CRE Relationship Manager: Portfolio & Loan Solutions

Trustmark Bank; Houston (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Trustmark Bank in Houston seeks an experienced commercial lending professional to manage loan portfolios, prepare loan packages, conduct property inspections, and develop client relationships. The role involves risk analysis, pricing decisions, and coordination with Audit and OCC as needed.

The position emphasizes business development, cross-selling, and providing exceptional customer service to existing clients to grow profitable lending opportunities.

Qualifications

• , Bachelor's degree or equivalent in business/finance; consulting with bank policies and external regulations.
• Minimum of three years proven commercial lending/credit experience or equivalent.
• Experience with real estate/commercial lending risk analysis.
• Developed understanding of lending and credit approval process and policies.
• Practical working knowledge of sales principles.
• Detailed knowledge of credit analysis practice and procedure.
• Familiarity with products and services offered by financial institutions.
• Effective oral and written communication skills.
• Excellent interpersonal skills.
• Decision making and persuasive abilities.
• Proven ability to build relationships.

Responsibilities

• Determine data requirements for loan packages and portfolio management decisions.
• Make loan pricing decisions within credit authority.
• Identify potential prospects for expanded services and cross-sell opportunities.
• Conduct project analysis, loan underwriting, risk analysis and packaging.
• Support senior management with credit approvals and recommendations.
• Engage in business development calls to gain new loan production.
• Provide high-level customer service to deepen client relationships.
• Maintain community relations to increase bank visibility and new business.

Skills

Commercial lending

Relationship management

Credit analysis

Negotiation

Sales

Education

Bachelor’s degree in business/finance

Job description

Trustmark Bank in Houston seeks an experienced commercial lending professional to manage loan portfolios, prepare loan packages, conduct property inspections, and develop client relationships. The role involves risk analysis, pricing decisions, and coordination with Audit and OCC as needed.

The position emphasizes business development, cross-selling, and providing exceptional customer service to existing clients to grow profitable lending opportunities.