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Real Estate Agent/Senior Associate, Capital Markets - (WC)

  • Job
    Mid-level & Senior Level
  • Real Estate & Property
  • Walnut Creek

AI generated summary

  • You need a bachelor's degree, 4+ years in capital markets, competitive edge, strong communication, prospecting skills, financial analysis abilities, integrity, team player, coachable, and a drive for success.
  • You will reach out to property owners, build lender relationships, maintain detailed records, use industry tools to win business, provide financial analysis, mentor new associates, create business plans, and work closely with Market Leaders.


  • Bachelor’s degree in Business or related industry or equivalent experience
  • 4+ years of experience in capital markets / debt origination preferred
  • Competitive nature
  • Excellent written and verbal communication skills
  • Strong understanding of effective prospecting and proven ability to generate new accounts
  • Organizational competency to maintain regular contact with a large database of clients, prospects and lenders
  • Strong grasp of mathematics-Ability to complete financial analysis and underwriting/debt sizing of investment real estate
  • Skills to understand complex financial modeling and interpret to potential clients
  • Professional work ethic and integrity
  • Must be able to work well independently and as part of a team
  • Industrious personality
  • Be coachable
  • Insatiable appetite for success


  • Relentlessly and proactively reach out to owners of commercial real estate
  • Maintain existing and create new relationships with active lenders in commercial real estate
  • Maintain detailed records of activity on Matthews proprietary CRM system
  • Utilize the company’s industry leading tools, resources, and technology to win business and build relationships with investment property owners and the providers of capital for debt
  • Provide clients with valuable financial analysis and underwriting/debt sizing of investment real estate
  • Mentor new associates entering the capital markets division to assist with their training, develop a business plan, generate new business, and execute the loan process
  • Work closely with Market Leaders to curate an effective business plan
  • Other responsibilities as assigned by Management


What is the main focus of this role as a Senior Associate in Capital Markets at Matthews Real Estate Investment Services™?

The main focus of this role is to specialize in debt origination for all commercial real estate asset types, winning business from and building relationships with investment property owners and capital providers / lenders.

What qualities are Matthews Real Estate Investment Services™ looking for in a Senior-Level Associate for the Capital Markets division?

Matthews Real Estate Investment Services™ is seeking highly motivated, determined, and fearless individuals with an entrepreneur's mindset. Candidates must demonstrate an aggressive, ambitious, and motivated work ethic with exceptional communication skills.

What opportunities for growth and development are available for Senior-Level Associates at Matthews Real Estate Investment Services™?

Senior-Level Associates have the opportunity to provide mentorship to new associates entering the capital markets division and leverage Matthews' best-in-class platform to build long-term relationships with clients and partners.

What type of environment can Senior-Level Associates expect to work in at Matthews Real Estate Investment Services™?

Senior-Level Associates can expect to work in a fast-paced, high-energy, and collaborative environment where they will have the opportunity to excel and grow within the company.

The Nation's Fastest-Growing Commercial Real Estate Brokerage Firm.

Real Estate & Construction
Founded Year

Mission & Purpose

Matthews Real Estate Investment Services™, a commercial real estate investment services and technology firm, holds recognition as an industry leader in investment sales, leasing, and debt and structured finance. Matthews™ delivers superior results through the firm’s industry revered work ethic, unique culture, collaboration, and advanced technology. Since 2015, Matthews™ has experienced unprecedented growth adding over 600+ real estate professionals to serve clients. Founded in El Segundo, CA, and strategically positioned in 20+ offices across the United States, Matthews™ continues to expand into new markets. Matthews™ redefines what clients expect by accelerating the evolution of how the commercial real estate industry services clients through technology. By leveraging technology and industry-leading resources, Matthews™ is committed to growing and preserving client wealth and adding value to their investment strategy.