Jobs · Accounting · North Carolina

Director, CRE Debt Investments

Lincoln Financial · Charlotte, NC · 1 mo ago
Accounting$17/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job posting. Key info: - Alternate Locations: Charlotte, NC; Greensboro, NC - Work Arrangement: In Office: Employees will work in a Lincoln office with a designated workspace. - Relocation assistance: not available. - Requisition #: 76609 (metadata, drop) - The Role at a Glance: In office Monday - Thursday with flexibility to work from home on Friday. 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. - What You'll Be Doing: list of duties (multiple bullet-like sentences). We'll need to put them in
  • . - What We’re Looking For: Must-have experience: 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. Then list of knowledge/skills: 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) - Application Deadline: Applications for this position will be accepted through November 11th, 2026 subject to earlier closure due to applicant volume. (We drop application instructions? The instruction says remove application instructions. This is application deadline; maybe considered application instruction? It says "remove ... application instructions." Probably we should drop the Application Deadline line. It's not a substantive job detail? It's about applying; we should drop. - What’s it like to work here? (some prose about culture). We can include as a section maybe "About the role" or "About the company"? Actually we have "About The Company" later. The "What’s it like to work here?" is more about culture; could be part of "About the role" or maybe we can put under "About the role". But we need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for: - About the role: The Role at a Glance paragraph (maybe also the work arrangement? Actually "Work Arrangement: In Office..." is about work arrangement; could be part of About the role or maybe Schedule? But schedule is about work hours; we have "In office Monday - Thursday with flexibility to work from home on Friday". That's schedule info. So we could put schedule in Schedule section. However we need to see if we have explicit schedule content: yes "In office Monday - Thursday with flexibility to work from home on Friday". That's schedule. Also "Work Arrangement: In Office : Employees will work in a Lincoln office with a designated workspace." That's work arrangement (location). Could be part of About the role or maybe we can include under About the role. - Responsibilities: The "What You'll Be Doing" list. - Requirements: The "What We’re Looking For" includes must-have experience, education, years experience, etc. That's requirements. - Qualifications: Could be advanced degrees and/or certifications strongly preferred; maybe also "Experience with Costar and Argus preferred." That could be qualifications or skills. We need to decide. - Skills: Proficiency with Microsoft Excel and PowerPoint, knowledge of commercial real estate principles, valuation methods, markets, macro-economic trends, ability to understand/evaluate financial statements, knowledge of real estate legal concepts, loan documents. Those are skills/knowledge. - Benefits: The "What’s in it for you:" list includes: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes; Leadership development and virtual training opportunities; PTO/parental leave; Competitive 401K and employee benefits; Free financial counseling, health coaching and employee assistance program; Tuition assistance program; Work arrangements that work for you; Effective productivity/technology tools and training. - Pay: Not mentioned. No salary info. So we should NOT include Pay section. - Schedule: We have schedule info: In office Monday - Thursday with flexibility to work from home on Friday. Also maybe mention travel 20%-30% intermittent (that's travel, not schedule). Travel could be part of Responsibilities? Might be separate but we don't have a Travel heading. Could include under Responsibilities or maybe under About the role. Since we don't have a Travel heading, we can incorporate travel info in Responsibilities as a bullet. - Also we have "Alternate Locations: Charlotte, NC; Greensboro, NC". That's location info; could be part of About the role or maybe under About the role. - Relocation assistance: not available. Could be part of Benefits? Actually it's a negative; but we could include under Benefits? Not really a benefit. Could be omitted. We need to avoid boilerplate: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we must remove the large EEO statements, fraud warnings, etc. Also remove "About The Company" maybe? It's not boilerplate? It's company description; could be considered boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. "About The Company" is not explicitly listed; but it's generic company description; could be considered boilerplate? However it's substantive info about the company; but the instruction says "Prefer a few substantive sections over many thin ones." Might be okay to include as "About the company" but we don't have that heading; we have About the role, Responsibilities, etc. Could include company description under About the role or maybe we can omit because it's not required. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep company description if it's substantive. But we don't have a heading for About the company; we could incorporate into About the role or maybe create a section "About the company" but not in allowed headings list. The allowed headings are only those listed; we should not create other headings. So we need to fit company description into one of those sections, perhaps About the role (makes sense) or maybe we can omit because it's not strictly required? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. If we omit company description, we lose substantive info. So we need to include it somewhere. Could put it under About the role as a paragraph. Similarly, "What’s it like to work here?" is also substantive; could be part of About the role. Thus About the role section can contain: The Role at a Glance paragraph, work arrangement, alternate locations, schedule (maybe schedule separate), what it's like to work here, company description. But we also have a separate Schedule heading possible. Let's see if we have enough to make a Schedule section: we have "In office Monday - Thursday with flexibility to work from home on Friday". That's schedule. Also maybe "Work Arrangement: In Office : Employees will work in a Lincoln office with a designated workspace." That's more about location/work arrangement, not schedule. So we could put schedule in Schedule section. Travel: 20%-30% intermittent. Could be part of Responsibilities (travel for due diligence and business development trips). Actually responsibilities already mention "Travel independently on due diligence and business development trips." So travel percentage is extra detail; we could add a bullet under Responsibilities about travel percentage. Thus we can have sections: - About the role (h3) - Responsibilities (h3) - Requirements (h3) - Skills (h3) maybe combine Qualifications and Skills? But we have both Qualifications and Skills headings allowed. We could put advanced degrees/certifications preferred under Qualifications, and the knowledge/skills under Skills. - Benefits (h3) - Schedule (h3) We should not include Pay. We need to ensure we don't create empty sections. Now let's extract content precisely. **About the role** content: - The Role at a Glance: "In office Monday - Thursday with flexibility to work from home on Friday 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." - Work Arrangement: "In Office : Employees will work in a Lincoln office with a designated workspace." - Alternate Locations: "Charlotte, NC (North Carolina); Greensboro, NC (North Carolina)" (maybe we can simplify to "Charlotte, NC; Greensboro, NC"). - What’s it like to work here? paragraph: "At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future." - About The Company paragraph: "Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status." But note: The EEO statement is boilerplate; we should remove EEO/equal-opportunity boilerplate. The instruction says remove EEO/equal-opportunity/scam-warning boilerplate. So we need to strip out the EEO sentences. The paragraph includes "Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status." That's EEO boilerplate; we should remove that. Also earlier "Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice." That's not EEO; it's a disclaimer; maybe not boilerplate? It's a legal disclaimer; could be considered legal boilerplate. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So legal disclaimer likely should be removed as well

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