Sr. Relationship Manager

LeoForce; Costa Mesa (CA); On-site; USD 130,000 - 210,000; Full time

Benefits offered by this job

Strong benefits (M,D,V, and 401k)

Metric bonuses

Profit sharing contribution

Flexible work environment

Annual Bonus

Job summary

LeoForce is seeking a Sr. Relationship Manager in California to lead commercial and CRE client portfolios, drive business development, and manage loan pipelines. You will advise on credit options, review financials, and maintain strong client relationships while ensuring regulatory compliance.

The role emphasizes delivering excellent service, cross-selling financial solutions, and contributing to client retention with strategic networking and community involvement.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required.
• 10–15 years of experience in field with emphasis on customer service, sales and credit portfolio management

Responsibilities

• Build and manage a portfolio of commercial/CRE clients through business development and cross-selling financial solutions.
• Generate and manage a pipeline of commercial real estate loans.
• Support client retention and sales initiatives by delivering exceptional service.
• Solicit new deposit and loan relationships via networking and community involvement.
• Review credit worthiness and financial information to determine loan feasibility.
• Ensure compliance with bank policy and regulatory requirements in loan files.

Skills

Relationship management

Sales

Customer service

Business development

Credit portfolio management

Education

Bachelor’s degree in Business, Accounting, Finance

Job description

Sr. Relationship Manager

Job Description

Experience: Senior Level

Salary: $130,000 - $210,000 per year

Essential Duties

• Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions
• Generate and manage a pipeline of commercial real estate loans
• Support client retention and sales initiatives by delivering exceptional service
• Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
• Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers
• Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans
• Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed
• Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
• Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete an accurate according to policy
• Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy.
• Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required
• A minimum of 10 -15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management

A bit about us:

We are a well-established California bank that has been in operation for over 100 years

Why join us?

• Strong benefits (M,D,V, and 401k)
• Multiple Metric bonuses
• Profit sharing contribution
• Flexible work environment
• Annual Bonus