CRE Loan Operations Specialist - Construction & Portfolio

CRE Finance Council; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank in Midtown, Manhattan is seeking a Loan Operations Associate focused on CRE for a full-time position. The role includes assisting Relationship Management, cultivating client opportunities, and monitoring loan portfolios involving construction financing.

Responsibilities cover due diligence, underwriting support, and facilitating credit facilities while maintaining strong client communication and on-site project visits. A Bachelor’s degree and 2–5 years CRE loan ops experience are expected.

Qualifications

• Bachelor's Degree required.
• 2–5 years CRE Loan Operations experience.
• Experience supporting underwriting and credit analysis is a plus.

Responsibilities

• Assist Relationship Management with client relationship management.
• Cultivate business opportunities with existing and new clients interested in CRE financing.
• Monitor and assess loan portfolio credit quality and construction financing progress.
• Perform due diligence and prepare credit facility applications for underwriting.
• Develop lending and deposit opportunities with clients.
• Collect and maintain information for credit analysis and evaluation of applications.
• Respond to customers’ enquiries on credit facilities and procedures.
• Monitor utilization of credit facilities and report on delinquencies or problems.
• Conduct calls and site visits to understand client progress on construction projects.

Skills

Credit analysis

Relationship management

Client communication

Education

Bachelor's Degree

Job description

Bank in Midtown, Manhattan is seeking a Loan Operations Associate focused on CRE for a full-time position. The role includes assisting Relationship Management, cultivating client opportunities, and monitoring loan portfolios involving construction financing.

Responsibilities cover due diligence, underwriting support, and facilitating credit facilities while maintaining strong client communication and on-site project visits. A Bachelor’s degree and 2–5 years CRE loan ops experience are expected.