Providing operational support for banks in financial services industry while managing projects and client relationships. Collaborating with teams to improve workflows and processes.
About the role
- Commercial Relationship Manager II managing client relationships and underwriting moderately complex transactions. Achieving sales goals while maintaining portfolio management and providing team guidance.
Responsibilities
- Achieve sales goals and objectives
- Active role with industry organizations
- Attend events to generate business and network
- Work with Team Leader/Group Head to plan sales calls
- Confident to underwrite moderate complexity transactions
- Present transactions to pre-deal and credit committee
- Maintain awareness of existing credits, including regular risk rating review
- Ensure that required reporting is requested and that covenants tested and annual reviews completed in a timely manner
- Manage/monitor late payments/delinquencies and work in conjunction with the Construction Management Group
Requirements
- Bachelor’s degree or equivalent experience required
- Proven underwriting abilities, including 5 + years experience as a Commercial Lender
- Formal Bank credit training preferred
- Incumbent should be able to excel with integrity in an entrepreneurial, team-oriented environment
- Well versed in Micorsoft Office: Excel and Word
- nCino/Salesforce experience
Benefits
- medical, dental, vision, life and disability insurance
- retirement
- vacation
- tuition reimbursement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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