Relationship Manager, Real Estate Job Description
Relationship Manager, Real Estate Duties & Responsibilities
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Sample responsibilities for this position include:
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:
Desired experience for relationship manager, real estate includes:
Relationship Manager, Real Estate Examples
Relationship Manager, Real Estate Job Description
- 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
- 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
Relationship Manager, Real Estate Job Description
- 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
- 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
Relationship Manager, Real Estate Job Description
- 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
- 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
Relationship Manager, Real Estate Job Description
- 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
- 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
Relationship Manager, Real Estate Job Description
- 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
- 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