Director, Real Estate Credit & Underwriting Job at Citi (Irving)

Director of Commercial Loan Asset Management

Robert Half is currently recruiting for a Director of Commercial Loan Asset Mana...

Location

United States , Tampa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

15+ years of experience in commercial lending, asset management, special assets, loan workouts, or a closely related commercial credit environment
Demonstrated leadership experience overseeing teams within commercial real estate finance, loan servicing, or portfolio management functions
Strong knowledge of commercial loan agreements, underwriting concepts, servicing practices, and asset performance analysis
Experience managing distressed or criticized commercial credits and guiding workout strategies through resolution
Ability to evaluate borrower financial information, collateral positions, payment trends, and portfolio risk indicators
Familiarity with regulatory compliance expectations within financial services and commercial lending operations
Excellent communication and relationship management skills, with the ability to work effectively with leadership, clients, borrowers, and internal partners

Job Responsibility

Leading commercial loan asset management activities across assigned portfolios
Managing client, borrower, and counterparty communications
Overseeing workout strategies for underperforming or nonperforming commercial credits
Reviewing and interpreting commercial loan documentation, covenants, collateral documents, assignments, and related agreements
Monitoring past-due items, defaults, covenant compliance, and borrower performance
Supporting foreclosure, receivership, collateral recovery, and asset resolution efforts as needed
Developing reporting tools to track portfolio activity, volume, capacity, and efficiency
Supervising, mentoring, training, and developing asset management staff
Partnering with internal servicing, operations, business analysts, and senior leadership to improve systems, procedures, and workflow

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Director Of Commercial Loan Asset Management

Robert Half is currently recruiting for a Director of Commercial Loan Asset Mana...

Location

United States , Tampa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

15+ years of experience in commercial lending, asset management, special assets, loan workouts, or a closely related commercial credit environment
Demonstrated leadership experience overseeing teams within commercial real estate finance, loan servicing, or portfolio management functions
Strong knowledge of commercial loan agreements, underwriting concepts, servicing practices, and asset performance analysis
Experience managing distressed or criticized commercial credits and guiding workout strategies through resolution
Ability to evaluate borrower financial information, collateral positions, payment trends, and portfolio risk indicators
Familiarity with regulatory compliance expectations within financial services and commercial lending operations
Background in commercial real estate, construction lending, or portfolios that include complex commercial debt structures is highly valued
Excellent communication and relationship management skills, with the ability to work effectively with leadership, clients, borrowers, and internal partners

Job Responsibility

Leading commercial loan asset management activities across assigned portfolios
Managing client, borrower, and counterparty communications
Overseeing workout strategies for underperforming or nonperforming commercial credits
Reviewing and interpreting commercial loan documentation, covenants, collateral documents, assignments, and related agreements
Monitoring past-due items, defaults, covenant compliance, and borrower performance
Supporting foreclosure, receivership, collateral recovery, and asset resolution efforts as needed
Developing reporting tools to track portfolio activity, volume, capacity, and efficiency
Supervising, mentoring, training, and developing asset management staff
Partnering with internal servicing, operations, business analysts, and senior leadership to improve systems, procedures, and workflow

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Vice President and Controller

You know what’s awesome? PTO. You know what else is awesome? A high-paying job t...

Location

United States , Chicago

Salary:

120000.00 - 125000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Accounting degree
At least 5 years of related experience
At least 2 years of experience working in or auditing financial institutions
Outstanding communication, presentation, and technology skills

Job Responsibility

Promote the credit union’s image and the achievement of the credit union’s strategic goals and objectives
Serve as the chief accountant for the credit union
Preparation of monthly financial statements and supporting reports
Preparation and filing of the credit union’s quarterly Call Report
Maintenance and daily reconciliation of the credit union’s general ledger
Preparation and submission of payroll, payroll tax returns, and related reports to employee benefits providers
Completion of the credit union’s annual financial statement audit
Manage and supervise the accounting and back office operations staff of four
Provide the CEO and Board of Directors with accurate, timely, and relevant reports and data analysis
Ensure compliance with applicable laws and regulations, including BSA

What we offer

medical, vision, dental, life, and disability insurance
PTO
fast-track career advancement opportunity
promote from within

Fulltime

Senior Credit Associate

The Senior Credit Associate is responsible to act as the Originations team's key...

