Jobs · Finance · California

Commercial Relationship Manager - CRE

Sunflower Bank Mortgage Lending · Irvine, CA · 3 wk ago
Finance$150k–$275k/yrFull-time
We need to output HTML fragment only, with sections for headings where there is real content. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Open until filled; early application encouraged." etc. Also remove "If you are a California resident..." etc. Also remove "EOE/AA: Minorities/Females/Disabled/Vets". Also remove "Sunflower Bank, N.A. is an equal opportunity employer..." etc. Also remove "If you qualify, apply online at www.sunflowerbank.com/careers." Also remove "You’ve never worked anyplace like Sunflower Bank!" Also remove "Working Conditions" maybe not a heading; but we can include as part of description? The instruction: Use headings only for those listed if there is real content. Working Conditions not in list, so we should not create a heading for it; we can embed its content in a

maybe under description or responsibilities? But we should preserve all substantive information. The working conditions details are substantive; we need to keep them somewhere. Since no heading for Working Conditions, we can put them in a

under maybe a generic section? But we must not invent headings. Could put them in a

after description or responsibilities. Probably best to add a

after responsibilities describing working conditions. However the instruction says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says "Use

for section headings (e.g. ...)" implying we should use those headings for sections. It doesn't say we cannot have other headings, but to be safe, we can embed working conditions in a

under maybe "About the role" or "Description". The posting already has a Description paragraph at start. We can incorporate working conditions into that description or as a separate

after responsibilities. We need to include Pay section because salary range is given: $150,000 to $275,000 depending on knowledge, skills, abilities, experience, and location. So we need a Pay heading with that info. Benefits section: list of benefits given. Schedule: Not mentioned explicitly; there is "Must be able to work flexible hours." That's about schedule but not explicit schedule like full-time, etc. The job type is Full-time mentioned at top. Could we create Schedule section? The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Schedule: we have "Must be able to work flexible hours." That's a schedule-related statement. Could we consider that as schedule content? Probably yes, we can include Schedule heading with that statement. However the job type Full-time is also schedule info. But we should not invent placeholder. We have actual statement: "Must be able to work flexible hours." So we can put that under Schedule. Requirements vs Qualifications vs Skills: The posting has Education/Experience Preferred, plus some skill statements: "Must be proficient in Microsoft Office Suite and Excel and Word specifically. Must possess sales and leadership abilities." Also "Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred." Also "Experience in structuring and pricing loan, deposit and TM relationships." Also "5+ years of account relationship management experience." etc. These could go under Requirements or Qualifications. We need to decide. The instruction: Use headings only when posting has real, specific content for it. We can combine similar items. Perhaps we have: - About the role: introductory description about Sunflower Bank and the role. - Responsibilities: list of duties. - Requirements: education/experience preferences. - Skills: specific skills like Microsoft Office, sales leadership, etc. - Benefits: list. - Pay: salary range. - Schedule: flexible hours statement. We must not repeat job title as heading. Also we should not include duplicated lines. Ensure we preserve all substantive information. Let's extract content. Introductory paragraphs: "Job Type Full-time Description At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Commercial Relationship Manager – Commercial Real Estate (CRE)." We should remove "Job Type Full-time" maybe keep as part of description? The instruction: Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. "Job Type Full-time" is metadata; we can fold into a short

or drop it. Probably we can include it in a

under About the role. We also have "The salary range for this position is $150,000 to $275,000 depending on knowledge, skills, abilities, experience, and location." That's Pay. Then "Description: The Commercial Relationship Manager – Commercial Real Estate (CRE) works as part of a collaborative commercial real estate lending team to ensure new business opportunities are handled in a uniform manner in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy with a focus in Commercial Real Estate." That's about the role. Then Responsibilities list (many items). We'll put each as

  • . Then "Education/Experience Preferred:" with bullet-like sentences. We'll put as
    • for each line. Then "Must be proficient in Microsoft Office Suite and Excel and Word specifically. Must possess sales and leadership abilities." Those are skills. Then "Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred." Could be under Requirements or Skills. We'll treat as Requirement maybe. Then "Experience in structuring and pricing loan, deposit and TM relationships." Also skill. Then "Must be able to work flexible hours." That's schedule. Then Working Conditions paragraph: we need to preserve. We'll put as a

      maybe under About the role or after Responsibilities. Since not a heading, we can just put a

      . Then Benefits list: "401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives!" We'll make list. We must remove boilerplate: EOE/AA, equal opportunity employer, Open until filled..., California resident..., privacy policy, etc. Also remove "If you qualify, apply online at www.sunflowerbank.com/careers." and "You’ve never worked anyplace like Sunflower Bank!" Now construct HTML. We'll start with maybe a

      for introductory meta: Job Type Full-time and maybe the opening about Sunflower Bank. But we need sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. We need to decide what goes in About the role: likely the description of the company and the role overview (the "Description:" paragraph). Also maybe the initial fluff about Sunflower Bank. Let's craft:

      About the role

      At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Commercial Relationship Manager – Commercial Real Estate (CRE). The Commercial Relationship Manager – Commercial Real Estate (CRE) works as part of a collaborative commercial real estate lending team to ensure new business opportunities are handled in a uniform manner in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy with a focus in Commercial Real Estate.

      That covers About the role. Now Responsibilities:

      Responsibilities

      • Responsible for expanding, managing and optimizing a portfolio of commercial real estate clients.
      • Lead and Participate acquisition and documentation of loan and deposit transactions.
      • Coordinate the completion of credit applications and credit administration.
      • Properly structure and price loan, deposit and TM transactions/relationships.
      • Present credit requests to senior management and/or the company’s Loan Committee for review and approval.
      • Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products.
      • Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel.
      • Respond to referrals from senior management and others.
      • Actively participate in new business development programs and acquire new clients
      • Interview commercial loan and deposit applicants.
      • Structure and analyze new and renewed loan requests and make loans within lending authority.
      • Close loans and new deposit relationships.
      • Complete file documentation.
      • Monitor compliance with loan policies and appropriate regulations.
      • Work with credit to assign appropriate risk grades to loans and relationships.
      • Collect past due loans, unless assigned to the centralized collectors.
      • Handle customer service matters and inquiries for lending and non-lending issues.
      • Send financial statements to the credit analysts for spreading and analysis.
      • Monitor and evaluate the performance of direct reports.
      • Provide informal training and guidance for less experienced lenders.
      • Participate in community activities and organizations.
      • Refer appropriate banking opportunities to other departments and personnel.
      • Cross sell all company products and services.
      Now Requirements: Education/Experience Preferred lines. We have: - Bachelor’s Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master’s Degree or MBA preferred. - 5+ years of account relationship management experience. - 5+ years of relationship management experience with the majority of the time spent in commercial lending and/or Commercial Real Estate (CRE) preferred. - 5+ years of relationship management experience around deposits and TM - Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred. - Experience in structuring and pricing loan, deposit and TM relationships. We could also include "Must be proficient in Microsoft Office Suite and Excel and Word specifically." under Skills. "Must possess sales and leadership abilities." also Skills. "Must be able to work flexible hours." under Schedule. Now Requirements heading:

      Requirements

      • Bachelor’s Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master’s Degree or MBA preferred.
      • 5+ years of account relationship management experience.
      • 5+ years of relationship management experience with the majority of the time spent in commercial lending and/or Commercial Real Estate (CRE) preferred.
      • 5+ years of relationship management experience around deposits and TM.
      • Formal
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