Associate - Commercial Mortgage Pursuit Specialist

Posted 5 Hours Ago
Be an Early Applicant
New York, NY, USA
Hybrid
120K-196K Annually
Junior
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Support CMBS loan origination and underwriting by analyzing property financials, cash flows, and rent rolls; prepare credit and origination materials; coordinate transactions with originators, credit, legal, and external parties; respond to rating agency diligence; maintain deal pipeline and use platforms like Trepp, CoStar, and Bloomberg to support securitization and capital markets execution.
Summary Generated by Built In
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
Wells Fargo is seeking a Commercial Mortgage Pursuit Specialist to join the Real Estate Securitization and Capital Markets platform. This team member will be working closely with the senior bankers to underwrite commercial real estate and identify future lending opportunities. In addition, this team member will interact directly with brokers, direct borrowers and internal bank partners.
In this role, you will:
  • Identify opportunities and strategies for process improvement and risk control development
  • Receive direction from manager and exercise independent judgment
  • Develop recommendations for complex situations, exercising sound judgment while building expertise in internal policies, procedures, and compliance requirements
  • Collaborate closely with internal partners, peers, and colleagues to resolve transaction issues, identify and implement process improvement opportunities, and support the successful closing of loans for both existing banking relationships and new client opportunities.
  • Support CMBS loan origination and underwriting by analyzing property financials, rent rolls, and cash flows; underwriting property cash flows, providing sensitivity analyses, as well as opining on loan metrics and structural requirements in accordance with CMBS standards.
  • Prepare origination and credit materials including loan applications, asset summaries, term sheets, and internal approval memos, ensuring accuracy and consistency across borrower, credit, legal, and securitization teams.
  • Coordinate transaction execution by working with originators, credit, legal counsel, third-party consultants, borrowers, and brokers to advance deals from intake through closing.
  • Support rating agency and B-buyer processes through responses to diligence inquiries and assistance addressing credit or structural feedback during securitization.
  • Maintain deal pipeline and reporting by monitoring transaction milestones, updating deal trackers, and providing timely status updates to originators and management.
  • Utilize internal systems and external data platforms (e.g., Trepp, CoStar, REIS, Bloomberg) to support CMBS underwriting, market analysis, execution, and securitization
Required Qualifications:
  • 2+ years of Business Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years Commercial Real Estate (CRE) experience, including underwriting, property analysis, cash flow modeling, valuation, and market research
Desired Qualifications:
  • Demonstrated experience across major commercial real estate asset classes, including office, retail, multifamily, industrial, self-storage, and hospitality
  • Experience in capital markets lending and securitization, including an understanding of rating agency cash-flow treatment, valuation approaches, and structural considerations
  • Strong financial modeling capabilities, with the ability to build, interpret, and stress-test complex CRE cash flow and financial models
  • Exceptional analytical skills, with high attention to detail, accuracy, and data validation
  • Strong critical-thinking and problem-solving abilities, with sound judgment in evaluating complex situations
  • Excellent collaboration and teamwork skills, with the ability to work effectively across internal and external stakeholders
  • Proficiency in Microsoft Office, including advanced Excel knowledge (finance, accounting, modeling functions, and complex formulas)
  • Excellent written and verbal communication skills, with the ability to simplify and convey complex concepts clearly
  • Experience with key CRE and securitization tools, including TREPP, Argus, CoStar, Moody's Analytics/REIS, Fitch Interactive Deal Tool
Job Expectations:
  • This position is not eligible for VISA sponsorship
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$120,000.00 - $196,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Posting End Date:
5 Jul 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Skills Required

  • 2+ years Business Client Management experience or equivalent
  • 2+ years Commercial Real Estate (CRE) experience including underwriting, property analysis, cash flow modeling, valuation, and market research
  • Ability to pass FINRA background screening and comply with ongoing regulatory requirements
  • Authorized to work without visa sponsorship (position not eligible for sponsorship)
  • Experience in capital markets lending and securitization, including rating agency and structural considerations
  • Strong financial modeling capabilities; ability to build, interpret, and stress-test complex CRE cash flow models
  • Proficiency in Microsoft Office, including advanced Excel (finance and modeling functions)
  • Experience with CRE and securitization tools (Trepp, Argus, CoStar, Moody's Analytics/REIS, Bloomberg, Fitch Interactive Deal Tool)
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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