Transaction Manager

Overview

For over a decade PACE Equity has funded commercial real estate projects in innovative ways, with better financing for better buildings. We’ve funded projects across the U.S. and enabled the energy efficient commercial development of over $2.7 billion while eliminating over 1.2 million metric tons of carbon emissions. PACE Equity offers the capital funding and project support that allow customers to improve returns while they lower carbon emissions, intelligently meeting the demands of today’s consumer and tomorrow’s building requirements. We put the customer at the center of all that we do.

Role Overview:

The Transaction Manager is responsible for the review, document collection, underwriting and transaction management of all projects in an assigned territory. He or she will lead the process and manage all stakeholders from binding term sheet execution through closing.

Key Responsibilities Include:

• Review potential transactions against underwriting criteria. Provide Managing Director team with feedback and guidance during the sales process. Assist your team with underwriting, sizing and sales tools management.
• Engage with clients to collect project information and lead due diligence assignments. Compile underwriting materials to draft a credit investment profile.
• Thoroughly review and understand project documents to determine if they meet internal underwriting guidelines. This will require familiarity with title insurance policies, environmental reports, financial reports, corporate organizational documents, construction contracts and plans, mortgage loan documents, and appraisals.
• Serve as the main point of contact for customers and the PACE Equity team on the status of the closing process and due diligence. Report to stakeholders on additional requirements or discrepancies in this information provided.
• Update internal/external closing checklists and databases to reflect the documentation received. Serve as the main leader for transactions in your region.

Qualifications:

• A bachelor’s degree in a business related area of study required. Degree in finance and/or commercial real estate preferred.
• Work experience and fluency in commercial real estate.
• Skills as a credit analyst or in analyzing commercial real estate projects is required, banking experience strongly preferred.
• Finance proficiencies that include DSCR, LTV, amortization schedules, etc.
• Strength in Microsoft Office Suite and file sharing software.
• Strong communication skills. The ability to problem solve independently and take action as needed without direction. Must feel comfortable engaging directly with clients and taking ownership over a project.
• Self-starter who can work independently with minimal supervision.

Additional Notes:

Potential to work at home at least one day per week . Exciting and fast-growth industry. Innovative firm with vision to improve the world by reducing carbon emissions in the built environment.

Learn more about us at our website: www.pace-equity.com

Inclusiveness is important to us. PACE Equity is an Equal Opportunity Employer

Job Type: Full-time

Pay: $65,000.00 – $77,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Milwaukee, WI 53202