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Senior Relationship Manager, Income Property Group

Newport Beach, CA💼 Full-time💰 $116,000–$116,000🗓 2026-07-28 → 2026-09-26

Core

Trusted Advisor for commercial real estate owners, investors, and developers, providing comprehensive financial advice and solutions to meet their objectives.

Role type

Senior Relationship Manager (Commercial Real Estate)

Builds

Interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance.

Domain

Commercial Real Estate Finance / Banking

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

Financial strategy, portfolio management, risk assessment, credit structuring, business development, client relationship management, cross-functional partnership.

Preferred skills

Real estate finance experience, team leadership, coaching and mentoring, regulatory compliance knowledge.

Technologies

PC/laptop, banking software platforms.

Responsibilities

Develop holistic understanding of client business and strategy; structure and lead credit and non-credit product delivery; proactively manage portfolio to maximize profitability and ensure asset quality; partner with Credit, Product Partners, and Servicing to identify cross-sell opportunities; develop strategies for retaining, growing, and acquiring client relationships; coach and mentor team members.

Seniority

Senior, hands-on IC with mentorship responsibilities.

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