E*TRADE from Morgan Stanley · 4 months ago
Commercial Real Estate– Underwriting Transactor AVP
Miami, Florida, United States of America
Full-time
Onsite
Mid Level
$85K/yr - $140K/yr
3+ years expMorgan Stanley is a global financial services firm that is seeking a high potential Commercial Real Estate Lending Underwriting Transactor to support the Ultra High Net Worth (UHNW) Commercial Real Estate lending platform. The role involves collaborating with Senior Lending Transactors and Asset Managers to manage and deliver UHNW CRE products, including executing loans and conducting portfolio maintenance.
BankingFinanceFinancial Services
Responsibilities
Support Lending transactors in the execution and maintenance of Commercial Real Estate secured loans on Morgan Stanley’s balance sheet
Engage in on-going portfolio maintenance including monitoring loan covenants, loan servicing, and ensuring accurate and timely update of loan portfolio metrics / reports
Conduct annual relationship and loan reviews to monitor collateral performance during the term of the loan/relationship
Evaluate UHNW Lending opportunities specific to commercial real estate, which will include activities such as: i) evaluating the obligors; ii) valuation of the underlying collateral; and iii) determining if the opportunity aligns with the UHNW Commercial Real Estate Lending program
Performing required due diligence with regards to the collateral property as well as sponsors, including underwriting property cash flows, rent roll analysis, reviewing balance sheets, and understanding global cash flow of guarantors
Identify key risk and mitigants related to existing loans and new opportunities and propose potential structural protections and other terms and conditions that may mitigate such risk
Prepare and/or assist the SLT/AMs with the preparation of credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigants, financial/collateral analysis and other key terms and conditions required to support the SLT/AM’s recommendation to move forward with the opportunity
Assist the SLT/AM in efficiently managing the transaction cycle through final credit approval, documentation, closing and initial funding of the transaction ensuring timely coordination with all parties involved including Credit Risk Management (“CRM”), Loan Operations, Compliance, In-house Counsel, and any other relevant stakeholders
Qualification
Required
Bachelor's Degree required
Minimum 3-5 years' experience in commercial real estate lending, origination and/or credit analysis
Strong communication skills with the ability to articulate both orally and in writing in a clear and professional manner
Critical thinking with the ability to evaluate data and make sound judgements
Detail orientated in ensuring accuracy
Exceptional analytical skills
Significant accounting and finance knowledge
Organization, time management, and multi-task ability to meet deadlines and manage expectations
Teamwork and collaboration skills to achieve common goals
A positive and energetic attitude with a desire to acquire new knowledge and skills
Preferred
Private Banking Lending experience is a plus
Formal credit training a plus
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
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