Real Estate Sr. Relationship Manager

Irvine, CA 92602 | Direct Hire

Post Date: 07/21/18 Job ID: 18011002-FS Industry or Function: Banking Compensation: $110,000 to $140,000

JOB #: 18011002-FS

KEY WORDS: Banking, Commercial, Credit, Sales, Portfolio

Establishes and maintains profitable, quality commercial real estate loan and deposit relationships to businesses and professionals in accordance with Bank policy, including any workout of loans required. Obtains appointments with prospects, evaluates the financial needs of the prospects and clients, obtains Bank approval to provide recommended products and services to specific prospects and clients, and coordinates tasks associated with assigned groups of business customers. Provides exemplary service to ensure customer satisfaction.

Job Duties:
• Develops commercial real estate loan relationships and enhances existing customer relationships.
• Makes quality prospect calls and customer retention calls each month to middle-market companies in the local service area.
• Obtains necessary information for preliminary underwriting purposes.
• Develops new business and referral sources.
• Assists the branch banking system with real estate loan requests.
• Manages all workout credits or disposition of REO assigned.
• Provides support to branch and business center inquiries on new real estate construction lending opportunities including prospect identification and risk assessment, project cost analysis, loan structuring and covenant guidance.
• Participate in marketing calls with branch personnel and credit pre-screen process;
• Manages the credit analysis process related to new loan requests, enhancements and renewals through the service provided by the Portfolio Bankers.
• Monitors and manages the quality and profitability of assigned relationships.
• Manages an assigned real estate portfolio to insure documentation and agreements are current, payments and disbursements are current, financial data is current, all modifications to the existing loan are completed and any other related items associated with managing the account.
• Perform other duties as assigned.

Salary Range:
• $110,000 to $140,000

• Comprehensive Benefit Package

Job Requirements:
• Minimum of ten years of Commercial Banking experience.
• Commercial, Construction and Investor Real Estate experience.
• Strong Business Development skills.
• Ability to manage and monitor a portfolio of commercial clients.
• Excellent Credit skills.
• Excellent verbal and written communication skills.

Educational Requirements:
Bachelor’s Degree in Business Administration or Finance



Michael Wilson
Director of Commercial Banking

I joined the TriStaff Group in November 2014 as the new Division Director of Banking when I relocated back to San Diego from Ontario, CA. I was hired to promote and expand the new Banking Division at TriStaff Group. Before joining the TriStaff team, I spent 10 years as Vice President, Talent Acquisition Manager for Citizens Business Bank in Ontario, CA, where I was responsible for all recruitment efforts of the bank. My Team and I focus on recruiting top-talent primarily in the Commercial Banking space for banks throughout California and nationwide. We specialize in placing Relationship Managers, Business Development Officers, Portfolio Managers, Business Bankers, Commercial Underwriters, Credit Analysts, Compliance & Risk Officers, Operations Managers, Regional Managers, Center Managers and Executive level professionals. We have placed many candidates with some of the top-rated banks in California and the nation. I’m excited to have the opportunity to build a Banking Division at TriStaff Group and to further promote the excellent reputation that TriStaff Group has in the market-place. I enjoy partnering with my clients to find top-talent to assist them in achieving their company goals, as well as helping a candidate enhance their career. I’m passionate about recruiting and building long-term relationships with clients and candidates. I was raised in Chula Vista where I attended Chula Vista High, Southwestern Junior College and San Diego State University. No matter where I have lived, I have always remained a loyal fan of the Chargers, Padres and Aztecs. I enjoy following the local sports teams, football, collecting sports memorabilia & art, gardening, traveling and enjoying the company of my pets.
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