Senior Commercial Loan Relationship Manager Job at Applied Bank (Glen Mills)

Senior Director of Relationship Management, Loan Origination

The Senior Director of Relationship Management, Loan Origination, plays a key ro...

Location

United States , Dallas

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Past experience in underwriting, with in depth knowledge and ability to utilize underwriting and structuring models
HubSpot or equivalent CRM experience preferred
Strong preference for experience in ground up construction lending
Strong preference for experience in Multifamily lending
Must have 7+ years experience in forward facing client relationship management / sales experience, preferably in a lending, or investment business
Must have 7+ years of real estate lending (or investment) experience
Preferred experience in acquisitions- land and existing housing

Job Responsibility

Prospect & source Elite members and Elite prospects and build relationships, leveraging DLP events
Leverage F2F meetings, Zoom, phone calls, email, LinkedIn, video, text message, and other communications tools to source and close new loan and investment opportunities with new and existing sponsors
Provide mentorship to new or junior originators
Prepare initial underwrite & analysis on complex commercial loan and investment opportunities. Leveraging resources from the Credit Structuring team members
complete the New Business Summary for presentation of new opportunities to the Credit Committee. The RM has overall responsibility for ensuring timely and complete information from the sponsor. The representations of all information and analysis performed and presented in the NBS are "owned by" the RM
Prepares "modification memo" recommendations with assistance from Credit Structuring team members for any credit issues uncovered by the servicing team (i.e. breach in covenants, missed construction milestones, etc.). Presents to the Credit Committee as applicable
Drive client attendance at all DLP events
Proactively drive revenue by relationship based networking
Attend all required meetings and work proactively to provide solutions to improve the performance of the management company
Attend all sponsor/deal pipeline meetings. Input all required data in CRM and ensure that all opportunities are at all times placed in the right stage of the pipeline

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

New

Commercial Banking Senior Relationship Manager

This position involves both the comprehensive management of existing commercial ...

Location

United States , Dallas

Salary:

189375.00 - 225625.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
8+ years of commercial banking experience required
Strong knowledge of full range of commercial products, credit policies, procedures, and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Strong time management skills, with ability to appropriately prioritize calling activities and strategies
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Job Responsibility

Coordinate with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Facilitate the resolution of customer problems, engaging product experts as needed
Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM
Average deposit portfolio of $50MM to $100MM

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Senior Credit Analyst

Our regional banking client in Edison is seeking a Senior Credit Analyst to join...

Location

United States , Edison

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of hands-on experience in CRE and C& I lending
Deep understanding of credit policies, loan structuring, and banking regulations
Excellent communication skills, a team-oriented mindset, and the ability to work effectively in a hybrid environment
Strong financial analysis, underwriting, and risk assessment capabilities
proficiency in relevant financial and banking systems

Job Responsibility

Prepare clear and concise credit memos and recommendations for loan committees
Conduct detailed credit analysis, including financial statement reviews, cash flow projections, and risk assessments, for CRE and C& I loan applicants
Collaborate with Relationship Managers and other internal teams to provide tailored solutions for clients
Stay updated on market trends, industry developments, and regulatory changes impacting credit and lending practices

What we offer

Growth-Oriented Culture
Flexibility
Competitive Compensation
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Associate, Commercial Loan Servicing Operations (Agency Syndications)

Capital One Commercial Core Operations is looking for an experienced candidate t...

Location

United States , Plano; Richmond

Salary:

64700.00 - 73900.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED or equivalent certification
At least 1 year of experience in Commercial Loan Closing or Commercial Loan Servicing
At least 1 year of experience in Commercial Banking Operations
At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
Candidates must live within approximately 50 miles of one of the hub locations based in 75024 or 23238

