Private Banking Lending Manager New York
Overview
Manage a team providing operational support for Private Banking loan origination and portfolio management. Ensure efficiency and technical excellence for Custom Credit Advisors. Partner with Wealth Management Loan Product Management and Private Banking to develop policies that enhance operational effectiveness. This role drives process improvements and leads a team of eight professionals.
What You'll Do11
- 1Lead client-facing support for Custom Credit Advisors and Associates SBL Specialists and Portfolio Management
- 2Understand each function and ensure proper processes and policies for optimal efficiency
- 3Allocate resources effectively to meet business needs
- 4Monitor daily reports to ensure compliance with operational security and audit procedures
- 5Provide data insights for strategic planning and short-term initiatives
- 6Design and maintain internal controls to mitigate risk continuously
- 7Resolve complex credit issues and communicate resolutions
- 8Promote a culture of belonging reflecting M&T Bank brand values
- 9Maintain internal audit standards and address regulator issues
- 10Execute contingency planning and regulatory compliance tasks
- 11Collaborate with teams to enhance client experience and operational efficiency
Requirements10
- 1Bachelor’s degree with 5+ years’ wealth management or custom credit lending experience
- 2Minimum 1 year of managerial or supervisory experience
- 3Deep expertise in SBL securities-based lending and private banking operations
- 4Proven ability to prioritize competing needs and lead teams
- 5Strong verbal and written communication skills
- 6Experience with internal systems and lending product structures
- 7Minimum 8 years’ lending experience in private or commercial banking
- 8Understanding of regulatory standards and risk appetite frameworks
- 9Ability to design scalable solutions for operational challenges
- 10Commitment to fostering inclusive workplace culture
Salary Insight
$142 - $237k per year
Location
Required Skills
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