Commercial Lending Senor Relationship Manager

Salary depends on experience
Posted on 08/29/18 by John Wavle
Porter Consulting Services
Omaha, NE
5 - 7 years experience
Accounting, Finance & Insurance
Salary depends on experience
Posted on 08/29/18 John Wavle

Currently looking for an experienced Commercial Lending Relationship Manager for a leading nationwide financial institution. Interested candidates must have 5 to 10 years' experience in Commercial Lending and preferably have existing knowledge of the market.


Responsibilities of the Commercial Lending Relationship Manager


  • Manage a portfolio of middle market relationships who need financial services and products to meet their needs.
  • Prospect new business and enhance existing relationships.
  • Engage in dialogue with CEO and CFO levels regarding the client's industry and alternative capital structures.
  • Assess the risks and impacts from both the clients and the banks perspective for development and implementation of an overall client strategy.
  • Lead, direct and coordinate key team members in analysis and execution in the effective delivery of their products and services to clients and prospects.


Requirements of the Commercial Lending Relationship Manager


  • Undergraduate degreepreferred: Majors in business, finance or economic preferred. MBA desirable.
  • Existing knowledge of the market preferred.
  • Active member/participation in local community organizations.
  • Must have 5 to 10 years' experience in Commercial Lending.
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Ability to understand and interpret the principles of accounting and finance.
  • Financial modeling experience and the completion of a formal credit training is required.
  • Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date).


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