The Commercial Real Estate Lending Advisor, Vice President is a client-facing lending specialist responsible for driving loan origination growth, particularly in commercial real estate (CRE) and structured credit solutions for Ultra-High-Net-Worth clients. The advisor partners with Private Wealth Advisors and underwriting teams to source, originate, structure, and execute sophisticated lending transactions aligned with clients’ broader investment and wealth objectives. The role contributes to regional lending strategy as a credit thought partner, first line of control, relationship builder, and execution lead within the Private Bank’s lending platform. It advises clients and advisors on tailored lending strategies across asset classes, including securities-based lending, structured credit, and CRE financing for income-producing properties, transitional assets, and portfolio-level transactions. The advisor leads deal execution from screening and structuring through pricing considerations and positioning within the Firm’s credit framework. The role also supports credit approvals and portfolio management, monitors exposures and emerging credit risks, develops mitigation strategies, and ensures adherence to credit policies, control procedures, KYC/AML considerations, and regulatory requirements.
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Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed