CRE Relationship Manager

About This Role

Manage and grow commercial real estate loan relationships within a financial institution. Develop new deposits and services revenue, analyze financial data, and ensure compliance with lending policies for business and commercial real estate clients.

Responsibilities

• Assist lending team in all facets of growing and managing the bank's commercial real estate loans
• Develop new and additional deposits, cash management and bank services revenue
• Work with clients to resolve account or service-related problems
• Maintain ongoing visibility with client base
• Call and visit target customers to promote and sell establishment products and services
• Promote and cross-sell other establishment products and services as appropriate
• Acquire and grow profitable account relationships with moderately complex business customers and commercial real estate investors/owners
• Accurately analyze borrowers’ financial status, credit and property evaluations, and other relevant financial information
• Prepare loan presentations with the assistance of loan processors to Loan Committee for approval
• Review and update credit and loan files and loan agreements to ensure completeness and accuracy
• Partner with Bank team members and business lines to deliver exemplary customer service
• Generate and screen leads following establishment policies and procedures to attain new business relationships

Requirements

• Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
• Knowledge of business and management principles
• Knowledge of principles and processes for providing customer and personal services
• Ability to communicate information and ideas effectively
• Demonstrated sales experience
• Negotiation skills
• Business development skills
• Portfolio management skills
• Accounting and/or financial acumen

Qualifications

• Bachelor Degree/Master’s Degree or equivalent