Global Banking & Markets, Loan Management, Warehouse Lending, Vice President - Dallas

About the role

Global Banking and Markets’ core value is building strong relationships with institutional clients, including corporations, financial service providers, and fund managers. The Loan Management team, part of the Global Banking and Markets division, supports the Mortgage and Structured Products business and the Real Estate Finance Group. It is a multi‑faceted diligence and asset‑management platform specializing in asset management, transaction management, sales, securitizations, and financing. The team operates in a dynamic, entrepreneurial environment on a bustling trading floor, serving the Mortgage and Structured Products business and Real Estate Finance Group.

Responsibilities

• Oversee and/or directly manage a diverse portfolio of credit facilities secured by commercial real estate loans.
• Manage strategic partners including co‑lenders, special and primary servicers.
• Develop a thorough understanding of each deal’s capital structure and business plan.
• Perform ongoing risk analysis, timely risk detection, and make tactical and strategic recommendations as appropriate.
• Formulate and execute strategies to maximize value through knowledge of loan and real estate markets and value‑add strategies.
• Coordinate with internal constituents and co‑lenders on asset updates and borrower requests.
• Conduct market research, prepare market summaries, and draw conclusions on market rent, absorption, vacancy, and liquidity trends across investment markets.
• Develop and/or review property‑level pro forma cash‑flow statements and property valuations.
• Analyze financial statements, tax returns, and cash‑flow statements of borrowers and guarantors.
• Monitor loans for covenant and reporting compliance.
• Review reserve/construction draw funding requests.
• Prepare loan and portfolio‑level status reports on a monthly, quarterly, and ad‑hoc basis for senior management.
• Prepare and present business plans and other ad‑hoc memoranda.

Qualifications

• Minimum 5–7 years of experience in commercial real estate (CRE) loan asset management, including management of performing and distressed CRE loan assets.
• Structured finance knowledge, including collateralized loan obligations and/or warehouse facilities.
• In‑depth knowledge of loan documents and creditor rights for senior, mezzanine, and A/B‑note capital structures.
• Extensive modification and restructuring experience.
• Strong project‑management and organizational skills with experience liaising with other business lines and senior stakeholders.
• Experience across multiple asset types—office, retail, hospitality, multifamily, industrial, and self‑storage (a plus).
• Excellent quantitative, verbal, and written communication skills.
• Ability to work both autonomously and in a team setting.
• Solid analytical/logical mindset with attention to detail.
• Highly proficient in Excel.
• Strong sense of accountability and dedication to continuous improvement.
• Ability to work under pressure and meet deadlines while ensuring high‑quality reports.