Associate Director, CRE Debt Investments

• Support Managing Directors in business development through correspondent relationships and new transactions for assigned territory; actively manage and develop relationships with correspondent mortgage bankers.
• Manage transactions from origination through closing.
• Underwrite new commercial real estate loan investment opportunities and provide analysis and recommendations to Managing Directors.
• Draft term sheets, application/commitment letters, and other transaction-related documents for senior team review.
• Complete due diligence analysis, including leases, rent rolls, third-party reports, estoppels, and other business-related matters.
• Work with senior team members and legal counsel to negotiate loan terms and documentation.
• Prepare investment committee memos and lead the due diligence process for loans in the application stage.
• Serve as business liaison throughout loan closing, coordinating internal and external stakeholders for timely closing.
• Train and mentor junior team members.
• Travel for due diligence and business development trips.
• Perform quarterly reviews of existing loans, including operating statements and leasing updates.
• Support real estate equity and credit fund investments.
• Handle special servicing requests as requested.

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
• 3-5+ Years’ experience required in commercial real estate finance and/or commercial real estate investment and analysis that aligns with the specific responsibilities for this position.
• Experience analyzing asset lending transactions.
• Knowledge of commercial real estate principles and valuation methods.
• Knowledge of national commercial real estate and mortgage markets and macro-economic trends that affect those markets.
• Ability to understand and evaluate real estate financial statements.
• Knowledge of real estate legal concepts and understanding of loan documents.
• Proficiency with Microsoft Excel and Power Point
• Experience with Costar and Argus preferred.
• Advanced degrees and/or certificates strongly preferred.
• Travel: 20%-30% (intermittent)

Demonstrates expertise in commercial real estate finance, including underwriting, due diligence, and transaction management. Proficient in analyzing financial statements and negotiating loan terms while effectively managing relationships with stakeholders.

• Commercial Real Estate Finance
• Underwriting
• Due Diligence Analysis
• Microsoft Excel
• Real Estate Legal Concepts

• Commercial Real Estate Investment
• Asset Lending Transaction Analysis
• Financial Statement Evaluation Valuation Methods
• Loan Documentation

• Relationship Management
• Mentoring
• Negotiation

• Advanced Degrees
• Certifications in Real Estate Finance

• Commercial Real Estate
• Mortgage Markets
• Macro-Economic Trends
• Investment Committee Memos
• Special Servicing

• Microsoft Power Point
• Costar
• Argus