Senior Capital Advisor Commercial Real Estate Finance
Max Benjamin Partners Inc
- Beverly Hills, CA
- $100,000-250,000 per year
- Permanent
- Full-time
- Collaborate with the Managing Director and team members to provide capital market expertise to clients.
- Independently execute transactions from start to finish.
- Pitch new financing ideas, support acquisition financing, and collaborate on project financing and refinancing opportunities.
- Maintain regular follow-up and client relationships while identifying new client prospects.
- Conduct quick analyses and underwriting of commercial real estate transactions.
- Communicate daily with borrowers, lenders, attorneys, title and escrow officers, and report writers on closing items, changes, and due dates.
- Develop and maintain detailed checklists and timelines for each transaction.
- Review loan applications and coordinate loan requirements with third-party vendors, attorneys, and escrow companies.
- Obtain zoning letters and certificates of occupancy.
- Gather and submit lender closing items and documentation.
- Compile invoices and wiring instructions for payment by escrow.
- Coordinate loan documents and signing.
- Post-closing: gather loan documentation and submit closing files to the servicing department and the borrower.
- Maintain and update the pipeline of loans in process in the company tracking system.
- Perform other related business duties assigned by a supervisor.
- 5+ years of experience in real estate capital markets, banking, or related fields. Originations experience required.
- Substantial knowledge of real estate capital market concepts and the US debt capital markets.
- Established relationships and experience working with real estate owners and developers.
- Proven experience in client interaction with annual origination of $50M+.
- Experience managing junior staff members.
- Ability to manage multiple projects and work effectively as part of a team and individually.
- Excellent oral and written communication skills, with the ability to articulate ideas persuasively.
- Strong analytical and critical thinking skills, with the ability to analyze risk and identify mitigating factors.
- Experience with title/escrow, real estate law, and underwriting is beneficial.
- Ambitious with a strong desire to grow and succeed.
- Strong organizational skills and the ability to manage multiple transactions simultaneously.
- Strong interpersonal skills and the ability to work well under pressure.
- Target-driven with a focus on delivering results towards long-term goals.
- Maintain a high level of confidentiality and exercise independent judgment and analysis.