Managing Director – Investment Real Estate Finance

Wilks Brothers•Fort Worth, TX

1d•Onsite

About The Position

The Managing Director – Investment Real Estate Finance is responsible for originating, developing, and managing commercial real estate lending relationships focused exclusively on non-owner-occupied investment properties. This individual will source and structure financing opportunities for professional real estate investors, developers, and investment sponsors, with an emphasis on single-family rental (SFR) portfolios, multifamily properties, and other income-producing residential investment assets. The successful candidate will be a highly motivated business development professional with an established referral network of mortgage brokers, real estate investors, developers, attorneys, CPAs, and financial advisors. This position is expected to independently generate loan opportunities while maintaining exceptional credit quality and customer service.

Requirements

Bachelor’s degree in Finance, Business, Real Estate, or related field preferred
Minimum of 7–10 years of commercial or investment real estate lending experience
Proven history of originating investment real estate loans
Existing referral network capable of generating immediate production
Strong understanding of commercial real estate underwriting and valuation
Ability to analyze tax returns, financial statements, rent rolls, operating statements, and borrower liquidity
Strong knowledge of loan documentation and commercial real estate collateral
Excellent negotiation and relationship management skills
Strong verbal and written communication abilities
Self-motivated with an entrepreneurial mindset

Nice To Haves

Experience originating: Single-family rental portfolios
Multifamily properties
Bridge lending
DSCR lending
Construction lending
Institutional investment real estate financing

Responsibilities

Develop new lending relationships with professional real estate investors and sponsors.
Originate loans secured by non-owner-occupied residential investment properties.
Build and maintain referral relationships with mortgage brokers, real estate brokers, developers, attorneys, accountants, and financial professionals.
Structure financing solutions that meet borrower objectives while complying with company credit policies.
Analyze borrower financial statements, rent rolls, operating statements, global cash flow, and property-level performance.
Present lending opportunities to credit committees with comprehensive underwriting packages.
Negotiate loan terms, pricing, collateral, guarantees, and covenant structures.
Coordinate with underwriting, legal, closing, servicing, and asset management throughout the lending process.
Maintain ongoing relationships with borrowers to generate repeat business and referrals.
Monitor market conditions, interest rates, and competitive lending products.
Represent the company at industry conferences, investor meetings, and networking events.
Consistently meet or exceed annual production and portfolio quality goals.
Meet annual loan origination goals established by executive management.
Maintain excellent portfolio credit quality.
Develop long-term referral relationships that generate recurring business.
Consistently meet customer service standards.
Adhere to all company credit, compliance, and regulatory requirements.