CrawlJobs Logo

Senior Director of Relationship Management, Loan Origination

United States, Dallas · Job Posted January 01, 2026

Job offer has expired

Job Link Share

Job Description

The Senior Director of Relationship Management, Loan Origination, plays a key role in sourcing commercial real estate lending opportunities aligned with DLP’s investment criteria and return goals. The focus is on leveraging strong sponsor relationships to identify and secure deals that advance the company’s strategic objectives. This is not a retail lending origination role. Transaction sizes range from $10M - $100M.

Job Responsibility

  • Prospect & source Elite members and Elite prospects and build relationships, leveraging DLP events
  • Leverage F2F meetings, Zoom, phone calls, email, LinkedIn, video, text message, and other communications tools to source and close new loan and investment opportunities with new and existing sponsors
  • Provide mentorship to new or junior originators
  • Prepare initial underwrite & analysis on complex commercial loan and investment opportunities. Leveraging resources from the Credit Structuring team members
  • complete the New Business Summary for presentation of new opportunities to the Credit Committee. The RM has overall responsibility for ensuring timely and complete information from the sponsor. The representations of all information and analysis performed and presented in the NBS are "owned by" the RM
  • Prepares "modification memo" recommendations with assistance from Credit Structuring team members for any credit issues uncovered by the servicing team (i.e. breach in covenants, missed construction milestones, etc.). Presents to the Credit Committee as applicable
  • Drive client attendance at all DLP events
  • Proactively drive revenue by relationship based networking
  • Attend all required meetings and work proactively to provide solutions to improve the performance of the management company
  • Attend all sponsor/deal pipeline meetings. Input all required data in CRM and ensure that all opportunities are at all times placed in the right stage of the pipeline
  • Drive borrower EES engagement & utilization including attending live and virtual events, compass day, EES Tools, etc for those who opt-in
  • Present New Business Summary to Credit Committee
  • Lead relationship management, overall communication w/ your portfolio of borrowers and their respective portfolios w/ DLP
  • Negotiate term sheets, OAs, contracts with a focus on driving strong investment profitability while protecting the company and our investors from risk
  • Lead communication and "closing" of borrowers on all loan compliance related needs. Attend ALL checklist meetings for loans in production. Proactively works with Sponsor to ensure delivery of all information
  • Prepares "modification memo" recommendations (with the assistance of Credit Structuring team for any credit issues discovered during underwriting/confirmatory due diligence. Presents to the Credit Committee (or delegate)
  • Timely achievement of accomplishing and achieving EES Tools (WIGS, L10 etc.)
  • Act as Brand Ambassador. Represent DLP & its values 24/7, recognizing that the next deal might come from an unexpected place. Promote DLP on Social Media and other channels consistent with brand standards and marketing direction
  • Service 6-12 active borrowers and support portfolio management in the adherence to business plan & compliance with all contractual obligations from closing through payoff

Requirements

  • Past experience in underwriting, with in depth knowledge and ability to utilize underwriting and structuring models
  • HubSpot or equivalent CRM experience preferred
  • Strong preference for experience in ground up construction lending
  • Strong preference for experience in Multifamily lending
  • Must have 7+ years experience in forward facing client relationship management / sales experience, preferably in a lending, or investment business
  • Must have 7+ years of real estate lending (or investment) experience
  • Preferred experience in acquisitions- land and existing housing

What we offer

  • Unlimited PTO
  • health/dental/vision/life insurance
  • 401(k) matching
  • parental leave
  • adoption services reimbursement/learning/educational incentives
  • Volunteer Time Off
  • well-being programs
  • company events
  • self improvement/productivity tools

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Director of Relationship Management, Loan Origination

