Overview In this role you will lead the assessment and execution of commercial real estate loans, guiding complex transactions from underwriting to closing. You'll work within Stifel Bank to ensure sound credit decisions aligned with customer needs and regulatory policy. The position involves mentoring CRE analysts, collaborating with cross-functional teams, and managing portfolio performance. This is a high-impact role in a client-focused culture that values innovation and accountability.
Compensation / Benefits- discretionary bonuses
- health/dental/vision insurance
- Stifel Total Health Connect
- flexible spending accounts
- tuition & certification assistance
- paid time off
Responsibilities- Evaluate and recommend CRE loan opportunities for approval
- Underwrite opportunities and develop cash flow models for loans
- Manage documentation and negotiate Credit Agreements for closing
- Lead ongoing credit evaluations, reporting, and regulatory reviews
- Monitor portfolio financial performance and risk
- Mentor CRE analysts and educate associates
- Interface with other Stifel divisions and clients
- Lead commercial lending projects as needed
Key requirements- Advanced knowledge of financial statement analysis, credit analysis, and credit portfolio management
- Advanced knowledge of loan market and OCC/FDIC regulations
- Strong communication skills with borrowers, banks, analysts, and management
- Ability to analyze issues, identify root causes, and implement corrective actions
- Strong business acumen with cross-functional collaboration
- Proven ability to multi-task under heavy workload and shifting priorities
- Bachelor's Degree in finance, accounting, or related field
- 7-10 years' experience in corporate/commercial lending or related fields
- communication
- collaboration
- analytic thinking
- financial statement analysis
- credit analysis
- cash flow modeling
