CRE Relationship Manager IV

This role is centered on driving revenue growth through expanding client relationships and increasing overall share of wallet. The Senior Relationship Manager acts as the primary point of contact, leading transactions from initial prospecting through closing while delivering tailored financial solutions that align with client needs.

Key Responsibilities

Drive loan origination, deposit growth, and cross‑selling of banking products and services

Build and maintain a strong pipeline through networking, referrals, and centers of influence

Deepen existing client relationships by proactively identifying financial opportunities

Structure, negotiate, and execute complex CRE transactions, including construction, bridge, and permanent financing

Partner with legal counsel on loan documentation and term sheets

Present transactions to Loan Committee and senior leadership

Maintain portfolio quality through ongoing credit monitoring, covenant compliance, and risk assessment

Review appraisals, environmental reports, and financial analyses to ensure policy and regulatory compliance

Collaborate across departments to drive efficient deal execution

Support capital markets activities, including loan syndications and participations

Mentor junior team members and contribute to team development

Ensure compliance with BSA, AML, OFAC, and all regulatory requirements

Qualifications

Bachelor’s degree required; MBA or MS in Real Estate Finance/Investment preferred

10+ years of CRE banking experience, including credit structuring and portfolio management

Strong expertise in real estate underwriting, financial analysis, and credit risk assessment

Proven ability to originate and close complex transactions

Experience with hedging instruments and capital markets strategies preferred

NMLS registration required (or willingness to obtain prior to hire)

Strong communication, leadership, and relationship‑building skills

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