8 matching positions

Relationship Director- International Corporates

Join Relationship Management, to build and maintain relationships with customers...
Location
Location
Germany , Frankfurt am Main
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive client coverage experience, with a preference given to experience covering European headquartered large corporates with EUR 500m turnover and above and complex financing requirements
  • Strong technical knowledge including financial statement analysis, credit analysis, and experience in loan/trade origination and deal execution
  • Strong knowledge of corporate and investing banking products, services and policies
  • Experience with highly regulated financial institutions, an appreciation for and sensitivity to risk, controls and governance as well as market conduct standards
  • ability to maintain control over KYC processes and their high quality and in-time completion
  • Excellent communication and presentation skills in English and German
  • Credit risk management expertise – requirement to complete risk accreditation within 12 months of being in role, plus any other targeted learning or annual accreditations, and application of the skills to a high level on a daily basis and proactively
  • ability to work and build trust with senior credit risk officers to originate sub-investment grade transactions
  • Previous experience in coordinating the activities of junior colleagues (“staffing”) to ensure adequate coverage of client management tasks and efficient capacity utilisation across the team
  • Personal interest in business news, geopolitical and macroeconomic developments worldwide and ability to understand implications for their own client portfolio from an opportunity and risk perspective
Job Responsibility
Job Responsibility
  • Join us as a Relationship Director – Sub-Investment Grade Corporates Sector within Barclays International Corporate Banking. You will engage with clients' senior leadership and Treasury teams to gain a holistic view of their planned business needs and requirements, identifying the products and solutions that most effectively meet our clients’ needs, negotiating on matters such as pricing. The role will involve a rigorous focus on business development and client acquisition through industry presence – internal and external networking – while ensuring portfolio growth complements sector and group strategy. The successful candidate will ensure conformity with global and market standards of client service, product delivery and our operating model and they will make recommendations regarding the implementation of new products and services to meet the changing requirements. Adherence to the Barclays’ Risk & Control agenda is of paramount importance, and the successful candidate must maintain all standards of compliance, risk management and market conduct
What we offer
What we offer
  • Health and wellness
  • Gain access to wellness rooms, gyms and mental health support
  • A place where you can belong
  • Collaborative Areas
  • Flexible working arrangements
  • Hybrid working
  • Fulltime
Read More
Arrow Right

Vp / director - senior originator - corporate and leveraged finance

With its Corporate and Leveraged Finance (CLF) business line Crédit Agricole CIB...
Location
Location
Germany , Frankfurt
Salary
Salary:
Not provided
credit-agricole.com Logo
Crédit Agricole
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
  • Graduate Degree in Business administration, economics, finance, accounting or related field
  • Minimum 7 years of experience within an Acquisition Finance/Structured Finance/Corporate Finance division of a corporate and investment bank and/or debt advisory
  • Significant experience in: Syndicated loan origination process
  • Structuring, negotiating and documenting syndicated credit facilities
  • Preparation and presentation of credit files, incl. management of internal credit process
  • Good understanding of other investment banking products (such as M&A, ECM, capital markets products, securitization)
  • Strong analytical and credit analysis skills (incl. financial modelling)
  • Strong oral and written communication skills including the ability to work across all levels of an international organization
  • Willing to simultaneously work under pressure on several transactions with different priorities and tight project deadlines
Job Responsibility
Job Responsibility
  • Actively originate and structure new transactions within the CLF-Corporates scope and execute these transactions independently
  • Establish strong working relationships with the CLF (Origination) and DAR (Syndicate and Sales) teams, senior bankers and other business lines for a seamless and successful origination process
  • but also outside the bank, notably with clients
  • Generate ideas and prepare (acquisition) financing pitches including structuring and pricing in close collaboration with the other business lines of the bank (DAR, DCM, ECM, GIB, Rating Advisory) and also with the other product lines within CLF (LBO and telecoms)
  • Participate in client meetings with senior bankers and other business lines
  • Maintain close relationships with legal and debt advisors and other banks in the region
  • Lead the drafting/negotiation of mandate and commitment papers (particularly term sheets) and negotiate the loan documentation with the client and/or lawyer (coordinator / doc agent roles)
  • Run alongside DAR Syndicate and sales teams the syndication process (including preparation of marketing materials and managing of Q&A process)
  • Lead and review the drafting of CLF requests (risk analysis, sector analysis, transaction structure, development of bank cases and sensitivity cases, etc.) and coordinate the
  • Review financial models, if and where relevant, with a particular focus on cash flow analysis and financial projections, incl. the assessment of clients’ (rating based) debt capacity and identification of ideal financing structures
  • Fulltime
Read More
Arrow Right

