Cre Relationship Manager

le001 northwest bank

📍 fishers indiana united states🕐 16d ago🔗 workday

Job Description

IN0534 Fishers **Job Description** The CRE Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE Relationship Manager is also responsible for managing a portfolio of relationships, ensuring exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. **Essential Functions** * Develop and expand existing commercial banking relationships, and meaningful “Centers of Influence” relationships * Prospect actively and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships * Achieve and exceed budget goals as assigned individually and by region * Actively participate in community and professional networking events * Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs * Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of clients * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in partnership with Portfolio Management * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management * Participate in continued sales, product and credit training * Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment **Education + Experience preferred** * Bachelor’s degree in business, Accounting, Finance, Economics, or Marketing * 6-8 years of CRE relationship management experience * Experience consistently delivering strong sales performance * Extensive comprehensive knowledge and understanding of commercial real estate lending, loan servicing, credit and non-credit products. * Strong negotiating skills in terms, loan structure and pricing. * Knowledge and understanding of risk management. * Excellent verbal, written, and interpersonal communication skills. * Ability to multitask and effectively prioritize responsibilities. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Cre Relationship Manager at le001 northwest bank | MergeJobs