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Bellwether · 1 day ago

Associate, CRE Underwriting

Dallas, TX

Full-time

Onsite

Mid, Senior Level

5+ years exp

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. The Associate, Underwriting (Torchlight) role will manage a variety of real estate debt and equity products, supporting the Torchlight Underwriting team in underwriting and completing due diligence on complex commercial real estate transactions.

AccountingAdviceAsset ManagementConsultingReal EstateWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Conduct due diligence on prospective investment opportunities across the capital stack including Senior Mortgages, Mezzanine Loans, B-Notes, Preferred Equity, JV Equity and NPLs

Perform property-level diligence and complete underwriting templates for CMBS and other CRE financing opportunities involving multifamily, industrial, hospitality, retail and office properties

Formulate underwriting assumptions and prepare financial models analyzing prospective transactions for a variety of property types and capital stack positions

Draft credit memorandums detailing key investment terms and objectives, risks/mitigants, underwriting assumptions, cash flow projections, sponsor review and market analysis

Assist in the preparation, review and analysis of legal documents and structuring of complex financial transactions in conjunction with senior investment team members and legal counsel

Provide support in the formulation of strategies for existing and new positions, which may require a dialogue with market participants, generating borrower/asset/market-level analyses, and financial modeling of various scenarios; and

Support ad hoc initiatives in support of the investment team’s research-driven approach

Qualification

Commercial real estateFinancial modelingUnderwritingExcelArgusCommunication skillsTeamworkProblem-solvingTime management

Required

A minimum of 5 years of experience in commercial real estate, with a focus on at least one of the following areas: loan origination, underwriting, commercial real estate loan workouts, debt and/or equity asset management

Familiarity with, and ability to interpret and understand, complex debt structures and cash flow waterfalls

Must have a team-oriented attitude with a genuine interest in commercial real estate

Must be able to work efficiently with minimum supervision, meet deadlines and handle competing priorities

Strong quantitative background; effective organizational, interpersonal, and communication skills

Technologically savvy; fluency in Excel and Argus is required

Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services

Self-directed, takes initiative and responsibility, ensures completion of tasks

Excellent verbal and written communication skills; strong listening and interpersonal skills

Highly effective at preparing and presenting information both internally and externally to clients

Acts with honesty and integrity and maintains confidentiality, adheres to company policies

Promotes a collaborative and productive work environment

Demonstrates team building, support and respect

Ability to work independently, and prioritize duties to ensure timely completion

The ability to collaborate is also imperative

Requires active listening, critical thinking, making decisions, time management, as well as administration skills

Ability to interact in a courteous professional manner at all times

Regular, predictable attendance is required

Preferred

Undergraduate degree in economics, finance, real estate, or related degree is preferred

Benefits

Employer-paid Medical, Dental & Vision, with buy-up options available

Flexible Spending Account, Health Savings Account

Carrot Fertility Benefit - $10,000 lifetime benefit

401k company match 4%, immediately vested

Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure

14 weeks Maternity Leave & 12 weeks Parental Leave

Wellbeing program offerings

Cell phone reimbursement

Engaging team events & holiday parties

Company

Bellwether

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value.

Founded in 2013

El Segundo, California, USA

51-200 employees

https://www.bellwetheram.com

H1B Sponsorship

Bellwether has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (1)

2022 (1)

2020 (2)