Loan Agency Relationship Manager

Primary Responsibilities

• Monitor relevant administrative and operational systems, databases and activity related to accounts of significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
• Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
• Ensure coordination of activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.
• Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
• Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
• Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
• Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities.
• Evaluate fees for suitability and conformance with fee schedules.
• Partner with Fee Billing to monitor and timely collect aged receivables.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
• Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.
• Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships.
• Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
• Participate on Divisional and Departmental projects as assigned at a strategic and tactical level and inclusive of product development, fee structures, service delivery and policy and procedures.
• Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of cash flows, fee billing, internal and external reporting and tickler processing.
• Work with management to identify opportunities to enhance GCM’s control environment, existing and new products, internal coordination and collaboration and client service model and implement enhancements as requested to improve business results, client service and efficiency.
• Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes and changes to market provisions in agreements, that may affect GCM’s ability to sustain its’ control environment, future profitability and growth to ensure pro-active responses to identified issues.

Qualifications

• Education and Experience Required: Bachelor's degree and a minimum of 5 years’ client service experience in Global Capital Markets products or markets, OR in lieu of a degree, A combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ client service experience in Global Capital Markets products or markets
• High level of proficiency with personal computers as well as pertinent software
• High proficiency and experience reading, analyzing and interpreting legal documents
• Familiarity with corporate structures, relevant laws and regulations
• Strong problem-solving skills
• Excellent verbal and written communication skills
• Strong analytical skills
• Strategic thinking skills
• Minimum of 2 years’ work leadership, supervisory and/or managerial experience
• Strong interpersonal skills

Benefits

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD).