CRE Relationship Manager
Northwest Bank · Fishers, IN · 3 days ago
Business DevelopmentFull-time
IN0534 Fishers Job Description The CRE Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE Relationship Manager is also responsible for managing a portfolio of relationships, ensuring exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships, and meaningful “Centers of Influence” relationshipsProspect actively and successfully bring in new relationships to NorthwestEngage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationshipsAchieve and exceed budget goals as assigned individually and by regionActively participate in community and professional networking eventsEstablish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIsEncourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at NorthwestManage a commercial loan portfolio of clientsMake loan presentations and recommendations to Credit, team leaders, and senior line of business managers as requiredPartner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basisEnsure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriateAs required, collect on delinquent accountsAnalyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio ManagementComplete loan closings in partnership with Portfolio ManagementEnsure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio ManagementParticipate in continued sales, product and credit trainingEnsure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipment Education + Experience preferred Bachelor’s degree in business, Accounting, Finance, Economics, or Marketing6-8 years of CRE relationship management experienceExperience consistently delivering strong sales performanceExtensive 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. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.