Director, CRE Debt Investments

Alternate Locations:
Charlotte, NC (North Carolina);
Greensboro, NC (North Carolina)

Work Arrangement

In Office :
Employees will work in a Lincoln office with a designated workspace.

Relocation assistance: is not available for this opportunity.

Requisition #: 76609

In office Monday - Thursday with flexibility to work from home on Friday

We are looking to add a Director to the Commercial Mortgage and Real Estate Investments team. In this position, within the Loan Production Team, you will directly contribute to the annual origination of $2 billion of commercial mortgage investments. Additional responsibilities involve the ongoing management of the $17 billion commercial mortgage portfolio. The ideal candidate is looking for increased origination responsibilities and to contribute as a leader providing guidance to junior analysts.

• Lead business development through mortgage banking relationships within assigned geographic territory.
• Review and underwrite new commercial real estate loans and present analysis and investment recommendations to the Managing Director(s) and Head of Origination.
• Draft term sheets, application/commitment letters, and other transaction related documents.
• Complete due diligence including review of leases, rent rolls, third party reports, estoppels, and other business-related matters.
• Work with legal counsel to negotiate transaction documents.
• Draft investment committee memos and present for approval to the Head of Real Estate.
• Serve as business liaison throughout the loan closing process working collaboratively with appropriate internal/external stakeholders to effectuate a timely closing.
• Actively involved in training and oversight of junior team members.
• Travel independently on due diligence and business development trips.
• Support Portfolio Management through surveillance of existing loan portfolio.
• Additional investment support may include 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
• 7+ 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 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.

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.

• 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…