About The Position

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 from Associate level 1 to Associate level 3, developing your skills over time for a successful career within the firm and the ability to pursue more senior roles within Commercial Real Estate, such as a Client Executive position.

Requirements

  • BS/BA degree
  • Experience in building and maintaining positive client relationships
  • Superior Excel, Word, and PowerPoint skills
  • Excellent problem-solving, 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

Nice To Haves

  • 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 equivalent corporate banking/corporate finance experience)

Responsibilities

  • Focus on supporting and delivering value-added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship
  • Foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking, and other groups to identify solutions that meet client and prospect needs
  • Support REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, and more
  • Assist in managing firm-wide risks and ensure adherence to policy and regulatory compliance standards, including AML/KYC, credit exposure, daily transactional risks, and reputational risks

Benefits

  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
  • Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
  • We also offer a range of benefits and programs to meet employee needs, based on eligibility.
  • These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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