The Transaction Manager is responsible for planning and executing real estate transactions that align enterprise strategy, business unit strategy, and real estate strategy. The Transaction manager will also assist the business by leading the collaborative process for building business cases, project recommendations and investment proposals.
Major Responsibilities
Analyze income producing real estate assets and be able to identify comprehensive and varying financial solutions for clients.
Analyze and provide solutions for all unforeseen issues arising during the loan placement process and handle the issues directly with lenders and borrowers.
Assist in the negotiation of loan quotes, loan applications and loan commitments.
Responsible for loan underwriting, analysis, presentation and submission process.
Coordinate the delivery of financing submissions and tracking capital source quotes.
Continually research and understand the real estate markets in which they operate.
Support the establishment and maintenance of a contact database of borrowers, lenders, brokers, and others in the commercial real estate and finance industry.
Assist with maintenance of office pipeline reports.
Assist in managing the timely receipt and delivery of all third‑party reports and documents.
Manage any task necessary to ensure deals close in a timely manner including compliance with closing schedules and document submissions.
Attend real estate industry trade functions.
Ability to manage expectations and timeframes for the capital user and capital providers, while ensuring delivery of due diligence and checklist items needed for financing quotes, final loan approval and closing.
Continually maintain working relationships with customers and lenders; secondarily with brokers, appraisers, and other real estate and finance professionals.
Establish and maintain strong personal relationships with all lender employees including Fannie Mae, Federal Housing Administration (FHA) and Freddie Mac as well as Life Company, CMBS & Bank lenders. (Crucial to know all the players and be able to handle personalities and politics)
Accompany the producer to in person meetings with customers to identify their goals, plans and challenges with the properties that need or will need financing.
Experience, Education, KSA
3+ years of experience in a commercial real estate mortgage loan production office or equivalent
Bachelor’s degree in Real Estate or Finance, or equivalent education and related training
An advanced degree is a plus.
Strong analytical skills as well as ability to think outside the box and provide solutions and optionality
In-depth knowledge of the income producing real estate including knowledge of local/regional/national real estate markets, real estate construction, and all forms of debt and equity and their common structures
Ability to evolve with the changing environment and capital markets
Excellent organizational skills and drive to succeed
Ability to organize, direct and motivate others
Demonstrated ability to meet deadlines
Maturity and self-confidence to simultaneously handle a variety of assignments
Ability to work harmoniously with internal/external workers/customers
Excellent written and verbal communication skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Prior history of working in a high-volume, fast paced, loan production office preferred
Strong relationship management skills required.
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Major Responsibilities
Analyze income producing real estate assets and be able to identify comprehensive and varying financial solutions for clients.
Analyze and provide solutions for all unforeseen issues arising during the loan placement process and handle the issues directly with lenders and borrowers.
Assist in the negotiation of loan quotes, loan applications and loan commitments.
Responsible for loan underwriting, analysis, presentation and submission process.
Coordinate the delivery of financing submissions and tracking capital source quotes.
Continually research and understand the real estate markets in which they operate.
Support the establishment and maintenance of a contact database of borrowers, lenders, brokers, and others in the commercial real estate and finance industry.
Assist with maintenance of office pipeline reports.
Assist in managing the timely receipt and delivery of all third‑party reports and documents.
Manage any task necessary to ensure deals close in a timely manner including compliance with closing schedules and document submissions.
Attend real estate industry trade functions.
Ability to manage expectations and timeframes for the capital user and capital providers, while ensuring delivery of due diligence and checklist items needed for financing quotes, final loan approval and closing.
Continually maintain working relationships with customers and lenders; secondarily with brokers, appraisers, and other real estate and finance professionals.
Establish and maintain strong personal relationships with all lender employees including Fannie Mae, Federal Housing Administration (FHA) and Freddie Mac as well as Life Company, CMBS & Bank lenders. (Crucial to know all the players and be able to handle personalities and politics)
Accompany the producer to in person meetings with customers to identify their goals, plans and challenges with the properties that need or will need financing.
Experience, Education, KSA
3+ years of experience in a commercial real estate mortgage loan production office or equivalent
Bachelor’s degree in Real Estate or Finance, or equivalent education and related training
An advanced degree is a plus.
Strong analytical skills as well as ability to think outside the box and provide solutions and optionality
In-depth knowledge of the income producing real estate including knowledge of local/regional/national real estate markets, real estate construction, and all forms of debt and equity and their common structures
Ability to evolve with the changing environment and capital markets
Excellent organizational skills and drive to succeed
Ability to organize, direct and motivate others
Demonstrated ability to meet deadlines
Maturity and self-confidence to simultaneously handle a variety of assignments
Ability to work harmoniously with internal/external workers/customers
Excellent written and verbal communication skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Prior history of working in a high-volume, fast paced, loan production office preferred
Strong relationship management skills required.
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