Relationship Manager, Real Estate Job Description

Relationship Manager, Real Estate Job Description

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Relationship manager, real estate provides effective account management and safeguard the Bank’s assets and liabilities by acquiring and maintaining a sound knowledge of the Bank’s policies and procedures.

Relationship Manager, Real Estate Duties & Responsibilities

To write an effective relationship manager, real estate job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship manager, real estate job description templates that you can modify and use.

Sample responsibilities for this position include:

Growing an awareness of local market and general economic conditions
Satisfying and exceeding customer needs and expectations satisfying regulatory requirements
Partner with client coverage teams to understand which JPMC suppliers are clients of the bank and partner coverage teams to coordinate around activities that impact these companies (leverage good things and mitigate negative ones)
Partner with both sourcing and client coverage to help drive holistic decision making around sourcing deals that optimize to both the cost and delivery management objectives of JPMC client relationship
Develop processes and governance in partnership with sourcing and LOBs that ensure the maximum value is delivered by these third party relationships including service delivery, risk management, performance management, cost savings and revenue protection / creation
Work closely with the internal resources such as Corporate Real Estate Project Manager, finance, Enterprise Infrastructure resources, facilities management, other RMs on the team other LOB reps
Maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth
Managing assigned risk assets portfolio in line with bank's standards of quality and profitability
Ensuring that the quality of the credit portfolio is maintained, by reviewing proposals, identifying and assessing all risk inherent in credit exposures
Contribute to the development and profitable growth of the real estate portfolio by developing new and expanding assigned relationships with developers/owners/managers/operators whose primary focus is on real estate development (construction) and/or income property asset ownership

Relationship Manager, Real Estate Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Relationship Manager, Real Estate

Typically a job would require a certain level of education.

Employers hiring for the relationship manager, real estate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Accounting, Real Estate, Economics, Education, Management, MBA, Business/Administration, Marketing

Skills for Relationship Manager, Real Estate

Desired skills for relationship manager, real estate include:

Bank’s policies and procedures
Bank’s products and services
Banking products
Cash management
Investment banking
Bank’s human resources policies and procedures
Commercial Mortgage products and services
Credit adjudication and the Bank’s lending policies and procedures regarding the underwriting of Commercial Mortgages
Current economic conditions and political events
Deposit and treasury products

Desired experience for relationship manager, real estate includes:

Ensure high
Bringing life to our passion for #TDProudPremises and #TDEverBetterPlaces
Take an active role in building/maintaining our team's culture—we love what we do, we're awesome at it (seriously awesome) and we're committed to having fun while we're doing it!
Four year bachelor degree is a requirement—specialization in geography (e.g., urban planning) would be an asset
A graduate degree would be considered an asset, but not a requirement
Fluency in French, while not a requirement, would be an asset

Relationship Manager, Real Estate Examples

1

Relationship Manager, Real Estate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of relationship manager, real estate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship manager, real estate
  • Ensures timely submission of RFP responses, pitches, credit memos & supervision reports meeting of deal execution timelines
  • Evaluate and assess additional exposure to new relationships existing relationships
  • Participates in strategic decisions regarding changing facilities, space and furnishings
  • Perform necessary activities associated with the generation and assessment of new loans
  • Specifically targeting professionals that specialize in office, industrial, retail and housing product types
  • Offering a strong suite of credit and non-credit cross-sale products specifically designed for our real estate clients
  • Ensure portfolio strategy and real estate assets are aligned for optimal business use (20%)
  • Manage initiatives and recommendations through corporate approvals (20%) Communication of CRE value with key business leaders and partners
  • Evaluation of business demand for real estate uses
  • Identification of opportunities to add corporate value via real estate assets and solutions
Qualifications for relationship manager, real estate
  • Attain pre determined annual financial goal objectives that include new business and fee income
  • University degree in Business or Commerce
  • Bachelors Degree with approximately 10 years' relevant experience
  • Possess in-depth understanding and knowledge of local Real Estate industry
  • Experience in supervisory role will be an advantage
  • University graduate, major in either Banking, Finance or Accounting is preferred
2

Relationship Manager, Real Estate Job Description

Job Description Example
Our company is looking for a relationship manager, real estate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship manager, real estate
  • Preparation and presentation of business cases to the governance and executive committees as required
  • Will typically lead client meetings, but will be accompanied by Regional Manager and/or more senior RMs
  • Focus on the achievement of new business goals, as determined by their Regional Manager and Division Manager
  • Develop and call on a qualified list of prospects and referral sources with result oriented goals
  • Will work on complex Regional REI accounts and may work in collaboration of Regional Manager in the structuring of credit actions
  • Ongoing business activity with existing client base with continued origination of new commercial real estate loans and obtaining “share of wallet” through cross-selling bank products
  • Demonstrate the ability to initiate, advance and close new commercial real estate loan business opportunities in an efficient manner
  • Responsible for cross-selling a wide range of bank products and services to both existing clients and prospects, including products from capital markets (swap), treasury, syndications, private wealth, CMBS, and DUS lending platforms
  • Financial responsibilities include increasing annual NOI of existing portfolio, originating well-structured commercial real estate debt, contributing towards region's annual new business goals of cross sell initiatives
  • Must meet minimum financial capacity metrics and real estate investment strategy as set by Credit Administration, Regional Manager, and Division Manager
Qualifications for relationship manager, real estate
  • Experience in real estate lending preferred
  • University degree plus 3 – 5 yrs
  • Bachelor’s degree strongly preferred and minimum 15 years equivalent work experience
  • Requires 10 years of Commercial Real Estate Relationship Management and performance management experience with ability to manage and grow significant customer portfolio
  • Being the central point of contactfor your clients
  • Must have 3 to 5 years experience in Commercial Lending or equivalent
3

Relationship Manager, Real Estate Job Description

Job Description Example
Our growing company is looking for a relationship manager, real estate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship manager, real estate
  • Proactively review account analysis statements on a monthly basis to identify pricing inconsistencies, billing errors, opportunities to convert paper based solutions to electronic, and protect the client’s from fraud
  • Support senior bankers in their relationship responsibilities including interaction with current and prospective clients
  • Preparing written material including proposals, client materials, and associated supporting analyses
  • Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction
  • Provide expert service with a high sense of urgency in the coordination between the coverage team of bankers and the Debt Products Organization to ensure alignment with our mission of delivering the whole bank to the client with speed, certainty, and creativity
  • Complete special projects related to sales performance, profitability, emerging risk concerns, and regulatory reporting
  • Support the Global Strategy Manager in development of organizational vision and strategic direction
  • Develop portfolio strategies for their respective Business Partners (BP)
  • Own the strategic relationship with the lines of business
  • Maintain Strategy Tracker updates for their respective portfolios
Qualifications for relationship manager, real estate
  • University degree with minimum of 4 years credit and marketing experience with corporate customers
  • Must demonstrate aptitude and ability to be conversant in all aspects of helping to develop customized solutions for meeting the strategic priorities and evolving financial needs of our clients
  • Must exhibit excellent communication skills and executive presence
  • Ability to understand and interpret the principles of accounting, credit and finance
  • Appropriate licensing (Series 7, 63 – will assist with licensing in role if necessary)
  • Formal credit training or 2 - 3 years lending experience
4

Relationship Manager, Real Estate Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of relationship manager, real estate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship manager, real estate
  • Understand and communicate the GREF processes and objectives to the BP
  • Attend and participate in CRM meetings
  • Subject matter expert in Real Estate
  • Provide inputs on location/site selection as also colocation/consolidation strategies
  • Assist Implementation teams in action plan development for site locations and consolidations
  • Continually keep abreast of market and industry trends, economics and legal parameters
  • Conduct regular meetings with the BPs to understand and update related strategies
  • Coordinate with other CRMs on development of portfolio strategies
  • Develop high level costs and payback analysis for site level strategies
  • Follow Strategy Development Process
Qualifications for relationship manager, real estate
  • Must have excellent verbal and written skills interpersonal and organizational skills
  • Customer- Partners with LOB Leadership to gain a thorough understanding of business drivers and strategic objectives and develops a strategy, vision and continuous improvement initiatives to advance the partnership
  • Interface with all levels of Market leadership and Retail Strategy and Transformation for guidance on store renovation, relocation and denovo, based on available data and market trends and objectives
  • Gains trust and credibility within the LOB leadership community and leverages internal and external support to deliver recognized value to constituents
  • Manages clients' expectations for service delivery, strategic alignment and overall employee experience
  • Employee & Team – Provides leadership to the overall delivery team and assumes ownership of program deliverable on behalf of clients
5

Relationship Manager, Real Estate Job Description

Job Description Example
Our company is looking for a relationship manager, real estate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship manager, real estate
  • Support new pursuits process
  • Work with GREF regional managers to support BP global portfolio
  • Provide evaluation and feedback to our outsourced partners relating to systems, processes, and data integrity
  • Ongoing Credit Risk Management through routine monitoring of the loan portfolio
  • Ensure proper risk rating of portfolio at all times
  • You will have the opportunity to be on the forefront of creating solutions by prospecting with
  • Establish and manage key relationships across designated Business Line, serving as a Customer Relationship Manager – understanding business objectives and proactively developing impactful real estate solutions
  • Serve as a strategic consultant and primary contact for real estate planning, and financial management of designated portfolio
  • Develop portfolio plan for assigned business, and lead rhythm of the business cadence
  • Analyze opportunities for portfolio improvement, and present compelling business cases in a timely manner to achieve agreed upon objectives – professionally guiding business leaders through real estate decisions
Qualifications for relationship manager, real estate
  • Operates in an environment of continuous improvement making recommendations to peers and partners to improve service delivery and strategic alignment
  • Coordinates project management activities and customer interface with ERE MPM
  • Community – Effectively manage Bank reputation risk by operating with the highest ethical standards in all matters related to the communities in which the Bank operates
  • Responsible for implementing strategic initiatives
  • Leverage expertise in resolving intra-party real estate issues
  • Position supports Metro NY and Metro PA/NJ

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