CareerPlan

Real Estate Banking Associate- Income Property Finance

Charlotte, NC - Charlotte Uptown Branch, USFull-time$74k–$105k2026-10-08 → 2026-11-11
Based in United States

Core

Design, originate, structure, and execute income property finance products and services for existing and prospective clients.

Role type

Associate in Real Estate Banking (Income Property Finance)

Builds

Income property finance products and services

Domain

Real Estate Banking / Income Property Finance

Required skills

Financial modeling, Due diligence, Client relationship management, Industry research, Strategic planning, Credit training

Preferred skills

MBA

Technologies

Microsoft Excel, PowerPoint, Word

Responsibilities

Support senior bankers in relationship responsibilities and client interactions; Maintain proprietary databases by monitoring news and financial information; Develop detailed financial models to value companies; Conduct extensive financial and industry due diligence; Assist in preparation of pitches, proposals, and client materials; Participate in recruitment and development of junior resources.

Seniority

Associate, entry-level to mid-level IC