Bus Relationship Mgr II

Desert Financial Credit Union; Phoenix (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

Desert Financial Credit Union in Phoenix is seeking a Business Relationship Manager II to grow CRE loan relationships, with a focus on ground-up construction projects. You will serve as the primary contact for borrowers throughout the loan process and coordinate cross-functionally with Lending, Compliance and Operations.

The role requires a Bachelor's degree and 5+ years in CRE lending, plus strong business development, credit analysis, and CRM proficiency.

Qualifications

• Bachelor's degree required.
• 5+ years of commercial real estate lending experience.
• Strong business development and relationship-building skills.
• Knowledge of commercial lending regulations and credit analysis.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent communication and presentation abilities.
• Proficiency with MS Office and CRM tools.

Responsibilities

• Develop CRE loan pipeline with emphasis on construction and ground-up projects.
• Manage portfolio of CRE loans, ensuring timely processing and documentation.
• Build and maintain relationships with borrowers, partners, and referral networks.
• Stay informed on market conditions, lending practices, and regulatory changes.
• Coordinate with internal teams to ensure compliant loan closing and funding.

Skills

Business development

Relationship marketing

Communication skills

Portfolio management

CRM tools

MS Office

Education

Bachelor's degree in Business or related field

Tools

CRM software

Microsoft Office

Job description

The Business Relationship Manager II is responsible for developing new commercial real estate (CRE) business relationships, with an emphasis on ground-up construction and other complex CRE lending opportunities, while maintaining and growing existing business member relationships. This role actively builds referral networks, identifies new lending opportunities, and serves as the primary point of contact for borrowers throughout the loan process. The Business Relationship Manager II also manages an individual portfolio of CRE loans, ensuring a high level of credit quality, compliance, and member satisfaction.

What you will do here:

• Business Development & Relationship Growth — Develop a consistent CRE loan application pipeline, with a heavy emphasis on CRE construction and ground-up development deals. Network and expand the referral base through daily sales calls, community involvement, and participation in business and industry events. Proactively identify new CRE borrowers and initiate relationships with prospective business members seeking CRE lending solutions.
• Portfolio & Loan Management — Manage an individual portfolio of loan applications and active loans to ensure timely processing, accurate documentation, and consistent communication. Provide necessary financial information and documentation to support portfolio monitoring and exception management. Ensure adherence to regulatory requirements, credit policy, and quality control standards.
• Relationship Management & Communication — Build and maintain strong relationships and consistent communication with internal and external partners throughout all phases of the loan and account opening process. Maintain consistent and transparent communication with management and key stakeholders regarding prospect status, new business opportunities, and referral activity. Acquire, manage and retain a high-quality, profitable loan portfolio.
• Product and Market Expertise — Maintain expert knowledge of business products, services, and documentation requirements, including business loans, deposits, and treasury management solutions. Develop and stay current on market and industry conditions, construction lending practices and trends, and regulatory changes through ongoing education and industry engagement.
• Perform other job-related duties as assigned.

What you will need:

• Bachelor's degree in Business or related field; or equivalent combination of education and/or experience required.
• 5+ years of Commercial Real Estate Lending experience required.
• Be highly driven with strong business development and relationship marketing skills; ability to identify new CRE opportunities, develop and execute effective sales plans, and build lasting member relationships required.
• Have in-depth knowledge of commercial lending regulations, credit structure, and financial analysis practices, with the ability to evaluate credit risk, identify trends, and ensure compliance with policies and documentation standards required.
• Demonstrated ability to work independently and manage multiple priorities in a fast-paced, high-volume lending environment; highly organized with strong task prioritization skills and the ability to meet strict deadlines with accuracy and attention to detail required.
• Demonstrates outstanding communication and relationship-building skills, effectively delivering information and presentations with clarity and professionalism across diverse audiences required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and the ability to quickly learn and apply new financial systems and CRM tools required.
• AZ Driver License required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.