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Real Estate Capital Market - Senior Portfolio Manager

📁
Capital Markets
💼
Enterprise Services
📅
066668 Requisition #

Zions Bancorporation 

Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming.  With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.  

Zions Capital Markets 

Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively.  Our approach is simple – help clients we know connect and tell their story to investors we know well. 

Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County. 

We are currently seeking a Real Estate Capital Markets Underwriter – Senior Portfolio Manager to join our team and be a founding member of the CMBS lending group within the Real Estate Capital Markets (“RECM”) division with additional growth opportunities presented as RECM product offerings are expanded. This position is in Charlotte, NC.

Responsibilities:

  • Work with loan originators to screen CMBS loan candidates and support credit executives with review of loan opportunities, including proactive identification of potential underwriting/credit concerns. 
  • Directly interface with borrowers through the closing process to ensure a positive experience; collaborate with credit, underwriters and legal counsel through the due diligence, approval and closing process to actively identify and resolve mid-stream transactional issues.
  • Perform all aspects of the due diligence and underwriting process for commercial real estate loans including analyzing property level data and cash flows, rent rolls/leases, guarantor financial statements, market trends/forecasts, and reviewing and approving third party reports.
  • Prepare asset summary reports, cash flows and credit memos, clearly and concisely summarizing underwriting/credit rationale, detailed loan structure considerations, and key risks/mitigants.
  • Deep familiarity with CMBS specific underwriting and rating agency analysis methodologies.
  • Domestic travel is required.

Education/Certifications: 

  • Requires a bachelor’s degree.
  • 10+ years of relevant experience in CRE lending, banking, investing, or capital markets functions.

Specialized Knowledge/Qualifications: 

  • In-depth knowledge of real estate capital markets, complex credit structures, and credit analysis
  • Extensive knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
  • Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills.
  • Ability to meet deadlines
  • Excellent communication skills, both verbal and written, to include strong business writing skills.
  • Able to travel.

Benefits:

  • Medical, Dental and Vision Insurance – START DAY ONE! 
  • Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance 
  • Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts 
  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience 
  • Mental health benefits, including coaching and therapy sessions 
  • Tuition Reimbursement for qualifying employees 
  • Employee Ambassador preferred banking products 

 

This position will be open until filled.

 

To review our Benefits Summary click here.

 

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

 

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

 

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

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