Lincolnwood, IL
Salary Estimate: $100,000.00 - $124,999.00
Employment Type: Full Time
Work Place: Part Remote
Experience Required: 2+ to 5 years
Education Required: Some College
Job Description
We are seeking a Capital Markets & Operations Manager with financial modeling, underwriting, and processing skills. This role will be responsible for both deal analysis and operational efficiency, ensuring that our financing transactions run smoothly.
Key Responsibilities
Capital Markets & Financial Analysis
- Assist with real estate debt models in Excel, including loan sizing, cash flow projections, and term sheet comparisons.
- Assist in structuring debt financing for acquisitions, refinances, and construction loans across asset classes.
- Collaborate with lenders (banks, debt funds, CMBS, agencies) to track terms and negotiate different structures.
- Maintain and update internal CRM, including tracking lender feedback, loan maturities, and deal pipeline.
Deal Execution & Transaction Management
- Serve as a liaison between borrowers, lenders, attorneys, and internal teams to coordinate deal closings.
- Review and ensure accuracy of loan documentation, including term sheets, commitment letters, and closing documents.
- Assist in loan closing processes, including title coordination, and funding logistics.
Process & Workflow Optimization
- Streamline internal deal-tracking systems (CRM, Excel checklists, and deal management systems).
- Implement automation tools to improve efficiency in underwriting, documentation, and lender interactions.
- Develop and refine SOPs based on workflow.
- Identify opportunities to improve data management and reporting processes for capital markets activities.
What We’re Looking For
✅ Financial Modeling & Underwriting Experience – Strong Excel skills with experience using real estate financing models.
✅ Commercial Real Estate Finance Background – Experience in debt placement, capital markets, or structured finance.
✅ Process-Oriented & Tech-Savvy – Ability to streamline workflows and optimize processes.
✅ Strong Communication & Execution Skills – Able to manage multiple transactions, interact with lenders, and ensure smooth closings.
✅ Proficiency in CRM & Deal Tracking Tools
Preferred Background
- 3-7 years of experience in commercial real estate finance, capital markets, or structured finance.
- Prior experience at real estate debt brokerage, investment banks, capital markets teams, or lending institutions.
- Knowledge of loan structuring, term sheets, and financing products (bank loans, CMBS, agency, bridge, debt funds).
- Experience working with lender relationships and negotiating financing terms.
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