Commercial Real Estate Construction Loan Package & Pro Forma – Consultant Needed
Project Description:
We are a real-estate development group preparing a ground-up commercial / flex-space project in Memphis, TN and need an experienced commercial real-estate finance consultant / underwriter to prepare a lender-ready loan package.
We already have our numbers and project details — we need a professional to structure, refine, and present them in a format that banks, credit unions, and CRE lenders expect.
This work is focused on presentation, underwriting structure, clarity, and credibility — not reinventing the deal.
Scope of Work (Deliverables):
1. Lender-Ready Financial Model (Excel)
• Sources & Uses / Construction budget
• Loan sizing metrics: LTC, DSCR, LTV, Debt Yield
• Lease-up & stabilization assumptions
• 3–5 year cash-flow forecast
• Refinance scenario & exit projections
• Basic sensitivity scenarios
2. Executive Summary / Loan Package (Word or PDF)
• Project overview & development program
• Market & tenant positioning
• Cost, rent, and absorption assumptions
• Risk factors & mitigations
• Exit / refinance strategy
3. One-Page Lender Snapshot
• Key project metrics
• Loan request summary
• Sponsor overview
4. Walk-Through Session
• Review all assumptions
• Ensure we fully understand and can present the numbers
Ideal Experience:
• Prior work preparing bank-ready CRE development loan packages
• Background in CRE underwriting, capital advisory, banking, or development finance
• Familiar with ground-up construction financing & refinance modeling
• Able to provide sample work (redacted models or summaries)
Nice to Have:
• Experience with industrial / flex-space projects
• Experience with credit unions, regional banks, or debt-placement groups
Project Timing:
Start immediately — first draft within 7–10 days, revisions afterward.
To Apply — Please Include:
• Brief summary of relevant CRE experience
• Examples of similar projects or redacted samples
• Confirmation that you’ve built refinance + stabilization loan models
• Your estimated timeframe and fee range
Apply tot his job
Apply To this Job