Lincoln Financial | Associate Director, CRE Debt Investments

The role at a glance

• We are looking to add an Associate Director to the Commercial Mortgage and Real Estate Investments team.
• In this position, within the Loan Production Team, you will provide experienced support in the annual origination of $2 billion of commercial mortgage investments throughout the United States.
• The ideal candidate is looking for increased origination responsibilities including credit analysis and business development.
• Applications for this position will be accepted through November 11th, 2026 subject to earlier closure due to applicant volume.
• Support Managing Directors in business development through correspondent relationships and new transactions for assigned territory; actively manage and develop relationships with correspondent mortgage bankers.
• Manage transactions from origination through closing.
• Draft term sheets, application/commitment letters, and other transaction related documents for review by senior team members.
• Work with senior team members and legal counsel in the negotiation of loan terms and documentation.
• Prepare investment committee memos working collaboratively with senior team members, while leading the due diligence process for loans in the application stage.
• Serve as business liaison throughout the loan closing process working with appropriate internal/external stakeholders to effectuate a timely closing.
• Act as a resource in the training and mentoring of junior team members.
• Perform quarterly reviews, including operating statements and leasing updates, for existing loans.
• Handle special servicing requests as requested.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• Underwrite new commercial real estate loan investment opportunities providing analysis and recommendations to the Managing Directors.
• Follow us on Facebook, X, LinkedIn, Instagram, and YouTube.

Requirements

• Knowledge of commercial real estate principles and valuation methods.
• Knowledge of national commercial real estate and mortgage markets and macro-economic trends that affect those markets.
• Ability to understand and evaluate real estate financial statements.
• Knowledge of real estate legal concepts and understanding of loan documents.
• Proficiency with Microsoft Excel and PowerPoint.
• Advanced degrees and/or certifications strongly preferred.
• Effective productivity/technology tools and training.
• Experience analyzing asset lending transactions.
• Experience with Costar and Argus preferred.

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance