Senior Commercial Relationship Manager

About the role

This role involves developing new customer prospects and managing a portfolio of commercial clients. The candidate will originate and service various business and individual loans to foster long-term, profitable relationships, maximizing revenue and asset quality.

Responsibilities

• Maintaining client portfolios
• Expanding relationships
• Analyzing credit strengths and weaknesses
• Structuring loans with appropriate terms and protections
• Working closely with management and underwriters to evaluate financials, prepare loan memos, and ensure accurate underwriting and documentation
• Acting as a financial advisor, educating clients on financial strategies
• Monitoring portfolio health to identify risks

Qualifications

• Bachelor’s degree
• 6-8 years of experience
• Proficiency in MS Outlook, Word, and Excel

Skills

• Client relationship management
• Credit analysis
• Loan structuring
• Regulatory compliance
• Strong communication
• Analytical abilities
• Mentoring abilities