Sr. Relationship Manager (CRE)

Jobot · Costa Mesa, CA · 5 days ago

HybridBusiness Development$130k–$210k/yrFull-time

Job Details

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
Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
Avoid compliance issues by reviewing and updating all credit loan files and loan agreements with current financial information to ensure they are complete and accurate according to policy
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 they are complete and accurate according to policy

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

A bit about us:

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

Job Details

Salary: $130,000 - $210,000 per year

Job Details

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