Lincoln Financial · 1 week ago
AVP, Sr. Counsel - Investments
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expLincoln Financial is a company that helps people confidently plan for their financial futures. They are seeking a Senior Counsel to join their Investments Legal Team, focusing on commercial mortgage loans and real estate investments while providing legal expertise and guidance on complex transactions.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Serving as a strategic legal advisor by providing expert counsel on the review, negotiation, and documentation of complex commercial mortgage loan originations and servicing matters
Collaborating with the business team to assess and mitigate credit and operational risks while reviewing, coordinating, and executing commercial mortgage loan workouts, modifications, and foreclosure strategies in compliance with investor and regulatory standards
Delivering legal expertise in real estate related matters, ensuring transactions align with organizational objectives and legal requirements
Providing legal support in the review, negotiation, and documentation of the leasing activities for all business line units nationally
Acting as a trusted advisor to the Mortgage and Real Estate Team, influencing strategic decisions and fostering collaborative partnerships across the enterprise
Monitoring and interpreting regulatory developments under state insurance law and other investment compliance frameworks, advising on implications for investment strategies
Managing and directing outside counsel on complex legal matters, ensuring cost-effective and high-quality outcomes
Staying ahead of market trends in commercial mortgage lending and real estate; evaluating emerging developments and collaborating with senior leadership to integrate innovative solutions into business practices
Championing organizational initiatives by leading change management efforts and supporting enterprise-wide projects that enhance operational efficiency and legal compliance
Driving process improvement by identifying and implementing enhancements that elevate quality and effectiveness across teams and business units
Qualification
Required
8+ years of experience counseling clients with respect to commercial real estate transactions, preferably with a major law firm or financial institution
Ability to read, analyze and interpret real estate law and transaction documentation
Ability to analyze a variety of legal issues, synthesize complex information and communicate to business professionals in a clear and concise manner
Ability to present information effectively and respond to questions from diverse audiences including investment professionals, senior leadership and other stakeholders
4 Year/Bachelor's degree (Minimum Required)
Graduate degree in J.D. from an American Bar Association approved school and a member of a state Bar in good standing is required. (Minimum Required)
Preferred
Experience advising on commercial real estate lending transactions such as bridge and transitional lending, fund financing, workouts and foreclosures
Benefits
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
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