About The Position

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.

Requirements

  • At least 8 years of lending origination experience.
  • Demonstrated track record in commercial real estate financing and complex credit solutions within private banking, commercial banking, or real estate lending platforms.
  • Deep expertise in commercial real estate lending, including structuring loans across stabilized, transitional, and portfolio-backed assets.
  • Experience with securities-based and alternative collateral lending.
  • Demonstrated ability to originate, structure, and execute sophisticated lending transactions aligned with client needs and Firm objectives.
  • Exceptional analytical skills, attention to detail, and sound credit judgment.
  • Excellent written and verbal communication skills, including the ability to translate complex financial concepts into clear, actionable recommendations.
  • Ability to collaborate effectively across coverage, underwriting, risk, and operations teams.
  • Series 7, 63, and SIE licenses required, or must be obtained within four months of joining.

Responsibilities

  • Establish and maintain strong, trust-based relationships with Private Wealth Advisors to drive regional lending activity.
  • Participate in prospect and client meetings to assess borrowing needs, explain the Private Bank’s lending capabilities, and originate opportunities.
  • Advise clients and advisors on tailored lending strategies across securities-based lending, structured credit, and commercial real estate financing.
  • Proactively source and originate lending opportunities, emphasizing commercial real estate transactions and complex financing structures.
  • Lead deal execution, including screening, structuring, pricing considerations, and positioning transactions within the Firm’s credit framework.
  • Structure CRE and asset-backed lending solutions that align client objectives with risk appetite and return thresholds.
  • Prescreen opportunities and develop well-structured proposals as the first layer of control.
  • Partner with U.S. Underwriting on credit memo preparation, transaction approvals, and ongoing portfolio management.
  • Monitor and manage lending exposures, identify early signs of credit risk, and implement mitigation strategies.
  • Develop solutions for stressed or at-risk positions, particularly in real estate-backed portfolios.
  • Ensure adherence to credit policies, control procedures, KYC/AML considerations, and regulatory requirements.
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