Associate Director, CRE Debt Investments

Associate Director, CRE Debt Investments

We are looking to add an Associate Director to the Commercial Mortgage and Real Estate Investments team. In this position, within the Loan Production Team, you will provide experienced support in the annual origination of $2 billion of commercial mortgage investments throughout the United States. Additional responsibilities involve the ongoing management of the $17 billion commercial mortgage portfolio. The ideal candidate is looking for increased origination responsibilities including credit analysis and business development.

What you'll be doing:

• 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 providing analysis and recommendations to the Managing Directors.
• Draft term sheets, application/commitment letters, and other transaction related documents for review by senior team members.
• Complete due diligence analysis including review of leases, rent rolls, third party reports, estoppels, and other business-related matters.
• Work with senior team members and legal counsel in the negotiation of loan terms and documentation.
• Prepare investment committee memos working collaboratively with senior team members, while leading the due diligence process for loans in the application stage.
• Serve as business liaison throughout the loan closing process working with appropriate internal/external stakeholders to effectuate a timely closing.
• Act as a resource in the training and mentoring of junior team members.
• Travel for due diligence and business development trips.
• Perform quarterly reviews, including operating statements and leasing updates, for existing loans.
• Additional investment support may include real estate equity and credit fund investments.
• Handle special servicing requests as requested.

What we're looking for:

Must-have experience:

• 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 certifications strongly preferred.

Travel: 20%-30% (intermittent)

Final date to receive applications Applications for this position will be accepted through November 11th, 2026 subject to earlier closure due to applicant volume.

What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

About The Company Lincoln Financial helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

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