Lending Professionals partner with clients to align credit needs with the bank’s lending solutions, taking a strategic, long-term approach that supports clients across market cycles. The role works closely with Lending Advisors, Credit, and internal/external stakeholders to originate, fund, and maintain a diverse portfolio of credit facilities while proactively managing risk and ensuring an excellent client experience.
Key Responsibilities
- Own day-to-day management of an existing loan portfolio, balancing portfolio maintenance and new business priorities.
- Lead portfolio review meetings and coordinate workflow across Lending Advisors and Credit partners.
- Manage deal execution and loan funding in partnership with clients, Middle Office teams, and third parties (e.g., family office reps, notaries, couriers, borrower’s counsel).
- Identify, prioritize, and resolve risk exceptions (e.g., covenant issues, delinquencies, missing legal documents) to protect portfolio health and profitability.
- Navigate product-specific requirements across lending solutions (e.g., securities-based, private/restricted stock, CRE, life insurance, art, aircraft) through credit, risk, and legal processes.
- Monitor portfolio health, address billing inquiries, and lead escalations with Client Service Groups on credit-related service issues.
- Oversee loan document quality control with internal/external counsel to ensure documentation reflects deal terms.
- Support business initiatives tied to regulatory, legal, and industry changes; ensure compliance with evolving requirements.
- Analyze client financials for new loan requests and to resolve portfolio liquidity exceptions.
- Coordinate renewals, modifications, and ongoing maintenance of credit facilities.
- Support research requests and reporting needs in partnership with the Lending Advisor.
Qualifications
- 2+ years of Wealth Management experience preferred.
- Knowledge of loan documentation and closing processes; CRE transaction coordination a plus.
- Proactive, self-directed, and comfortable executing with limited supervision under tight deadlines.
- Strong judgment and discretion handling highly confidential information.
- Excellent organizational skills with proven ability to manage multiple priorities.
- Strong client relationship and sales management capabilities.
- Proficiency in Microsoft Office (Excel, PowerPoint) and Adobe PDF.