Relationship Manager, Real Estate Resume Samples
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Relationship Manager, Real Estate Resume Samples
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JR
J Rowe
Jacques
Rowe
9970 Berenice Ports
Los Angeles
CA
+1 (555) 527 4105
9970 Berenice Ports
Los Angeles
CA
Phone
p
+1 (555) 527 4105
Experience
Experience
Houston, TX
Commercial Real Estate Relationship Manager
Houston, TX
Gutmann-Effertz
Houston, TX
Commercial Real Estate Relationship Manager
- Develops relationship plans for prospects and customers that provide solutions for cash management and other non-lending products and services
- Develops and manages business banking relationships
- Interviews business customers and prospects describing cash management/deposits
- Advises customers, where possible, on business management and other financial matters
- Represent the bank in civic and community activities
- Perform necessary activities associated with the generation and assessment of new loans. This includes risk assessment, generating targeted returns from investments, structuring credit terms, coordinating due diligence efforts, and may be responsible for marketing
- Monitors loan repayment activities and takes necessary action to collect from past-due account
Los Angeles, CA
Citibank Berhad Kl-real Estate Relationship Manager
Los Angeles, CA
Morar-Lockman
Los Angeles, CA
Citibank Berhad Kl-real Estate Relationship Manager
- Assist in developing and implementing plans for lead generation/nurturing activities and programs
- Initiate the sales cycle by initiating relationships with our Developers/Real Estate Agencies and qualifying leads for our sales team
- Relationship Nurturing - Work with Developers/Real Estate Agencies to build long lasting relationships to increase our market presence
- Key liaison person to our Developers/Real Estate Agencies on our secured & unsecured product including end to end processes & policies
- Enterprise Level Business Development - Identify and develop high level business opportunities with Developers/Real Estate Agencies
- Lead Generation - Formulate and execute integrated, strategically-focused marketing programs for new & existing accounts with a primary mission of bringing high quality sales opportunities to our sales team
- Generating new opportunities (open doors) with Developers/Real Estate Agencies using a variety of approaches, including: research, 3rd party resources, cold calling, e-mails and events management
present
New York, NY
Senior Commercial Real Estate Relationship Manager
New York, NY
Hills Group
present
New York, NY
Senior Commercial Real Estate Relationship Manager
present
- Follow market trends and developments to increase the bank’s business in established and developing markets
- Communicate with attorneys and other third party providers to coordinate closing; service existing credits, and work out problem loans
- Participate in a formal call program to develop new loan, deposit and fee based business
- Participate in the management of the existing portfolio based on departmental objectives
- Call on potential and existing customers to develop new business and increase existing business. Clients and prospects are specific to Baltimore and the surrounding MSA
- Assist in restructuring adversely-graded loans and foreclosing problem loans, performing activities designed to preserve the loan principal, gather interest as possible and prevent the loan from being charged-off
- Assist senior representatives with special projects as necessary
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Belmont University
Bachelor’s Degree in Business
Skills
Skills
- Proven sales ability with good computer skills for recording and tracking results
- Excellent communication and interpersonal skills and ability to develop deep meaningful relationships
- Strong relationship management skills, able to develop and maintain beneficial relationships with clients
- Strong skills in writing, financial analysis, and risk assessment
- Comprehensive knowledge and understanding of real estate lending is an asset
- Knowledge of commercial real estate loan products & lending / compliance regulations
- Knowledge of underwriting guidelines, credit qualification when initiated
- Strong communication skills
- A specilizaion in Real Estate would be an asset
- 5-7 years of new business development experience in CRE lending, calling on companies with revenue size between $5MM and $50MM
4 Relationship Manager, Real Estate resume templates
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1
Commercial Real Estate Relationship Manager Resume Examples & Samples
- Developing sound and profitable business relationships
- Credit assessment
- Satisfying and exceeding customer needs and expectations as well as satisfying regulatory requirements
- Develops relationship plans for prospects and customers that provide solutions for cash management and other non-lending products and services
- Ensures adequate documentation for loans and cash management services. Reviews loan application and cash management service agreements for completeness and accuracy and submits application to appropriate departments for processing in a timely manner
