CRE Senior Relationship Manager


Perm Position-Salary Bonus and Benefits


San Francisco/Hybrid

Requirement ID:



Apply to:

Diane Katz




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Purpose of Position

An exciting position is now available at one of our Financial Clients. They are seeking a CRE Senior Relationship Manager to develop, grow and manage a portfolio of commercial real estate customer relationships. This role will also direct, administer and coordinate loan origination, management, and marketing efforts of customer accounts.

Essential Job Functions

  • Develop and maintain a portfolio of commercial real estate loans and depository relationships
  • Identify potential lending opportunities and cross-sell Bank products including significant prospect calling to solicit new customers
  • Underwrite individually and/or with dedicated Underwriter/Analyst new lending transaction proposals, including all required financial and customer analysis
  • Prepare transaction proposals for approval and present to the appropriate approval authorities per the Credit Policy
  • Coordinate all credit functions (Deal Screens, Term Sheets, CAM's, etc.) with CRE and Credit Risk Management department
  • Negotiate with borrowers, complete loan documentation and bring about successful loan closings
  • Work with both Bank internal and external legal counsel on new transaction documents as well as periodic deal amendments
  • Manage a portfolio of account relationships to profitability
  • Document all communication with borrower and maintain all correspondence in the Bank's credit file
  • Represent the Bank at industry conventions and customer sponsored events to promote the Bank's image
  • Perform other duties as directed

Knowledge, Skills and Experience Requirements

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