Finance Lead - Residential Real Estate

Apr 04, 2017
Institution Type
Four-Year Institution

Stanford University

Finance Lead - Residential Real Estate

Job Number:

Job Purpose

Faculty Staff Housing has the responsibility of developing and administering housing programs to eligible faculty and senior staff across Stanford University. As a member of our small team of 25, you will play a critical role in successfully recruiting and retaining world-class faculty and senior staff who support the University's mission. This role is a professional finance/accounting position that manages components of a mortgage loan program within an academic setting. You would hold the lead position in a closely integrated team of high performance loan specialists/underwriters charged with assisting Stanford faculty and senior staff with the purchase of residential real estate. Your responsibilities require the ability to perform complex financial and accounting functions and to effectively communicate verbally and in writing with experienced and inexperienced homebuyers. You would work closely with faculty and senior staff from around the world to help them understand the University's unique financial assistance programs and to navigate the residential property purchase process. The assistance programs have high visibility across the University.

This will involve performing complex finance functions and/or activities with programmatic impact on the institution, requiring professional expertise, best in class client service practices and application of internal policies and systems and external regulations. Faculty Staff Housing is a department that is within the Office of the Provost.

At Stanford, staff receive much more than salary and traditional benefits. Annual “income” extends well beyond the paycheck—and comes from a variety of sources, depending on lifestyle and life stage. To learn more please visit:

Your Core Duties will include*:
  • Review and approve complex financial transactions.
  • Thorough understanding of tax returns, other financial statements, and credit analysis.
  • Day to day availability to team for questions and interpretation of University policy and procedure.
  • Manage workflow.
  • Research and analyze data, draw conclusions, develop creative solutions, present and implement recommendations for program changes and enhancements that maintain the organizational and University perspective.
  • Identify and resolve unique issues with substantial significance; recognize exceptions, and conduct in-depth analysis using analytical skills, advanced technical knowledge, and experience.
  • Review, design, and implement appropriate internal control programs, research new regulations, and implement approved changes. Manage compliance program for area of responsibility, interpret internal policy and external regulations, and create and/or review complex compliance reports.
  • Lead and execute unit or cross-functional projects and teams, make decisions regarding projects and programs affecting operational effectiveness, policies, or processes.
  • Engage in continuous critical analysis of existing systems and processes; make recommendations to achieve greater efficiencies and improve internal controls. Define requirements, develop and implement complex test cases, perform testing and analyze results.
  • Lead and support unit and organization strategy and change management initiatives.
  • Provide training on new financial systems. Represent organization to client groups and external partners; serve as subject matter expert on matters that involve complex technical, financial, or subject matter expertise.
  • Assess client and business needs, and formulate recommendations to determine approach to managing and completing processes.
  • Provide training for new programs and regulations.
  • Strive for excellence.
*Other duties may also be assigned Education & Experience:
Bachelor's degree and six years of relevant legal, accounting, financial analysis and/or underwriting experience or combination of education and relevant experience.
Knowledge, Skills and Abilities:
  • Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel.
  • Advanced knowledge of Enterprise Resource Planning and financial systems; internet and computer literacy.
  • Knowledge of Generally Accepted Accounting Principles (GAAP).
  • Advanced professional communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences, client groups, and management.
  • Strong project management skills and ability to contribute to or lead part of a multi-functional team.
  • Excellent Client Service
  • Strong attention to detail
  • Good listener
    Physical Requirements:
  • Constantly sitting.
  • Frequently perform desk-based computer tasks, use telephone, writing by hand, and sort/file paperwork.
  • Occasionally stand/walk, lift/carry objects weighing 11-20 pounds.
  • Rarely reach/work above shoulder.
    *Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
    Working Conditions:
  • Routine extended working hours during peak cycles; travel to school/unit sites across university.
    Work Standards:
  • Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
  • Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
  • Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, The final candidate will need to successfully pass a background check to be considered for this position.
    Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

    Job: Finance

    Location: Offices of the President and Provost
    Schedule: Full-time
    Classification Level:

    To be considered for this position please visit our web site and apply on line at the following link:

    Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.


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