Real Estate Finance & Investment Specialist (Underwriting & Transaction Management) at Community Preservation Corporation · LumiJobs

Responsibilities

Coordinate predevelopment financing applications, working with consultants, borrowers, and CPC staff to assemble required financial, technical, and program documentation.
Manage assigned transactions and workstreams, including screening applications, conducting eligibility and financial-feasibility analyses, coordinating stakeholders, tracking deliverables, and advancing required next steps.
Structure and evaluate financing approaches that enable energy efficiency, utility efficiency, and natural hazard resilience improvements.
Manage the underwriting and due diligence process of predevelopment and subordinate loans from origination through closing, coordinating internal CPC teams, borrowers, legal counsel, consultants, and third-party vendors.
Analyze historical operations, rent rolls, market conditions, development budgets, and financing assumptions to assess cash flow, debt capacity, transaction feasibility, and credit risk.
Underwrite preferred equity investments, evaluating capital structure, distribution waterfalls, sponsor economics, projected returns, exit and refinancing assumptions, and downside protection.
Develop and review Excel-based financial models, including operating projections, debt sizing, sources and uses, investment returns, and sensitivity and downside analyses.
Conduct site inspections and review third-party reports, including appraisal, engineering, environmental, zoning, flood, title, and insurance, to identify property-level risks.
Assess borrower and sponsor creditworthiness through analysis of financial statements, liquidity, credit history, organizational structure, experience, and real estate holdings.
Prepare underwriting and investment memoranda and present findings, material risks, and recommendations to CPC Credit and Investment Committees.
Proactively identify and communicate material credit, execution, and closing risks and recommend appropriate solutions.
Maintain due diligence checklists and application schedules, monitor deliverables, resolve information gaps, and ensure complete and timely submissions.

Real Estate Finance & Investment Specialist (Underwriting & Transaction Management)

Responsibilities

Qualification

Required

Benefits

Company

Community Preservation Corporation

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