Investment & Lending Associate
Other
Excel
WFA Digital Insight
The demand for skilled commercial real estate professionals is on the rise, with a focus on analytical and relationship-driven experts. As the industry continues to evolve, companies like LBC Mortgage are at the forefront, offering opportunities for growth and development. With the commercial real estate market expected to see significant transactions in the coming year, having the right skills, such as advanced Excel and financial modeling, is crucial. Candidates should be prepared to showcase their understanding of commercial lending structures and CRE financial analysis, as well as their ability to thrive in a fast-paced environment. Before applying, it's essential to understand the company's expanding real estate finance platform and the potential for career growth.
Job Description
About the Role
The Investment & Lending Associate role at LBC Mortgage is a critical position that combines underwriting expertise with business development and deal origination skills. The successful candidate will be responsible for handling commercial real estate transactions across multiple asset classes, including multifamily, office, retail, industrial, hospitality, and mixed-use. This role requires a deep understanding of commercial real estate finance, from sourcing opportunities to managing closings. As part of the LBC Mortgage team, the Investment & Lending Associate will work closely with lenders, brokers, borrowers, and capital partners to structure loan terms and investment scenarios based on risk assessment and deal strategy. The ideal candidate will have a strong background in commercial real estate underwriting, investment analysis, or mortgage banking, with a proven ability to source, negotiate, or originate commercial deals. LBC Mortgage is a growing commercial real estate lending and investment company, focused on structuring and closing high-value commercial deals. The company offers a collaborative and entrepreneurial team environment, with opportunities for career growth and professional development.What You Will Do
- 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 to inform underwriting decisions
- Build and review financial models, cash flow projections, and valuation analyses to structure loan terms and investment scenarios
- Source and originate new commercial lending opportunities through brokers, borrowers, investors, and industry relationships
- Manage deal flow from initial screening through closing, coordinating due diligence, legal documentation, title, third-party reports, and closing requirements
- Present investment and lending recommendations to leadership, providing a clear and concise overview of the deal strategy and risk assessment
- Maintain relationships with lenders, brokers, borrowers, and capital partners, ensuring effective communication and negotiation
- Monitor market trends and identify strategic lending and investment opportunities, staying up-to-date on industry developments and market conditions
- Coordinate with internal stakeholders, including underwriting, closing, and asset management teams, to ensure seamless deal execution
What We Are Looking For
- 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, including experience underwriting income-producing properties and evaluating investment opportunities
- Proven ability to source, negotiate, or originate commercial deals, with a strong network of industry relationships
- Experience working with banks, private lenders, debt funds, bridge loans, agency financing, or institutional capital
- Advanced Excel and financial modeling skills, with the ability to build and review complex financial models
- Strong communication and negotiation abilities, with excellent written and verbal communication skills
- Ability to thrive in a fast-paced, entrepreneurial environment, with a strong work ethic and attention to detail
Nice to Have
- Experience in commercial mortgage banking, CRE acquisitions, or investment analysis
- Background in loan origination and capital markets, with a strong understanding of debt/equity structuring
- Institutional or private real estate lending experience, with a network of industry contacts and relationships
Benefits and Perks
- Competitive base salary + performance-based compensation, with opportunities for career growth and professional development
- Opportunity to work on high-value commercial transactions, with exposure to acquisitions, underwriting, and capital markets
- Collaborative and entrepreneurial team environment, with a strong focus on teamwork and communication
- High-exposure to industry leaders and decision-makers, with opportunities for networking and relationship-building
- Flexible work arrangements, including remote work options, to ensure a healthy work-life balance
- Comprehensive benefits package, including health, dental, and vision insurance, as well as 401(k) matching and paid time off
How to Stand Out
- Develop a strong understanding of commercial real estate finance, including lending structures and CRE financial analysis, to stand out as a candidate
- Build a professional network of industry contacts, including lenders, brokers, and borrowers, to stay informed about market trends and opportunities
- Create a portfolio of your work, including examples of financial models and underwriting analyses, to showcase your skills and experience
- Prepare to discuss your experience with Excel and financial modeling, and be ready to provide specific examples of your skills and abilities
- Research the company and the role, and be prepared to ask informed questions during the interview process
- Be prepared to negotiate salary and benefits, and have a clear understanding of your worth and the market rate for the role
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