Location

United States , St. Augustine

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

5+ years experience in underwriting, credit analysis, and/or commercial lending.
Bachelor’s degree in Finance, Accounting, Business, or Economics.
Financial Acumen: Expertise in reading financial statements, market reporting data, building financial models, and assessing creditworthiness.
Risk Management: Proven ability to analyze complex data, identify risks, and make sound, objective credit decisions.
Communication: Clearly explaining decisions to clients, brokers, and internal teams.
Attention to Detail: Ensuring accuracy in reviewing applications and policies
Analytical & Critical Thinking: Interpreting data, questioning assumptions, and making logical decisions.

Job Responsibility

Responsible for the initial sizing of deal & borrower for term sheet, modifications, and take out financing.
Exhibiting a deep understanding of firm's loan underwriting guidelines, pricing grids and leverage partners credit boxes to identify loans that are ineligible.
Consistently providing quick, yet accurate, responses to all inquiries about assigned credit files, and maintaining dialogue with lending staff to determine the viability of new loans or strategies related to the renewal of existing loans as it relates to terms and structure.
Contributing feedback and participating in Credit Committee meetings and decisioning.
Make decisions that will positively impact the company & its ability to achieve its goals.
Partner with Relationship Managers and Directors to screen and underwrite new lending opportunities, providing indicative terms based on preliminary deal data. Analyze sponsor pro formas, budgets, borrower financials, and market data to assess feasibility and determine appropriate loan sizing. Leverage insights from multiple platforms to support the "Pro Deal Mentality" and ensure alignment with the firm’s Risk Appetite.
Work with Relationship Managers and Directors to complete New Business Submissions for presentation to the Credit Committee, and prepare any necessary change memos following initial Committee approval. Support RMs throughout the deal process by serving as a key point of contact for brokers and sponsors - gathering information, addressing questions, and keeping deals moving forward efficiently.
Structuring loans based on deal-level risks and mitigants.
Evaluating borrower experience and history of execution.
Evaluating real estate investment deal strategies, and the underlying assets as-is and after-repair values.

What we offer

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

Managing Director, Head of Originations

The Managing Director, Head of Loan Originations, plays a pivotal role in leadin...

Location

United States , St Augustine

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Over 15 years of progressive experience in commercial real estate investment and lending
Proven leadership in growing sales and origination teams, with the ability to teach, coach, and manage a geographically dispersed workforce
In-depth knowledge of credit, underwriting, valuation, and structured finance, with experience at regulated and/or unregulated institutions
Expertise in financing the construction, development, or improvement of single-family communities, as well as multifamily and mixed-use properties
Track record of successfully growing and managing a dispersed portfolio of real estate assets
Strategic and entrepreneurial mindset, thriving in dynamic, growth-oriented environments

Job Responsibility

Act as a team-oriented player-coach, developing and leading a group of skilled commercial loan origination professionals while maintaining a personal book of business
Set ambitious growth targets and manage business plans for the Texas-based origination team, overseeing origination strategy and market execution
Serve as a hands-on leader, actively collaborating with team members to solve challenges and ensure successful execution
Expert in structuring and negotiating complex loans, including mezzanine financing and preferred equity, with emphasis on ground-up development, construction, and value-add strategies for residential assets such as multifamily, build-to-rent, manufactured housing, horizontal single-family, and master-planned communities
Leverage established relationships with developers, owners, and investors to source and close high-quality lending opportunities
Develop a consistent origination pipeline aligned with the firm's credit strategy and growth objectives, overseeing all aspects of deal origination and collaborating with senior stakeholders on structuring, negotiation, and closing of loans
Work closely with the credit risk and underwriting teams to ensure transactions meet underwriting standards and investor expectations
Partner with Portfolio Management and Servicing teams to uphold strong risk management, credit quality, and portfolio oversight standards
Enhance the firm's brand and visibility by participating in industry events, contributing thought leadership, and engaging in relationship-driven business development, representing the firm as a trusted and solution-oriented partner

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Senior Director of Relationship Management, Loan Origination

The Senior Director of Relationship Management, Loan Origination, plays a key ro...

