Custom Capital · 2 hours ago
Sr. Transaction Associate (Underwriting & Due Diligence)
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $110K/yr
5+ years expCustom Capital is a vertically integrated commercial real estate investment platform connecting high-net-worth investors with institutional-quality Absolute NNN opportunities nationwide. The role of Sr. Transaction Associate involves running due diligence and underwriting execution for single-tenant, triple-NNN acquisitions, ensuring timely and efficient coordination of third-party reports and lender underwriting support.
Property ManagementReal EstateReal Estate Investment
Responsibilities
Coordinate Third-Party Reports: Order and manage third-party reports: Phase I ESA, appraisal, ALTA survey, property condition assessments (PCA’s), and zoning reports. Drive vendors and timelines; ensure deliverables hit lender deadlines and transaction milestones (including tight 1031 timelines when applicable)
Lender Underwriting Support: Turn lender questions within 24 hours (or faster when needed). Prepare and reconcile lender exhibits (e.g. NOI, DSCR, rent roll support) and ensure submissions area consistent, defensible, and complete
Red Flag Management (Resolve, Don’t Report): Review diligence outputs and identify items that could impact loan approval, pricing, timing, or insurability. Coordinate resolution with sellers, vendors, title, counsel, lenders and internal stakeholders before issues turn into expectations
Title & Survey Oversight (Insurable Title by Closing): Obtain commitments, pro formas, endorsements, and CPLs. Review common commercial issues (access, easements, encroachments, CCR’s, unpermitted exceptions) and drive cures/endorsement solutions to ensure title is insurable prior to closing
Pipeline Ownership + Internal Coordination: Maintain clean, accurate deal status in Monday.com. Identify blockers early, escalate quickly, and keep acquisition/investor relations/closing coordination aligned to the timeline
Qualification
Required
5+ years in CRE due diligence, underwriting, execution or transaction management, with direct ownership of third-party reports, lender diligence, and title/survey workflows (single-tenant NNN strongly preferred)
Strong Title Competency— you understand commitments, exceptions, endorsements, and how to work with title teams to resolve issues
Third-party report proficiency— you can spot and pressure-test common diligence risks (environmental, PCA/capex, zoning nonconformity, survey issues) and drive outcomes, not just flag problems
Solid underwriting fundamentals— NOI, DSCR, cap rate literacy; comfortable reconciling exhibits for lender files
Process-oriented and detail-obsessed—highly responsive, and comfortable running 10-15 concurrent deals with multiple stakeholders
The role requires someone who does not need training on ordering diligence, managing title/survey, or handling lender underwriting request
Benefits
Competitive Compensation: Base + variable, commensurate with experience and performance.
Company
Custom Capital
Custom Capital is a one-of-a-kind commercial real estate firm that removes all the barriers to entry for HNWI's through our private family office commercial real estate division.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Milton
Managing Partner
Patrick Truhlar
Chairman & Founder
Company data provided by crunchbase