Purpose and Job Summary
Lument provides comprehensive capital solutions for multifamily, affordable, seniors and healthcare real estate. This includes a full suite of financing and strategic solutions such as investment banking, mortgage banking, private equity, a variety of direct balance sheet lending options, investment sales, and mergers and acquisitions. The Debt Capital Markets group is seeking an Associate to contribute to the growth of the business, focusing on all CRE asset classes and partnering with a wide variety of capital providers. The Associate will be an integral part of the team, responsible for a variety of analyses related to new and existing investments. Additionally, will assist with communication between /with borrowers and capital partners.
Essential Duties & Responsibilities
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Reviews and analyzes potential loan transaction packages for preliminary qualification.
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Prepares lender submission packages for deal placement.
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Prepares quotes and application packages.
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Meets potential Borrowers and inspects properties for requested financing as needed.
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Attends professional functions and/or social networking events as deemed necessary to promote the company brand.
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Provides credible recommendations to supervisors and senior management based on market research and analysis.
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Learn basic sales and marketing strategies to implement through several different environments of business development and sales.
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Logs and maintains all transactions in the proprietary database in a timely and organized manner.
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Perform extensive financial analysis based on current and historical property cash flow, as well as various market(s) research and analysis.
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Assists originator throughout the due diligence process by gathering required property and credit documents and updating the underwriting workbook with rent rolls, portfolio comps and real estate schedules.
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Demonstrate excellent client relations skills.
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Work professional and harmoniously with team and coworkers
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Other projects and duties as assigned.
Contacts
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This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
Required
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Bachelor’s degree from an accredited college or university required.
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Minimum of 1-3 year of experience in commercial real estate.
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Strong proficiency with MS-Excel, word, Argus, and other computer programs as needed.
Preferred
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Product knowledge of CRE lending products across all asset classes.
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Experienced with Agency lending products.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
Top Skills
What We Do
ORIX Corporation USA (ORIX USA) and our family of companies offer investment capital and asset management services to portfolio companies in the corporate, real estate, municipal finance and energy sectors. Drawing on this broad range of expertise, we deliver customized, flexible solutions across a wide variety of industries.
A Focus on Flexible, Forward-Thinking Financial Solutions. We look to not only meet our portfolio companies' immediate financial needs, but also to serve as a long-term partner, working with them through their business growth and changing market dynamics.