Associate, CPACE Transaction Management

The Associate, CPACE Transaction Management plays a critical role in all aspects of project development, including the support of loan origination, transaction management, and underwriting. The Associate supports Nuveen Green Capital as it advances complex commercial projects through to completion. The role will benefit from rapid on-the-job learning, unparalleled strategic input, access to company executives and tremendous growth potential.

Key Responsibilities and Duties

• 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
5IC