CRE Relationship Manager

Sunwest Bank•Irvine, CA

1d•Onsite

About The Position

The CRE Relationship Manager is responsible for developing and managing a portfolio of commercial real estate clients, delivering tailored banking solutions, and driving new business growth. This role serves as the primary point of contact for clients, building long-term relationships while partnering with credit, underwriting, and operations teams to structure and close transactions aligned with the Bank’s risk appetite.

Requirements

Bachelor’s degree in Finance, Business, Real Estate, or related field
5+ years of experience in commercial real estate lending or banking
Strong understanding of CRE underwriting, financial analysis, and credit structuring
Proven track record of business development and portfolio growth
Excellent relationship management and communication skills
Knowledge of loan documentation, risk assessment, and regulatory compliance

Nice To Haves

Advanced degree (MBA or related)
Existing book of CRE business or strong market network
Experience with construction and value-add financing
Familiarity with Southern California CRE market dynamics

Responsibilities

Develop, manage, and expand a portfolio of CRE clients, including investors, developers, and owner-operators
Proactively source new business opportunities through networking, referrals, and market outreach
Structure and recommend CRE loan transactions, including construction, bridge, and permanent financing
Partner with Credit and Underwriting to prepare and present loan packages and obtain approvals
Maintain strong knowledge of market trends, property types, and competitive landscape
Monitor portfolio performance, identify risk, and take proactive steps to mitigate credit exposure
Deepen client relationships by cross-selling treasury, deposit, and other banking solutions
Ensure compliance with internal policies, regulatory requirements, and risk management standards
Represent the Bank at industry events and maintain a visible presence in the CRE community