Senior Associate, Capital Markets

Purpose and Job Summary

Lument provides comprehensive capital solutions for multifamily, affordable, seniors and health care real estate. This includes a full suite of financing and strategic solutions such as investment banking, mortgage banking, private equity, a variety of direct balance sheet lending potions, investment sales, and mergers and acquisitions. 

Essential Duties & Responsibilities

• Generally assigned small to mid sized, less complex clients, prospects, territories, accounts, projects (if applicable), or internal relationships

• Solicit, review, and structure potential loans for all product types offered.

• Help manage and cultivate relationships with lenders, owners, developers, and borrowers to gain new loans.

• Market Fannie Mae, Freddie Mac to potential new borrowers including non-profit and for-profit owners and market rate housing.

• Drive for production results; must obtain company/department production goals, and expectations.

• Interact face to face with clients by traveling to their offices and learn their markets.

• Develop soft quotes for different potential products.

• Prepare application letters for Agency loans and other loan products.

• Work with Marketing to develop materials for conferences, meetings, mailings, and website.

• Enhance and grow loan programs by assisting in the design of new products or improving existing ones.

• Interact with existing clients and maintain records based on company guidelines and software for tracking purposes.

• Follow up on expiring loans as a source of additional business.

• Liaison between client and LUMENT

• Attend and represent conferences, events, and other meetings as appropriate.

• Shepherd transactions from origination to closing acting as an advocate for borrower clients.

• Work with Marketing to develop materials for conferences, meetings, mailings, and website.

• Keep abreast of existing and new product being developed in the marketplace.

• Keep up with industry trends and products being offered by competitors.

• Work professionally and harmoniously with team and coworkers

• Other projects and duties as assigned

Contacts

• This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors

Education, Skills & Experience

Required

• Bachelor’s degree from an accredited college or university required.

• Minimum of seven years of experience in commercial mortgage banking or lending.

• Product knowledge of Agency lending products and proprietary products.

• Demonstrated success in a sales capacity.

• Strong proficiency with MS-Excel, word, Argus, and other computer programs as needed.

Preferred

• Bachelor’s degree from an accredited college or university required.

• Minimum of five years of experience in commercial mortgage banking or lending.

• Product knowledge of Agency lending products and proprietary products.

• Demonstrated success in a sales capacity.

• Strong proficiency with MS-Excel, word, Argus, and other computer programs as needed.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.