Investment Associate, Mortgage & Real Estate Investment

Date: Apr 11, 2019

Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Level: P1

Requisition #58246

About The Company

Led by over 10,000 employees  – including you –  Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses.

The Role 

 

This position provides entry level support for Mortgage and Real Estate in the analysis and origination of commercial real estate mortgage loan investments. This position supports a team that manages a $13 billion portfolio.

 

Responsibilities 

 

  • Reviews and underwrites new commercial real estate loan investment opportunities, providing decision support analysis to senior production officer.
  • 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.
  • Drafts term sheets, application/commitment letters, and other transaction related documents for review by the senior production officer.
  • Completes due diligence analysis including review of leases, rent rolls, third party reports, estoppels, and other business-related matters.
  • Serves as business liaison throughout the loan closing process working collaboratively with appropriate internal/external stakeholders to effectuate a timely closing.
  • Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility.
  • Performs and delivers on routine assignments/projects for his/her assigned area(s) of responsibility.

 

Education and Experience

 

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
  • 0 - 1+ Years’ experience in mortgage & real estate that directly aligns with the specific responsibilities for this position (Preferred)

 

 

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
 

 

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

 

This Employer Participates in E-Verify. See the E-Verify notices.  

 

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


Nearest Major Market: Greensboro

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