Director, Head Of China Desk, Global Subsidiaries Group, Corporate Banking

Citi’s Banking franchise is organized around three lines of business: Investment...
Location
Location
Hong Kong SAR , Hong Kong
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of relevant experience
  • MBA or Master's Degree in business preferred
  • Demonstrated collaboration with multiple corporate banking stakeholders including coverage teams, risk and products
  • Comprehensive knowledge of corporate banking business including related products, pertinent regulations and the lending and credit approval process
  • Demonstrated leadership, organizational, negotiation, presentation sales, client-relationship building, analytical and credit skills
  • Consistently demonstrate clear and concise written and verbal communication
  • Experience in originating, structuring and executing transactions and financings
  • Experience with large, global corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
  • Experience in recruiting and managing diverse teams with commitment to talent development and ability to manage and work across a diverse and multi-country matrix structure
  • Bachelor's degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization
  • Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management
  • Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio
  • Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends
  • Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace
  • Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation
  • Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Managing Director, Head of Corporate Banking Mexico

The Head of Corporate Banking Mexico is a senior management-level position respo...
Location
Location
Mexico , Ciudad De Mexico
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of experience covering clients
  • Significant banking experience
  • Strong product knowledge across Markets, Services, Investment Banking and Lending with demonstrated analytical ability
  • Strong communication skills
  • In-depth understanding of compliance issues, and global and local regulatory requirements
  • Experience in working with and within a matrix organization and cross-functional teams
  • Senior Credit Officer preferred
  • In-depth industry knowledge
  • Proven existing customer relationships across Mexico and Latin America
  • Proven track record of senior relationships
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the client relationship team which helps provide a wide range of treasury and corporate finance solutions to our clients, including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
  • Partner with Investment Banking to drive and execute episodic transactions and with key stakeholders, including Risk and Institutional Credit Management (ICM)to allocate capital prudently and in adherence with risk policies
  • Work in partnership with Mexico product heads under the Cluster and Banking Head leadership, as well as Global product partners and Industry Heads
  • Establish and meet revenue goals and other goals related to budget, risk management, and credit allocation in partnership with ICM and Risk
  • Responsible for own client coverage and yearly performance targets
  • Responsible for driving client account planning, product agnostic cross sell, client access, and effective capital allocation
  • Understand regional trends in order to identify growth opportunities, anticipate obstacles and communicate a forward-looking vision that is responsive to changes in the environment
  • Ensure client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards
  • Credit senior in team with in-depth knowledge of credit policies and responsible for Credit decisions /approving credits. Fully accountable for credit spectrum including documentation, Target Market identification, audit, due diligence, and early problem recognition
  • Manage Customer Profitability (Revenue, Expense, CoC, EBIT, and NI) and ROTCE
  • Fulltime
Read More
Arrow Right

Director, Banker, Corporate Banking

Senior Banker in Technology & Communications, Corporate Banking Japan. Senior-le...
Location
Location
Japan , Chiyoda, Tokyo
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of experience in corporate banking, investment banking, or a related financial services role, with a significant focus on coverage of Japanese corporates, ideally within the Technology and Communications sectors
  • Bachelor's degree required
  • MBA or other advanced degree in Finance, Economics, or related field preferred
  • Fluent in both Japanese (native or business-level proficiency with kanji literacy) and English (business-level written and spoken)
  • Strong credit assessment skills with a proven track record of managing corporate credit portfolios
  • Deep understanding of corporate finance, accounting, financial modeling, and capital markets products
  • Solid understanding of the Technology and Communications sectors, including key industry drivers, business models, and financial metrics
  • Exceptional relationship management skills with a client-centric approach
  • Demonstrates strong balanced risk judgement
  • Candidate will be expected to begin preparations for selection into the Citi Senior Credit Officer elevation process upon coming into the role
Job Responsibility
Job Responsibility
  • Serve as the primary relationship manager for a portfolio of large Japanese corporate clients in the Technology and Communications sectors
  • Develop and maintain deep, strategic relationships with senior client executives (CFOs, Treasurers) to understand their business strategies, financial needs, and challenges
  • Act as a trusted advisor, providing insights into market trends, industry developments, and financial solutions
  • Identify and pursue new business opportunities within the existing client base and target prospects, focusing on deepening wallet share and cross-selling Citi's comprehensive product suite
  • Lead origination efforts for corporate banking products including, but not limited to, lending (term loans, revolving credit facilities), trade finance, global cash management, and foreign exchange
  • Work collaboratively with product partners (e.g., Investment Banking, Markets, Treasury and Trade Solutions) to deliver holistic solutions within the boundaries allowed by banking compliance
  • Lead the preparation and presentation of credit proposals, ensuring sound risk assessment and adherence to Citi's credit policies and procedures
  • Manage ongoing credit monitoring and annual reviews for the assigned client portfolio
  • Oversee the structuring, negotiation, and execution of complex financial transactions from origination to closing
  • Coordinate internal teams (legal, risk, in-business risk, operations, product specialists) to ensure seamless and efficient deal execution
  • Fulltime
Read More
Arrow Right
New

