Key Responsibilities

• Responsible for originating, structuring, and closing commercial real estate financing transactions.
• Use credit skills to identify strengths and weaknesses of a transaction, while creating structural features to mitigate risks.
• Partner with both IPA and Marcus & Millichap investment sales agents to pitch business and secure staple financing opportunities.
• Developing and maintaining strong relationships with an emphasis on developers, owners, and other sources of third-party origination opportunities.
• Prescreening and qualifying transactions prior to the underwriting and marketing process.
• Reviewing offering memorandum and on a case-by-case basis screening and structuring transactions and preparing underwriting presentations.
• Working closely with capital sources to secure the most favorable transactions for the client.
• Creating and maintaining relationships with capital sources to achieve superior execution on transactions.
• Expanding relationships with key market leaders, associations, and professional organizations to function as an active source of referrals to cement the Company as the real estate service provider of choice.

Key Attributes / Experience

• A minimum of 5 years of capital markets experience with a brokerage, investment bank or principal.  
• Proven track record of originating, underwriting, and structuring relevant commercial real estate debt and equity. Ability to successfully transfer key relationships to the Company. 
• Superior written and verbal communication skills.
• Collaborative personal/professional style that advances a collegial partnered approach to meeting corporate objectives.
• Ability to work successfully in a large brokerage institution.
• Ability to effectively represent customers and business partners.
• Highly intelligent and creative thinker, with the personal focus, energy, and leadership style to drive business.
• Track record of creating and developing both client centric and internal relationships.
• Well-rounded professional with high personal values, exceptional judgment, and discretion.
• Travel as appropriate.  


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