Senior Commercial Relationship Manager

Key Responsibilities

• Maintains a client portfolio for the bank, including commercial, middle market, and commercial real estate clients
• Expands existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank
• Works with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations
• Provides mentoring and training to other bank associates
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and bank needs
• Engages underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
• Buys and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments
• Acts as a financial advisor by educating the client about financial strategies and matching client needs with appropriate products and services
• Maintains a thorough knowledge of bank's lending policies and regulatory requirements
• Maintains proper house-holding of relationships
• Uploads financial information and client detail into central repository throughout the underwriting process
• Gathers financials for new and renewal opportunities with clients
• Prepares Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
• Coordinates deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
• Works with CRM and Underwriter to appropriately ensure accuracy of underwriting package
• Finalizes term sheets to meet client and