Bus Relationship Mgr II

Exciting • Phoenix, AZ

6d

About The Position

The Business Relationship Manager II develops new commercial real estate (CRE) business relationships, with an emphasis on ground-up construction and other complex CRE lending opportunities, while maintaining and growing existing business member relationships. The role builds referral networks, identifies lending opportunities, and serves as the primary point of contact for borrowers throughout the loan process. It also manages an individual portfolio of CRE loans, supporting credit quality, compliance, and member satisfaction.

The position develops a CRE loan application pipeline, manages loan applications and active loans, and builds effective relationships with internal and external partners. It requires expertise in business products, services, documentation, construction lending practices, and market conditions. Other job-related duties may be assigned.

Requirements

• Bachelor's degree in Business or a related field, or an equivalent combination of education and/or experience.
• At least 5 years of Commercial Real Estate Lending experience.
• Strong business development and relationship management skills, including identifying CRE opportunities, developing and executing sales plans, and building lasting member relationships.
• In-depth knowledge of commercial lending regulations, credit structure, and financial analysis practices, including the ability to evaluate credit risk, identify trends, and ensure compliance with policies and documentation standards.
• Ability to work independently and manage multiple priorities in a fast-paced, high-volume lending environment.
• Strong organization, task prioritization, and deadline management skills, with accuracy and attention to detail.
• Outstanding communication and relationship-building skills, including presenting information clearly and professionally to diverse audiences.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) and ability to learn and use financial systems and CRM tools.
• Arizona driver's license required.

Responsibilities

• Develop a consistent CRE loan application pipeline, emphasizing CRE construction and ground-up development deals.
• Expand the referral base through sales calls, community involvement, and participation in business and industry events.
• Identify prospective CRE borrowers and initiate relationships with business members seeking lending solutions.
• Manage an individual portfolio of loan applications and active loans, ensuring timely processing, accurate documentation, and consistent communication.
• Provide financial information and documentation to support portfolio monitoring and exception management.
• Ensure adherence to regulatory requirements, credit policy, and quality control standards.
• Build and maintain relationships and communicate with internal and external partners throughout loan and account opening processes.
• Communicate prospect status, new business opportunities, and referral activity to management and key stakeholders.
• Acquire, manage, and retain a high-quality, profitable loan portfolio.
• Maintain knowledge of business products, services, and documentation requirements, including business loans, deposits, and treasury management solutions.
• Keep current on market and industry conditions, construction lending practices and trends, and regulatory changes through ongoing education and industry engagement.
• Perform other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level