Overview
Account manager, real estate financing Jobs in Surrey, Canada at National Bank
A career as an Account Manager, Real Estate Financing at National Bank means pursuing your ambitions while having a meaningful impact on your clients, your colleagues, and the communities we serve. Through your strong advisory approach and deep expertise in real estate financing, you offer a high‑value, human experience to clients and support them in achieving their real estate investment and development objectives.
As an Account Manager in Real Estate Financing, you are responsible for developing and managing a portfolio of real estate clients. You act as a trusted advisor in complex financing transactions and work closely with internal specialists to structure tailored solutions that meet both client objectives and the Bank’s risk and profitability standards.
Your role
- Identify and develop business opportunities within the real estate market (developers, investors, owners, and operators) and actively grow your client portfolio.
- Build and maintain strong, long‑term client relationships by understanding real estate strategies and financing needs throughout the asset lifecycle.
- Advise clients on tailored financing strategies by leveraging an optimal combination of National Bank’s real estate lending solutions and related services.
- Manage a sophisticated real estate clientele with financing needs typically ranging from 1 to 50 million dollars, including construction, interim, acquisition, and long‑term financing.
- Analyze and structure complex real estate financing transactions, including credit risk assessment, financial analysis, and evaluation of asset quality.
- Participate in the preparation and presentation of credit files, including the structuring of financing terms and conditions.
- Collaborate and negotiate with internal partners (Credit, Legal, Syndication, Portfolio Management, Treasury) and external stakeholders (clients, legal advisors, and other financial institutions).
- Negotiate financing agreements with clients while ensuring compliance with the Bank’s risk management framework and profitability objectives.
- Contribute to the development and execution of business development and portfolio growth strategies.
Your team
You will join a multidisciplinary Real Estate Financing team composed of account managers, portfolio managers, and credit specialists. Reporting to the Associate Vice‑President, Real Estate Financing, you will play a key role in structuring and executing complex real estate financing transactions in the Surrey market.
Prerequisites
- Bachelor’s degree or Master’s degree in a relevant field.
- At least 7 years of experience in real estate financing, commercial lending, or structured credit.
- Strong background in financial analysis, underwriting, and financing structuring.
- Demonstrated experience in business development and relationship management within the real estate or commercial banking sector.
- Established professional network with medium and large real estate clients.
- Rigor, strong judgment, and the ability to manage complex transactions.
- Team‑oriented mindset, intellectual curiosity, and interest in continuous learning.
- Ability to adapt to a fast‑moving and evolving real estate financing environment.
Your Benefits
- Health and wellness program, including many options.
- Flexible group insurance.
- Generous pension plan.
- Employee Share Ownership Plan.
- Employee and family assistance program.
- Preferential banking services.
- Involvement in community initiatives.
- Telemedicine service.
- Virtual sleep clinic.
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Title: Account manager, real estate financing
Company: National Bank
Location: Surrey, Canada
Category:
