Overview In this role, you will originate CRE loan opportunities and grow a portfolio of commercial real estate clients in the San Francisco Bay Area. You will work closely with property owners, developers, and investors, building a strong referral network and cross-selling banking products. You will lead credit analysis and structuring discussions to support loan requests and maintain ongoing portfolio support. The position sits at the intersection of relationship management, business development, and credit judgment in a financial services context. You will shape the local CRE lending footprint by nurturing relationships and delivering tailored financing solutions.
Responsibilities- Originate and develop new CRE loan opportunities
- Build relationships with property owners, investors, developers, brokers, and business owners
- Generate new business through prospecting, networking, referrals, and existing relationships
- Manage and grow a portfolio of CRE clients
- Analyze borrower financials, cash flow, credit history, property information, and creditworthiness
- 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
- Partner with underwriting, credit, loan processing, and internal banking teams
- Maintain strong client relationships and provide ongoing portfolio support
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 and property cash flow
- Strong portfolio and relationship management skills
- Established SF Bay Area network of CRE investors, owners, developers, brokers, or referrals preferred
- Strong sales, communication, and negotiation skills
- Ability to independently generate and develop new business
- sales
- communication
- negotiation
- CRE lending
- loan origination
- credit analysis
