Job Description

Commercial Relationship Manager

with a growing credit union in the San Francisco Bay Area

Are you a skilled Commercial Relationship Manager with a strong COI network and a proven track record of success in the C&I space? We're looking for a dynamic professional who can hit the ground running, leveraging their expertise to build relationships with businesses generating $10MM–$100MM in annual revenue. If you're passionate about business development, have a knack for prescreening (preflight) loans, and bring underwriting capabilities to the table, we want you on our team. Join us in delivering exceptional service and strategic solutions to our clients in the lower middle market.

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).

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