Associate – CPACE Transaction Management
| Company | TIAA |
|---|---|
| Location | New York, NY, USA, Darien, CT, USA |
| Salary | $54400 – $80000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Ability to maintain Salesforce data through consistent & accurate client data entry and inputting of project information
- Ability to communicate internally with originations, credit, legal, and asset management teams, and externally with clients and referral partners
- Ability to support relationships with commercial clean energy contractors by completing in-house checks for each project
- Ability to creatively solve challenging problems and ensure a positive customer experience
Responsibilities
- Complete an initial project screen and create due diligence folders for inbound new transactions
- Provide deal support on a diverse pipeline of C-PACE projects by collecting diligence documents, drafting C-PACE program documents, processing invoices, and completing loan files with accuracy
- Prepare pricing sheets and term sheets for early-stage deals and assist with presentation materials when needed
- Learn and develop real estate finance underwriting by completing NGC’s training curriculum and contributing to credit reviews on live transactions
- Prepare for client meetings, including development of background material and presentations
Preferred Qualifications
- University Degree in Finance or Economics
- 1 + year professional experience in Commercial Real Estate (CRE)
- Internship or coursework related to Commercial Real Estate (CRE) finance or underwriting
- Demonstrated interest in real estate finance and sustainability