- Coordinate closing with closing department, customers and attorneys. Reviews completed documents prior to loan closing for completeness and accuracy
- Develops new business by contacting prospects and customer, and by cross-selling Bank products and services that include credit, trust/investment and cash management
- Participates and provides leadership in Bank and community activities including business, charitable, civic and social organizations, increasing Bank’s visibility and enhancing new business opportunities
- Ensures that proper and accurate disclosures are provided to all applicants within required timeframes
- Advises customers, where possible, on business management and other financial matters
- Analyzes financial and related data to determine the needs of the customer for proper structuring of the Bank's products and services
- Evaluates and structures loan requests, determining appropriate documentation for Approved loans
- Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements; ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations
- Monitors loan repayment activities and takes necessary action to collect from past-due account
- Knowledge of commercial loan products & lending / compliance regulations
- Knowledge of underwriting guidelines, credit qualification when initiated
- 5-7 years of new business development experience in C&I lending calling on companies with revenue size between $5MM and $50MM
2
Commercial Real Estate Finance Relationship Manager Resume Examples & Samples
- Up to 3 years of Real Estate related experience
- Basic knowledge of marketing, credit practices, product solutions, relationship management, risk assessment
- Ability to travel up to 20%
3
Citibank Berhad Kl-real Estate Relationship Manager Resume Examples & Samples
- Enterprise Level Business Development - Identify and develop high level business opportunities with Developers/Real Estate Agencies
- Lead Generation - Formulate and execute integrated, strategically-focused marketing programs for new & existing accounts with a primary mission of bringing high quality sales opportunities to our sales team
- Relationship Nurturing - Work with Developers/Real Estate Agencies to build long lasting relationships to increase our market presence
- Bachelors degree with 5 years of work experience possess secured &/or unsecured product sales experience
- Strong understanding of credit underwriting philosophy
- Excellent communication & interpersonal skills in managing relationships
- Detailed and meticulous
- Committed with the desire to achieve goals and targets
- Willingness to travel (where necessary)
4
Senior Commercial Real Estate Relationship Manager Resume Examples & Samples
- Participate in a formal call program to develop new loan, deposit and fee based business
- Bachelor’s degree level or in lieu of a bachelor’s degree, four years relevant experience
- Seven years of commercial portfolio management experience or relevant commercial banking experience
- Working knowledge of personal computers to include MS Word, Excel and PowerPoint
5
Senior Commercial Real Estate Relationship Manager Resume Examples & Samples
- Bachelor’s degree level of education or in lieu of a bachelor’s degree, four year’s relevant experience
- Seven years of CRE commercial portfolio management or related commercial banking experience
- Current experience in a similar role as a senior level CRE Lender with a large financial institution
6
Senior Commercial Real Estate Relationship Manager Resume Examples & Samples
- Seven years of commercial real estate portfolio management or sales experience
- Strong experience and knowledge of financial analysis and credit principles
- Current experience in a similar role as a senior level Commercial real Estate Lender with a large financial institution
7
Associate Commercial Real Estate Relationship Manager Resume Examples & Samples
- Maximizes the Department's profitability through the maintenance of a high quality loan portfolio
- Follows current loans to ensure conformity with terms; maintains current and complete credit file
- Participates in a formal call program to develop new loan, deposit and fee based business
- Follows market trends and developments to increase the Bank's business in established and developing markets
- Services customers seeking routine loan and/or deposit relationships
- Manage and retain existing clients
- A minimum of two years of credit experience
- Financial analysis and knowledge of credit principals
- A minimum of two years of sales experience preferred
8
Senior Commercial Real Estate Relationship Manager Resume Examples & Samples
- Seven years of commercial real estate sales experience
- Prior credit and underwriting experience
- Prior experience selling effectively to prospects, clients, managers and peers
- Current experience in a similar role with a large financial institution
9
BAS Real Estate Relationship Manager Resume Examples & Samples
- Partner with colleagues in the BlackRock RE Group, ICB, Global Consultant Relations (GCR) and other internal stakeholders to drive new business opportunities and solve complex client issues and challenges
