Investment & Lending Associate

Responsibilities

• Underwrite commercial real estate transactions across multiple asset classes including multifamily, office, retail, industrial, hospitality, and mixed-use.
• Analyze borrower financials, rent rolls, operating statements, tax returns, and market data.
• Build and review financial models, cash flow projections, and valuation analyses.
• Structure loan terms and investment scenarios based on risk assessment and deal strategy.
• Source and originate new commercial lending opportunities through brokers, borrowers, investors, and industry relationships.
• Manage deal flow from initial screening through closing.
• Cook up due diligence, legal documentation, title, third-party reports, and closing requirements.
• Present investment and lending recommendations to leadership.
• Maintain relationships with lenders, brokers, borrowers, and capital partners.
• Monitor market trends and identify strategic lending and investment opportunities.

Requirements

• 4+ years of experience in commercial real estate underwriting, investment analysis, mortgage banking, acquisitions, or loan origination.
• A strong understanding of commercial lending structures and CRE financial analysis.
• Experience underwriting income-producing properties and evaluating investment opportunities.
• Proven ability to source, negotiate, or originate commercial deals.
• Experience working with banks, private lenders, debt funds, bridge loans, agency financing, or institutional capital.
• Advanced Excel and financial modeling skills.
• Strong communication and negotiation abilities.
• The ability to thrive in a fast-paced, entrepreneurial environment.

Preferred Background

• Experience in commercial mortgage banking.
• CRE acquisitions or investment analysis.
• Loan origination and capital markets.
• Debt/equity structuring.
• Institutional or private real estate lending.

What We Offer

• Competitive base salary + performance-based compensation.
• Opportunity to work on high-value commercial transactions.
• Career growth within an expanding real estate finance platform.
• High exposure to acquisitions, underwriting, and capital markets.
• A collaborative and entrepreneurial team environment.