Commercial Relationship Manager - MRISpokane
San Jose, CA 95101
About the Job
Position Overview
We are seeking an experienced Commercial Relationship Manager to join our team. This role is instrumental in fostering and managing relationships with businesses generating annual revenues between $10MM and $100MM. The ideal candidate will demonstrate a strong ability to prescreen (preflight) loans and is highly valued if they can handle their own underwriting.
Key Responsibilities
- Business Development: Build and maintain strong relationships with business clients in the lower middle market, identifying new opportunities to grow our commercial loan portfolio.
- Loan Prescreening & Underwriting: Analyze financial information and assess creditworthiness for C&I loan requests. Perform prescreening (preflight) of potential loans to ensure alignment with credit policies and risk appetite.
- Portfolio Management: Manage an existing portfolio of commercial clients, ensuring their banking needs are met and risks are appropriately managed.
- Collaboration: Work closely with internal teams, including credit analysts and underwriters, to ensure timely loan processing and excellent customer service.
- Market Expertise: Stay informed on market trends and client industries to provide proactive solutions and guidance.
Qualifications
- Proven experience in Commercial Relationship Management, preferably within a credit union, bank, or financial institution.
- Strong knowledge of C&I loans and the ability to prescreen loan requests effectively.
- Underwriting skills are a significant plus.
- Familiarity with businesses generating $10MM to $100MM in annual revenues.
- Excellent interpersonal and communication skills with a client-focused mindset.
- Ability to work independently in a hybrid environment (in-office on Tuesdays).
Source : MRISpokane