Direct-hire search, Princeton, NJ
Open roles Wealth management and banking

Commercial Real Estate (CRE) Relationship Manager

San Francisco, CA, onsite, $85k to $130k

Field
Wealth management and banking
Location
San Francisco, CA
Work model
Onsite
Level
Manager
Pay
$85k to $130k

What you would own

  • Originate and develop new commercial real estate loan opportunities.
  • Build relationships with commercial property owners, investors, developers, brokers, and business owners.
  • Generate new business through prospecting, networking, referrals, and existing relationships.
  • Manage and grow a portfolio of commercial real estate clients.
  • Analyze borrower financial statements, cash flow, credit history, property information, and overall creditworthiness.
  • Evaluate CRE transactions and recommend appropriate loan structures.
  • Prepare and present loan requests for credit approval.
  • Develop additional deposits, cash management, and business banking relationships.
  • Cross-sell appropriate banking products and services.
  • Maintain accurate credit, loan, and portfolio documentation.
  • Partner with underwriting, credit, loan processing, and internal banking teams throughout the lending process.
  • Maintain strong client relationships and provide ongoing portfolio support.

Everything above is the hiring company’s own words, with the company name taken out. The name, the team, and the interview steps come with the first conversation.

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