Role: CRE Relationship
Location: San Francisco, CA
Employment Type: Full Time | On-Site
Important Note – Please Read Before Applying
Local candidates preferred
Must be authorized to work in the U.S. without current or future sponsorship
Must have relevant U.S. construction industry experience
Position Overview
We are seeking an experienced Commercial Real Estate Relationship Manager to develop new business, manage client relationships, and grow a portfolio of commercial real estate loans. This position combines loan origination, relationship management, financial analysis, deposit generation, and portfolio oversight.
The ideal candidate has a strong background in commercial real estate lending, credit analysis, and business development.
Key Responsibilities
Originate and manage commercial real estate lending opportunities
Develop relationships with commercial real estate investors, property owners, developers, and business clients
Generate new loans, deposits, cash-management services, and other banking revenue
Identify prospective clients through networking, referrals, market research, and direct outreach
Analyze borrower financial statements, credit history, cash flow, collateral, and property evaluations
Review rent rolls, operating statements, appraisals, and other relevant property documentation
Evaluate loan feasibility and recommend appropriate financing structures
Prepare loan presentations and credit packages for underwriting and loan committee approval
Manage loan opportunities from initial client contact through approval and closing
Maintain complete and accurate credit files, loan documents, and relationship records
Monitor existing loan relationships and address account or service-related concerns
Cross-sell relevant banking products, including deposit accounts, cash-management services, business credit cards, and letters of credit
Partner with credit, underwriting, processing, and other internal teams
Monitor portfolio performance and ensure compliance with lending policies and regulatory requirements
Maintain consistent communication with clients and provide a high level of service
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration, Real Estate, or a related field preferred
Direct experience in commercial real estate lending or relationship management
Demonstrated success originating commercial real estate loans and developing new business
Experience managing commercial loan relationships and portfolios
Strong knowledge of commercial credit, underwriting, loan structuring, and risk assessment
Ability to analyze financial statements, cash flow, property performance, and borrower creditworthiness
Proven sales, negotiation, networking, and client-development skills
Experience generating deposits and additional banking relationships
Strong written and verbal communication skills
Ability to manage multiple loan opportunities and priorities
Knowledge of applicable banking regulations, credit policies, and lending procedures
Established professional network within the San Francisco Bay Area is preferred
Supervisory Responsibility
This position does not have direct supervisory responsibilities.
Apply Today
Please mention the same subject line: CRE Relationship Manager – SF Bay area while applying. Agencies DO NOT send us emails***
To express interest, email your resume and availability to: Neha Dhaliwal at neha@rizenetwork.net
Suggested Call Times: Monday–Friday: 12:00 PM –4:00 PM (PST) Please mention your preferred time to call when submitting your resume.
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