Investment & Lending Associate

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