Financial Inst Rel Mgr IV

Responsibilities

• Drive business in both the fund and fund administration markets within the Financial Institutions Group, applying acumen and long-time presence across related verticals to provide a differentiated customer experience to both funds and fund administrators as well as other financial institutions, such as futures and securities firms and specialty finance firms.
• Develop new and existing relationships within the Financial Institutions Group.
• Serve as relationship manager for institutional clients specializing in the fund and fund administration industry as well as other financial institutions nationwide.
• Drive consultative initiatives with top leadership on the best way to achieve short and long-term strategic objectives.
• Provide clients with industry expertise, sharing trends and current and potential impact on client business model.
• Prepare internal credit memos, transaction & credit modeling, completion of due diligence & requirements.
• Perform relationship management and portfolio management functions for a diverse portfolio of funds and fund administers (private equity funds, venture capital funds, real estate funds, debt funds, etc.) and futures & securities companies (broker dealers, FCMs, exchanges, etc.).
• Originate, underwrite, negotiate, and manage loans ranging from $20MM single bank participations to $100MM+ holds in multi-billion dollar syndications.

Qualifications

• Bachelor’s degree and/or H.S. Diploma/GED with equivalent work experience.
• Minimum 1 year of relevant commercial banking experience.
• Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
• Very high level of written and verbal communication skills.
• Proven track record of successful sales performance with strong business development skills.
• High level of sales, negotiation and financial analysis skills.

Key Measures Of Success/Key Deliverables

• Achieve personal goals for new loan/deposit production and average portfolio target.
• Achieve personal goals for new fee production and average loan delinquency.