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Commercial Mortgage Loan & Securities Finance Relationship Manager

Wells Fargo
New York City, United Statesfull_timeVerifiedPosted 11 Jul 2025
💰 $431,900/yr($207,900/yr$431,900/yr)

About the role

About this role:

Wells Fargo is seeking a Managing Director/Principal Investment Banker within the Commercial Mortgage Loan & Securities Finance team which specializes in financing mortgage REITs, debt funds, commercial real estate finance companies and other lenders’ origination/acquisition of commercial real estate loans. There should be a focus on sourcing opportunities, growing the business, and deepening relationships with our existing clients and acting as strategic advisors to our clients and gatekeepers focusing on the best risk-adjusted opportunities. The role will be responsible for delivering all of Wells Fargo to our clients working with a global mindset. Learn more about our career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Develop and maintain important client relationships
  • Responsible for managing new and existing portfolios of mortgage loans on commercial real estate assets, performing risk analysis and credit assessments of sponsors
  • Liaise with credit risk management, portfolio management and senior management for strategy and deal/facility approvals
  • Lead and assist in the formation of strategies for new business initiatives
  • Collaborate with WF/CIB/CRE product partners to identify opportunities to grow wallet share with existing clients
  • Apply deep financial or credit subject matter expertise to advise clients regarding appropriate strategies and solutions for complex financial opportunities or challenges
  • Leverage knowledge to effectively communicate the value proposition of recommended solutions and address risks or concerns
  • Develop and guide a culture of talent development to meet business objectives and strategy
  • Leverage in-depth business knowledge to critically evaluate opportunities and develop proposals / deals reflecting Wells Fargo’s capacity and capability to provide relevant services
  • Manage highly complex deal development and alignment across involved parties; set pricing levels and support negotiations
  • Provide guidance to others on effective proposal or deal development approaches and pricing for various deal and client types; identify opportunities for improved deal structuring; provide input to new or uncommon deal types to enhance business value and sustain client relationships
  • Pursue capital markets growth with clients by partnering with other Commercial Real Estate teams and various Corporate & Investment Banking coverage and product groups including but not limited to CMBS, Agency, Debt Capital Markets, Equity Capital Markets, Loan Syndications and Mergers & Acquisitions
  • Act as a mentor and coach to team members in CRE
  • Collaborate with peers
  • Identify and recommend opportunities for process improvement and risk control development

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. Team members are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, and Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.


Required Qualifications:

  • 10+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Ability to develop partnerships and collaborate with other business and functional areas
  • Outstanding analytical, problem solving and decision-making skills, meticulous attention to detail, and proficiency in financial analysis
  • Proven track record of originating, structuring and underwriting CRE transactions
  • Structured finance and capital markets background
  • Strong client relationships
  • Proven track record in the execution and negotiation of legal documentation
  • Experience of monitoring and managing complex real estate finance transactions
  • Ability to work across functions and work collaboratively with the coverage teams
  • Excellent communication skills
  • A BS/BA degree or higher

Job E

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Company

Wells Fargo

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