Strategic Commercial Banking Specialist
6 days ago
Insight Global is seeking a highly skilled Relationship Manager to join its San Francisco Commercial Real Estate team, serving one of our esteemed commercial banking clients.
About the RoleThis is a full-time opportunity with the flexibility to work remotely for most of the position, with occasional visits to our San Francisco office. As a key member of our team, you will be responsible for developing and maintaining a portfolio of commercial real estate loans and depository relationships.
You will identify potential lending opportunities, cross-sell Bank products, and oversee commercial lending deals from inception to loan closing. Your duties will include underwriting new lending transaction proposals, preparing transaction proposals for approval, and presenting them to the appropriate authorities as per the Credit Policy.
You will coordinate all credit functions, including Deal Screens, Term Sheets, and CAMs, with the CRE and Credit Risk Management departments. Other responsibilities may include negotiating with borrowers, completing loan documentation, and ensuring successful loan closings.
You will also work closely with both internal and external legal counsel on new transaction documents and periodic deal amendments. The ideal candidate has a strong understanding of the San Francisco commercial real estate market and possesses a working business network/book of business to bring into this position.
Key Requirements- Bachelor's degree or equivalent work experience
- 5+ years of experience as a relationship manager for a national bank
- Strong understanding of all compliance/Patriot Act provisions, commercial credit analysis, loan underwriting process, and account analysis
- Previous experience with at least 3 of the following asset classes: office, industrial, multi-family, retail, construction, and/or land
- Experience across various asset classes including multi-family, office, retail, and industrial
- Demonstrated ability to handle commercial lending deals from inception to loan closing
- Strong Excel skills
- Excellent presentation, written/verbal communication, and analytical skills
The estimated salary range for this position is $120,000 - $180,000 annually, depending on experience.
About Insight GlobalWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
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