CRE Relationship Manager

Northwest; Fishers (IN); On-site; USD 85,000 - 120,000; Full time

Job summary

Northwest is seeking a CRE Relationship Manager in Fishers, IN to serve as a trusted advisor and manage a diverse portfolio of commercial clients. You will cultivate relationships, cross-sell across product lines, and collaborate with credit and portfolio teams to ensure strong credit quality and client satisfaction.

The role emphasizes community engagement, meeting budgeted goals, and leveraging COIs to grow Northwest’s commercial banking footprint in the region.

Qualifications

• Bachelor’s degree in business, Accounting, Finance, Economics, or Marketing.
• 6–8 years CRE relationship management experience.
• Experience consistently delivering strong sales performance.
• Extensive knowledge of commercial real estate lending, loan servicing, credit and non-credit products.
• Strong negotiating skills in terms, loan structure and pricing.

Responsibilities

• Develop and expand commercial banking relationships and Centers of Influence.
• Prospect actively to bring in new relationships to Northwest.
• Engage with product partners for cross-selling opportunities.
• Achieve and exceed budget goals as assigned.
• Participate in community and professional networking events.
• Maintain an ongoing prospect list with a set calling/meeting schedule.
• Manage a commercial loan portfolio and present loan recommendations.
• Coordinate with credit and portfolio teams for annual reviews and renewals.
• Ensure appropriate treasury management and related services for non-credit clients.
• Analyze financial statements to assess client risk with Portfolio Management.
• Complete loan closings with Portfolio Management.
• Ensure all credit files contain up-to-date financial statements and agency reports.
• Participate in ongoing sales, product and credit training.
• Ensure compliance with Northwest policies, procedures and regulations.

Skills

Sales performance

Verbal communication

Written communication

Interpersonal skills

Negotiation

Risk management

Multitasking

Team collaboration

Education

Bachelor’s degree in business, Accounting, Finance, Economics, or Marketing

Tools

Microsoft Office

Job description

IN0534 Fishers Job Description

The CRE Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE Relationship Manager is also responsible for managing a portfolio of relationships, ensuring exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.

• Develop and expand existing commercial banking relationships, and meaningful “Centers of Influence” relationships
• Prospect actively and successfully bring in new relationships to Northwest
• Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships
• Achieve and exceed budget goals as assigned individually and by region
• Actively participate in community and professional networking events
• Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs
• Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest
• Manage a commercial loan portfolio of clients
• Make loan presentations and recommendations to credit, team leaders, and senior line-of-business managers as required
• Partner with credit and portfolio management to ensure annual reviews and line-of-credit renewals are completed on a timely basis
• Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate
• As required, collect on delinquent accounts
• Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
• Complete loan closings in partnership with Portfolio Management
• Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management
• Participate in continued sales, product and credit training
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment

• Bachelor’s degree in business, Accounting, Finance, Economics, or Marketing
• 6-8 years of CRE relationship management experience
• Experience consistently delivering strong sales performance
• Extensive comprehensive knowledge and understanding of commercial real estate lending, loan servicing, credit and non-credit products
• Strong negotiating skills in terms, loan structure and pricing
• Knowledge and understanding of risk management
• Excellent verbal, written, and interpersonal communication skills
• Ability to multitask and effectively prioritize responsibilities

#LI-EK1

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. At Northwest, we’re here for what’s next. Whether we’re finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That’s why, whether you’re interested in a corporate role or something customer-facling, your talent and voice matter. Here, you belong.

Working at Northwest, you’ll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.