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Commercial Real Estate (CRE) Relationship Manager
All, Finance
San Francisco, CA
Location: San Francisco, CA | Schedule: Full-time, on-site
Overview
A commercial banking institution is seeking an experienced Commercial Real Estate (CRE) Relationship Manager to originate new commercial real estate loans, develop new business, and manage relationships with commercial property owners and investors throughout the San Francisco Bay Area. The ideal candidate brings experience in CRE lending, loan origination, business development, credit analysis, and portfolio management, and this role is central to growing the bank's CRE lending portfolio and expanding its presence among property owners, investors, and developers in the region.
What you'll do
- 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 through strong portfolio management
- Analyze borrower financial statements, cash flow, credit history, property information, and overall creditworthiness as part of ongoing credit analysis
- 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
Required qualifications
- Experience in Commercial Real Estate lending or commercial banking
- Proven track record of CRE loan origination and business development
- Strong understanding of commercial real estate credit analysis and financial analysis
- Experience evaluating borrower financials, property cash flow, and credit risk
- Strong portfolio management and relationship management skills
- Strong sales, communication, and negotiation skills
- Ability to independently generate and develop new business
Preferred qualifications
- Established San Francisco/Bay Area network of CRE investors, property owners, developers, brokers, or referral sources preferred
Why this role
This position offers the opportunity to originate and manage a commercial real estate loan portfolio while building lasting relationships with property owners, investors, and developers throughout the San Francisco Bay Area.
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