CRE Relationship Manager III

Socket.dev; New York (NY); On-site; USD 219,000 - 250,000; Full time

Job summary

Capital One is seeking a CRE Relationship Manager III in Jericho, NY. The role focuses on developing and servicing client relationships in the NY regional market, driving portfolio growth through new lending and deposits, and cross-selling existing relationships.

You will manage end-to-end deal execution, from origination and pre-screen analysis to structuring, negotiation, and closing, while collaborating with underwriting, asset management, and credit risk teams.

Qualifications

• Bachelor’s degree in Finance or Economics required.
• At least 5 years of experience in commercial real estate lending.
• Strong collaboration and communication skills.
• Proficiency in Argus or real estate software.
• Advanced Excel/Google Sheets skills.
• 6+ years CRE lending experience preferred.
• Experience with first mortgage, structured and note facilities, and unsecured loans.

Responsibilities

• Identify and engage CRE prospects using Salesforce.com and external databases.
• Build and extend long-term client relationships with customized solutions.
• Maintain knowledge of CRE products, deal structures, and market trends.
• Collaborate with underwriting, risk, and treasury to execute deals end-to-end.
• Partner with internal teams to deliver integrated client experiences.

Skills

Strong collaboration skills

Written and verbal communication

Relationship management

Business development

Sales and negotiation

CRE lending experience

Education

Bachelor’s degree in Finance or Economics

Bachelor’s degree or military experience

Tools

Argus

Excel/Google Sheets

Job description

CRE Relationship Manager III

This position is for a Relationship Manager III in Commercial Real Estate Lending, focused on developing and servicing client relationships in the NY Regional market.

The Relationship Manager III is responsible for driving portfolio growth through the origination of new commercial lending and deposit clients, as well as the strategic expansion and cross-selling of existing relationships. This high-impact sales and business development role encompasses end-to-end deal execution—from targeted marketing, pre-screen financial analysis, and structuring/negotiation to formal transaction presentation. Additionally, the position involves running pricing/return risk models, developing internal credit memos, managing an active sales pipeline, and collaborating closely with underwriting, asset management, and credit risk teams to expand the bank’s footprint.

Responsibilities:

• Business Development & Client Acquisition: Identify and engage high-value commercial real estate (CRE) prospects using Salesforce.com and external databases; actively participate in industry networking activities to drive origination growth aligned with CRE budget and asset/liability objectives.
• Relationship Management & Cross-Selling: Build, extend, and sustain long-term client relationships by delivering customized product and service solutions, continually seeking opportunities to deepen overall portfolio business.
• Market Expertise & Competitive Intelligence: Maintain advanced knowledge of CRE products, deal structuring options, and market trends, while continuously monitoring competitor offerings, pricing, and market dynamics.
• End-to-End Deal Execution:Collaborate with internal partners throughout the deal approval, sizing, underwriting, and closing phases to manage client expectations and ensure smooth execution.
• Cross-Functional Collaboration: Partner seamlessly with Underwriting, Risk, Commercial Client Services, and Treasury Management to deliver an exceptional, integrated client experience.

Basic Qualifications:

• Bachelor’s degree or military experience
• At least 5 years of experience in commercial real estate lending

Preferred Qualifications:

• Bachelor’s degree in Finance or Economics
• Possession of strong collaboration skills
• Possession of strong written and verbal communication skills
• Proficiency in Argus or other real estate-specific software platforms
• Advanced proficiency in Microsoft Excel or Google Sheets
• At least 6 years of experience in commercial real estate lending
• Production or origination experience with first mortgage secured, structured, note on note, subscription facilities and unsecured loans

***At this time, Capital One will not sponsor a new applicant for employment authorization for this position.***

Jericho, NY: $219,000 - $249,900 for CRE Relationship Manager III

New York, NY: $219,000 - $249,900 for CRE Relationship Manager III

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at [e-mail]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to [e-mail]

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).