About the Role
We are seeking an enthusiastic Commercial Real Estate professional who is eager to develop their skills in CRE Debt Advisory. The successful candidate will work closely with Finneo's Founder and CEO, Amar Nijjar (former Top Broker and EVP at JLL), and will be involved in all aspects of the process, gaining invaluable experience and insights from an industry expert. This is a unique opportunity for a young professional to learn the business and establish themselves as a CRE debt market expert within a few years.
Responsibilities
Assist in organizing and attending client meetings, contributing where needed, and taking detailed notes for follow-up actions.
Draft correspondence and emails on behalf of the CEO.
Help manage the CEO's calendar and schedule appointments.
Participate in client demos, pitches, gather feedback, and follow up to support growth in new mandates and pipeline development.
Apply business development and relationship management skills to help achieve revenue targets through the sale of tailored lending solutions.
Underwrite deals using Finneo’s software.
Coordinate with lenders, clients, and other relevant parties throughout the loan process.
Organize and maintain client files and documentation.
Provide exceptional customer service by addressing client inquiries and concerns.
Fully understand and master Finneo’s technology/data platform and learn how to effectively pitch it.
Stay current with industry regulations and developments.
Monitor deadlines and ensure tasks are completed in a timely manner.
Perform other administrative tasks as required.
Experience & Qualifications
Bachelor’s degree in Finance, Business Administration from a reputable University, or a related field.
Strong understanding of Commercial Real Estate (CRE) and experience in underwriting CRE loans.
Prior experience in real estate lending, investment sales, or CRE Debt brokerage for a minimum of 2 years.
Proficiency in financial analysis and reporting.
Highly detail-oriented with excellent organizational skills.
Ability to thrive in a fast-paced environment and manage multiple tasks efficiently.
Tech-savvy with a quick aptitude for learning new software.
Capable of working both independently and collaboratively within a team.
Entrepreneurial mindset with a strong drive to grow as a Commercial Real Estate professional.
About the Company
We are a Commercial Real Estate Financing (CRE Debt) Firm that combines best in class and highly experienced CRE Debt Advisors with cutting edge Technology and Data Solutions. Our Data Enabled Technology platform is unmatched in the Industry and we offer a complete end to end suite of products combined with coaching/training to help our CRE Debt Advisors achieve highest levels of gross revenue in the industry.
Our technology and data insights fully automate the CRE Debt Advisory Industry. From Leads, to CRMs, to proprietary email engines, to CIM (Financing Package i.e Confidential Information Memorandum) automation to lender matching algorithm (using advanced data analytics and machine learning), to full suite of funding tools, our platform provides an opportunity for our Advisors to win a lot more business than traditional debt advisors in the industry. We have offices in Miami, San Francisco, Vancouver, Toronto and Montreal. Since inception, Finneo has facilitated over $4 billion (300+ deals). www.finneotech.com