Relationship Manager Team Lead – CRE Originations

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Oversee commercial loan relationships that vary in complexity.

• Guide and support CRE Relationship Managers in negotiating and structuring transactions.

• Cultivate new business opportunities and relationships with companies, sponsors, developers, and enterprises.

• Drive deal flow and implement a collaborative approach to relationship management.

• Facilitate teamwork with product specialists, portfolio managers, and operational support experts.

• Supervise the origination, negotiation, structuring, pricing, underwriting, and closing processes of loans.

• Assess portfolio quality and ensure adherence to relevant laws, regulations, and guidelines.

• Build and sustain relationships to foster direct deal flow.

• Manage the approval and closing processes of new deals to enhance assets and revenues while maximizing profitability.

• Provide orientation, mentorship, training, and assistance to Relationship Managers.

• Lead the resolution of escalated issues and offer support for complex or high-risk deals.

• Oversee team workload and ensure production quality.

• Engage with sponsors and borrowers to brainstorm and explore opportunities for relationship expansion.

• Collaborate with management to formulate action plans and achieve organizational goals.

• Track production and revenue while forecasting results for management review.

• Monitor portfolio credit quality through financial statement collection and compliance reporting.

• Manage the bank's risk exposure to acceptable limits.

• Stay informed on industry trends and market conditions impacting assigned relationships and borrowers.

• Exercise independent judgment and discretion in decision-making.

• Analyze and resolve issues effectively.

• Carry out talent management responsibilities, including hiring, performance evaluations, staff development, disciplinary measures, and succession planning.

• Undertake special projects and additional duties as necessary.

• Complete mandatory compliance training and uphold adherence to applicable laws and regulations.

⛳️ Requirements

• Bachelor's Degree (4 years or equivalent) in business, finance, or a related discipline.

• 15+ years of experience in commercial lending.

• 5+ years of experience in Commercial Real Estate Lending Relationship Management and/or commercial lending sales.

• In-depth knowledge of commercial lending credit, underwriting, and loan structuring.

• Advanced analytical skills for financial and cash flow assessments.

• Highly developed negotiation capabilities.

• Exceptional verbal and written communication skills.

• Strong organizational skills with the ability to manage competing demands and deadlines.

• Proficiency in Microsoft Office applications, including Word and Excel.

• Capability to mentor and lead a team effectively.

• Ability to establish and maintain productive stakeholder relationships.

• Some travel may be necessary.

• Moderate physical exertion and stamina required, including standing, sitting, walking, driving, or occasional lifting.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Comprehensive leave program.

• Variable incentives, bonuses, commissions, or other awards may be included in total compensation.