CRE Relationship Manager III

Discover Financial
New York
Full timeUSD 219,000 - 249,900 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Collaboration","Written communication","Verbal communication"]

Drive Commercial Real Estate (CRE) portfolio growth in the NY Regional market by originating new commercial lending and deposit clients and expanding existing relationships through targeted deal execution. Own end-to-end processes including prospecting, financial pre-screening, structuring and negotiations, pricing/return risk models, and creating internal credit memos. Partner with underwriting, asset management, credit risk, and treasury teams to execute deals and deepen client cross-selling opportunities.

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Discover Financial
Discover Financial
2 days ago

CRE Relationship Manager III

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Last checked: 2 hours agoStatus: Live

Job Summary

Drive Commercial Real Estate (CRE) portfolio growth in the NY Regional market by originating new commercial lending and deposit clients and expanding existing relationships through targeted deal execution. Own end-to-end processes including prospecting, financial pre-screening, structuring and negotiations, pricing/return risk models, and creating internal credit memos. Partner with underwriting, asset management, credit risk, and treasury teams to execute deals and deepen client cross-selling opportunities.
Location: New York
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Identify and engage high-value CRE prospects using Salesforce.com and external databases to drive origination growth aligned with business objectives.
  • •Build, extend, and sustain long-term client relationships while pursuing opportunities for product and service cross-selling.
  • •Maintain CRE product and market expertise, monitoring competitors’ offerings, pricing, and market dynamics.
  • •Lead end-to-end deal execution from targeted marketing and pre-screen financial analysis through structuring/negotiation and transaction presentation.
  • •Collaborate with underwriting, asset management, credit risk, and treasury management teams to execute approvals, sizing, underwriting, closing, and integrated client solutions.

Pay and Benefits

Salary: USD 219,000 - 249,900 annually

Key Requirements

  • •Bachelor’s degree or military experience.
  • •At least 5 years of experience in commercial real estate lending.
  • •Bachelor’s degree in Finance or Economics.
  • •Proficiency in Argus or other real estate-specific software platforms.
  • •Advanced proficiency in Microsoft Excel or Google Sheets.
Experience:5+ yearsCommercial real estate lending
Education:Bachelor's in Finance or Economics
Skills:CollaborationWritten communicationVerbal communication
Tech Stack:Salesforce.comArgusMicrosoft ExcelGoogle Sheets

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn