Commercial Real Estate (CRE) Relationship Manager

Keystone Distinction Group; San Francisco (CA); On-site; USD 110,000 - 190,000; Full time

Job summary

Keystone Distinction Group seeks an experienced Commercial Real Estate Relationship Manager in San Francisco to originate CRE loans, develop business, and manage client relationships across the Bay Area.

The role requires expertise in CRE lending, loan origination, credit analysis, and portfolio management, with a strong network of property owners, developers, brokers, and referral sources preferred. This is a full-time, on-site position in the San Francisco market.

Qualifications

• Experience in CRE lending or commercial banking.
• Proven CRE loan origination & business development.
• Strong CRE credit & financial analysis.
• Experience evaluating borrower financials and property cash flow.
• Established SF Bay Area network of CRE investors, property owners, developers, brokers, or referral sources preferred.

Responsibilities

• Originate and develop new commercial real estate loan opportunities.
• Build relationships with commercial property owners, investors, developers, brokers, and business owners.
• Generate new business through prospecting, networking, referrals, and existing relationships.
• Manage and grow a portfolio of commercial real estate clients.
• Analyze borrower financial statements, cash flow, credit history, property information, and overall creditworthiness.
• Evaluate CRE transactions and recommend appropriate loan structures.
• Prepare and present loan requests for credit approval.
• Develop additional deposits, cash management, and business banking relationships.
• Cross-sell appropriate banking products and services.
• Maintain accurate credit, loan, and portfolio documentation.
• Partner with underwriting, credit, loan processing, and internal banking teams throughout the lending process.
• Maintain strong client relationships and provide ongoing portfolio support.

Skills

CRE lending

Loan origination

Business development

Credit analysis

Portfolio management

Relationship management

Sales

Communication

Negotiation

New business development

Job description

Commercial Real Estate (CRE) Relationship Manager

Location: San Francisco, CA
Job Type: Full-time

About the Role

We are seeking an experienced Commercial Real Estate (CRE) Relationship Manager to originate new commercial real estate loans, develop new business, and manage relationships with commercial property owners and investors throughout the San Francisco Bay Area.

The ideal candidate has experience in CRE lending, loan origination, business development, credit analysis, and portfolio management, along with the ability to build and maintain a strong network of clients and referral sources.

Key Responsibilities

• Originate and develop new commercial real estate loan opportunities.
• Build relationships with commercial property owners, investors, developers, brokers, and business owners.
• Generate new business through prospecting, networking, referrals, and existing relationships.
• Manage and grow a portfolio of commercial real estate clients.
• Analyze borrower financial statements, cash flow, credit history, property information, and overall creditworthiness.
• Evaluate CRE transactions and recommend appropriate loan structures.
• Prepare and present loan requests for credit approval.
• Develop additional deposits, cash management, and business banking relationships.
• Cross-sell appropriate banking products and services.
• Maintain accurate credit, loan, and portfolio documentation.
• Partner with underwriting, credit, loan processing, and internal banking teams throughout the lending process.
• Maintain strong client relationships and provide ongoing portfolio support.

Qualifications

• Experience in Commercial Real Estate lending or commercial banking.
• Proven track record of CRE loan origination and business development.
• Strong understanding of commercial real estate credit and financial analysis.
• Experience evaluating borrower financials, property cash flow, and credit risk.
• Strong portfolio and relationship management skills.
• Established San Francisco/Bay Area network of CRE investors, property owners, developers, brokers, or referral sources preferred.
• Strong sales, communication, and negotiation skills.
• Ability to independently generate and develop new business.

Ideal Candidate Background

Relevant titles may include:

CRE Relationship Manager | Commercial Real Estate Relationship Manager | CRE Loan Officer | Commercial Loan Officer | Commercial Relationship Manager | Commercial Real Estate Lender | VP Relationship Manager | VP Commercial Real Estate