Manager

• Track, coordinate and handle the timely ordering, receipt, review, delivery and approval of third-party reports, including appraisals, environmental reports, surveys, title commitments, searches, flood certificates, engineering reports, and seismic reports, involving the closing manager, transaction managers, producers and analysts when necessary.
• Become familiar with, and support the establishment and maintenance of a database for, contacts and closing requirements of various lenders.
• Obtain, review and coordinate lender approval of insurance carried by the borrower.
• Prepare estoppels, SNDAs, and lease abstracts; review estoppels against the borrower's rent roll.
• Schedule and coordinate closing calls; draft and/or manage closing checklists to ensure all closing requirements are timely met as a condition to funding.
• Obtain all lender required due diligence from the borrower.
• Review lender required due diligence for accuracy and to identify and resolve potential issues prior to transmittal to lender.
• Prepare and transmit statement of Bellwether and third-party fees to the title company and borrower for closing, and review settlement statement for accuracy.
• Maintain organized and accurate closing and due diligence files, and upload to central document management system in a timely and organized fashion.
• Take such other actions as necessary or desirable to ensure loans close, and to ensure a seamless transition to loan set-up and servicing.
• Assist with special projects on an as needed basis.

Transaction Manager – Closing, Commercial Real Estate

Affiliate Manager

• Co-own business outcomes as an embedded partner focused on the initial stages of the deal lifecycle, including lead generation, prospecting, and pipeline development with accountability for technology-driven improvements in conversion rates and origination efficiency.
• Collaborate with originators, analysts, and marketing to identify friction points in sourcing and qualifying deals while evaluating AI-powered prospecting and lead qualification tools.
• Shape and prioritize technology capabilities that improve CRM utilization, outreach automation, and data quality for prospecting with focus on measurable improvements in lead conversion and originator productivity.
• Work closely with Production and Marketing teams to align goals, metrics, and user needs ensuring technology investments directly support origination volume and quality targets.
• Track usage and adoption of origination-focused tools and support training and change management with systematic measurement of user engagement and business impact.
• Research and evaluate AI-powered tools for lead scoring, prospect research, and automated outreach to enhance origination effectiveness.
• Partner with data teams to establish origination analytics and predictive modeling capabilities for improved pipeline management.
• Support citizen development initiatives within origination teams, enabling business users to create automation solutions within governance frameworks.
• Complete comprehensive mapping of current lead-to-opportunity workflow and identify top 2-3 inefficiencies or gaps in the origination process with quantified impact analysis and improvement recommendations.
• Launch prioritized backlog of enhancements to CRM, marketing automation, or contact data tools with clear timeline, success metrics, and stakeholder engagement plan.
• Partner with Marketing to pilot or improve outreach and prospecting tools that support originator productivity with measurable results in lead quality and conversion rates.
• Define comprehensive success metrics for lead quality, outreach performance, and CRM engagement with baseline establishment and monthly tracking dashboard.
• Conduct structured originator feedback sessions and align quick wins with broader Production goals through stakeholder interviews and priority mapping.
• Establish and document standardized intake and prioritization process for incoming technology requests from originators with clear criteria and response timelines.
• Research and recommend AI-powered origination tools including lead scoring, prospect intelligence, and automated outreach platforms with business case analysis.
• Establish origination technology adoption metrics tracking tool usage, user satisfaction, and business impact with quarterly business reviews.

Senior Business Partner

• Perform ongoing asset management and surveillance activities to monitor ownership and management performance and the physical integrity of the property(s) selected as collateral for the loan(s)
• Review and analysis of property operating statements
• Review of property inspections
• Monitor payment of Real Estate Taxes and Insurance
• ensure prompt payment of said items are being escrowed by BWE
• Monitor Borrower’s compliance with the Loan Documents
• Advise Senior Management of any perceived risks and/or issues within the assigned portfolio
• Act as the main point of contact and manage company relationships with all internal and external clients within an assigned portfolio
• Provide excellent customer service to all stakeholders by responding promptly and accurately to questions and information requests
• Promote and participate in an established team atmosphere

Asset Manager

Security Engineer

• Define and execute the enterprise security strategy in alignment with organizational goals, risk appetite, and BWE's AI-native transformation initiatives.
• Oversee and continuously assess BWE's cybersecurity posture, including threat detection, incident response, and risk management while preparing security frameworks for AI tool deployment and citizen development initiatives.
• Lead security governance efforts, including policy development, training, and compliance with regulatory and contractual standards (e.g., SOC 2, GLBA) while establishing frameworks for AI governance and responsible technology deployment.
• Collaborate with IT, legal, operations, and business leaders to identify and mitigate security risks across systems, data, vendors, and emerging AI technologies.
• Evaluate and manage third-party tools, security services, and vendor relationships including AI platform security assessments and vendor risk management.
• Serve as the executive point of contact for security audits, incidents, and client inquiries while ensuring transparent communication about security posture and AI-related risk management.
• Monitor emerging threats and security trends, particularly AI-related security risks; recommend improvements to technology and process safeguards.
• Lead internal incident response planning, tabletop exercises, and post-incident analysis with particular focus on AI-related security scenarios.
• Partner with AI leadership to establish AI security governance frameworks including data protection, model security, and algorithmic transparency requirements.
• Establish security standards and oversight for citizen development initiatives, ensuring business-user-created automation meets security and compliance requirements.
• Lead, coach, and develop security team members while building capabilities in AI security, cloud security, and modern threat detection.
• Drive security culture transformation across the organization, moving from compliance-focused to risk-intelligent security practices that enable business innovation.
• Near-Term Deliverables: Conduct comprehensive security posture assessment including current capabilities, gaps, and transformation requirements with prioritized remediation roadmap aligned to BWE's strategic initiatives.
• Develop AI security governance framework addressing model security, data protection, prompt injection prevention, and AI vendor risk management with implementation timeline.
• Establish security metrics dashboard tracking key indicators (incident response times, vulnerability remediation rates, compliance scores, training completion) with executive reporting cadence.
• Create citizen development security guidelines and governance framework ensuring business-user automation meets security standards without hindering innovation.
• Research and recommend AI-powered security tools for threat detection, incident response, and security monitoring with cost-benefit analysis and implementation roadmaps.
• Lead tabletop exercises focused on AI-related security scenarios including data breaches, model manipulation, and vendor service disruptions.
• Establish a vendor security assessment framework specifically addressing AI platform providers and their security, privacy, and compliance capabilities.
• Complete advanced security training in AI security, zero trust architecture, or cloud security frameworks with demonstrated competency and application to BWE's environment.
• Partner with business leadership to create a security awareness program that builds security culture while enabling AI adoption and digital transformation.
• Develop security incident response procedures specifically for AI-related incidents including model failures, data exposure, and algorithmic bias detection.

Transaction Manager – Closing, Commercial Real Estate

Senior Business Partner

Asset Manager

Director, IT Security