Ai Engineer

We are recruiting an AI Engineer for a direct contract with a company based in t...
Location
Location
Portugal , Porto
Salary
Salary:
Not provided
https://www.precisers.pt Logo
Precise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years experience working within a software development team as an engineer
  • Comfortable writing and debugging code in Python. You understand the importance of readable code and are eager to learn best practices.
  • Familiarity with frameworks like FastAPI, Flask, or Django, with experience developing and exposing/consuming APIs.
  • Understanding of containerization and exposure to Docker.
  • Comfortable using Git for team collaboration (Gitlab pipelines exposure is a plus).
  • Machine Learning Fundamentals: Foundational knowledge of ML concepts and practical experience (academic or personal projects) deploying a simple model using libraries like scikit-learn, PyTorch, or TensorFlow.
  • Experience manipulating and analyzing data using libraries such as Pandas and NumPy.
  • A strong desire to learn MLOps principles, cloud infrastructure, and deployment practices (Kubernetes exposure is a plus).
  • BSc in Computer Science or a related technical field.
Job Responsibility
Job Responsibility
  • Implementing solutions for building and deploying AI models in production, with a focus on fault tolerance, scalability, maintainability and automation.
  • Leveraging modern LLM’s to include/enhance parsing capabilities for CVs/job adverts for existing supported languages and new additional languages.
  • Collaborating with the team to design, implement and optimise data processing pipelines and evaluation tools.
  • Fulltime
Read More
Arrow Right
New

Branch Manager

Come and join us as a results driven Branch Manager to deliver sales and exceed ...
Location
Location
United Kingdom , Lymington
Salary
Salary:
Not provided
cityplumbing.co.uk Logo
City Plumbing
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A great positive attitude
  • Enjoy customer interaction
  • Management Experience
  • Safe Practices
  • Forward Thinking
  • Tenacity and resilience
  • A pro-active approach to sales, with a strong desire and ability to win and grow new business
  • Experience of customer relationship management and developing a true partnership approach
  • Excellent communication skills
  • Self confident and self motivated, with the ability to work on own initiative or as part of a wider team
Job Responsibility
Job Responsibility
  • Effective management of the team and resource
  • Setting the standard of a sales orientated culture
  • Delivering against sales and customer demands while maximising profitability
  • Maximising margin and net profit
  • Keeping everyone safe
  • Build and maintain relationships with new and existing trade and retail customers
  • Ability to interpret and analyse financial and statistical information
What we offer
What we offer
  • Bonus
  • Discounts, savings and cash back at numerous retailers
  • Life assurance
  • Extended family policy including maternity, paternity, additional annual leave and more
  • Mental Health First Aiders and Employee Assistance Programme, we look out for each other
  • Complete induction and a company that lets you grow and encourages development
  • Financial education and loans
  • Flexible working options
  • A business striving to create an environment of inclusion so everyone can be their true self
  • Fulltime
Read More
Arrow Right
New

Guest Environment Expert

Our jobs aren’t just about giving guests a clean room and a freshly made bed. In...
Location
Location
United States , Poughkeepsie
Salary
Salary:
18.00 USD / Hour
https://www.marriott.com Logo
Marriott Bonvoy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ensuring a safe work place
  • following company policies and procedures
  • maintaining confidentiality
  • upholding quality standards
  • ensuring professional uniform, personal appearance, and communications
  • ability to stand, sit, or walk for an extended time
  • ability to move, lift, carry, push, pull, and place objects weighing less than or equal to 50 pounds without assistance
Job Responsibility
Job Responsibility
  • Delivering guest requests
  • stocking carts
  • cleaning rooms and public spaces
  • maintaining the appearance and cleanliness of the whole hotel
  • Parttime
Read More
Arrow Right