Director, CRE Debt Investments

Jobtailor

Charlotte (NC)

On-site

USD 180,000 - 230,000

Full time

5 days ago

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Job summary

Jobtailor in Charlotte, NC is seeking a senior CRE finance professional to lead business development through mortgage banking relationships within the assigned territory. You will review and underwrite new commercial real estate loans and present analysis and investment recommendations to the Managing Directors and Head of Origination.

The role requires drafting term sheets and loan documents, completing due diligence, negotiating with counsel, and guiding loans to close while mentoring junior

Qualifications

Bachelor's degree or equivalent work experience; 4 years of experience in lieu of a degree.
7+ years’ experience in CRE finance/investment and analysis.
Experience analyzing asset lending transactions.
Knowledge of CRE principles and valuation methods.
Knowledge of national CRE markets and macro trends.
Ability to interpret real estate financial statements.
Knowledge of loan documents and real estate law concepts.
Proficiency with Excel and PowerPoint.
Experience with Costar and Argus preferred.
Advanced degrees/certs preferred.

Responsibilities

Lead business development through mortgage banking relationships in the assigned territory.
Review and underwrite new CRE loans and present analysis to MDs/Head of Origination.
Draft term sheets, application/commitment letters, and other documents.
Complete due diligence including leases, rent rolls, estoppels, and third-party reports.
Negotiate transaction documents with legal counsel.
Draft investment committee memos for approval by Head of Real Estate.
Coordinate loan closings with stakeholders to ensure timeliness.
Train and oversee junior team members.
Travel for due diligence and business development activities.
Support portfolio management through loan surveillance.
Assist with equity and credit fund investments.
Handle special servicing requests as needed.
Demonstrate CRE finance expertise across underwriting and due diligence.

Skills

Loan Underwriting

Asset Lending Analysis

Real Estate F.S. Evaluation

CRE Valuation Methods

Drafting Term Sheets

Negotiating Documents

Investment Memo Drafting

Special Servicing Handling

Portfolio Management Support

Collaboration

Communication

Leadership

Education

Bachelor's degree

Advanced Degrees

Real Estate Certifications

Tools

Microsoft Excel

Microsoft PowerPoint

Costar

Argus

Job description

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

Requirements

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 PowerPoint
Experience with Costar and Argus preferred
Advanced degrees and/or certifications strongly preferred
Travel: 20%-30% (intermittent)

Demonstrates expertise in commercial real estate finance, including underwriting, due diligence, and investment analysis. Proficient in drafting transaction documents and collaborating with stakeholders to ensure timely loan closings.

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