CareerPlan

Lead Credit Portfolio Consultant

CHARLOTTE, NC, USFull-time$119k–$206k2026-11-05 → 2026-11-10
On-siteNo visa sponsorship

Core

Managing credit and construction risk throughout the life cycle of commercial real estate construction projects, from underwriting to project completion.

Role type

Senior Lead Credit Portfolio Consultant (Commercial Real Estate Construction)

Builds

Commercial real estate construction loans and associated risk mitigation strategies

Domain

Financial Services / Commercial Real Estate Construction

Required skills

Credit portfolio consulting, Commercial real estate construction lending, Risk evaluation, Project feasibility analysis, Loan closing coordination, Post-closing monitoring, Credit policy compliance, Team leadership, Mentoring, Complex problem solving

Preferred skills

Commercial real estate underwriting, Construction loan administration, Due diligence review, Budget and permitting analysis, Stakeholder collaboration, Advanced Microsoft Excel/Access/SharePoint proficiency

Technologies

Microsoft Excel, Microsoft Access, SharePoint

Responsibilities

Evaluate construction risk and project feasibility during underwriting and pre-closing; Review and analyze commercial real estate construction due diligence; Coordinate commercial real estate loan closings with a focus on credit and collateral quality; Monitor construction progress, draw requests, and project funding after closing; Identify and address risks impacting construction progress or credit quality; Ensure compliance with credit policies; Mentor and guide less experienced staff; Lead moderately complex credit and portfolio consulting services

Seniority

Senior, hands-on IC with leadership responsibilities