Commercial Real Estate (CRE) Relationship Manager

Univest; Pittsburgh (Allegheny County); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan with employer match

PTO 25 days annually

Short Term Disability

11 paid holidays

Commissions quarterly

Life insurance

Tuition reimbursement

Employee wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest in Pittsburgh is seeking a CRE Relationship Manager to grow and manage a commercial real estate portfolio across western Pennsylvania. You will serve as the primary relationship owner, delivering trusted guidance and coordinating solutions with bank partners.

You’ll develop new client relationships, cross-sell deposits and treasury management, and structure credit terms for construction, bridge, and permanent financing while managing risk and ensuring regulatory compliance.

Qualifications

• 3-5 years of commercial banking with CRE lending experience.
• Expertise in CRE lending including construction, bridge, and permanent financing.
• Proven ability to generate and grow client relationships and cross-sell bank solutions.
• Bachelor’s degree in finance, accounting or business; CRE financial analysis training preferred.

Responsibilities

• Develop and grow a CRE loan portfolio across construction, bridge, and permanent loans.
• Act as primary CRE relationship owner delivering financial guidance and coordinating solutions.
• Generate new clients through targeted outreach and referrals.
• Cross-sell deposits, treasury management, and Univest solutions.
• Monitor portfolio risk, loan grading, and renewals; ensure compliance.

Skills

Commercial banking experience

Credit judgment

Business development

Cross-selling

Salesforce

ncino

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

ncino

Job description

Overview

At Univest, we’re committed to building lasting relationships, supporting our communities, and helping customers achieve their financial goals. We’re looking for an experienced CRE Relationship Manager to grow meaningful commercial real estate relationships throughout the Western PA market. If you’re ready to make an impact with a company that values people, purpose, and community, we invite you to apply today.

Responsibilities

• Develop, manage, and grow a commercial real estate portfolio focused on construction, bridge, and permanent loans while executing a clear plan for relationship expansion and profitability.
• Serve as the primary relationship owner for CRE clients by delivering trusted financial guidance, anticipating client needs, and coordinating solutions across the bank.
• Generate new prospects and convert new clients through targeted calling, market visibility, referral development, and active participation in business and community organizations.
• Expand relationship profitability by cross-selling compensating deposit balances, treasury management services, and other Univest solutions in partnership with internal business lines.
• Understand each customer’s business model, real estate strategy, borrowing needs, repayment capacity, and long-term plans in order to structure appropriate credit solutions.
• Structure, negotiate, and recommend credit terms within loan policy, including interest rate, repayment structure, collateral requirements, covenant expectations, and risk-adjusted pricing.
• Prepare initial analysis, deal screens and term sheets. Submit loan requests for underwriting, approval, and presentation while ensuring complete, accurate, and timely credit information.
• Actively manage portfolio risk through ongoing monitoring, loan grading, timely renewal activity, exception management, and early identification of credit concerns.
• Maintain accountability for compliance with applicable laws, regulations, bank policies, and the Univest Code of Conduct.
• Perform other duties as assigned.

Qualifications

• 3-5 years commercial banking experience with strong credit judgment, business development discipline, and demonstrated ability to grow and manage a profitable commercial real estate portfolio.
• Required expertise in commercial real estate lending, including construction, bridge, and permanent financing, with the ability to evaluate project feasibility, borrower capacity, repayment sources, collateral, and risk-adjusted pricing.
• Demonstrated success generating new client relationships, expanding existing relationships, and cross-selling deposits, treasury management, and other bank solutions.
• Strong portfolio management capabilities, including loan grading, covenant monitoring, exception resolution, credit presentation, and proactive risk identification.
• Bachelor’s degree in finance, accounting, business, or equivalent related experience required; formal commercial real estate financial analysis training preferred.
• Strong executive presence, communication skills, community engagement, and ability to partner across credit, treasury management, retail, wealth, and other business partners.
• Proficiency with current banking technology, Microsoft Office applications, financial spreading tools, CRM systems (Salesforce), and credit workflow platforms (ncino).

Wage Range

The salary for this position starts at $100,000+.

Benefits Overview

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 25 days annually
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.