Relationship Manager – Real Estate Lending

Location: Bay Area, CA (Menlo Park / Palo Alto area – onsite)

Employment Type: Full-time

About the Opportunity

Our client is a rapidly growing private lender focused on residential real estate investors across California. They provide capital solutions including bridge financing, fix-and-flip loans, and ground-up construction financing.

With billions funded since inception and continued year-over-year growth, the firm is scaling quickly and investing heavily in technology, process efficiency, and talent to accelerate loan originations and client experience.

This is a high-visibility role supporting one of the firm’s top producing origination leaders and helping manage a large, active book of investor relationships.

The Role

The Relationship Manager will serve as a key partner to senior loan originators, helping manage borrower relationships, structure deals, and guide transactions from initial inquiry through closing and servicing.

This position is ideal for someone who thrives in a fast-moving, relationship-driven environment and wants to build a long-term career in real estate private credit or lending.

Responsibilities

• Act as a primary point of contact for borrowers, brokers, and referral partners throughout the loan lifecycle
• Help structure loan terms, pricing, and deal packages in collaboration with credit and underwriting teams
• Coordinate internally across credit, underwriting, operations, construction, and servicing to ensure loans close on schedule
• Track deal progress and proactively communicate timelines, requirements, and updates to all stakeholders
• Maintain regular contact with borrowers to strengthen relationships and identify additional opportunities
• Support servicing follow-ups including payment tracking, reserve monitoring, and client check-ins
• Participate in industry networking events, conferences, and relationship-building activities

What We’re Looking For

• Outgoing and relationship-oriented — someone who naturally builds trust and rapport
• Strong communicator who can manage multiple stakeholders and moving parts at once
• Curious, commercially minded, and eager to learn the business deeply
• Motivated to grow long-term within a high-performing lending platform
• Able to operate in a fast-paced, entrepreneurial environment

Qualifications

• Bachelor’s degree required
• 5+ years of experience in bridge lending, construction lending, real estate private credit, or similar commercial lending environment
• Strong understanding of loan structuring, deal workflow, and borrower management
• Ability to work onsite full-time in the Bay Area