What are the responsibilities and job description for the Jr Relationship Manager - Commercial Real Estate Financing position at Robertson & Company Ltd.?
Job Title:
Junior Relationship Manager, Commercial Real Estate Financing
Location:
New York, NY
The Client:
Our client is an established financial services organization with a strong presence in commercial lending and real estate financing. They are seeking a detail-oriented Junior Relationship Manager to support lending activities, oversee existing credit relationships, and contribute to the effective management of a commercial real estate loan portfolio. This opportunity offers exposure to various stages of the lending lifecycle, from transaction evaluation and credit assessment through to ongoing portfolio administration.
What you will achieve in this role:
- Support commercial real estate financing transactions by coordinating financial assessments, credit evaluations, due diligence, and internal approval processes.
- Assist with the preparation and review of lending proposals, supporting documentation, and transaction materials to facilitate credit decisions.
- Collaborate with internal stakeholders and external parties throughout the financing process, including loan structuring, documentation, syndication, and closing activities.
- Monitor an assigned portfolio of commercial real estate loans to ensure adherence to contractual obligations, reporting requirements, and established lending conditions.
- Review borrower financial information, property performance reports, and supporting collateral documentation to identify potential risks and maintain portfolio oversight.
- Track key loan milestones, upcoming obligations, and reporting deadlines while ensuring timely completion of administrative and compliance requirements.
- Coordinate with internal loan servicing and operations teams to facilitate account maintenance, transaction processing, and ongoing lending activities.
- Support the evaluation of prospective financing opportunities through financial analysis, credit submission preparation, and transaction execution.
- Facilitate client onboarding and regulatory due diligence requirements, including Know Your Customer (KYC) processes and related documentation.
- Maintain accurate internal records, operational procedures, and portfolio reporting to support efficient lending operations.
What you must bring to this role:
- Working knowledge of commercial real estate financing, credit administration, and lending practices.
- Understanding of financial statement analysis, property-level financial performance, and fundamental real estate investment concepts.
- Familiarity with lending agreements, credit documentation, collateral requirements, and financial institution operating procedures.
- Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint, with the ability to work with financial analysis and real estate valuation platforms.
- Strong analytical capabilities with the ability to interpret financial information, assess supporting documentation, and identify relevant credit considerations.
- Excellent written and verbal communication skills, with the ability to interact professionally with clients and internal stakeholders.
- Strong organizational skills and attention to detail, with the ability to manage competing priorities and time-sensitive deliverables.
- A proactive, collaborative approach to problem-solving and a commitment to maintaining accuracy in a deadline-driven environment.
Only those who are qualified will be contacted.
This posting is for an existing vacancy and is intended to fill a current open position.
Additional Information
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.
We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.
How to Apply
If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.