- Actively supporting the existing RM team’s calling efforts with clients and prospects as a RE alternatives specialist
- Partner with North American based investors to raise Private and Open-Ended Fund commitments, as well as design customized strategies focused on Real Estate
- Initiate education and sales activity with investors currently not investing in RE or considering an initial allocation
- Manage key client relationships at a senior level with RE portfolio managers
- Work with Global Consultant Relations to deepen field consultant and analyst relationships
- Ensure participation in large profitable RFPs and source non-competitive opportunities
- Experience in alternatives fundraising with an understanding of limited partnership fundraising, particularly Real Estate asset classes
- Proven capital raising background in illiquids – with the ability to drive results in an autonomous working environment and in close collaboration with colleagues across business units
- Track record of building strong client relationships (a “rolodex”) and being viewed as a “trusted advisor”
- Capacity to move easily between engaging with institutional investors, relationship managers and product managers to provide value added perspective and deliverables
- Strong communication skills- ability to clearly and concisely articulate product and platform characteristics to sophisticated institutional investors both in written work and presentations to large and small audiences
- Strong intellectual ability and interpersonal skills to establish his/her credibility with the senior leaders throughout the Firm and throughout the institutional investor community
- Collaborative and cooperative approach to a team based sales model
- Passion for the financial markets and alternatives asset class
- High ethical standards & work ethic supported by professional references
- Series 7 and 63 required. Graduate degree or CFA Preferred
10
Relationship Manager, Retail Real Estate Resume Examples & Samples
- Be a trusted and valued partner aligned with client’s business needs
- Be industry leading stewards of CIBC’s real estate
- Be streamlined, efficient and clear in service delivery
11
Senior Commercial Real Estate Relationship Manager Resume Examples & Samples
- Provide customer service to an existing customer base, attending to the needs of commercial real estate development finance clients seeking loans, prospecting, underwriting and originating new loans
- Participate in the management of the existing portfolio based on departmental objectives
- Bachelor’s degree or in lieu of a bachelor’s degree, four years of equivalent work experience
- Formal credit training or experience with credit and underwriting of commercial real estate projects
12
Senior Housing Commercial Real Estate Relationship Manager Resume Examples & Samples
- Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee
- Senior housing lending experience preferred
- Balance sheet / recourse lending experience preferred
13
Relationship Manager, Real Estate Resume Examples & Samples
- Manage a portfolio of real estate customers; and be accountable for developing and deepening the banking relationship with these customers
- Service new/existing corporate businesses with the full range of financial products and services, including cross-selling private banking, capital markets, corporate finance, treasury and cash management products
- Collaborate closely with colleagues from OCBC overseas network to pursue opportunities with network customers outside of Singapore
- Prepare credit proposals and credit reviews
- To generate revenue from existing and new relationships and be responsible for enhancing clients' relationships and servicing of clients' day-to-day needs resulting in excellent after sales customer service and support and an increase of our share of the wallet of the clients' businesses
14
Commercial Real Estate Relationship Manager Resume Examples & Samples
- Contribute to the development and profitable growth of the real estate portfolio by
- Preparing credit presentations that are concisely written and structured in accordance with Bank standards and completed in a timely fashion
- Performing due diligence in evaluating information to ensure the major issues and inherent risks that are critical to a sound credit decision have been identified and material facts verified
- Properly evaluating risk by thoroughly considering the strengths of and major issues relating to the project, the experience and worth of the proponent, and cash flow and asset cover (including alternate sources of repayment)
- Deliver a consistent customer service experience by
- Having a sound knowledge and understanding of the Borrower’s past performance and the variables that will impact on future results
- Support the business development activities of the Bank by
- Assisting the Director by researching, preparing and conducting sales calls and site visits
- Maintaining an ongoing pipeline of business, including customers and active prospects
- Displaying proper attention to training and development of self
- Strong interpersonal and communication skills. The Client Relationship Manager must be able to effectively articulate views both within the Bank and externally in the marketplace
15
