Serves as business liaison throughout the loan closing process working collaboratively with appropriate internal/external stakeholders to effectuate a timely closing.
October 16, 2022
Provide clients with industry and market specific information as it relates to their business and maintain contact information on prospects.
December 20, 2022
Prepares draft investment committee write ups working collaboratively with commercial mortgage team, mortgage banking representatives, analysts and other relevant resources, such as appraisers or other sources of commercial real estate data.
January 17, 2023
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-11 registration statements.
January 24, 2023
Communicates analysis of investment opportunities, results, and recommendations with the relevant portfolio managers(s) and/or senior staff via verbal and written reports and presentations, including preparing qualitative and quantitative reports, memoranda, and spreadsheets.
February 06, 2023
Manage listings and existing client relationships.
March 06, 2023
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility.
March 07, 2023
Performs investment analysis for potential investment opportunities, including principal investments and fund commitments, using any reliable printed or electronic media, partnership offering memoranda, and one-on-one contact with general and limited partners.
March 08, 2023
Reviews and underwrites new commercial real estate loan investment opportunities, providing decision support analysis to senior production officer.
March 10, 2023
Participate in brokerage team meetings and weekly sales meetings to update colleagues on activity, market information, new business generation efforts, prospects and market knowledge and trends.
April 24, 2023
