Auto - Commercial Relationship Manager

About the role

Support commercial auto banking opportunities by connecting bankers, partners, and clients. Perform financial analysis and prioritize tasks to ensure smooth execution.

Responsibilities

• Order spreads, perform financial analysis, and build pricing models to support bankers with financing requests
• Participate in meetings with credit partners to align on deal needs and next steps
• Validate pricing models and relationship strategies to support annual reviews
• Coordinate onboarding for new client relationships by partnering with various teams
• Review loan documentation for accuracy before sending to borrowers
• Manage pipeline activity to keep new business and renewals progressing on schedule
• Escalate roadblocks and drive resolution by coordinating actions across stakeholders
• Maintain portfolio performance by monitoring issues, risks, and required actions
• Communicate with clients to obtain portfolio maintenance items and required documentation
• Partner with operations and credit teams to clear past-due items and close open requirements

Requirements

• Bachelor's degree in business, finance, economics, mathematics, or management
• 5+ years of related work experience in portfolio management, commercial banking support, credit, or similar roles
• Demonstrated ability to perform financial analysis to support lending or relationship decisions
• Strong analytical and quantitative skills, including experience building or validating pricing models
• Strong client management skills, including the ability to request documentation and drive timely follow-through
• Effective verbal and written communication skills with internal stakeholders and external clients
• Ability to work independently while contributing in a team-oriented culture
• Proficiency with Microsoft Word, Excel, and PowerPoint
• Ability to manage multiple priorities and maintain timelines across concurrent opportunities

Skills

• Experience in commercial underwriting and risk assessment
• Experience using Salesforce
• Master of Business Administration degree preferred

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also provide a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans