Director, CRE Debt Investments

Lincoln Financial•Charlotte, NC

2d•Hybrid

About The Position

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.

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

Nice To Haves

Experience with Costar and Argus preferred.
Advanced degrees and/or certifications strongly preferred.

Responsibilities

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.