Grandbridge Capital Markets Associate

Truist•Frisco, TX

2d•Onsite

About The Position

The Capital Markets Associate will provide a high level of focus in supporting, analyzing, and managing CRE Mortgage Servicing business development as well as Loan Placement opportunities for the Capital Markets team. This role involves developing proposal documentation, performing profitability analysis, participating in negotiations, and supporting the implementation of Master and Special servicing at Grandbridge. The associate will also assist with underwriting and analysis of income-producing real estate assets, coordinate loan request packages, manage client expectations, monitor pending maturities, and review industry publications to identify new business opportunities. Maintaining strong working relationships with internal and external clients, including borrowers, lenders, and brokers, is crucial. The role also includes supporting the maintenance of a contact database, ensuring compliance with closing schedules, maintaining pipeline reports, and attending industry trade functions.

Requirements

Bachelor’s degree in Real Estate, Finance, or a related field
Two to five years of experience in a commercial real estate mortgage loan servicing
Experience interpreting CRE mortgage servicing agreements, servicer acknowledgement letters, and securitized CRE financing document; preferably related to CMBS and CLO structures
Loan underwriting and analysis experience across multiple asset class types
In depth knowledge of the income producing property real estate
Excellent organizational skills and a strong attention to detail
Ability to manage and meet multiple deadlines simultaneously
Able to handle a variety of assignments and switch seamlessly between tasks
Ability to work harmoniously with internal and external customers
Excellent written and verbal communication skills
Proven self-starter
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight

Responsibilities

Develop proposal documentation for prospective third-party servicing clients and monitor for timely progress of third-party servicing opportunities
Perform profitability analysis related to third-party servicing opportunities and benchmark across projected and historical performance
Participate in negotiations of CRE mortgage servicing agreements, servicer acknowledgement letters, and other related legal documentation
Document discussions and interactions with clients and prospective clients for our third-party servicing platform using Salesforce
Support the implementation of Master and Special servicing at Grandbridge
Assist with the underwriting and analysis of income producing real estate assets and develop financing request packages for presentation to external capital partners
Coordinate timely delivery of loan request packages to external capital partners, monitor for and document responses, analyze financing quotes received, and present information to internal production teammates and external borrower clients
Manage expectations and timeframes for the borrower clients and capital partners, while ensuring delivery of due diligence and checklist items needed for financing quotes, final loan approval and closing
Monitor pending maturities within the existing portfolio to identify potential opportunities to engage regarding refinancing options
Review industry publications to identify new business opportunities and to stay current on overall commercial real estate market conditions
Continually maintain working relationships with borrower and lender clients; secondarily with brokers, appraisers, and other real estate and finance professionals
Establish and maintain strong personal relationships with internal product managers or their designee with a focus on production for life insurance company, CMBS, and bridge lending partners, as well as other Integrated Relationship Management (IRM) partners.
Support the establishment and maintenance of a contact database of borrowers, lenders, brokers, and others in the commercial real estate and finance industry
Ensure compliance with closing schedules and document submissions
Maintain pipeline reports for loan sourcing and third-party servicing opportunities
Attend real estate industry trade functions representing Grandbridge