Job Description

Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.

Website: www.equifyfinancial.com

The Managing Director – Investment Real Estate Finance is responsible for originating, developing, and managing commercial real estate lending relationships focused exclusively on non-owner-occupied investment properties. This individual will source and structure financing opportunities for professional real estate investors, developers, and investment sponsors, with an emphasis on single-family rental (SFR) portfolios, multifamily properties, and other income-producing residential investment assets.

The successful candidate will be a highly motivated business development professional with an established referral network of mortgage brokers, real estate investors, developers, attorneys, CPAs, and financial advisors. This position is expected to independently generate loan opportunities while maintaining exceptional credit quality and customer service.

Key Roles / Responsibilities

• Develop new lending relationships with professional real estate investors and sponsors.
• Originate loans secured by non-owner-occupied residential investment properties.
• Build and maintain referral relationships with mortgage brokers, real estate brokers, developers, attorneys, accountants, and financial professionals.
• Structure financing solutions that meet borrower objectives while complying with company credit policies.
• Analyze borrower financial statements, rent rolls, operating statements, global cash flow, and property-level performance.
• Present lending opportunities to credit committees with comprehensive underwriting packages.
• Negotiate loan terms, pricing, collateral, guarantees, and covenant structures.
• Coordinate with underwriting, legal, closing, servicing, and asset management throughout the lending process.
• Maintain ongoing relationships with borrowers to generate repeat business and referrals.
• Monitor market conditions, interest rates, and competitive lending products.
• Represent the company at industry conferences, investor meetings, and networking events.
• Consistently meet or exceed annual production and portfolio quality goals.

Qualifications

• Bachelor’s degree in Finance, Business, Real Estate, or related field preferred
• Minimum of 7–10 years of commercial or investment real estate lending experience
• Proven history of originating investment real estate loans
• Existing referral network capable of generating immediate production
• Strong understanding of commercial real estate underwriting and valuation
• Ability to analyze tax returns, financial statements, rent rolls, operating statements, and borrower liquidity
• Strong knowledge of loan documentation and commercial real estate collateral
• Excellent negotiation and relationship management skills
• Strong verbal and written communication abilities
• Self-motivated with an entrepreneurial mindset

Preferred Experience

Experience originating:

• Single-family rental portfolios
• Multifamily properties
• Bridge lending
• DSCR lending
• Construction lending
• Institutional investment real estate financing

Performance Expectations

• Meet annual loan origination goals established by executive management.
• Maintain excellent portfolio credit quality.
• Develop long-term referral relationships that generate recurring business.
• Consistently meet customer service standards.
• Adhere to all company credit, compliance, and regulatory requirements.

Working Conditions

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

Benefits

• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program - Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.

I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.

Wilks Brothers and affiliated companies do not accept unsolicited resumes from recruitment agencies or fee-based recruitment services. Recruitment agencies or recruitment services may contact recruiting@wilksbrothers.com for more information.

Employee Signature Date