Senior Managing Director, Production - Conventional

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 options, investment sales, and mergers and acquisitions. 

Essential Duties & Responsibilities

• 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 and FHA and other products as offered by the company 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 learning 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 websites.

• 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 websites.

• Keep abreast of existing and new products 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

Education, Skills & Experience

Required

• 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.

• Professional experience in commercial lending sector throughout the country, with demonstrated success in creating relationships with potential borrowers and influencing senior leaders.

• Strong working knowledge of financial tools and products, including familiarity with public and private funding sources for capital and operating needs related to affordable housing.

• Exceptional relationship-building skills, with a desire to work in a highly external-facing role.

• Strategic thinker, able to envision and articulate creative approaches to address community development opportunities.

• Strong time management and organizational skills and ability to manage multiple tasks requiring attention to detail; ability to meet ambitious goals while working with a high level of independence.

• Requires a self-motivated, independent worker who pays close attention to detail and who can prioritize in a fast-moving environment with excellent consulting, client management and business literacy skills.

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.