And the job listing Expires on July 15, 2025
Full-Time Job Accounting, Data Analytics, Economics & Finance
The Transaction Manager is responsible for the review, document collection, underwriting and transaction management of all projects in an assigned territory. He or she will lead the process and manage all stakeholders from binding term sheet execution through closing.
Key Responsibilities Include:
* Review potential transactions against underwriting criteria. Provide Managing Director team with feedback and guidance during the sales process. Assist your team with underwriting, sizing and sales tools management.
* Engage with clients to collect project information and lead due diligence assignments. Compile underwriting materials to draft a credit investment profile.
* Thoroughly review and understand project documents to determine if they meet internal underwriting guidelines. This will require familiarity with title insurance policies, environmental reports, financial reports, corporate organizational documents, construction contracts and plans, mortgage loan documents, and appraisals.
* Serve as the main point of contact for customers and the PACE Equity team on the status of the closing process and due diligence. Report to stakeholders on additional requirements or discrepancies in this information provided.
* Update internal/external closing checklists and databases to reflect the documentation received. Serve as the main leader for transactions in your region.
Qualifications:
* A bachelor’s degree in a business related area of study required. Degree in finance and/or commercial real estate preferred.
* Work experience and fluency in commercial real estate.
* Skills as a credit analyst or in analyzing commercial real estate projects is required, banking experience strongly preferred.
* Finance proficiencies that include DSCR, LTV, amortization schedules, etc.
* Strength in Microsoft Office Suite and file sharing software.
* Strong communication skills. The ability to problem solve independently and take action as needed without direction. Must feel comfortable engaging directly with clients and taking ownership over a project.
* Self-starter who can work independently with minimal supervision.
#J-18808-Ljbffr