16 часов назад
Client Solutions Manager (Commercial Banking)
81 000 - 140 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Client Solutions Manager (Commercial Banking): Managing commercial loan portfolios, credit monitoring, underwriting workflows, and client relationship expansion with an accent on risk assessment, loan structuring, and cross-selling banking products and services. Focus on analyzing financial and market data, coordinating with underwriting and credit partners, and developing additional loan, deposit, and fee-income opportunities.
Location: Fully onsite in Scottsdale, Arizona at 8501 N Scottsdale Rd, Scottsdale, AZ 85253. Occasional travel required.
Salary: $81,000–$140,000 per year, with possible performance-based incentive compensation.
Company
provides commercial banking products and services, including lending, deposits, and core fee-income solutions.
What you will do
- Monitor commercial credit risk, manage and prioritize Credit Review workflows, and maintain properly risk-rated loan portfolios.
- Analyze financial, business, personal, and market information to assess borrowing capacity, loan requests, renewals, and credit reviews.
- Recommend loan structures and terms, review documentation, and prepare recommendations and presentations with Commercial Bankers and credit partners.
- Act as a primary client contact alongside the Commercial Banker, participate in client meetings, and coordinate with underwriting, QA, QC, Credit Administration, and other internal partners.
- Identify and develop opportunities for additional loans, deposits, core fee income, products, and services, dedicating approximately 30% of time to relationship expansion sales activities.
- Maintain compliance with credit policies, banking regulations, portfolio administration requirements, and risk-mitigation practices.
Requirements
- 4–7 years of relevant commercial banking experience or prior experience as a Commercial Portfolio Manager or Commercial Underwriter.
- Bachelor’s degree in Finance, Accounting, or Business preferred.
- Strong commercial underwriting, credit monitoring, portfolio management, loan structuring, risk identification, and mitigation skills.
- Advanced understanding of credit policies and procedures, including cash-flow and collateral-based lending.
- Strong relationship management, business development, analytical, problem-solving, sales, communication, and presentation skills.
- Proficiency with personal computers and Microsoft Excel, Word, and PowerPoint.
Culture & Benefits
- Healthcare coverage including medical, dental, and vision plans.
- 401(k) retirement savings plan with employer match for qualifying contributions.
- Paid vacation, sick days, volunteer days, and holidays.
- Life and disability insurance, employee assistance, mental health resources, legal support, and identity theft protection.
- Tuition assistance, auto and home insurance, pet insurance, and access to an online discount marketplace.
- Benefits begin the first day of the month following hire for associates scheduled to work at least 30 hours weekly.
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