Relationship Manager, Real Estate Resume Sample

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Lelah Heaney
8931 Daniella Port,  Los Angeles, CA
+1 (555) 887 1459

Work Experience

Commercial Real Estate Relationship Manager
10/2016 - PRESENT
Boston, MA
  • Ensure a quality service for all customers, ensuring professionalism at all times, for all aspects of any customer, prospect or professional’s interaction with HSBC implementing a process for continuous improvement and first class client engagement
  • Responsible for managing own deal flow, whilst ensuring operational integrity Ensure early identification of problem relationships and take action where there are potential and existing problem accounts to protect HSBC interests
  • Proactive and frequent involvement in the external market place, acting as a senior ambassador for HSBC including negotiations with professionals, sponsors, clients and prospective clients and develop the bank’s profile in the local community
  • Ensure the Banks complaints handling process is sensitively adapted at all times
  • Participates and provides leadership in Bank and community activities including business, charitable, civic and social organizations, increasing Bank’s visibility and enhancing new business opportunities
  • Articulate our value proposition to Developers/Real Estate Agencies to create viable prospects for leads
  • Assist with creating and editing sales tools to enhance selling successIdentify market opportunities by researching, analyzing and identifying new business growth opportunities
  • Execute sales strategies and projects to grow both our Secured & Unsecured business
  • Work directly with our sales team to drive campaigns and programs at all levels
Senior Commercial Real Estate Relationship Manager
09/2013 - 07/2016
Dallas, TX
  • Maximize the department’s profitability through the maintenance of a high quality loan portfolio. Follow current loans to ensure conformity with terms; maintain current and complete credit file
  • Follow market trends and developments to increase the bank’s business in established and developing markets
  • Strong experience and knowledge of financial analysis and banking credit principles
  • Five years of commercial real estate credit, sales or relevant experience
  • Seven years of commercial portfolio management or relevant commercial real estate experience
  • Seven years of commercial portfolio management or relevant commercial banking experience
  • Five years of commercial real estate sales experience
Relationship Manager, Retail Real Estate
06/2009 - 05/2013
Los Angeles, CA
  • Seven years of commercial portfolio management experience or relevant commercial real estate banking experience
  • Actively supporting the existing RM team’s calling efforts with clients and prospects as a RE alternatives specialist
  • Proficient in using bank’s tools and software
  • Solicit new business from present and prospective members through cold calling, networking, and professional contacts
  • Maintain ongoing business relationships with present members
  • Own all aspects of originating term loans on commercial, industrial, office, retail, and mixed use properties
  • Manage and execute transactions by from pre-approval to the funding of a loan


Strayer University - Manassas Campus
2004 - 2009
Bachelor's Degree in Accounting

Professional Skills

  • Professional sales skills and experience, including planning, execution and follow up of client meetings
  • To provide practical coaching, advice and guidance to the team to ensure that they have strong credit skills
  • Commercial lending experience with a proven successful sales record
  • Prior commercial real estate banking experience
  • Experience in negotiating and structuring commercial real estate loans
  • Eight (8) + years of related CRE lending and banking experience
  • Strong understanding of the local real estate markets

How to write Relationship Manager, Real Estate Resume

Relationship Manager, Real Estate role is responsible for credit, analysis, software, travel, insurance, modeling, reporting, training, finance, retail.
To write great resume for relationship manager, real estate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Relationship Manager, Real Estate Resume

The section contact information is important in your relationship manager, real estate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Relationship Manager, Real Estate Resume

The section work experience is an essential part of your relationship manager, real estate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous relationship manager, real estate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular relationship manager, real estate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Relationship Manager, Real Estate resume experience can include:

  • Acquiring and maintaining a sound knowledge of the Bank’s policies and procedures
  • Ensuring all compliance policies are followed including the Bank’s Know Your Customer guidelines
  • Following the Bank’s Anti Money Laundering program and Guidelines for Business Conduct
  • Acquiring and maintaining a sound knowledge of the Bank’s products and services
  • Monitoring customers’ needs and cross selling Bank services
  • Following Scotiabank’s One Team One Goal core values

Education on a Relationship Manager, Real Estate Resume

Make sure to make education a priority on your relationship manager, real estate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship manager, real estate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Relationship Manager, Real Estate Resume

When listing skills on your relationship manager, real estate resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical relationship manager, real estate skills:

  • Independent, self-motivated, with strong communication, interpersonal and credit analysis skills
  • Strong credit, financial and analytical skills
  • Robust sales and communication skills
  • Credit Analyst experience and 3-5 years Relationship Management experience in Real Estate (Required)
  • Strong analytical training and the ability to implement and interpret policies and procedures
  • Provide effective account management and safeguard the Bank’s assets and liabilities by

List of Typical Skills For a Relationship Manager, Real Estate Resume


Skills For Commercial Real Estate Relationship Manager Resume

  • Meet regularly with customers/prospects to assess financial needs, condition, and opportunities/risks facing the customer business and work with team to ensure they do the same in relation to the transaction
  • Experience in commercial lending (either production or credit roles)
  • Maintaining Knowledge: Staying abreast of industry trends, as well as legislation and regulations that impact the business
  • Sound working knowledge of banking products, including treasury, cash management, and investment banking
  • Capable of organizing, facilitating, and leading a team of bank associates to identify and solve client problems
  • Ensure portfolio pricing is generating appropriate return on RWAs both at a customer and portfolio level
  • Successful Completion of Omega Lending for CRE loans or equivalent bank commercial credit training
  • Knowledge of federal and state laws and regulations relating to commercial real estate lending and appraisal guidelines

