Structured Lending Advisor I

Location: Coral Gables, FL

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Regular or Temporary

Regular

Language Fluency: English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. The Structured Lending Advisor is an active member of the client relationship team, providing loan structure and credit advisory solutions while ensuring a seamless end-end experience for wealth clients and prospects. Structured Lending Advisors are responsible for achieving credit portfolio growth and meeting loan profitability goals for supported markets.

Structured Lending Advisors handle the most complex wealth borrowing structures and credit facilities, targeting UHNW clients with AUM in excess of $25+MM. Borrower credit needs can be in excess of $100MM.

Provide support to the existing Structured Lending Advisor team to facilitate the credit execution process for complex, business-purpose loan transactions. Duties could include: drafting deal screening memos for use in early deal discussions, gathering required information for loan origination and underwriting, and managing the deal pipeline for team to ensure the timely delivery of deals on behalf of clients and the bank.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Additional Locations: Atlanta, GA, Charlotte, NC