Project Management Associate – Commercial Term Lending - Associate

Join CTL’s mission to deliver tailored financing solutions that power commercial real estate operators nationwide. In this role, you’ll work at the center of leadership decision-making, shaping how teams align, communicate, and execute. If you’re energized by impact, pace, and partnership, you’ll thrive helping CTL scale operational excellence.

As a Project Management (PM) Associate within CTL, you drive cross-functional initiatives that improve productivity, communication, and execution across the organization. You partner closely with CTL leadership to craft communications, surface insights, and keep strategic priorities moving from concept to implementation. You blend analytical rigor with executive-level coordination to ensure teams deliver outcomes on time and with clarity.

Job Responsibilities

• Partner closely with the Co-Head of CTL and Project Management Director of Sales to drive operational excellence and strategic initiatives
• Serve as a trusted partner to CTL leadership by crafting communications, enabling decisions, and advocating for team priorities
• Promote transparent and effective information flow between leadership and key departments
• Actively facilitate meeting discussions and ensure team perspectives are captured and recognized
• Manage projects from initiation through implementation to ensure timely delivery and successful outcomes
• Prepare, organize, and coordinate briefing materials, reports, and presentations for executive meetings
• Gather, analyze, and present project data and insights to inform decision-making
• Maintain comprehensive meeting records and translate discussions into actionable items, owners, and timelines
• Identify opportunities to enhance operational efficiency and recommend practical solutions
• Track key metrics, sales initiatives, and technology efforts to ensure alignment with business goals
• Collaborate with the administrative team to manage schedules, travel logistics, expense reporting, and coordination of meetings and events

Required Qualifications, Capabilities, and Skills:

• Exceptional interpersonal skills and ability to build strong relationships with stakeholders
• Adaptability to changing circumstances and dynamic environments
• Strong judgment and capability to handle confidential and sensitive information
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Experience influencing outcomes, driving change, and delivering results in complex environments
• Exceptional problem-solving, communication, and stakeholder management skills
• Proven experience in project management, events management, or a leadership role
• Strong background in administrative support, managing executive-level tasks
• High level of integrity, discretion, and professionalism
• Advanced organizational skills and attention to detail
• Strong sense of urgency, self-starter, and ability to work independently, Able to manage multiple priorities and operate autonomously in a fast-paced environment

Preferred Qualifications, Capabilities, and Skills:

• 3+ years in management consulting, strategy, or operational leadership (financial services/mortgage banking preferred)
• 2+ years’ experience in chief of staff, communications, or administrative roles
• Bachelor’s Degree in Real Estate, Accounting, Finance, Data Analytics, Business, or related discipline
• Familiarity with commercial real estate or financial services industry
• Experience with Adobe InDesign, Photoshop, or equivalent design software

• Experience with project management software and designing SharePoint sites