UHNW Lending AVP: Life Insurance & Securities Collateral

Morgan Stanley; Purchase (NY); Presencial; USD 150.000 - 230.000; Jornada completa

Descripción de la vacante

Morgan Stanley in Purchase, NY seeks a Lending Transactor to support the UHNW Lending team with Life Insurance as collateral and Securities Based Lending opportunities. You will assist the Senior Lending Transactors in evaluating borrowers, collateral, and program fit, while helping structure and close transactions.

Requirements include a Bachelor’s degree and at least 5 years in lending origination and credit analysis; Private Banking Lending experience is a plus.

Formación

• Bachelor's degree required; Advanced degree preferred.
• Minimum 5 years experience in lending origination and credit analysis, Private Banking Lending experience is a plus.
• Formal credit training preferred

Responsabilidades

• Assist SLTs with pursuing UHNW lending opportunities, evaluating borrowers and collateral.
• Underwrite transactions by performing due diligence and financial analyses.
• Identify risks and mitigants; propose protections and terms.
• Draft and negotiate Bank LOIs under SLT guidance.
• Assist SLT through transaction cycle to approval, docs, and initial funding.
• Meet with clients and prospects to develop relationships and identify product opportunities.
• Train front-end sales and heighten product awareness with branch/complex teams.

Conocimientos

Lending origination

Credit analysis

Client relationship mgmt

Financial analysis

Communication skills

Deadline-driven

Educación

Bachelor's degree

Advanced degree preferred

Descripción del empleo

Morgan Stanley in Purchase, NY seeks a Lending Transactor to support the UHNW Lending team with Life Insurance as collateral and Securities Based Lending opportunities. You will assist the Senior Lending Transactors in evaluating borrowers, collateral, and program fit, while helping structure and close transactions.

Requirements include a Bachelor’s degree and at least 5 years in lending origination and credit analysis; Private Banking Lending experience is a plus.