✦ Luna Orbit — Finance & Accounting

Associate Director, CRE Debt Investments

at Lincoln National

📍 Charlotte, NC, US Onsite Posted March 03, 2026
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Position Details

Type Not Specified
Experience mid
Exp. Years 4-6+ years
Education Bachelor's degree or equivalent work experience
Category Finance & Accounting

About this role

This role supports the commercial mortgage and real estate investments team by underwriting loans, analyzing financial data, and managing real estate portfolios.

Key Responsibilities

  • Underwrite real estate loans
  • Draft investment memos
  • Support portfolio management
  • Conduct due diligence
  • Negotiate loan terms

Technical Overview

Involves credit analysis, financial statement evaluation, loan documentation review, and market trend analysis using Excel and PowerPoint.

Ideal Candidate

The ideal candidate is an experienced commercial real estate finance professional with 4+ years of experience in credit analysis, loan underwriting, and real estate valuation, capable of supporting loan origination and portfolio management.

Must-Have Skills

experience in commercial real estate financeunderstanding of real estate valuationability to analyze financial statementsproficiency with Excel and PowerPoint

Nice-to-Have Skills

business developmentloan negotiationportfolio management

Tools & Platforms

Microsoft ExcelPowerPoint

Required Skills

commercial real estatecredit analysisfinancial statementsloan documentsmacro-economic trendsvaluation methodsExcelPowerPointinvestment analysisloan underwriting

Hard Skills

commercial real estatecredit analysisfinancial statementsloan documentsmacro-economic trendsvaluation methodsMicrosoft ExcelPowerPointinvestment analysisloan underwriting

Soft Skills

analytical thinkingcommunicationcollaborationproblem-solvingattention to detail

Industry & Role

Industry Finance, Real Estate
Job Function Real estate investment analysis and loan underwriting

Keywords for Your Resume

commercial real estatecredit analysisfinancial statementsloan documentsmacro-economic trendsvaluation methodsExcelPowerPointinvestment analysisloan underwritingportfolio managementbusiness development

Deal Breakers

Lack of experience in commercial real estate finance, No proficiency in Excel and PowerPoint, No relevant degree or experience

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