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CRE Senior Relationship Manager

Type:

Perm Position-Salary Bonus and Benefits

Requirement ID:

1710

Location:

San Francisco/Hybrid

Apply To:

Diane Katz

diane.katz@primesoftinc.com

561-573-1581

Type:

Perm Position-Salary Bonus and Benefits

Location:

San Francisco/Hybrid

Requirement ID:

1710

Setup:

Apply to:

Diane Katz

diane.katz@primesoftinc.com

561-573-1581

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

Bachelor's degree or equivalent experience
Minimum 10 + years of experience in commercial real estate lending/management
Core competency in all compliance/Patriot Act provisions
In-depth knowledge of commercial credit analysis, loan underwriting and account analysis
Formal Bank Credit Training preferred
Excellent presentation skills
Excellent verbal/written communication, interpersonal and supervisory skills
Strong analytical skills

CRE Senior Relationship Manager

Purpose of Position

Essential Job Functions

Knowledge, Skills and Experience Requirements

Apply for this job