Commercial Real Estate Relationship Manager Resume Examples & Samples
- A 4 year business degree with successful completion of a credit training program , MBA helpful but not required
- Excellent communication and interpersonal skills and ability to develop deep meaningful relationships
- Proven sales ability with good computer skills for recording and tracking results
16
Commercial Real Estate Relationship Manager Resume Examples & Samples
- Broaden and deepen relationships with existing clients and win new clients in line with the Real Estate strategy with due regard for Balance Sheet, Risk Weighted Assets (RWA) and returns on Risk Weighted Assets (RoRWA) thereby contributing effectively to the Annual Operating Plan (AOP)
- Liaise and work with other areas and segments of the bank to ensure the best possible experience and outcomes for clients, employees and the Bank
- Ensure timely and accurate maintenance of customer information on bank systems, including HORIS, Client Vision, RERT and other systems as required
- Monitor the client portfolio regularly to ensure that the return is commensurate with the risk profile of the client. Take timely and proactive corrective action to mitigate potential losses
- Be actively involved in the professional community by regular meetings with intermediaries and professionals in line with the Real Estate Banking Centre external profile plan
- Maintain satisfactory reports with regard to the business processes & controls from Internal and External Audit & UK Regulators and Real Estate Governance and risk reviews
- Ensure the consistent application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks
17
Relationship Manager Commercial Real Estate Resume Examples & Samples
- Required Skills
- Successful track record of prospecting new business and developing client relationships
- Commercial Real Estate credit, underwriting and negotiating experience
- Knowledge of current market, geography and conditions
- Understanding of industry and clients
- Active member/participation in local community or industry organization
18
Commercial Real Estate Relationship Manager Resume Examples & Samples
- Maintain active business development effort through prospect calling, referral source motivation and community involvement. Timely recording of sales and approve credits. Present credit offerings to senior management and be able to respond knowledgeably and confidently to management
- Responsible for establishing and maintaining relationships with sources of loan demand. Prepare recommendations for structuring loans based on specific customer requirements
- Prepare necessary documentation to support the loan transaction process to include loan origination, structuring and execution of large, complex transactions
- Perform necessary activities associated with the generation and assessment of new loans. This includes risk assessment, generating targeted returns from investments, structuring credit terms, coordinating due diligence efforts, and may be responsible for marketing
- Act as the primary contact representing the organization in key client relationships
19
Commercial Real Estate Relationship Manager Resume Examples & Samples
- Responsible for establishing and maintaining relationships with sources of loan demand
- Prepare recommendations for structuring loans based on specific customer requirements
- Perform necessary activities associated with the generation and assessment of new loans, includes risk assessment, generating targeted returns from investments, structuring credit terms, coordinating due diligence efforts, and may be responsible for marketing
- A 4 year business degree with successful completion of a credit training program ,MBA helpful but not required
- REIT experience strongly preferred
20
Commercial Real Estate Relationship Admin Office Manager Resume Examples & Samples
- Manage a team of 8-10 loan administrators based in two Northeast offices totaling 200+ facilities and over $18B in commitments
- Deliver world class client service through commercial loan administration support
- Approve monetary transactions, including but not limited to construction loans, remittance instructions and interest payments
- Direct interaction and collaboration with Client Management and Credit Products teams, Credit Risk Management, borrower, legal counsel, construction consultants, co-lenders, and title companies
- Proactively monitor portfolio for past due, maturity, document or collateral exceptions
- Effectively manage multiple and competing priorities in a time sensitive environment
- Actively participate in national projects and transformation initiatives
- Strong interpersonal and communication skills, the ability to articulate goals, objectives, policies and procedures
- Proven track record in transforming the business, influencing change and driving operational excellence within area of responsibility
- Strong attention to detail and problem resolution skills
- Ability to effectively handle multiple priorities
- Proficient in using bank’s tools and software
- Strong track record in driving Employee Engagement and Diversity & Inclusion within area of responsibility
- Commercial real estate and/or construction experience desired
