Purpose and Job Summary
Lument, the combined company of RED Capital Group and Lancaster Pollard, provides comprehensive capital solutions for multifamily, affordable, seniors, and health cares real estate through its affiliated companies. Lument provides its clients, which include both tax-exempt and for-profit organizations, private equity-backed firms, REITs, investors, and lenders, with a full suite of financing and strategic solutions. This includes investment banking, mortgage banking, private equity, a variety of direct balance sheet lending options, and mergers and acquisitions. Lument is currently seeking to hire a Director, Banker – Seniors Housing & Healthcare
Essential Duties & Responsibilities
Develop new FHA, FNMA, Bridge Loan, M&A & USDA business through direct interface with prospective clients, vendors, associations, and marketing partners;
Understand, analyze, and effectively communicate complex financial structures and operations issues related to the market rate and seniors housing and healthcare sectors;
Manage the deal execution of all transactions sourced, leveraging the firm’s underwriters and analytical support teams;
Make presentations to prospective clients as well as at state and national association meetings and conventions;
Interface with clients to obtain necessary documentation and appropriately manage the closing process with a variety of capital sources.
Involvement in corporate and strategic initiatives as the need arises
Work professionally and harmoniously with team and coworkers
Committed to upholding and emulating the ORIX USA core values, which are: Pursue
Excellence, Seize Opportunity, Live Honorably, Create Value, and Thrive Together
Other projects and duties as assigned
Contacts
This position has frequent contact with all levels of employees and management, and will be expected to professionally communicate internally, and potentially externally, with individuals at various levels of an organization.
Education, Skills, & Experience
Bachelor’s degree in business, finance, accounting, real estate, economics, pre-law, or a related field. MBA preferred
Minimum of five years experience in the financial industry, preferably in the seniors housing sector or commercial real estate banking
Proven track record of developing new client relationships, winning financing engagements, and closing transactions
Working knowledge and experience with some or all of the below structures: FHA insurance; FNMA loan structures, bridge lending, and sell-side advisory Series 7 Licensed Securities Representative (or Series 79, 52, and 63 if applicable)
Entrepreneurial ambitious and a self-starter
Exhibits appropriate professional standards and the highest degree of integrity
Impeccable compliance record
Proven track record of strong interpersonal skills and the ability to develop and maintain relationships.
Must be resourceful, flexible, and maintain the ability to react and respond quickly with a focus on accuracy
Ability to travel extensively throughout the region working long hours, including some weekends as necessary
Proficient in MS Office (Excel, Word, Outlook, etc.)
Must possess very strong written and verbal communication skills
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
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