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VP, Debt Origination and Advisory Services


Various, Canada and United States

About the Role

We are looking for an experienced CRE Debt Industry professional with origination experience to join our team. Successful candidate will have at least 5 years of experience in the CRE Debt Industry and demonstrated entrepreneurial skills.


  • Establish and Execute on sales strategies to connect with and reach out to medium and large sized commercial real estate property owners like REITs, Pension Fund Advisory Groups and Family Offices.

  • Implement a solid cold call, email and LinkedIn marketing strategy in place to source and drive high volume of business.

  • Engage in client demos, pitches, feedback and follow ups to ensure a solid growth in new mandates and pipeline.

  • Develop and implement short-and long-term sales strategies and tactical plans, focusing on identifying profitable new and existing clients.

  • Apply business development and relationship management skills to support the achievement of revenue targets through sales of customized lending solutions.

  • Provide valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories.

  • Conduct client and prospect presentations; be highly visible in the marketplace to proactively develop an internal and external network of referral sources to generate new business and maintain a consistent pipeline of prospects.

  • Fully understand and master Finneo’s technology/data platform and learn the artof pitching.

  • Secure Exclusive Financing mandates from key reputable clients to help them find best financing solutions by using Finneo Platform.

  • Understand Lender Programs.

  • Originate a wide variety of commercial real estate loans –term, construction, bridge and subordinate debt financings.

Experience & Qualifications

  • Sales ability and a desire to be outgoing/connecting with new clients. 

  • 5 Years+ of experience in CRE Debt Origination and Underwriting. 

  • Solid grasp of CRE Loans, various capital stacks and structures. 

  • Ability to negotiate complex transactions with various stake holders. 

  • Leadership ability demonstrated by way of active engagement with local community or professional bodies.

  • Undergraduate degree from a reputable University is a must.

  • Self-starter, Entrepreneurial mindset is a must. 

  • Demonstrated critical thinking skills and independent motivation. 

  • Outstanding interpersonal, communication and organizational skills.

About the Company

We are a Commercial Real Estate Financing (CRE Debt) Firm that combines best in class and highly experienced CRE Debt Advisors with cutting edge Technology and Data Solutions. Our Data Enabled Technology platform is unmatched in the Industryand we offer a complete end to end suite of products combined with coaching/training to help our CRE Debt Advisors achieve highest levels of gross revenue in the industry.

Our technology and data insights fully automate the CRE Debt Advisory Industry. From Leads, to CRMs, to proprietary email engines, to CIM (Financing Package i.e Confidential Information Memorandum) automation to lender matching algorithm (using advanced data analytics and machine learning), to full suite of funding tools, our platform provides an opportunity for our Advisors to win a lot more business than traditional debt advisors in the industry. We have offices in Miami, San Francisco, Vancouver, Toronto and Montreal. Since inception, Finneo has facilitated over $4 billion (250+ deals).

Additional Information

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