Job Responsibility

Manage an agent syndicated portfolio of active credit facilities as the Loan Operations Servicer for a variety of the Commercial Corporate Banking line of business
Process loan requests (disbursements, pay downs, payments, etc.)
interest and exchange rate fixing, interest and fee calculations, billing and liquidations
Manage high volumes of transaction processing and email correspondence with precision, ensuring all tasks are completed accurately and compliant with documented SLA’s
Manage and maintain effective oversight across multiple workflow tools including Gmail, Slack, Salesforce, Customer Hotline
Maintain relationships with various lines of business, participant banks/co-lenders and partner teams to include escalation, resolution and risk management
Partner with respective business units and other internal teams to align needs and provide operational support
Perform & drive team account management, exception reporting, cash breaks analysis and reconciliations within established SLA’s
Ability to accurately interpret credit agreements, promissory notes etc. in order to determine operational feasibility and maintain data integrity of the commercial loan system of record (ACBS)
Engage and contribute in virtual and in person forums with business partners, peers, senior leadership and direct team on a regular basis

What we offer

performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Fulltime

Senior Business Banker

The Senior Business Banker (Sr. BB) is responsible for managing and retaining Ci...

Location

United States , River Forest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years banking experience, preferably 5+ years in Business Banking
Business and/or Commercial Credit training preferred
Exceptional consulting skills: ability to probe, listen, clarify, and present information to advance sales transactions, deepen relationships
Demonstrated analytical skills and ability to assimilate complex financial and company operating information
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Job Responsibility

Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth
Responsible for conducting the annual review process, which entails performing site visits, collecting financial documents, and collaborating with the Credit Risk department
Enhancing the overall effectiveness, productivity, and contribution of our bankers within the assigned Market by partnership development and leadership engagement
As the senior business banker, you will be engaged as a subject matter expert and support resource for complex credit inquiries in the assigned market
Achieve desired sales production and business scorecard metrics
Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer
Develops credit structure and full credit packages where the total credit exposure is greater than $1MM and/or on specialty needs
Analyze market trends and market size by integrating analytical skills and knowledge of data analysis tools and methodologies
Maintain knowledge of industry and competitive landscape and provide timely insights and advice for uncovering and enhancing business opportunities
Ensure all KYC and AML as well as other compliance norms are strictly adhered to

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Fulltime

Commercial Banker Senior

The Commercial Banker Senior is pivotal in driving production by managing and nu...

Location

United States

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

Requirements

8-10 years experience in Commercial Banking Required
Must have strong credit and lending understanding and experience
Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability
Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services
Demonstrated strong financial acumen and high level of problem solving skills
Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations
Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally
Knowledge of Microsoft Office products: Word, Excel and Outlook
Formal credit training, preferred
Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered

Job Responsibility

Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics
Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank’s strategic goals
Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness
Generates proposals and develops sales strategies at an expert level
Develops, expands, and maintains referral sources
Documents the relationship management process
Works with clients to analyze problems and propose solutions
Acts as the client’s advocate in securing suitable credit and cross-selling products and services
Structures and completes secured and unsecured business loans
Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents

What we offer

Medical
401(k)/Retirement Plans with 100% match up to 5%
Tuition Reimbursement
Holidays
Awards & Recognition
Flex Time

Fulltime

Vice President, Institutional Credit Management - In-Business Quality Assurance - Financial Institutions Underwriting

The ICM In-Business Quality Assurance function (QA) verifies that established st...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Quality Assurance: Demonstrable Credit / Counterparty credit risk Audit / quality assurance experience, including 5-7 years in the areas of banking, credit risk management, loan review or quality assurance review function at an investment or large commercial bank
Solid understanding of risk management and control frameworks related to Counterparty Credit Risk management or another Financial Risk discipline
Capability to understand complex counterparty credit product structures, and ideally versed in derivatives and structured investment products
Good grasp of counterparty credit risk covered process, to evaluate findings within the Quality Assurance process, determine materiality, and partnering with in-line makers and checkers for ongoing improvement, problem detection, and sustainable remediation
Strong background on core credit analysis for large corporate and finance industries including funds to properly evaluate process and quality breaks within the quality assurance function
Ideally, credit officer or analyst or operational credit risk background, with experience on day-to-day credit functions associated with analysts and risk approval
High awareness and adherence to the control environment including Quality Assurance and Quality Control
Competencies: Highly Effective interpersonal skills, with the ability to build relationships and exert influence with and without direct authority with Senior Levels of Management
Solid organizational skills with ability and willingness to work under pressure and manages time and priorities effectively
Exceptional written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority

