Commercial Real Estate Client Associate- Commercial Real Estate
2 days ago
Join the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts
As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position.
Job Responsibilities
- Focus on the support and delivery of value added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship.
- Help foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions to meet the needs of clients and prospects.
- Support the REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, etc.
- Assist in managing firm-wide risks as well as adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure-including daily transactional risks and reputational risks.
Required qualifications, capabilities and skills
- BS/BA degree
- Experience in building and maintaining positive client relationships
- Superior Excel, Word and Power Point skills
- Excellent problem solving, as well as oral and written communication skills
- Superior analytical, quantitative, leadership, and interpersonal skills
- Keen attention to detail, as well as a proactive and creative mindset
- Proven ability to multitask and meet deadlines in a fast-paced environment
Preferred Qualifications, Capabilities and Skills
- 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate
- Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
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