Associate Director, CRE Debt Investments
Not Disclosed•Full-TimeOn-site
location_on601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
About the Team
Lincoln Financial helps people confidently plan for their version of a successful future. With a 120-year track record of expertise and integrity, we focus on identifying a clear path to financial security through products including annuities, life insurance, group protection, and retirement plan services. Our Commercial Mortgage and Real Estate Investments team is a vital part of this mission, managing a $17 billion commercial mortgage portfolio and driving the annual origination of $2 billion in commercial mortgage investments.
About the Role
We are seeking an Associate Director to join our Loan Production team. In this position, you will provide experienced support to the team while growing your responsibilities in both credit analysis and new business development. You will partner with internal stakeholders and external partners to underwrite new commercial real estate loans, draft term sheets, and present investment recommendations to the Managing Directors and Head of Real Estate.
The role offers a dynamic day-to-day environment where you will serve as a business liaison throughout the loan closing process, negotiate loan applications with legal counsel, and support portfolio management through surveillance and special servicing requests. You will also travel independently for due diligence and business development within your assigned geographic territory, engaging with mortgage banking relationships to drive growth.
What It's Like to Work Here
At Lincoln Financial, we love what we do. We make meaningful contributions each day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values unique perspectives and invests in programs that empower each of us to take charge of our own future. We offer clearly defined career tracks, leadership development opportunities, and work arrangements designed to support your productivity and well-being.
Hiring Process & Application
Applications for this position will be accepted through August 1st, 2026, subject to earlier closure due to applicant volume. We encourage you to review our current openings and apply directly on our website.
Be Aware of Fraudulent Recruiting Activities Lincoln values the privacy and security of every applicant. We urge you to protect your sensitive personal information from scams. Lincoln will not ask applicants to provide social security numbers, bank account information, or payment during the hiring process. Our recruiters do not communicate through free email accounts or conduct interviews via video chat rooms. If you encounter a suspicious recruiter or job opportunity, please contact our fraud team at fraudhotline@lfg.com.
Equal Opportunity & Inclusion
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We are committed to recruiting, hiring, compensating, training, and promoting in all job classifications without regard to these factors. If you require assistance with the online application process due to a disability, please contact us at 260-455-2558.
Work location
Work model: On-site
601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States
Charlotte, North Carolina
Key Responsibilities
- check_circleSupport business development through mortgage banking relationships within assigned geographic territory
- check_circleWork with legal counsel to negotiate loan applications and draft investment committee memos
- check_circleSupport portfolio management through surveillance of the existing loan portfolio
- check_circleUnderwrite new commercial real estate loans and present analysis and investment recommendations to Managing Directors
- check_circleServe as business liaison throughout the loan closing process to effectuate timely closings
- check_circleComplete due diligence including review of leases, rent rolls, third-party reports, and estoppels
- check_circleHandle special servicing requests and provide additional investment support for equity and credit funds
- check_circleDraft term sheets, applications, and other transaction-related documents
Requirements
- verifiedBachelor's degree or 4 years equivalent work experience
- verified4-6+ years experience in commercial real estate finance and/or investment and analysis
- verifiedExperience analyzing asset lending transactions
- verifiedKnowledge of commercial real estate principles and valuation methods
- verifiedKnowledge of national commercial real estate markets and macro-economic trends
- verifiedAbility to understand and evaluate real estate financial statements
- verifiedKnowledge of real estate legal concepts and loan documents
- verifiedAbility to apply financial concepts (Future Value, Present Value, Compound Interest, Discounting, Capitalization Rates, IRR)
- verifiedProficiency with Microsoft Excel and PowerPoint
- verifiedExperience with Costar and Argus preferred
Nice to Have
Experience with Costar and Argus
Benefits & Perks
check_circlePTO and parental leavecheck_circleCompetitive 401K and employee benefitscheck_circleFree financial counseling, health coaching, and employee assistance programcheck_circleTuition assistance programLeadership development and virtual training opportunities
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Skills, education and keywords
Skills: Microsoft Excel, Microsoft Powerpoint, Costar, Argus, Commercial Real Estate Finance, Commercial Real Estate Investment, Asset Lending, Real Estate Valuation, Real Estate Financial Statements, Loan Documents.
Education: Bachelor's degree or equivalent work experience (4 years) required.
Frequently asked questions about Associate Director, CRE Debt Investments at Lincoln Financial
What does a Associate Director, CRE Debt Investments at Lincoln Financial do?expand_more
Day-to-day, the Associate Director, CRE Debt Investments at Lincoln Financial will support business development through mortgage banking relationships within assigned geographic territory; work with legal counsel to negotiate loan applications and draft investment committee memos; support portfolio management through surveillance of the existing loan portfolio; and underwrite new commercial real estate loans and present analysis and investment recommendations to managing directors.
What are the requirements for this Associate Director, CRE Debt Investments role?expand_more
Lincoln Financial is looking for candidates who meet the following requirements: Bachelor's degree or 4 years equivalent work experience; 4-6+ years experience in commercial real estate finance and/or investment and analysis; Experience analyzing asset lending transactions; Knowledge of commercial real estate principles and valuation methods; Knowledge of national commercial real estate markets and macro-economic trends; and Ability to understand and evaluate real estate financial statements.
Where is the Associate Director, CRE Debt Investments role at Lincoln Financial located?expand_more
Associate Director, CRE Debt Investments at Lincoln Financial is based in 601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States. This is a on-site role.
Is this Associate Director, CRE Debt Investments job remote, hybrid, or on-site?expand_more
Lincoln Financial has listed this Associate Director, CRE Debt Investments role as on-site.
How much experience is required for this Associate Director, CRE Debt Investments role?expand_more
Associate Director, CRE Debt Investments at Lincoln Financial typically requires 4–6 years of relevant experience at the lead level.
What skills do you need for the Associate Director, CRE Debt Investments role at Lincoln Financial?expand_more
Key skills for Associate Director, CRE Debt Investments at Lincoln Financial include Microsoft Excel; Microsoft Powerpoint; Costar; Argus; Commercial Real Estate Finance; Commercial Real Estate Investment; Asset Lending; and Real Estate Valuation.
What education is required for Associate Director, CRE Debt Investments at Lincoln Financial?expand_more
Educational requirements for this role: Bachelor's degree or equivalent work experience (4 years) required.
What category does the Associate Director, CRE Debt Investments role belong to?expand_more
Associate Director, CRE Debt Investments at Lincoln Financial is part of the accounting & finance job category on Recrutus.
About Lincoln Financial
Lincoln Financial (NYSE: LNC) provides financial products and services designed to support long-term financial security. The company offers annuities, investments, life insurance, group protection solutions, and retirement plan services to help individuals and organizations achieve their financial goals. Based in Radnor, PA, Lincoln Financial operates within the financial services industry, leveraging a 120-year history of expertise to serve millions of customers nationwide. As the marketing name for Lincoln National Corporation and its affiliated companies, the organization includes entities such as The Lincoln National Life Insurance Company and Lincoln Life & Annuity Company of New York. Through its wholesale distribution arm, Lincoln Financial Distributors, the firm supports a network of financial professionals. While Lincoln Financial and its subsidiaries deliver comprehensive financial solutions, they do not provide tax, legal, or accounting guidance, emphasizing instead their commitment to secure, client-focused planning.
Browse more roles: All Lincoln Financial jobs, accounting & finance jobs on Recrutus.