🕒 4 days ago
Analyze client and business financial performance, build forecasts and models, and translate financial data into recommendations that support growth, profitability, and operational decisions in healthcare.
Investment & Lending Associate
📅 Jun 24
Commercial Real Estate UnderwritingCRE Financial AnalysisFinancial ModelingAdvanced Excel
📜 Description
- Underwrite commercial real estate transactions across multiple asset classes.
- Analyze borrower financials, property operating data, tax returns, and market information.
- Build financial models, cash flow projections, and valuation analyses.
- Structure loan terms and investment scenarios based on risk and deal strategy.
- Source and originate lending opportunities through brokers, borrowers, investors, and industry relationships.
- Manage deal flow, coordinate due diligence and closings, and present recommendations to leadership.
🛠️ Requirements
- 4+ years of experience in commercial real estate underwriting, investment analysis, mortgage banking, acquisitions, or loan origination
- 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
- Ability to thrive in a fast-paced, entrepreneurial environment
- Commercial mortgage banking
- CRE acquisitions or investment analysis
✨ Benefits
- 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
- Collaborative and entrepreneurial team environment
Full job description
About Us
We are a growing commercial real estate lending and investment company focused on structuring and closing high-value commercial deals across multiple asset classes. We are looking for a highly analytical and relationship-driven professional who can combine strong underwriting expertise with business development and deal origination skills.
This role is ideal for someone who understands commercial real estate finance end-to-end — from sourcing opportunities and underwriting deals to structuring transactions and managing closings.
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
- Coordinate 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
- 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
- Ability to thrive in a fast-paced, entrepreneurial environment
Preferred Background
We are especially interested in candidates with 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
- Collaborative and entrepreneurial team environment
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