Commercial Real Estate Lending Relationship Manager

Commercial Real Estate Lending Relationship Manager

• Job Tracking ID : 512272-910137
• Job Location : Wellesley, MA
• Job Level : Any
• Level of Education :
• Job Type : Full-Time/Regular
• Date Updated : 04/15/2026
• Years of Experience : Any
• Starting Date : Invalid Date
• Salary : $0
  
  

Job Description

Job Summary: Evaluate, authorize or recommend approval of commercial loans. Advise borrowers on financial status and methods of payments. Coordinate the entire banking relationship for clients and prospects.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Work closely with teams on new and existing commercial real estate loan requests.
• Meet with applicants to obtain information for loan applications and to answer questions about the loan process.
• Analyze applicant financial status, credit and property evaluations to determine feasibility of granting loans.
• Originate and close new loans to existing customers and prospects consistent with the Bank's loan policies and state and federal regulations.
• Present new loan requests and other reports as necessary (i.e.: CARs, Loan Review Responses) to the appropriate approval authorities within the Bank.
• Negotiate legal documents, obtain appraisal/environmental/etc. reports, and work with various third parties such as Borrower/Legal/Participant Lender(s)/Consultant as part of new loan/modification closings including satisfying all pre- and post-closing requirements.
• Review, track progress, and approve loan disbursements for loans with additional funding
• Address all internal/external audit inquiries regarding the loan portfolioStay abreast of new types of loans and other financial services and products to better meet clients' needs.
• Track local, regional and national economic, financial, political and legislative events, and trends that impact Commercial Real Estate Lending activities and ensure compliance with state and federal regulations
• Submit borrower information to credit analysts for verification and recommendation.
• Work with clients to identify their financial goals and to find ways of reaching those goals.
• Manage an existing commercial loan portfolio to confirm appropriate risk ratings, collection of financials documents, testing of loan covenants, and other responsibilities as necessary
• Cross-sell other bank products including: deposit products, cash management, treasury services and other bank services.
• Respond to customer and prospect inquiries.
• Assist in the collection/work out activities with troubled/non-performing assets.
• Represent the Bank at various community functions.
• Participate on Bank task forces and committees as assigned.
• Perform additional duties as requested, needed or assigned.

Experience and Skills

JOB REQUIREMENTS

• Extensive knowledge of financial institution policies and procedures.
• Strong knowledge of commercial lending practices and related areas.
• Knowledge of department support structures, resources and personnel.
• Good sales, organizational, communication and public relations skills particularly in working with documentation that requires special handling.
• Strong analytical and interpersonal skills.
• Knowledge of commercial real estate lending policies and procedures.
• Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly self-motivated.
• Superior customer service skills, exceed customers' expectations.
• Fluent written and verbal English communication skills.
• Ability to adhere to Needham Bank's Core Values ( Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing ).

EDUCATION & EXPERIENCE

• Bachelor's degree in business, finance or related area.
• Five or more years' experience in commercial banking.
• Educated in banking federal and state regulations and laws.
• Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

WORKING CONDITIONS/PHYSICAL DEMANDS

• Normal business office environment

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.

Pay Range: $100,379.70 - $140.531.58

The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting.

Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

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