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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial real estate lending, including loan structuring, underwriting, and portfolio management. Proficient in financial analysis, client relationship management, and effective communication to deliver tailored lending solutions.
Highest-signal resume keywords
Commercial Real Estate LendingLoan StructuringUnderwriting ExperienceFinancial AnalysisPortfolio Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan StructuringUnderwritingFinancial AnalysisAsset ValuationMarket Risk AssessmentInvestment Property Cash FlowsCommercial LeasesCredit Application PreparationLoan NegotiationPortfolio Oversight
Soft Skills
Written CommunicationOral CommunicationInterpersonal SkillsDetail-OrientedOrganizational Skills
Tools & Technologies
MS Office (Word, Excel, PowerPoint)
Certifications & Qualifications
Corporate Credit Training Program
Industry Keywords
Commercial Banking ProductsReal Estate InvestorsREITsPension FundsPrivate Equity Sponsors
About the role
Key responsibilities & impact- Collaborate with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S.
- Analyze and prepare lending proposals and provide loan structuring expertise
- Identify opportunities to maximize penetration and returns
- Provide financial analysis and oversight of assigned and new customer portfolios
- Evaluate loan structures based on repayment ability, collateral, and ownership
- Prepare and present credit applications to Credit Officers for approval
- Negotiate loans with clients
- Protect the Bank’s assets and maintain portfolio quality
- Prepare concise credit correspondence
- Monitor client covenants and identify deteriorating credit conditions
- Complete loan renewals, annual reviews, and high-risk loan monitoring on time
- Oversee documentation and ongoing monitoring of asset and client performance
- Provide exceptional customer service and attend lending-client meetings
- Collaborate on client solutions, marketing efforts, and timely execution
- Work with deal specialists, Legal, and Credit to analyze, structure, and execute transactions
- Assist Relationship Managers with preliminary screening and underwriting of loan packages
- Support cross-sell opportunities with Treasury, Capital Markets, and Wealth specialists
- Identify opportunities to increase share of wallet and recommend credit, deposit, and cash-management services
- Maintain awareness of firm products and services
- Coach and mentor junior team members
Requirements
What you’ll need- An undergraduate degree, preferably in finance, economics, accounting, or real estate
- Completion of a major corporate credit training program (or equivalent experience)
- Prior lending authority
- 7 or more years of underwriting and portfolio management experience, preferably in a commercial real estate lending environment for loan sizes > $15MM
- In-depth understanding of commercial banking products, commercial real estate lending, loan structuring, legal documentation, and supporting processes and technology
- Deep understanding of commercial real estate underwriting principles, including asset valuation, market risk assessment, investment property cash flows, commercial rent rolls, commercial leases, third party reports, and deal structuring across property types
- Experience underwriting transactions for or in partnership with institutional real estate investors such as REITs, pension funds, life insurance companies, family offices, or private equity sponsors
- Ability to assess guarantor financial strength using personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth
- Proficient with MS Office products (Word, Excel, PowerPoint)
- Highly developed written and oral communication skills
- Exceptional analytical skills
- Strong interpersonal skills
- Detail-oriented and well-organized, able to manage multiple projects under pressure
- Ability to work collaboratively and under limited supervision
- Ability to advocate persuasively
- Ability to coach others
Benefits
Comp & perks- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Reasonable accommodations for individuals with disabilities