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