Senior Lead Commercial Real Estate Origination Specialist

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.

About this role:

Wells Fargo is seeking a Senior Lead Commercial Real Estate Origination Specialist for Low-Income Housing Tax Credit (LIHTC) equity and debt origination and underwriting.

In this role:

• Assemble Excel LIHTC financial models that identify the projected financial performance of an asset, and underwriting risks associated with demand, supply, income, expenses, and financing.

• Assess the proper financing structures, tax consequences, and returns of potential equity investments and debt, understanding the various loan programs, state regulations, and compliance requirements of IRC Section 42.

• Prepare equity and debt term sheets.

• Prepare underwriting memorandums and recommendations for credit approval.

• Analyze an affordable housing developer's financial position and operational strengths and weaknesses, including leverage, key risk factors, projected income, repayment sources, cash flow, liquidity, net worth, and ability to service debt.

• Analyze project-level due diligence, including loan documentation, partnership agreements, appraisals, market studies, development budgets, construction reports, etc.

• Assist the negotiation of a partnership agreement, debt documents, and project documents related to the closing of a LIHTC transaction.

• Participate in property tours and site visits to develop a deeper understanding of the real estate transaction and market and foster client relationships.

• Work in a team environment that will require effective coordination and communication with the customer, internal closing teams, internal debt partners, risk management, and asset management.

Required Qualifications:

• 7+ years of Commercial Real Estate Origination experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 7+ years of commercial real estate experience, 5+ of which to include a focus LIHTC

• LIHTC multifamily real estate underwriting experience

• Intermediate Microsoft Excel skills, including high level of proficiency in Excel LIHTC financial modeling

• A BS/BA degree or higher in business, finance, real estate, accounting or a related field

• Ability to help develop and maintain strong client relationships

• Ability to productively participate in the underwriting and closing of LIHTC transactions

• Ability to interact effectively and confidently with senior management and credit  

• Excellent verbal, written, and interpersonal communication skills

• Outstanding problem solving and decision-making skills

• Ability to work in a fast-paced deadline driven environment

• High level of responsibility, initiative, and accountability

Job Expectations:

• Ability to travel up to 10% of the time

• Willing to work in the posted locations: 550 S Tryon Charlotte, NC or 1700 Lincoln St Denver, CO

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$185,000.00 - $300,000.00

Posting End Date:

22 Mar 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.