Senior Custom Credit Advisor
21 hours ago
M&T Bank is seeking a highly skilled Senior Custom Credit Advisor to join our team. As a key member of our Wealth Management group, you will be responsible for providing expert credit and lending solutions to high net worth and ultra-high net worth clients.
Key Responsibilities- Source, negotiate, structure, and close complex custom credit transactions, including residential mortgages, real estate loans, and other specialized lending products.
- Develop and maintain relationships with high net worth and ultra-high net worth clients, providing personalized credit and lending solutions to meet their unique needs.
- Collaborate with internal partners, including Wealth Management and Commercial Bank teams, to identify and pursue new business opportunities.
- Stay up-to-date on market trends and developments in wealth management and commercial lending, ensuring that our clients receive the best possible solutions.
- Manage a portfolio of complex credit transactions, ensuring timely and effective execution.
- Bachelor's degree and a minimum of 7 years' custom credit, lending, and/or Commercial lending experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' customer credit, lending and/or Commercial lending experience.
- Deep expertise structuring and advising on custom (advisory/tailored) credit.
- Demonstrated success in structuring highly creative and the most complex credit transactions.
- Completion of formal credit training program or similar work experience.
- High level of fluency of wealth management including, but not limited to, investment management, trusts, and financial planning.
- Expert knowledge of, and proven success with, complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance, and art lending.
- MBA (Master's degree in Business Administration).
- CFP (Certified Financial Planner) and/or CPA (Certified Public Accountant) certification.
- Strong background in institutional lending, derivatives, and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144 restricted stock knowledge.
- Knowledge of capital markets and macro interest rate environment.
- Knowledge of account maintenance, loan closing, credit administration and compliance procedures.
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