Real Estate Portfolio Manager/relationship Manager Category Location Sherman Oaks, California
JBA International LLC
Sherman Oaks, California, USA
On-site
Loan portfolio management
Customer onboarding
Deal analysis and structuring
The Relationship Manager is responsible for coordinating sales, underwriting, and operations teams to convert leads into actionable opportunities, from initial analysis to loan funding
Job Summary
The Relationship Manager is responsible for coordinating sales, underwriting, and operations teams to convert leads into actionable opportunities, from initial analysis to loan funding.
Key responsibilities include managing the loan portfolio, ensuring an excellent customer experience, and building strong ties with clients to source referrals.
Essential functions involve overseeing customer onboarding, analyzing and underwriting new loans, presenting to the Credit Committee, and managing ongoing client relationships.
Matching Summary
The Relationship Manager is responsible for coordinating sales, underwriting, and operations teams to convert leads into actionable opportunities, from initial analysis to loan funding.
Skills & Requirements
Must-have
Loan portfolio management
Customer onboarding
Deal analysis and structuring
Client relationship building
Loan funding coordination
Nice-to-have
Excellent customer experience
Proactive issue resolution
Cross-functional collaboration
Client needs identification
Key Requirements
Minimum 5 years in commercial/construction underwriting