Senior Relationship Manager, Income Property Group
Core
Trusted Advisor providing comprehensive financial advice and capital market solutions to commercial real estate owners, investors, and developers.
Role type
Senior Relationship Manager (Commercial Real Estate Finance)
Builds
Interim and permanent credit facilities, syndications, private equity, subordinated debt, and other capital market products for CRE clients.
Domain
Commercial Real Estate Finance / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Complex scenario evaluation, risk/opportunity balancing, data trend interpretation, KYC compliance, financial product knowledge, client partnership cultivation, talent recruitment support, mortgage regulatory understanding, service portfolio innovation.
Preferred skills
Accounting/finance degree, 7+ years real estate finance experience, business development/asset quality balance, team collaboration, community engagement.
Technologies
PC/laptop, communication tools, financial data systems.
Responsibilities
Develop holistic client understanding and craft value-added financial strategies; structure and lead credit/non-credit product delivery with sound risk management; proactively manage portfolio profitability and asset quality; partner with internal teams to cross-sell and solve obstacles; execute focused strategies for client retention and growth; coach and mentor team members.
Seniority
Senior, hands-on IC with mentorship responsibilities.