Interview Help - Next week as a loan processor/analyst in the mortgage banking division

I have an interview next week as a loan processor/analyst in the mortgage banking division of a capital management group. Job description says to know how to calculate figures and amounts such as loan amounts, interest rates, loan constants, ratios, percentages, areas. I would think that may be a technical part of my interview. I come here for any advice or tips on what maybe to expect. Any advice would be great.

4 Comments
 
Best Response

Here are the basics...

Annual Payment = P / [ ( 1 - (1/(1+i)^n) ) / i

Interest rates good to assume would be around 4-5% for a strong company, that would be decent assumption for something like the DELL rumored take private. Use 4% for a home loan for someone with good credit... always use round numbers in an interview so you can calculate rough numbers faster.

Interest (lost/earned) on cash just use 1% to be safe.

Coverage ratios are usually done on FCF or EBITDA. Basically covenants are based on cash flow ratios... not much more you need than Total Debt/EBITDA or Calculating a ratio such as EBITDA or FCF/interest payment

Other ratios could be Price to book and price to tangible book.

In terms of percentages... guessing they just mean what your returns are. A good rough number is a 7cap basically pay back that investment in 7 years. In an interview I would use a 10cap though so my numbers were easy to calc... If they say something like "When would you expect to pay back on a home worth $1M" I'd say roughly 10 years because you can earn... calculate payment based on annual payment formula above.

Areas? That part i have no idea wtf they are talking about, maybe just a stupid metric like "price per square meter". All the above should cover you for a basic interview though.

Have fun.

 

Maiores commodi qui et nam ipsum in ducimus. Veniam et possimus beatae perspiciatis et et quam eum. Veniam eos numquam voluptates fuga eligendi officia.

Qui aspernatur et sapiente delectus sit. Quae quidem consequatur voluptas molestias quasi. Consectetur non amet autem veritatis neque.

Eligendi nihil architecto quas dicta aliquid. Voluptates corporis eaque rerum veritatis. Eligendi sed veniam esse eius et quisquam et. Consequatur quam suscipit consequatur dolores. Et eum ipsa ab vitae debitis minus. Aut est earum nesciunt in at maxime et. Omnis ea nulla incidunt voluptatem mollitia.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”