Relationship Manager – CRE and Structured Finance

Description

We are seeking a motivated and dynamic Relationship Manager to join our Structured Finance team. This role is designed for an individual eager to build and nurture client relationships in the commercial real estate and private equity industries while supporting the growth and development of our structured finance portfolio. The successful candidate will work closely with the SVP of Structured Finance, underwriters, credit, and other team members to deliver exceptional service to our clients. In addition to relationship management, this role will provide direct support to the head of structured finance in loan underwriting, presentation preparation, and transaction closings.

About Servbank:

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.

Key Responsibilities:

• Assist the SVP of Structured Finance in managing and growing a diverse portfolio of structured finance clients.
• Support the head of structured finance in loan underwriting, including financial analysis, risk assessment, and preparation of credit materials.
• Collaborate on presentation materials for internal committees and external stakeholders, ensuring clarity and strategic alignment.
• Participate in transaction closings, coordinating documentation, stakeholder communication, and timeline management.
• Manage client relationships throughout the life cycle and contribute to new client acquisition, including depository relationships.
• Participate in client meetings, presentations, and networking events to build and strengthen relationships.
• Provide excellent customer service by responding to client inquiries, addressing concerns, and ensuring client satisfaction.
• Conduct market research and analysis to support business development efforts and identify potential opportunities.
• Assist in preparing loan proposals, credit analysis, and risk assessments for new and existing clients.
• Monitor and track loan performance, ensuring compliance with bank policies and regulations.
• Maintain accurate and up-to-date client records and documentation.
• Collaborate with internal teams, including credit, underwriting, and operations, to ensure seamless client experiences.
• Stay informed about industry trends, market conditions, and regulatory changes affecting structured finance.
• Gain experience in syndication and participation loans, contributing to the structuring and distribution of syndicated finance deals.

Requirements

• Bachelor’s degree in Finance, Business Administration, Real Estate, or a related field. MBA preferred.
• 3–5 years of previous underwriting experience.
• 3–5 years of experience in structured finance, commercial real estate, private equity, MSR financing, banking, or a related industry.
• Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients and colleagues.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Knowledge of financial analysis, credit analysis, and risk assessment.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work effectively both independently and as part of a team.
• Position may be filled as VP, AVP, or Officer, DOE

EEO Statement: We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.