CRE Relationship Manager

Essential Functions

• Develop and expand existing commercial banking relationships, and meaningful “Centers of Influence” relationships
• Possessively bring in new relationships to Northwest
• Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships
• Achieve and exceed budget goals as assigned individually and by region
• Actively participate in community and professional networking events
• Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs
• Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest
• Manage a commercial loan portfolio of clients
• Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
• Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
• Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate
• As required, collect on delinquent accounts
• Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
• Complete loan closings in partnership with Portfolio Management
• Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management
• Participate in continued sales, product and credit training
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Education + Experience

• Preferred: Bachelor’s degree in business, Accounting, Finance, Economics, or Marketing
• 6-8 years of CRE relationship management experience
• Experience consistently delivering strong sales performance
• Extensive comprehensive knowledge and understanding of commercial real estate lending, loan servicing, credit and non-credit products
• Strong negotiating skills in terms, loan structure and pricing
• Knowledge and understanding of risk management
• Excellent verbal, written, and interpersonal communication skills
• Ability to multitask and effectively prioritize responsibilities