Real Estate Portfolio Manager/Relationship Manager
Occupations:
Loan OfficersReal Estate Sales AgentsReal Estate BrokersProperty, Real Estate, and Community Association ManagersLoan Interviewers and ClerksIndustries:
Activities Related to Real EstateOffices of Real Estate Agents and BrokersLessors of Real EstateOther Financial Investment ActivitiesEmployment ServicesThe Relationship Manager (RM) is responsible for the coordination between sales, underwriting and Operations teams to help turn leads into actionable opportunities, beginning with initial deal and borrower analysis through to loan funding. As part of that focus, loan portfolio management will be a primary job function, all while ensuring an excellent customer experience throughout the sales process. Additionally the relationship manager will build strong ties with all supported clients, whereby referrals can be sourced directly by the RM. Essential Functions Specific oversight of the customer onboarding process designed to introduce our customers to our team, our process and set appropriate expectations for borrower urgency and timeline expectations.Work directly with Loan Officer, Sales, Underwriting and Operations teams on loan/deal analysis, structuring, pricing, as well as data/document collection for Genesis Capital loansPresent potential new loans and borrowers to Credit Committee for approvalUnderwrite, analyze, and perform due diligence for new loans and prospective borrowers and package files for submissionManage portfolio, with specific emphasis on current month closings. Identify any issues that warrant escalation and quickly put the loan in front of team/leader who can provide solution.Responsible for successfully managing the portfolio which includes, but not limited to, collecting financial reports, preparing project status updates, reviewing covenant compliance, expediting difficult loansWork across the internal organizations to help others perform their role effectively and to the client's benefitHold and participate in daily huddles/pipeline reviews with related department personnel to identify and work to resolve or escalate issues or bottlenecks that are preventing loans from moving forwardPerform ongoing relationship reviews of clientsUnderstand the problems and challenges of clients and identify solutions to address those needsDevelop and deepen the Genesis relationship with existing and new borrowers by enhancing/creating a positive customer experiencePerform other functions and assist with other projects as assignedEnsure collaboration and cooperation of all functions across the loan life cycle.Professional Experience/Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum 5 years in a commercial/construction Underwriting or equivalent roleReal estate license is required;Bachelor's degree or equivalent experience preferredExperience in sales environmentExcellent customer service skills and relationship management capabilities, as well as a high level of attention to detailAdditional Strong verbal and written communication skillsAbility to interface with high-powered clients and their teamsAdvanced knowledge of Excel and PowerPointAbility and desire to work in a fast-paced, deadline-oriented environmentAbility to work with little supervision and take ownership of responsibilitiesAdaptability to perform well in a changing, fast-paced work environment