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Associate, CPACE Transaction Management

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TIAA

Feb 21, 2024

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • $54.4K - $80K
  • New York

Requirements

  • Educational Requirements:
  • University (Degree) Preferred
  • Work Experience:
  • No Experience Required
  • Physical Requirements:
  • Physical Requirements: Sedentary Work
  • Preferred Qualifications:
  • University Degree in Finance or Economics
  • 1 year professional experience in Commercial Real Estate (CRE)
  • Internship or coursework related to Commercial Real Estate (CRE) finance or underwriting
  • Demonstrated interest in real estate finance and sustainability
  • Related Skills:
  • Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement

Responsibilities

  • Inbound new transactions by completing an initial project screen and creating due diligence folders.
  • Maintain Salesforce data for your market through consistent & accurate client data entry and inputting of project information.
  • Increase market awareness of Nuveen Green Capital (NGC) through generating outreach campaigns and drafting marketing collateral for closed transactions when needed.
  • Provide deal support on a diverse pipeline of C-PACE projects by collecting diligence documents, drafting C-PACE program documents, processing invoices, and completing loan files with accuracy.
  • Prepare pricing sheets and term sheets for early-stage deals and assist with presentation materials when needed.
  • Learn and develop real estate finance underwriting by completing NGC’s training curriculum and contributing to credit reviews on live transactions.
  • Communicate internally with originations, credit, legal, and asset management teams, and externally with clients and referral partners to keep the deal team on track for key milestones and closing.
  • Support relationships with commercial clean energy contractors by completing in-house checks for each project.
  • Prepare for client meetings, including development of background material and presentations.
  • Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting NGC’s mission to be the Lender of Choice for our clients and partners.
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TIAA

Helping those who help others retire with confidence has been our mission for 100+ years.

Finance
Industry
10,001+
Employees
1918
Founded Year

Mission & Purpose

TIAA (Teachers Insurance and Annuity Association) is a leading financial services organisation dedicated to serving individuals and institutions in the academic, research, medical, cultural, and nonprofit fields. With a focus on retirement services, investment management, and financial advice, TIAA helps clients achieve financial well-being and navigate their unique financial goals. TIAA's ultimate mission is to provide financial security and support for those who serve others, including teachers, researchers, and healthcare professionals. Their purpose is to empower individuals and institutions to make informed financial decisions, grow their assets, and create a more secure future. With a commitment to excellence, integrity, and customer-centricity, TIAA strives to be a trusted partner and help clients build a strong financial foundation throughout their lives.