Origination / Underwriting Specialist

MIAMI, FL |  NEW YORK, NY | WASHINGTON DC | TORONTO, ON | VANCOUVER, BC | MONTREAL, QC

POSITION OVERVIEW

Finneo is currently seeking a dynamic individual for the role of a Origination and Deal Runner Specialist to provide reliable, timely, and professional support to the Finneo team. The position entails working closely with management and team members for business development (expanding the current pipeline) and deal running (ie. Underwriting and closing) with each deal you are assigned. The successful candidate will have strong analytical skills, willingness to learn, and require the independent judgment to plan, prioritize, and organize a diverse workload.

JOB RESPONSIBILITIES

  • Originate commercial mortgage deal flow through existing network and relationships
  • Assist the Finneo team to create, edit, and/or prepare debt proposals (CIM’s), Broker Opinion term sheet draw ups, financial underwriting, due diligence, credit investigations, market research, and updates
  • Take deals from lead generation, to underwriting, to closing (warm leads will also be given through our Go-To-Channel Market Partners (eg. $1.1bn+ in deal flow in the last 11 months)
  • Work with management and the Finneo team to create and/or improve systems for managing existing and new client leads
  • Business development through email, phone calls, and client meetings
  • Assist in the preparation of and/or participate in pitch presentations of all business lines
  • Assist in the scheduling / planning of client and lender events
  • Assisting in all marketing efforts including: idea generation all the way to implementation (creating templates to email blast)

GENERAL SKILLS & EXPERIENCE NEEDED

  • Post-secondary education: MBA or undergraduate degree in Commerce, Economics, Business Administration, Urban Economics, Urban Planning, or Urban Geography
  • AACI, CFA, or other professional designations are an asset
  • 2-4 years full time professional experience in commercial real estate, investments, lending, or similar experience
  • Equivalent combination of education and work experience may be considered
  • Experience in brokerage / transaction environment considered an asset
  • Expert proficiency with MS Office Suite, including Word, Excel and PowerPoint
  • Working knowledge of Adobe Illustrator, Photoshop, InDesign considered an asset
  • Strong working knowledge of key themes impacting capital markets and investment real estate
  • Excellent verbal and written, and interpersonal communication skills
  • Excellent time management and organizational skills
  • Proficiency with corporate finance, accounting and/or financial modeling
  • Knowledge and interest in financial and investment markets
  • Able to adapt and prioritize, meeting deadlines, in a fast-paced environment
  • Operate with a sense of urgency, quickly responding to stakeholders
  • Detail oriented with strong analytical skills
  • A professional yet personable demeanor
  • Ability to work well independently with an ability to work collaboratively with others
  • Must be proactive and take initiative
  • Must be able to maintain confidentiality, utilize judgement, and work with minimal supervision

WHO YOU ARE

  • Entrepreneurial minded not a 9-5 mindset); love to challenge the status quo
  • Someone who wants to spearhead market leading technology initiatives in the Commercial Real Estate debt financing markets
  • Appetite for curiosity, change and collaboration. You have a sense of urgency.
  • Can talk the big talk but is a doer i.e “gets the stuff done”
  • Diversity of thought, leadership and perspective
  • High tolerance for uncertainty and ambiguity
  • Very dynamic, creative and problem solving mindset
  • Someone who can look at the bigger picture but not afraid to conduct a deep dive
  • Analytics junkie

job type

  • Full-time
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Application

To apply, please email info@finneotech.com

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