Senior Commercial Relationship Manager

About the role

This role involves developing new customer prospects and managing relationships with commercial, middle market, and real estate clients within the Central Florida region. Key responsibilities include maintaining and expanding a client portfolio, analyzing creditworthiness, structuring loans, and making loan decision recommendations. The position requires working closely with management and underwriters to ensure accurate financial analysis, preparing opportunity memos, and finalizing loan terms that align with client needs and bank policies. Additionally, the role involves mentoring colleagues, monitoring portfolio health, ensuring compliance with covenants, and acting as a financial advisor to clients.

Responsibilities

• Develop new customer prospects
• Manage relationships with commercial, middle market, and real estate clients in Central Florida
• Maintain and expand a client portfolio
• Analyze creditworthiness
• Structure loans
• Make loan decision recommendations
• Work closely with management and underwriters to ensure accurate financial analysis
• Prepare opportunity memos
• Finalize loan terms aligning with client needs and bank policies
• Mentor colleagues
• Monitor portfolio health
• Ensure compliance with covenants
• Act as a financial advisor to clients

Qualifications

• Bachelor’s degree
• 6-8 years of experience
• Proficiency in Microsoft Office tools
• Ability to build a high-value portfolio
• Maintain regulatory knowledge
• Support client financial strategies