Sr. Relationship Manager (Commercial Real Estate)

Experience:

Senior Level

Salary:

$130,000 - $210,000 per year

Essential Duties

Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross‑selling financial solutions.

Generate and manage a pipeline of commercial real estate loans.

Support client retention and sales initiatives by delivering exceptional service.

Actively solicit new deposit and loan relationships via networking, community involvement, cross‑selling and business development activities.

Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers.

Provide detailed explanations of different types of loans and credit options available to customers by analyzing applicants' financial information, credit worthiness, and property to determine feasibility of granting loans.

Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed.

Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation.

Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and updating all credit loan files and loan agreements with current financial information to ensure that they are complete and accurate according to policy.

Actively manage a credit portfolio to ensure compliance with bank, regulatory and credit requirements by reviewing and updating all credit loan files and loan agreements to ensure that they are complete and accurate according to policy.

Qualifications

Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required.

A minimum of 10-15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management.

Company Overview
We are a well‑established California bank that has been in operation for over 100 years.

Benefits

Strong benefits (M, D, V, and 401k)

Multiple Metric bonuses

Profit sharing contribution

Flexible work environment

Annual Bonus

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