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Associate – CPACE Transaction Management
Company | TIAA |
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Location | New York, NY, USA |
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Salary | $54400 – $80000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Entry Level/New Grad |
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Requirements
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Responsibilities
- Inbound new transactions by completing an initial project screen and creating due diligence folders.
- Maintain Salesforce data for your market through consistent & accurate client data entry and inputting of project information.
- Increase market awareness of Nuveen Green Capital (NGC) through generating outreach campaigns and drafting marketing collateral for closed transactions when needed.
- 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.
- Communicate internally with originations, credit, legal, and asset management teams, and externally with clients and referral partners to keep the deal team on track for key milestones and closing.
- Support relationships with commercial clean energy contractors by completing in-house checks for each project.
- Prepare for client meetings, including development of background material and presentations.
- Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting NGC’s mission to be the Lender of Choice for our clients and partners.
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