Department: Commercial Real Estate (CRE)
Position: Relationship Manager
Reports to: Head of CRE
Supervision: None
 
Overview:
This full-time role focuses on promoting banking products to corporate clients in the commercial real estate sector while managing associated risks.
Key Responsibilities:

1. Business Development:
   • Identify and solicit targeted clients.
   • Build and maintain relationships, promoting approved banking products.
   • Assess client needs and uncover business opportunities.
   • Evaluate transactions and negotiate terms with partners.
   • Collaborate with internal teams to ensure timely service delivery.
   • Monitor portfolio performance and achieve annual targets.
2. Due Diligence and Credit Assessment:
   • Lead initial due diligence and collaborate on KYC processes.
   • Prepare credit rating applications and financial analyses.
   • Communicate with credit departments and present proposals to the approval committee.
   • Oversee the credit application process and ensure timely closings.
3. Risk Management:
   • Own and manage risks as the first line of defense.
   • Conduct loan classifications and portfolio monitoring.
   • Identify potential credit issues and work with credit teams to adjust ratings as needed.
   • Perform post-disbursement reviews and manage client risks.
4. Client Relationship Management:
   • Maintain a communication log and gather client feedback.
   • Develop plans to enhance client relationships and economic returns.
   • Coordinate client visits and ensure timely responses to their needs.
   • Propose tailored solutions to improve engagement and cross-selling.
5. Risk Management Enhancement:
   • Follow remediation plans and cooperate with teams for implementation.
   • Participate in training to enhance risk management practices and provide feedback.
6. Other Duties:
   • Adhere to company policies and compliance requirements.
   • Attend training sessions and prepare necessary reports.
   • Provide support to team members and assist with ad-hoc tasks as needed.

Qualifications:

• Bachelor’s degree in business, finance, or related fields.
• 5-7 years of experience in U.S. commercial real estate credit or marketing; credit training is beneficial.

Skills:

• Proven ability to originate across multiple product lines.
• Strong planning, delegation, and problem-solving skills.
• Proficient in MS Office (especially PowerPoint, Excel, Word).
• Excellent communication skills, detail-oriented, and a self-starter.

Compensation Range: $155,000 - $180,000
 
Morgan.Lang@TrevosePartners.com