Vice President of Underwriting - A&D Lending

Macdonald & Company is proud to be partnered with a lean and rapidly growing residential real estate finance and asset management company to appoint an Investment Manager to their Operations & Asset Management team in Charlotte. Our client is backed by relationships with several large (multi-billion-dollar) private equity groups.

The ideal candidate will have the opportunity to be an integral part of a growing team in a fast-paced, entrepreneurial work environment with external-facing client relationships and direct reporting lines to top-senior leadership.

This individual will be involved in several facets of the operations & asset management and reporting and investment performance/analysis deliverables.

Responsibilities:

• Lead deal operations and asset management efforts for select clients and partnerships.

Underwriting

• Due diligence o Modeling / pro forma business planning
• Document review including key loan documents & financial statements
• Term sheet drafting & negotiations o Project specific and general market analysis
• Managing loan closing process & loan document review
• Preparation of credit approval memorandums and supporting materials

Asset Management & Operations

• Asset management oversight w/ clients (external)
• Asset management reporting to senior leadership (internal)
• Ongoing modeling and expense/revenue projections, variance reporting & sensitivity analysis
• Draw review & other ad hoc analysis
• Input and management of proprietary software systems for deal management

Qualifications & Experience:

• Possess a minimum of 5 years of direct experience in real estate; finance, investment, asset management, or development
• Bachelor’s degree required in real estate, business, finance, or related field
• Expertly skilled with Microsoft Excel and the wider suite of applications
• Exceptional written and verbal communication skills for relationship management with clients, service providers, and investors
• Incredibly strong critical thinker: adept at creating novel/new models and analysis, synthesizing new ideas and concepts in an articulate and actionable format for senior leadership
• Results-Oriented: track record of delivering quantifiable results to the organization (i.e. analyzing opportunities/risks, developing and executing related action plans, and delivering results)
• Operational Excellence: a proven ability to identify, collect and analyze operations performance data, market research data, and other related data to improve performance
• Self-Motivated: adaptable to a high-paced and dynamic work environment and adept at prioritizing and reprioritizing quickly changing tasks while maintaining attention to detail
• Takes ownership of a wide and broad range of tasks, which will vary and depend on business needs at the time
• Intellectual curiosity and coachability are of paramount importance