Skills For Senior Commercial Real Estate Relationship Manager Resume

  • Commercial Credit, Commercial banking, Commercial real estate banking, Real estate analysis, or real estate finance. (Required)
  • Develop and grow portfolio through prospecting and client relationship management using extensive real estate knowledge and technical expertise
  • Assist customers with questions and resolve issues relating to accounts and bank products, lending or otherwise
  • Identify and mitigate risks or potential risks to HSBC, including but not limited to credit, fraud, operational, and reputational risk
  • Be industry leading stewards of CIBC’s real estate
  • Build and grow a team of committed, high performing real estate professionals recognized as leaders in the industry
  • Knowledge of the organizational lending and portfolio management policies and objectives

Skills For Commercial Real Estate Relationship Admin Office Manager Resume

  • Support the Real Estate Banking Team’s activities by
  • An existing book of clients and direct customer relationships
  • Capable of managing a client portfolio
  • Develop and manage a book of business of complex CRE clients with multifaceted corporate structures and complicated high-level business banking needs
  • Create sales opportunities and close business, from existing and perspective clients
  • Work closely with the team to structure robust credit facilities for the transaction
  • To lead and develop a team of CSB analysts to ensure delivery of the team’s financial plan, deliver best in class customer experience in line with the Corporate strategy
  • To engage/support closely with the RM teams to identify complex deals
  • Manage internal and external regulatory and operational requirements

Skills For Relationship Manager, Retail Real Estate Resume

  • Be a trusted and valued partner aligned with client’s business needs
  • The role provides real estate services to the Branch Network within the Western Canada regions which includes: BC, Alberta and the Territories
  • Acts as the primary contact for the regional segment senior management of client departments for all real estate requirements
  • Provides both strategic and tactical advice on the provision of real estate services for our bank's line of business (LOB)
  • Acts as a liaison between our bank's senior management and the external corporate real estate service provider (CRESP)
  • Is accountable to ensure that the services procured through CRESP meet the needs of the clients within the framework of the bank's real estate standards, cost models and governance/compliance controls
  • User satisfaction is to be monitored and any nationally defined user satisfaction issues that might arise are to be addressed

Skills For Relationship Manager Commercial Real Estate Resume

  • Act as local liaison and contact for Senior Corporate office Relationship Managers and Landlord representatives
  • Recognizing problem accounts at an early stage and taking appropriate action to protect the Bank’s interests by implementing an action plan to correct the situation or exit the loan as appropriate
  • Account management includes managing relationships, growing business within existing client base, and monitoring credit quality of existing portfolio. Includes financial underwriting and authoring credit memos
  • Current experience in a similar role as a senior level Commercial Lender with a large financial institution
  • Current experience in the position’s geographic region
  • Seven years of experience in commercial real estate and business development required
  • Prospecting activities to bring in new clients to the bank. This includes active calling campaigns as well as community involvement activities

Skills For Citibank Berhad Kl-real Estate Relationship Manager Resume

  • Credit qualification when initiated
  • Travel is required throughout region
  • Develop and manage larger and more sophisticated (Best-In-Class) commercial or homebuilder real estate relationships
  • Underwrite and structure commercial real estate credits
  • Leverage network of centers of influence to drive new business
  • Effectively promote the SEFCU’s commercial real estate programs and services through strong sales principles and practices, credit analysis and risk management

Skills For BAS Real Estate Relationship Manager Resume

  • Actively manage borrower relationships
  • Local commercial real estate market knowledge
  • Relationship Management: Actively developing a network of clients and potential clients to source deals through various centers of influence. Actively calling on prospects and existing clients (utilizing a calling strategy), staying in contact with them and abreast of their needs in order to maintain and grow relationships and develop a pipeline
  • Revenue Generation: Developing and maintaining commercial account relationships in relation to Loan production, Deposit gathering and Fee production. Working with product partners on cross-sell efforts to deepen relationships and improve profitability
  • Credit Quality: Pro-actively monitoring credit quality of portfolio through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels
  • Onboarding: Collaborating with Credit team and outside counsel as needed to prepare credit approval documents and managing onboarding process to ensure transactions are booked appropriately
  • Experience in commercial lending (either production or credit roles)

Skills For Associate Commercial Real Estate Relationship Manager Resume

  • Knowledge of regulatory compliance requirements
  • Some travel required; amount depends on assigned market
  • Mentoring: Working with less experienced team members to mentor and develop them, sharing expertise and insight to processes, etc. Ability to find additional opportunities within existing relationships and assist team members to get the deal approved and booked
  • Self-starter, can do attitude, adaptable, problem solver, strong time management, good interpersonal skills
  • Strong computer literacy skills, proficient with the MS office
  • Strong customer service skills and an ability to use independent judgment to solve problems

Skills For Commercial Real Estate Finance Relationship Manager Resume

  • Dedicates financial knowledge and banking knowledge to the community by sitting on non-profit boards and participating in associations within the business community
  • Work with processors, underwriters, attorneys, brokers, and closers to facilitate loan origination, closing and management
  • Manage and grow assigned book of business
  • Develop and present relevant business proposals to acquire new relationships with new customers and/or prospects
  • Maintain CRE files and provide reports to management on activity and leads
  • Provide activity reports to management

Skills For Senior Housing Commercial Real Estate Relationship Manager Resume

  • Attend loan closings to on-board new CRE clients
  • Responsible for ensuring that the day to day facilities management services are being delivered by the service provider and that the physical state of the branch network reflects within the assigned region has a professional image at all times. This entails coordinating corrective work when required and giving instructions and direction to the real estate service provider
  • Relationship Management: Actively building on personally-developed network of clients and potential clients to source deals through various centers of influence. Actively calling on prospects and existing clients (utilizing a calling strategy), staying in contact with them and abreast of their needs in order to maintain and grow relationships and broaden the pipeline

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