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BHI · 3 weeks ago

CRE Associate Relationship Manager

New York, United States

Full-time

Hybrid

Entry, Mid Level

$125K/yr - $145K/yr

2+ years exp

BHI is excited to add an Associate Relationship Manager (ARM) to their CRE Team, a key growth area for the Bank. The ARM role is responsible for loan structuring and analysis, deal prescreening, drafting term sheets, and supporting the CRE Team’s loan origination and client management efforts.

BankingFinancial Services

Responsibilities

Prepare pre-screens for new transactions by analyzing property financials, Sponsor financials, business plan and market data

Review appraisals and other due diligence reports, and proactively identify issues and concerns

Assist in sizing and structuring new transactions and complex refinances, draft Term Sheets and assist Relationship Managers in deal negotiations

Liaise with various parties to ensure approved credit requests are carried out in a timely manner (3rd party consultants, attorneys and other vendors)

In conjunction with Loan Closer, execute the loan closing process and facilitate the flow of loan legal documents (customer, bank)

Liaise between Relationship Managers and the Credit Division (Underwriters, Credit Officers) to facilitate credit needs of customers

Assist Relationship Managers with all customer related requirements

Attend site inspections and client meetings with Relationship Managers

Perform other duties, as assigned, which fall within scope of responsibility, including but not limited to portfolio reporting, maintaining pipeline, activity reports, and relationship plans

Qualification

CRE underwritingFinancial modelingProject managementMS Office proficiencyCommunication skillsHospitality project experienceResidential condominium experienceGround-up construction experienceBSA/AML/OFAC knowledgeOrganizational skillsAttention to detail

Required

Strong quantitative/analytical skills including CRE underwriting, financial modeling, writing and attention to detail

Strong working knowledge of all functional areas that comprise CRE finance

Strong work ethic, initiative, ownership/accountability and follow-through on responsibilities and assignments

Excellent communication skills (verbal and written) at all levels throughout the Bank, as well as borrowers, participating lenders and third party vendors

Strong project management and organizational skills

Maintain current knowledge of BOM, policy guidelines and bank compliance requirements (BSA/AML/OFAC and other regulations) and participate in training and policy initiatives as required

Proficiency with MS Office products, Internet and ability to research property status, violations, title, etc

Minimum 2 years of relevant experience

Bachelor's Degree with a concentration in Finance/Accounting/Economics