6 дней назад
Commercial Real Estate Underwriting Associate (Private Bank)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Real Estate Underwriting Associate (Private Bank): Underwriting and monitoring commercial real estate and other private lending transactions for wealth management clients with an accent on financial analysis, collateral assessment, credit documentation, and risk mitigation. Focus on evaluating transaction economics, structuring customized lending solutions, maintaining loan approvals and covenant monitoring, and communicating with clients, credit teams, and regulators.
Location: Dallas, TX, United States; office-based role
Company
is a global investment banking, securities, and investment management firm with a Private Bank serving wealth management clients.
What you will do
- Evaluate the risk and economic implications of commercial real estate and other private lending transactions.
- Work with Regional Lending and Private Lending teams to structure client solutions within acceptable bank risk parameters.
- Analyze borrowers' financial condition, collateral, risks, and mitigants.
- Document loan structures, credit analyses, approvals, policy exceptions, and file records.
- Monitor loan covenants, collateral, risk ratings, and compliance with underwriting standards.
- Communicate with clients, credit risk teams, wealth management teams, bank personnel, and regulators.
Requirements
- Bachelor's degree; an MBA is preferred for more senior roles.
- At least 3 years of financial work experience for the Associate level.
- Experience in commercial banking, private banking underwriting, or credit roles.
- Detailed knowledge of financial accounting, analysis, and modeling.
- Strong written and verbal communication, project management, multitasking, and organizational skills.
- CPA or CFA is a plus; no licensing is required.
Culture & Benefits
- Employee position with Bank USA.
- Professional training and development opportunities.
- Firmwide networks, wellness programs, and personal finance offerings.
- Commitment to diversity, inclusion, and reasonable recruiting accommodations.
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