To promote lead generation on an ongoing basis, creating proposals and to produce increased sales in the preventative mechanical/HVAC, electrical and plumbing maintenance agreement services of industrial and commercial applications. To develop new business for the various company segments including, mechanical, electric, plumbing, design-build, controls and energy solutions. To market and promote Tudi Mechanical Systems and foster business partnerships with our partners.

Head up new business development for sourcing commercial/residential real estate underwriting, acquisition and valuation services. Formulate sales strategy and new client outreach. Oversee and verify underwriting accuracy and debt package assembly for loan placement. Provide third-party debt placement services.

Oversee the underwriting of new acquisition opportunities while ensuring quantitative accuracy and qualitative deal analysis. Manage subordinate underwriting team. Liaison to investment committee/company ownership; make recommendations on new acquisitions. Coordinate and oversee property acquisition due diligence including physical property inspection, information collection/analysis, while aligning property management, maintenance, accounting, legal, investment relations and marketing… Show more Oversee the underwriting of new acquisition opportunities while ensuring quantitative accuracy and qualitative deal analysis. Manage subordinate underwriting team. Liaison to investment committee/company ownership; make recommendations on new acquisitions. Coordinate and oversee property acquisition due diligence including physical property inspection, information collection/analysis, while aligning property management, maintenance, accounting, legal, investment relations and marketing departments to work towards new property implementation/closing. Procure and place debt directly with local/regional banks or through intermediary for agency debt. Successfully closed four multi-family acquisitions totaling 485 units in a very competitive environment. Show less

Responsibilities include assisting in permanent debt, bridge loan and equity placement by underwriting and assembling loan/equity proposals for all types of income generating real estate including multi-family housing, retail, office, industrial, hospitality, self-storage, ground leases, senior housing and Credit Tenant Leases; liaise with clients and capital sources including agencies, life insurance companies, banks, CMBS and debt funds to facilitate loan placement and closing; creating… Show more Responsibilities include assisting in permanent debt, bridge loan and equity placement by underwriting and assembling loan/equity proposals for all types of income generating real estate including multi-family housing, retail, office, industrial, hospitality, self-storage, ground leases, senior housing and Credit Tenant Leases; liaise with clients and capital sources including agencies, life insurance companies, banks, CMBS and debt funds to facilitate loan placement and closing; creating equity return models for perspective investors; lease abstraction; property site inspection; market analysis. Work with capital sources, attorneys and vendors during loan closing process. Multi-tasking and prioritizing various deals to ensure deadlines are met. Show less

Facilitate the movement of global securities; analyze copious amounts of information; resolve discrepancies in client accounts; provide professional support to Investment Managers and liaise with client representatives to ensure securities transferred prior to deadline.