Commercial Real Estate (CRE) Relationship Manager
Top Echelon Network (recruiter member boards)
San Francisco, CA · Posted September 13, 2026
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How AI is used in this kind of work
Among loan officers, AI is already used for some of the tasks. Measured exposure for loan officers: 19% (some).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Commercial Real Estate (CRE) Relationship Manager
Location: San Francisco, CA Job Type: Full-time
About the Role
We are seeking an experienced Commercial Real Estate (CRE) Relationship Manager to originate new commercial real estate loans, develop new business, and manage relationships with commercial property owners and investors throughout the San Francisco Bay Area.
The ideal candidate has experience in CRE lending, loan origination, business development, credit analysis, and portfolio management , along with the ability to build and maintain a strong network of clients and referral sources.
Key Responsibilities
Originate and develop new commercial real estate loan opportunities .
Build relationships with commercial property owners, investors, developers, brokers, and business owners.
Generate new business through prospecting, networking, referrals, and existing relationships.
Manage and grow a portfolio of commercial real estate clients.
Analyze borrower financial statements, cash flow, credit history, property information, and overall creditworthiness.
Evaluate CRE transactions and recommend appropriate loan structures.
Prepare and present loan requests for credit approval.
Develop additional deposits, cash management, and business banking relationships.
Cross-sell appropriate banking products and services.
Maintain accurate credit, loan, and portfolio documentation.
Partner with underwriting, credit, loan processing, and internal banking teams throughout the lending process.
Maintain strong client relationships and provide ongoing portfolio support.
Qualifications
Experience in Commercial Real Estate lending or commercial banking .
Proven track record of CRE loan origination and business development .
Strong understanding of commercial real estate credit and financial analysis.
Experience evaluating borrower financials, property cash flow, and credit risk.
Strong portfolio and relationship management skills.
Established San Francisco/Bay Area network of CRE investors, property owners, developers, brokers, or referral sources preferred.
Strong sales, communication, and negotiation skills.
Ability to independently generate and develop new business.
Ideal Candidate Background
Relevant titles may include:
CRE Relationship Manager | Commercial Real Estate Relationship Manager | CRE Loan Officer | Commercial Loan Officer | Commercial Relationship Manager | Commercial Real Estate Lender | VP Relationship Manager | VP Commercial Real Estate