Senior Wealth Management Real Estate Lender

Job Description

The incumbent is a key contributor to Private Wealth’s commitment to lending, responsible for executing the credit strategy, underwriting, appraisal and portfolio management functions of the Private Banking Real Estate Lending Team. Incumbent will provide independent and objective in-depth analysis and monitoring of credit quality for the most highly complex real estate commercial loans. Responsibilities include working with Wealth Management relationship managers/originators in structuring, underwriting and proposing of new loans.  Will be accountable for a portfolio of loans and responsible for preparing the annual loan reviews in accordance with current credit policies and procedures.  Will maintain a high level of service standards and continuously strive to meet client objectives in the effort to consistently grow a high quality nationwide portfolio. Will adhere to established policies and procedures in managing the risks and minimizing potential losses while working within a time sensitive environment. Will partner with Wealth Management relationship managers in marketing and identifying strong lending opportunities. Meets with clients to listen to their credit needs, flags possible transaction risks and suggests structured solutions.  Incumbent will propose the lending solutions and present term sheets to management, direct document preparation and lead negotiations through the closing process.  No direct reports but may assist in development/mentoring/guidance of more junior associates on the team. Travel is required.



The qualified candidate will have a BS/BA degree in business or equivalent experience with 10+ years of real estate commercial lending experience or lending-related experience such as credit recovery or credit policy. Completion of a disciplined bank credit training program or the equivalent work experience is required. Experience working directly with sophisticated clients and strong interpersonal skills are essential. Must be knowledgeable about and adhere to all regulations impacting the business. Must have excellent communication skills, as well as strong knowledge of/experience in the use of Excel and Word (knowledge of Access and VBA a plus). Minimum Education: BS/BA degree in business or equivalent experience Minimum Experience: 10+ years of real estate commercial lending experience or lending-related experience such as credit recovery or credit policy. Preferred Education: MBA








BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 33621
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1907897