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
Account Manager supporting client account teams in delivering strategic communications services at bipartisan public affairs firm in Washington, DC. Coordination of projects and building client relationships.
Account Manager responsible for expanding and increasing revenue from a portfolio of high - potential clients. Key focus on building relationships and driving growth within the client base, while utilizing analytical insights.
Go - to - Market Lead managing commercial partnerships to drive gyde's growth. Collaborating with CEO on GTM strategies and customer lifecycle management.
Account Manager optimizing SEA & Social Ads campaigns for clients in a growth agency. Driving digital acquisition strategies and analyzing performance metrics with clients.
National Account Manager driving growth for MOMA in the UK foodservice wholesale market. Managing existing relationships and developing new business opportunities to enhance market position.
Manager, Product Management leading data - focused technology solutions through innovative partnerships at Capital One. Involves cross - functional collaboration and strategic roadmap execution.
VP, Managing Director managing a book of business of defined contribution plans. Building relationships with clients and Fidelity personnel to deliver excellent service and solutions.
High - Net - Worth Insurance Account Manager overseeing and expanding affluent clients' portfolios. Managing relationships, advising on risks, and ensuring insurance needs are precisely met at Duncan Financial Group.
Sales Manager leading and developing high - performing teams for RS in the Philippine market. Driving strategic customer engagement and enhancing sales performance across territories.
Relationship Manager managing corporate customer relationships and ensuring profitability at Luminor Group. Direct sales to small business segment clients while maintaining existing relationships.