Chase ยท 3 months ago
Private Bank, Commercial Real Estate Lending Specialist, Vice President/Executive Director, New York
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Senior Level, Lead/Staff
$170K/yr - $350K/yr
10+ years expChase is a leading financial institution, and they are seeking a Private Bank Commercial Real Estate Lending Specialist at the Vice President/Executive Director level. This role is responsible for driving commercial real estate credit origination, providing strategic advice to clients, and collaborating with various teams to execute financing opportunities.
BankingFinancial Services
Responsibilities
The Lending Solutions Commercial Real Estate Specialist will be responsible for driving commercial real estate credit origination in the US lending portfolio, by developing and executing on the strategic vision for the product, acting as the subject matter expert and providing clients strategic advice on Commercial Real Estate Solutions
Partner with U.S. Lending Advisors and coverage Bankers to identify and execute financing opportunities with clients and prospects
Educate U.S. Lending Advisors and market integrated team members on product value proposition, basic product features and client selection; share success stories and ideas to replicate winning themes and transactions across markets
Develop initiatives and campaigns to drive growth
Develop and maintain expert knowledge of market standards, competition and pricing
Forge strong relationship with Credit Risk; and assist in credit policy and guideline changes
Monitor portfolio risk and recommend policy or practice changes in connection with market conditions, portfolio related issues or regulatory compliance
Partner with credit underwriting to ensure proper resources to facilitate the credit approval process, business and financial analysis, due diligence and portfolio review maintenance
Qualification
Required
Ten+ years experience in highly-structured custom credit loan products
Expert knowledge and experience in executing Commercial Real Estate transactions
Highly proficient knowledge of financial and capital markets
Credit trained, with advanced business and financial analytical skills
Knowledge of Commercial Real Estate account maintenance, loan closing, credit administration and compliance procedures
Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra-high net worth clients and prospects
Sales experience including: prospecting, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Demonstrates understanding of wealth management including investment management, trusts and financial planning
Ability to work in a team based environment and assist in the development and retention of junior team members
Series 7, Series 66
Preferred
CRE financing knowledge and/ or PB lending experience a plus
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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