The Role
Lead commercial mortgage origination across the Southwest, sourcing and negotiating loans, underwriting and forecasting cash flows, managing due diligence and closings, and overseeing regional portfolio monitoring and relationship development with borrowers, brokers, and investors.
Summary Generated by Built In
POSITION SPECIFICATION
SENIOR DIRECTOR – COMMERCIAL MORTGAGE ORIGINATIONS
SENIOR DIRECTOR – COMMERCIAL MORTGAGE ORIGINATIONS
Shine Associates, LLC has been retained to search, identify and recruit a Senior Director, Commercial Mortgage Originations on behalf of our client (‘Company’). This candidate will be located in the Dallas, TX office.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.
CLIENT DESCRIPTION
Leveraging more than a century of real estate investment experience, the Company believes that investment principles which incorporate sustainability best practices promote favorable relative returns for our clients over the long term.
The Southwest Regional Office is responsible for commercial mortgage origination and portfolio management efforts for the Southwest U.S. The Southwest Regional Office territory is comprised of 9 states and markets such as Dallas, TX; Houston, TX; Austin, TX; Denver, CO; San Antonio, TX; Kansas City, MO and New Orleans, LA. Over the past four years, the Southwest Regional Office has originated approximately $4.5 billion of fixed and floating rate mortgages including core and high yield/bridge loans on a variety of properties, working with top tier owners, developers, investment advisors, pension funds, private equity firms, and mortgage brokers.
SENIOR DIRECTOR – STRUCTURED DEBT ORIGINATOR
The Senior Director of Commercial Mortgage Originations responsibilities include proactive solicitation of commercial mortgage loan opportunities through developers, institutional owners/investors, and mortgage brokers. The originator will be involved in all aspects of mortgage origination, business development/marketing, underwriting, due diligence, application negotiation and loan closing processes. The originator will also be involved with the monitoring and management of the existing regional mortgage portfolio and existing relationships. Travel is required.
KEY RESPONSIBILITIES
- A strong knowledge of Southwestern U.S. real estate markets and commercial properties including, but not limited to, industrial, retail, multi-family, office, and hotels.
- Excellent analytical, quantitative and technical skills, including the ability to analyze, underwrite and forecast property cash flows and valuations using Argus and Excel software.
- The ability to size and price loans with proper structural features and negotiate term sheets and loan commitments.
- Successful track record and experience in the commercial mortgage loan origination, due diligence, and loan closing/negotiation processes.
- Team player who is organized, efficient, proactive, conscientious and assumes accountability and responsibility for specific performance and work product.
- Strong interpersonal, relationship-building skills, and marketing skills. Excellent written and verbal communication and presentation skills. Creative problem-solver with strong research skills.
- The ability to gather, analyze, and interpret real estate market data/trends and financial information. The ability to independently and pro-actively interact with, and gather data from borrowers, brokers, property managers, appraisers, attorneys, and other real estate professionals.
- The ability to multi-task and effectively respond to changes in workflow, priorities and workload in a team environment.
- Construction lending and/or structured lending experience a plus
PROFESSIONAL QUALIFICATIONS
- Bachelor’s and or Master’s degree in Finance, Real Estate, Accounting, or a related field preferred
- 15+ years of experience as a commercial mortgage underwriter or originator
- Experience preferably with a major financial institution or mortgage brokerage company
- Proven track record in commercial mortgage loan originations Strong work ethic
- Ability to work well in a team setting
- Industry recognized designation such as CCIM or CFA, or progress toward one, is a plus
The Company offers a competitive compensation package (commensurate with experience), a flexible benefits program, 401 (k) with company match, a tuition assistance program and many other attractive benefits. Recognized as one of Fortune’s World’s Most Admired Companies, the firm is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. The firm is proud that due to its mutuality, it operates in the best interests of our policy owners.
CONTACT INFORMATION
Shine Associates, LLC
45 School St., Suite 301
Boston, MA 02108
www.shineassociatesllc.com
Shine Associates, LLC
45 School St., Suite 301
Boston, MA 02108
www.shineassociatesllc.com
Hillary H. Shine, Principal
Cell: (203) 613-3562
[email protected]
Lillian Beck, Director
Cell: (978) 855-8454
[email protected]
Chandlee Gustafson, Associate
Cell: (978) 201-3100
[email protected]
Skills Required
- 15+ years of experience as a commercial mortgage underwriter or originator
- Strong knowledge of Southwestern U.S. real estate markets and property types (industrial, retail, multi-family, office, hotels)
- Ability to analyze, underwrite and forecast property cash flows and valuations using Argus and Excel
- Successful track record in commercial mortgage loan origination, due diligence, and loan closing/negotiation processes
- Ability to size and price loans, structure terms, and negotiate term sheets and commitments
- Strong interpersonal, relationship-building, marketing, written and verbal communication, and presentation skills
- Willingness and ability to travel for regional coverage
- Bachelor's or Master's degree in Finance, Real Estate, Accounting, or related field
- Experience with a major financial institution or mortgage brokerage company
- Industry designation such as CCIM or CFA, or progress toward one
- Construction lending and/or structured lending experience
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The Company
What We Do
Shine Associates, LLC is a Boston based consulting and executive search firm that provides its clients in the commercial real estate industry with services at a national level. Shine Associates was founded by Hillary Shine in 2012. Ms. Shine combines over 12 years of commercial real estate and investment experience with an extensive network of relationships in order to partner with and share best practices among her clients. Philosophy: Senior level industry experience, practical working knowledge of the roles and responsibilities of executives and a deep network of quality relationships forms the foundation of success at Shine Associates, LLC. National Focus: Since 2010 Ms. Shine has successfully completed assignments and worked with clients in: Boston, New York City, Connecticut, Washington DC, Miami, Chicago, Cleveland and San Francisco. Diversified Client Base: Clients have included Private Equity Real Estate firms, Public REIT’s, Consulting Firms, Family Offices, Domestic and International Banks and Life Insurance Companies. Executive Searches: Focus and scope of work has included assignments in: Acquisitions, Asset Management, Finance, Research, Operations, Capital Fundraising, Investor Relations, Portfolio Management, Structured Finance, Brokerage, Analytics and Administration.
