Job Title: CRE Relationship Manager
Department: Commercial Real Estate Banking
Reports to: Director / SVP, CRE Banking
Status: ☒ Exempt • Non-Exempt
The CRE Relationship Manager is responsible for developing and managing a portfolio of commercial real estate clients, delivering tailored banking solutions, and driving new business growth. This role serves as the primary point of contact for clients, building long-term relationships while partnering with credit, underwriting, and operations teams to structure and close transactions aligned with the Bank's risk appetite.
Work DetailsSchedule: Monday - Friday, 8:30 AM - 5:30 PM
Work Location: ☒ Onsite • Hybrid • Remote
Travel: Limited local travel for client meetings and business development
What You'll Do:- Develop, manage, and expand a portfolio of CRE clients, including investors, developers, and owner-operators
- Proactively source new business opportunities through networking, referrals, and market outreach
- Structure and recommend CRE loan transactions, including construction, bridge, and permanent financing
- Partner with Credit and Underwriting to prepare and present loan packages and obtain approvals
- Maintain strong knowledge of market trends, property types, and competitive landscape
- Monitor portfolio performance, identify risk, and take proactive steps to mitigate credit exposure
- Deepen client relationships by cross-selling treasury, deposit, and other banking solutions
- Ensure compliance with internal policies, regulatory requirements, and risk management standards
- Represent the Bank at industry events and maintain a visible presence in the CRE community
What We're Looking For(Required)- Bachelor's degree in Finance, Business, Real Estate, or related field
- 5+ years of experience in commercial real estate lending or banking
- Strong understanding of CRE underwriting, financial analysis, and credit structuring
- Proven track record of business development and portfolio growth
- Excellent relationship management and communication skills
- Knowledge of loan documentation, risk assessment, and regulatory compliance
(Nice to Have)- Advanced degree (MBA or related)
- Existing book of CRE business or strong market network
- Experience with construction and value-add financing
- Familiarity with Southern California CRE market dynamics
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Team Culture: Collaborative, entrepreneurial environment with strong leadership support
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Growth Opportunities: Clear path for career progression and portfolio expansion
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Benefits or Perks: Competitive compensation, incentive opportunities, and comprehensive benefits package
Posting Location(s):• Irvine, CA
• Additional Southern California markets (as applicable)
Compensation:Target base salary range: $150,000 - $190,000 annually, plus performance-based incentive compensation.
Physical Demands:In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
• Sedentary: Limited activity, no lifting, limited walking
• Moderate: Mostly standing, walking, bending, frequent lifting
☒Light: Office work, some lifting, bending, stooping or kneeling, walking
• Arduous: Heavy lifting, bending, crawling, climbing
If you want, I can tailor this further for a
specific market (e.g., Utah vs. SoCal) or adjust for a
junior vs. senior RM leveling-just let me know.
Pay Range: $150,000 - $190,000 per year
