About The Position

Partner with CRE Mortgage Bankers in processing all potential loans (both agency and non-agency execution). Manage the 2-3 analyst pool to sufficiently train and develop them along with managing their workload. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

  • Bachelor’s degree in business, or equivalent education and related training.
  • Seven years of relevant experience within the commercial real estate finance industry.
  • Solid understanding and experience in commercial real estate and/or commercial real estate finance.
  • Excellent written and verbal communication skills.
  • Strong computer skills; including proficiency in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
  • Excellent organizational skills, attention to detail and drive to succeed.
  • Ability to organize, direct and motivate others.
  • Ability to meet deadlines.
  • Capability to simultaneously handle a variety of assignments.
  • Ability to travel, including overnight.

Nice To Haves

  • Master of Business Administration (MBA) or Master’s degree in Finance or Real Estate.
  • Proficiency in Salesforce, CoStar, Trepp and Argus.
  • Deep understanding of Fannie Mae and Freddie Mac lending programs.

Responsibilities

  • Work on all aspects of loan executions both agency and non-agency.
  • Partner with CRE Mortgage Banker to “pitch” various execution options, identifying the best execution outcomes for various products. Act as product specialist across an array of various products.
  • On ALL transactions act as the primary point of contact for the CRE Mortgage Bankers, evaluating the loan opportunity to assess if the loan is Agency eligible or not.
  • For Agency execution: Partner with Agency Underwriters to underwrite and size the transaction. Manage the process from start to finish.
  • For Non-Agency execution: TM will work closely with Mortgage Banker, Head of Production and FCS Team to determine the best source of capital. Once a capital provider is chosen, the Senior CRE Transaction Manager will manage the process from start to finish.
  • Work with support staff, underwriting and credit in the preparation of the preliminary and final loan submissions.
  • Work with the CRE Mortgage Bankers and Analysts to maintain client/pipeline data in Salesforce.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • vacation
  • sick days
  • paid holidays
  • defined benefit pension plan
  • restricted stock units
  • deferred compensation plan
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