Project Management Associate - Commercial Term Lending - Associate

About the role

CTL is seeking a talented Project Management (PM) Associate to join our team. In this high-impact role, you will partner closely with the Co-Head of CTL and Project Management Director of Sales to drive operational excellence and lead strategic initiatives. You will provide advanced analytical and administrative support while coordinating cross-functional projects that enhance productivity and communication across the organization.

Responsibilities

• Serve as a trusted partner to the Head of CTL, making decisions, crafting communications, and advocating for team priorities
• Promote transparent and effective information flow between leadership and key departments
• Actively drive meeting discussions and ensure team perspectives are recognized
• Manage projects from initiation through implementation, ensuring timely delivery and successful outcomes
• Prepare, organize, and coordinate briefing materials, reports, and presentations for executive meetings
• Gather, analyze, and present project data and insights to inform decision-making
• Maintain comprehensive records from meetings and translate discussions into actionable items
• Identify opportunities to enhance operational efficiency and recommend solutions
• Track key metrics, sales, and technology initiatives to ensure alignment with business goals
• Provide ad hoc project support as needed
• Collaborate with the administrative team to deliver executive-level support, including managing schedules, travel logistics, expense reporting, and coordinating meetings and events

Required Qualifications

• Exceptional interpersonal skills and ability to build strong relationships with stakeholders
• Adaptability to changing circumstances and dynamic environments
• Strong judgment and capability to handle confidential and sensitive information
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Experience influencing outcomes, driving change, and delivering results in complex environments
• Exceptional problem-solving, communication, and stakeholder management skills
• Proven experience in project management, events management, or a leadership role
• Strong background in administrative support, managing executive-level tasks
• High level of integrity, discretion, and professionalism
• Advanced organizational skills and attention to detail
• Strong sense of urgency, self-starter, and ability to work independently
• Able to manage multiple priorities and operate autonomously in a fast-paced environment

Preferred Qualifications

• 3+ years in management consulting, strategy, or operational leadership (financial services/mortgage banking preferred)
• 2+ years' experience in chief of staff, communications, or administrative roles
• Bachelor's Degree in Real Estate, Accounting, Finance, Data Analytics, Business, or related discipline
• Familiarity with commercial real estate or financial services industry
• Experience with Adobe InDesign, Photoshop, or equivalent design software
• Experience with project management software and designing SharePoint sites