Location

United States , Dallas

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Past experience in underwriting, with in depth knowledge and ability to utilize underwriting and structuring models
HubSpot or equivalent CRM experience preferred
Strong preference for experience in ground up construction lending
Strong preference for experience in Multifamily lending
Must have 7+ years experience in forward facing client relationship management / sales experience, preferably in a lending, or investment business
Must have 7+ years of real estate lending (or investment) experience
Preferred experience in acquisitions- land and existing housing

Job Responsibility

Prospect & source Elite members and Elite prospects and build relationships, leveraging DLP events
Leverage F2F meetings, Zoom, phone calls, email, LinkedIn, video, text message, and other communications tools to source and close new loan and investment opportunities with new and existing sponsors
Provide mentorship to new or junior originators
Prepare initial underwrite & analysis on complex commercial loan and investment opportunities. Leveraging resources from the Credit Structuring team members
complete the New Business Summary for presentation of new opportunities to the Credit Committee. The RM has overall responsibility for ensuring timely and complete information from the sponsor. The representations of all information and analysis performed and presented in the NBS are "owned by" the RM
Prepares "modification memo" recommendations with assistance from Credit Structuring team members for any credit issues uncovered by the servicing team (i.e. breach in covenants, missed construction milestones, etc.). Presents to the Credit Committee as applicable
Drive client attendance at all DLP events
Proactively drive revenue by relationship based networking
Attend all required meetings and work proactively to provide solutions to improve the performance of the management company
Attend all sponsor/deal pipeline meetings. Input all required data in CRM and ensure that all opportunities are at all times placed in the right stage of the pipeline

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Managing Director, Head of Originations

The Managing Director, Head of Originations, plays a pivotal role in leading a h...

Location

United States , Dallas

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

15+ years of progressive experience in commercial real estate investment and lending
Proven leadership in growing sales and origination teams, with the ability to teach, coach, and manage a geographically dispersed workforce
In-depth knowledge of credit, underwriting, valuation, and structured finance, with experience at regulated and/or unregulated institutions
Expertise in financing the construction, development, or improvement of single-family communities, as well as multifamily and mixed-use properties
Track record of successfully growing and managing a dispersed portfolio of real estate assets
Strategic and entrepreneurial mindset, thriving in dynamic, growth-oriented environments

Job Responsibility

Act as a team-oriented player-coach, developing and leading a group of skilled commercial loan origination professionals while maintaining a personal book of business
Set ambitious growth targets and manage business plans for the Texas-based origination team, overseeing origination strategy and market execution
Serve as a hands-on leader, actively collaborating with team members to solve challenges and ensure successful execution
Expert in structuring and negotiating complex loans, including mezzanine financing and preferred equity, with emphasis on ground-up development, construction, and value-add strategies for residential assets such as multifamily, build-to-rent, manufactured housing, horizontal single-family, and master-planned communities
Leverage established relationships with developers, owners, and investors to source and close high-quality lending opportunities
Develop a consistent origination pipeline aligned with the firm's credit strategy and growth objectives, overseeing all aspects of deal origination and collaborating with senior stakeholders on structuring, negotiation, and closing of loans
Work closely with the credit risk and underwriting teams to ensure transactions meet underwriting standards and investor expectations
Partner with Portfolio Management and Servicing teams to uphold strong risk management, credit quality, and portfolio oversight standards
Enhance the firm's brand and visibility by participating in industry events, contributing thought leadership, and engaging in relationship-driven business development, representing the firm as a trusted and solution-oriented partner

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Fulltime

New

IT Training Lead

The IT Training Lead will drive technology learning and user adoption across the...

Location

United States , Delray Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in IT training, instructional design, technical enablement, or learning and development
Strong knowledge of Microsoft 365
Excellent communication, facilitation, and content development skills
Ability to translate technical concepts into practical, user-friendly training.

Job Responsibility

Design, develop, and deliver IT training programs in instructor-led, virtual, and self-paced formats
Take lead in the Microsoft Copilot and AI training strategy, including onboarding, advanced use cases, responsible AI usage, and ongoing enablement
Partner with IT leadership to support new technology rollouts, system upgrades, and digital transformation initiatives
Create and maintain training content, including videos, guides, tutorials, and job aids
Identify skill gaps and develop targeted learning solutions to improve adoption and productivity
Gather feedback and measure training effectiveness to continuously improve programs.

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Director, Real Estate Credit & Underwriting

Job Description

Job Responsibility

Requirements

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What we offer

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