Overview As a CRE Relationship Manager in San Francisco, you will originate and grow CRE loan opportunities while deepening client relationships with property owners, developers, and investors. You will work with cross-functional partners to structure loans, assess credit risk, and manage a client portfolio, contributing to the bank's CRE lending growth. Expect to leverage a broad Bay Area network to source business and cross-sell banking services. This role offers impact through portfolio development and strategic client partnerships in a dynamic market.
Responsibilities- Originate and develop CRE loan opportunities
- Build and maintain relationships with property owners, investors, developers, brokers, and business owners
- Generate new business via prospecting, networking, referrals, and existing relationships
- Manage and grow a CRE client portfolio
- Analyze borrower financials, cash flow, credit history, and property information
- Evaluate CRE transactions and recommend loan structures
- Prepare and present loan requests for credit approval
- Develop deposits, cash management, and business banking relationships
- Cross-sell banking products and services
- Maintain accurate credit, loan, and portfolio documentation
- Collaborate with underwriting, credit, loan processing, and internal teams throughout the lending process
- Provide ongoing portfolio support and maintain strong client relationships
Key requirements- Experience in CRE lending or commercial banking
- Proven CRE loan origination and business development track record
- Strong understanding of CRE credit and financial analysis
- Experience evaluating borrower financials, cash flow, and credit risk
- Strong portfolio and relationship management skills
- Established SF Bay Area network of CRE investors, owners, developers, brokers, or referral sources preferred
- Strong sales, communication, and negotiation skills
- Ability to independently generate and develop new business
- strong communication
- negotiation
- relationship management
- CRE lending
- financial statement analysis
- cash flow analysis