Job Responsibility

Support the Head of FI In-Business Quality Assurance to set the global strategy for and lead the implementation and ongoing delivery of a robust Quality Assurance function
Provide effective credible challenge during QARs to Business Region Heads and Portfolio Managers, as regards to memo and process quality to ensure that weaknesses in such processes are identified and escalated as appropriate
Support with the aim to ensure wholesale credit risks within Citi are effectively identified, measured, monitored, and controlled, consistent with the bank's risk appetite and all policies and processes established within the risk governance framework
Support execution of consistent and objective assessments during QARs
Support execution of subsequent follow-up on corrective actions that were raised during QARs
Support execution of sustainability testing of corrective actions resulting from issues raised by Internal Audit or Regulators
Synthesize and prepare quarterly Quality Assurance Scorecard Reports to ICM business management that communicate and measure results and identify negative trends and potential solutions
Constant interaction with the respective Analysts and Team Leads, to ensure that quality assurance protocols are adequate for all portfolios
Support WCR IBQA function in the establishment of WCR IBQA policies, procedures, risk assessment and controls to drive effective QA coverage and standards
Support ICM Head of Markets In-Business Quality Assurance Functional Head to stay abreast of relevant changes to rules/regulations and other industry news including regulatory findings

What we offer

Extensive on-the-job training and exposure to senior leaders
Traditional learning opportunities
Access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
Resources and tools to volunteer in the communities in which they live and work
Opportunity to give back and make a positive impact through volunteerism

Fulltime

ICM In-Business Quality Assurance VP – Financing and Securitization

Institutional Credit Management’s (“ICM”) objective is to provide an integrated ...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in quality control / quality assurance experience, including 5-7 years in banking, credit risk management, internal audit, loan review or quality assurance review function at an investment or large commercial bank
Solid understanding of risk management and control frameworks related to Counterparty Credit Risk management or another Financial Risk discipline
Ability to understand complex counterparty credit product structures including derivatives and well-versed in securitization and credit financing products as well as credit analysis, underwriting, legal documentation etc.
Strong background on core credit analysis for large corporate and finance industries to properly evaluate process and quality breaks within the quality assurance function
Good grasp of counterparty credit risk covered process, to evaluate findings within the Quality Assurance process, determine materiality, and partnering with in-line makers and checkers for ongoing improvement, problem detection, and sustainable remediation
Experience & adherence to the control environment including Quality Control
Demonstrated ability to develop/mentor Talent
Strong organizational skills with ability and willingness to work under pressure and manages time and priorities effectively with little supervision
Developed interpersonal skills, with the ability to build relationships and exert influence with and without direct authority
Excellent written and verbal communication skills, with the ability to communicate to audiences of varying levels of seniority

Job Responsibility

Support the Head of Financing and Securitization In-Business Quality Assurance on the discussions to define the Quality Assurance function and Reviews across ICM coverage universe
Provide effective credible challenge during QARs to Business Region Heads and Portfolio Managers, as regards to credit memo and associated process quality to ensure that weaknesses in such processes are identified and escalated as appropriate
Support in the establishment of processes that enable wholesale credit risks within Citi are effectively identified, measured, monitored, and controlled, consistent with the bank’s risk appetite and all policies and processes established within the risk governance framework
Under the supervision of the ICM In-Business Quality Assurance – Financing and Securitization QA Manager, support on the executing of the following: Consistent and objective assessments during QARs Subsequent follow-up on corrective actions that were raised during QARs
Sustainability testing of corrective actions resulting from issues raised by Internal Audit or Regulators
Synthesize and prepare quarterly Quality Assurance Scorecard Reports to ICM business management that communicate and measure results and identify negative trends and potential solutions
Support WCR In-Business QA (IBQA) function in the establishment of WCR IBQA policies, procedures, risk assessment and controls to drive effective QA coverage and standards
Support In-Business QA Head of Financing and Securitization to stay abreast of relevant changes to rules/regulations and other industry news including regulatory findings
Support the Global Head of WCR IBQA on internal projects and initiatives
Support ICM Voice of the Employee (VOE) initiatives

Fulltime

Senior Commercial Loan Relationship Manager

Applied Bank

Location:
United States , Glen Mills

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 06, 2025

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