Key Responsibilities

• Participating as a key member of a debt and equity finance origination and transaction execution team.
• Assisting senior Originators in generating new business through relationship building, direct marketing, attending industry events, social media interaction and use of Salesforce and other technology platforms.
• Researching and exploring new market opportunities and business development leads.
• Assisting in preparation and distribution of marketing materials, offering memorandum, and transaction descriptions for pitches and other qualification presentations.
• Undertaking initial loan sizing and preliminary underwriting of financing opportunities.
• Interacting with existing and prospective clients, capital sources and other industry professionals.
• Working with senior Originators on existing client relationships as needed.
• Providing financial analysis support.

Key Attributes / Experience

• 1-3 years of commercial real estate experience in advisory, banking or sales.
• Bachelor’s degree in finance or commercial real estate preferred.
• Prior experience or familiarity with commercial mortgage loan types and structures or demonstrated ability to be a fast learner.
• Hunter/gatherer mentality.
• Desire to work alongside senior Origination professionals with a longer-term goal of developing your own origination business.
• Strong communication skills and comfort level with outbound calling, lead generation and marketing.
• Competent modeling skills and experience with Excel. Experience with Argus a plus.
• High attention to detail in preparation of analytical assessments, marketing material and correspondence.
• Ability to handle multiple tasks accurately and productively during time sensitive situations.
• Strong verbal and written communication skills.
• Independent worker with a team player attitude.
• Flexible attitude with the ability to handle change effectively.
• Desire to work hard and to learn.
• Availability for North American travel.
• Salesperson or mortgage banking licensing may be required depending on the jurisdiction.


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