Commercial Real Estate Underwriting and Transaction Manager

What's the Role

The Transaction Manager is responsible for the review, document collection, underwriting and transaction management of all projects in an assigned territory. He or she will lead the process and manage all stakeholders from binding term sheet execution through closing.

Key Responsibilities Include:

• Review potential transactions against underwriting criteria. Provide Managing Director team with feedback and guidance during the sales process. Assist your team with underwriting, sizing and sales tools management.
• Engage with clients to collect project information and lead due diligence assignments. Compile underwriting materials to draft a credit investment profile.
• Thoroughly review and understand project documents to determine if they meet internal underwriting guidelines. This will require familiarity with title insurance policies, environmental reports, financial reports, corporate organizational documents, construction contracts and plans, mortgage loan documents, and appraisals.
• Serve as the main point of contact for customers and the PACE Equity team on the status of the closing process and due diligence. Report to stakeholders on additional requirements or discrepancies in this information provided.
• Update internal/external closing checklists and databases to reflect the documentation received. Serve as the main leader for transactions in your region.

Qualifications

• A bachelor’s degree in a business related area of study required. Degree in finance and/or commercial real estate preferred.
• At least 2 years of work experience and fluency in commercial real estate.
• Skills as a credit analyst or in analyzing commercial real estate projects is required, banking experience strongly preferred.
• Finance proficiencies that include DSCR, LTV, amortization schedules, etc.
• Strength in Microsoft Office Suite and file sharing software.
• Strong communication skills. The ability to problem solve independently and take action as needed without direction. Must feel comfortable engaging directly with clients and taking ownership over a project.
• Self-starter who can work independently with minimal supervision.

Additional Notes

Potential to work at home at least one day per week . Exciting and fast-growth industry. Innovative firm with vision to improve the world by reducing carbon emissions in the built environment.

Benefits Overview

• 75% Employer Paid Medical/Dental/Vision Insurance
• Health Spending Account with Yearly Employer Contribution
• 100% Employer Paid Life Insurance, Short-Term Disability Insurance, and Long-Term Disability Insurance
• 401K with 5% Match
• Parental Leave (Birthing and Non-Birthing Parents)
• Elder Care Benefits
• Tuition Reimbursement
• 11 Paid Company Holidays, Including Your Birthday
• Paid Time Off
• Employee Assistance Program
• Company Paid Parking
• Fitness / Health Club Access
• Catered Weekly Lunches
• Snacks, Beverages, Coffee/Tea To Keep You Fueled Throughout The Day
• Hybrid Schedule

Learn more about us at our website: www.pace-equity.com

Inclusiveness is important to us. PACE Equity is an Equal Opportunity Employer