Trey Frank
Assistant Vice President - Commercial Real Estate @Bmo Commercial Bank
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WORK HISTORY
Assistant Vice President - Commercial Real Estate @Bmo Commercial Bank
Chicago, IL, US
Underwrite first-lien loan opportunities across multiple CRE asset classes including multifamily, student housing, industrial, mixed-use, life science, and build-to-rent developments.•Perform in-depth financial analysis, including modeling multiple performance and downside scenarios to assess risk and return.•Evaluate asset-level business plans, leasing strategies, and capital initiatives to assess execution risk and alignment with underwriting assumptions.•Collaborate with senior management and sponsors to evaluate credit opportunities, prepare loan committee deal screens, assist in legal documentation negotiations, and conduct site visits.•Serve as primary point of contact for sponsors and relationship managers on asset performance and portfolio strategy.•Partner with sponsors to monitor operating performance, leasing velocity, and capital execution relative to approved business plans.•Conduct valuation updates to support portfolio management and credit decision-making.
EDUCATION
Universitat Pompeu Fabra
Business
University of Illinois Urbana-Champaign
Bachelor's degree, Consumer Economics and Finance
ABOUT TREY FRANK
Assistant Vice President in Commercial Real Estate Portfolio Management with experience overseeing diversified CRE portfolios and evaluating asset-level performance across market cycles.Currently responsible for portfolio monitoring, credit and covenant compliance, and review of asset-level business plans, leasing strategies, and capital initiatives across multifamily, student housing, industrial, life sciences, and build-to-rent properties. Partner closely with sponsors, relationship managers, and internal credit teams to identify risks, preserve value, and support long-term asset performance.Background includes underwriting, conducting credit approvals, and ongoing asset surveillance, with a focus on disciplined analysis, sound judgment, and clear communication. Particularly interested in roles with deeper involvement in asset strategy, execution, and value creation.
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