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers
• 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $4,000 (whichever is less). All employer contributions are immediately vested
• Product Ownership: All employees think like an owner because all employees play a critical role in making our business great. Many roles are eligible for stock option grants