AWM | Private Bank | Commercial Real Estate Lending Advisor | Vice President | New York
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 that align financing strategies 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 involves advising clients on tailored lending across asset classes, including commercial real estate, securities-based lending, and structured credit; leading deal execution; and monitoring portfolio risks while ensuring compliance with credit policies, control procedures, KYC/AML considerations, and regulatory requirements.
Requirements
- At least 8 years of lending origination experience, with a 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, as well as 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 4 months of joining.
Responsibilities
- Establish and maintain 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 lending strategies across securities-based lending, structured credit, and commercial real estate financing, including income-producing properties, transitional assets, and portfolio-level transactions.
- 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 tailored 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 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.
- Adhere to credit policies, control procedures, KYC/AML considerations, and regulatory requirements.
Benefits
- May be eligible for a discretionary bonus if an active employee as of fiscal year-end.
- The firm describes benefits, wellness and personal finance offerings, mindfulness programs, and training and development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
