Commercial Relationship Manager - CRE

We need to output HTML fragment with sections: About the role? The posting includes intro about company, then description. We need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we should drop the "If you qualify, apply online..." and EEO statements, etc. We need to preserve all substantive info: company intro, description, responsibilities list, education/experience preferences, working conditions, benefits list, pay range. We need to decide sections: About the role (maybe includes company overview and description). Responsibilities (list). Requirements (maybe education/experience). Qualifications (maybe preferred qualifications). Skills (maybe proficiency in MS Office, sales/leadership, flexible hours). Benefits (list). Pay (salary range). Schedule? Not mentioned explicitly; there is "Must be able to work flexible hours." That's more about schedule flexibility but not explicit schedule. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. Schedule not stated; we have flexible hours but not schedule details. Probably we should not create Schedule section because no explicit schedule info. So omit Schedule. We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must not invent or summarize away detail. Preserve all substantive info. Let's extract content: Company intro: "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." Then position: "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)." Salary range: "The salary range for this position is $150,000 to $275,000 depending on knowledge, skills, abilities, experience, and location." Description paragraph: "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." Responsibilities list: many bullet-like sentences separated by periods. We need to convert to

  • . Let's list each responsibility: - 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. Education/Experience Preferred: list: - Preferred 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. - Must be proficient in Microsoft Office Suite and Excel and Word specifically. - Must possess sales and leadership abilities. - Must be able to work flexible hours. Working Conditions: paragraph about physical demands etc. This could be part of Requirements or maybe a separate section? Not listed in headings but we could include under Requirements or maybe a separate "Working Conditions" but not in allowed headings. Since only allowed headings are those listed, we could fold into Requirements or maybe into a generic section like "Requirements". But we need to preserve all substantive info. We could include working conditions as a

    under Requirements or maybe under a separate section not listed? The instruction: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "e.g." meaning those are examples, but we should prefer those headings. It says "include a section ONLY when the posting has real, specific content for it". So we can create sections for those headings if we have content. Working conditions could be part of Requirements or maybe Qualifications. I'd put it under Requirements as a paragraph. Benefits list: "People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in StrengthPropelled by GrowthIndividuals in a Great WholeCreating PossibilityCommunity Focused Associates Enjoy Outstanding Benefits, Including 401(k) Plan with 6% MatchHealth/Dental/Vision InsuranceCompany-paid Life InsuranceTuition ReimbursementFitness ReimbursementPaid Time OffVolunteer LeavePaid HolidaysPlus many more associate perks & incentives!" We need to extract benefits list items: 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! The last is vague; we could include as a bullet "Plus many more associate perks & incentives!" but that's vague; maybe we keep it. Pay: salary range. Now we need to avoid duplication: The phrase "Pay is dependent on knowledge, skills, abilities, experience, and location." appears twice; we should keep only once. We need to remove boilerplate: EEO statements, application instructions, privacy policy, California resident notice, etc. Now produce HTML. Structure:

    About the role

    company intro + position statement + description?

    Could combine. Better: About the role includes company overview and description of role. Let's craft:

    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.

    Then Responsibilities

    Responsibilities

    ... each liability. Then Requirements

    Requirements

    maybe include education/experience preferences and working conditions.

    Could also split into Qualifications and Skills but we have limited headings. We could do Requirements for education/experience, Qualifications for preferred qualifications, Skills for specific abilities. Let's see. We have education/experience preferences (Bachelor's, years, etc.) plus formal credit training, experience in structuring, proficiency in MS Office, sales/leadership, flexible hours. That's a mix. We could do: Requirements: education/experience preferences (bullet list). Qualifications: formal credit training, experience in structuring, etc. Skills: MS Office proficiency, sales/leadership, flexible hours. But we need to ensure we don't create sections with filler. All have content. Let's decide:

    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.

    Qualifications

    • 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.

    Skills

    • Must be proficient in Microsoft Office Suite and Excel and Word specifically.
    • Must possess sales and leadership abilities.
    • Must be able to work flexible hours.
    Then Benefits

    Benefits

    list. Pay

    Pay

    The salary range for this position is $150,000 to $275,000 depending on knowledge, skills, abilities, experience, and location.

    We should not include Schedule. Check for duplication: we included "Must be able to work flexible hours." under Skills; okay. Now ensure we didn't include any boilerplate like EEO, application instructions, privacy policy, etc. We kept company intro, position statement, description, responsibilities, requirements, qualifications, skills, benefits, pay. We omitted working conditions paragraph; we didn't include it anywhere. Should we include it? It's substantive info about physical demands. We could add a short paragraph under Requirements or maybe a separate section but not in headings. Could add under Requirements as a

    after the list. Let's add a

    under Requirements after the list: "Working Conditions: The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds.