4 дня назад
Client Solutions Manager
81 000 - 147 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Solutions Manager (Commercial Banking): Managing commercial loan portfolios and client relationships with an accent on credit monitoring, underwriting quality, risk mitigation, and relationship expansion. Focus on analyzing cash flow and collateral-based credits, structuring loans, identifying cross-sell opportunities, and coordinating with bankers, credit, underwriting, QA, and QC partners.
Location: Fully onsite in Eureka, California, United States; occasional travel required.
Salary: $81,000–$147,000 per year, with potential performance-based incentive compensation.
Company
provides commercial banking products and services, including lending, deposits, and core fee solutions.
What you will do
- Monitor credit risk, manage and prioritize Credit Review workflows, and maintain accurate portfolio risk ratings.
- Manage commercial loan portfolios, credit requests, renewals, reviews, documentation, and underwriting quality.
- Analyze financial, business, personal, and market information to evaluate loan requests, structure credit, and recommend terms.
- Partner with Commercial Bankers as a primary client contact, attend client meetings, and expand commercial relationships.
- Identify and cross-offer loan, deposit, fee, and ancillary banking solutions to increase client value and revenue.
- Coordinate with underwriting, Credit Administration, Quality Assurance, Quality Control, and other internal partners.
Requirements
- 4–7 years of relevant commercial banking experience or 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, risk identification, and mitigation skills.
- Ability to evaluate cash-flow and collateral-based loans, structure credit, and apply credit policies and procedures.
- Strong relationship management, business development, sales, analytical, communication, and presentation skills.
- Proficiency with Microsoft Excel, Word, PowerPoint, and other personal computer software.
Culture & Benefits
- Full-time employment with comprehensive healthcare, dental, and vision coverage.
- 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, tuition assistance, and legal support.
- Commitment to diversity, equal opportunity, and professional development.
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