AVP, Underwriter / Credit Analyst – Commercial Real Estate (CRE)

Madison-Davis, LLC; San Francisco (CA); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

A well-established financial institution is seeking an AVP-level Underwriter/Credit Analyst to support its expanding Commercial Real Estate lending activities on the West Coast. This role combines underwriting, portfolio management, and client-facing exposure, providing strong visibility with senior lenders. Ideal candidates will have experience in real estate lending and a passion for analytical challenges in a collaborative setting.

Qualifications

• Experience in underwriting commercial real estate loans.
• Strong analytical skills with attention to detail.
• Ability to collaborate with relationship managers.

Responsabilités

• Partner with relationship managers to assess new lending opportunities.
• Perform full-scope underwriting for commercial real estate loans.
• Prepare loan proposals, annual reviews, and credit memoranda.
• Participate in client meetings and property tours.
• Review loan documentation for compliance and alignment.

Connaissances

Financial modeling

Risk assessment

Credit analysis

Client engagement

Description du poste

Base pay range

$70,000.00/yr - $100,000.00/yr

Overview

A well‑established financial institution is seeking an AVP‑level Underwriter / Credit Analyst to support its expanding Commercial Real Estate lending activities on the West Coast. This role offers a blend of underwriting, portfolio management, and client‑facing exposure as part of a collaborative, deal‑driven team. The position provides strong visibility with senior lenders and the opportunity to influence credit decisions within a growing regional platform. Ideal for candidates who enjoy hands‑on analysis and partnership with frontline relationship managers.

Key Responsibilities

• Partner with relationship managers to assess new CRE lending opportunities and support strong borrower engagement.
• Perform full‑scope underwriting for commercial real estate loans, including financial modeling, deal structuring, and risk assessment.
• Prepare new loan proposals, annual reviews, and credit memoranda for approval workflows and committee discussions.
• Participate in client meetings, property tours, and joint calls to deepen understanding of transaction details and borrower needs.
• Review loan documentation and ensure alignment with internal lending standards, credit policies, and regulatory requirements.
• Assist with loan closings by coordinating documentation, systems entry, and compliance checks.
• Maintain ongoing portfolio monitoring, including covenant tracking, risk identification, and periodic credit reviews.
• Uphold internal credit, compliance, and operational policies to ensure disciplined underwriting practices.
• Support onboarding of new commercial clients and assist in account setup processes when required.
• Provide analytical and process support to senior lenders and contribute to overall lending efficiency.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance