Relationship Manager
Insight Global
Job Description
Insight Global is hiring a Relationship Manager to join the San Francisco Commercial Real Estate team of one of our commercial banking clients. This is a full-time opportunity taking place remote for the majority of the position (with occasional visits to the San Francisco office).
In this role, you will be responsible for developing and maintaining a portfolio of commercial real estate loans and depository relationships. You will identify potential lending opportunities and cross-sell Bank products. Your duties will include underwriting new lending transaction proposals and will oversee commercial lending deals from inception to loan closing. You will prepare transaction proposals for approval and present them to the appropriate authorities as per the Credit Policy.
You will coordinate all credit functions (including: Deal Screens, Term Sheets, and CAMs) with the CRE and Credit Risk Management departments. Other responsibilities may include: negotiating with borrowers, completing loan documentation, and ensuring successful loan closings will be key aspects of your role. You will also work with both internal and external legal counsel on new transaction documents and periodic deal amendments. The ideal candidate has a strong understanding of the San Francisco commercial real estate market and has a working business network/book of business to bring with them into this position.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
- Bachelor's degree or equivalent work experience
- 5+ years of experience originating CRE (commercial real estate) business at institutions greater than $8Billion in total assets
- Strong understanding of the following: all compliance/Patriot Act provisions, commercial credit analysis, loan underwriting process, and account analysis
- Experience across various asset classes including: multi-family, office, retail, industrial and more
- Demonstrated ability to handle commercial lending deals from inception to loan closing
- Strong Excel Skills
- Excellent presentation, written/verbal communication and analytical skills
- Previous experience working and generating business independently - Experience with Construction or Land asset classes
- 7+ years of experience as a relationship manager for a national bank null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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