Relationship Manager
Core
Develop, manage, and expand relationships with middle-market and commercial real estate clients while evaluating and approving commercial real estate loan applications.
Role type
Senior IC commercial real estate relationship manager
Builds
Commercial real estate loan portfolios and business relationships
Domain
Commercial banking / Real estate finance
Required skills
Commercial real estate lending, portfolio management, credit analysis, loan structuring (permanent, construction, bridge), financial feasibility analysis, negotiation, sales, regulatory compliance
Preferred skills
Treasury, FX, and derivative products knowledge, cross-selling bank products
Technologies
N/A
Responsibilities
Develop and maintain strong relationships with middle-market and commercial real estate clients; Achieve assigned business goals and production targets; Negotiate loan terms and conditions with borrowers; Source qualified referrals from existing clients, investors, and professional networks; Cross-sell bank products and services to deepen client relationships; Manage and administer existing loan portfolios and customer relationships; Collect and analyze business, financial, and credit information; Evaluate the financial feasibility of CRE transactions and prepare greenlight memos for credit committee review; Collaborate with retail banking partners to strengthen internal relationships; Identify and analyze potential loan markets to develop new business opportunities; Advise management on external factors that may affect lending policies; Recommend and help implement updates to established policies and procedures; Represent the Bank at marketing events, community functions, and industry activities
Seniority
Senior, hands-on IC