Jobs

    Commercial Relationship Manager - Carmel, United States - Everwise Credit Union

    Everwise Credit Union
    Everwise Credit Union Carmel, United States

    3 weeks ago

    Default job background
    Description
    Commercial Relationship Manager


    We are searching for an experienced Commercial Relationship Manager.
    Indianapolis, Indiana

    Position Summary:

    The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships typically comprising businesses with annual revenues up to $20 million. Responsibilities include providing deposit services, commercial loans, treasury management, and other Everwise products and services. The Commercial Relationship Manager is accountable for diligently working with internal and external partners for credit approval, discussing other product offerings and making introductions to other lines of business, consistently building relationships with new prospects and centers of influence along with existing clients.

    Primary Responsibilities and Duties:

    • Actively engage in business development activities to attract new, profitable lower middle market businesses typically up to $20 million in revenues or loan sizes above $2 million.

    • Screen and interview commercial applicants to assess their financial needs.

    • Gather required information to compile a comprehensive loan package to submit for decisioning.

    • Conduct joint calls with MicroLenders, Business Bankers, Treasury Management, and other internal stakeholders and departments.

    • Perform robust financial analysis on loans and support underwriting.

    • Actively involved in closing loans by adhering to proper documentation procedures, obtaining required signatures, and disbursing funds as per approval.

    • Proactive administration of loan portfolio, deposit accounts, collections, and associated documentation.

    • Proactive portfolio management, ensuring loan compliance, mitigating risk, and maintaining profitability by acquiring and analyzing necessary financial data.

    • Cultivate and maintain professional community relationships to enhance Everwise's visibility and secure new business opportunities.

    • Actively engage in community service and promotional events, to foster personal development and enhance Everwise's positive reputation in the community.

    • Preview other financial products and introduce additional financial services to enhance member relationships. Such as - Commercial, Cash Management, Mortgage, and Retail Services.

    • Assume additional responsibilities as required for the growth and advancement of Everwise.

    Knowledge/Skills:

    • Corporate and Commercial loan experience across diverse industries, and commercial real estate asset classes.

    • Proficient in negotiation, with excellent verbal and written communication skills.

    • Deliver exceptional service to our business members, regardless of circumstances.

    • Utilize interpersonal skills in interviewing, negotiating, selling, and managing difficult conversations with members.

    • Uphold impeccable integrity by safeguarding the best interest of Everwise and its members through prudent lending practices and risk mitigation.

    • Knowledgeable of business and contract laws.

    • Strong understanding of commercial credit, loan services, and credit risk policies and procedures.

    • Solid understanding of treasury management.

    • Ability to work autonomously and collaboratively in a team environment.

    • Understand and adhere to government laws, regulations, and Everwise's policies and procedures concerning Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.

    Minimum Requirements:
    • Bachelor's degree in business, Accounting, Finance, or related field, required.
    • 4+ years' experience in corporate and commercial lending within the financial services industry
    • Excellent skills in commercial financial software and Microsoft Office suite.
    • Relevant certifications or advanced degree preferred.
    Exempt

    Annual Salary

    Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.


  • Huntington National Bank Carmel, United States Full time

    Description · Summary: · Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly i ...


  • UN Promotional Solutions, Inc. Carmel, United States

    UN Promotional Solutions, Inc., a Branding and Promotional Solutions company since 2019 is seeking in the Indianapolis area a Senior Sales Account Executive to expand our growing sales force. This individual must possess extensive sales experience. A motivated team player will be ...

  • AIM Youth Mental Health

    Executive Director

    1 day ago


    AIM Youth Mental Health Carmel, United States

    Who We Are · AIM Youth Mental Health ("AIM") is a non-profit organization dedicated to bridging the gap between research and access to care for youth struggling with mental health challenges. Our mission is to find, fund, and implement evidence-based treatments, empower youth to ...

  • OPENLANE

    Market Sales Manager

    3 weeks ago


    OPENLANE Carmel, United States Full time

    Who We Are: · At OPENLANE we make wholesale easy so our customers can be more successful. · We're a technology company building the world's most advanced—and uncomplicated—digital marketplace for used vehicles. · We're a data company helping customers buy and sell smarter with ...


  • Omniaclassifieds Carmel, United States

    **Restaurant Kitchen Manager** · **Send message** Qualifications: Good tenure at current employer (at least two years), Strong kitchen operational knowledge - from line checks to inventory, maintenance, etc. Experience working with freshly prepared food, Ability to build strong ...


  • Prime Communications Carmel, United States Full time

    Position Summary · An AT&T Connected Communities (ACC) Account Executive at Prime Communications is a professional who plays an integral role in the sales of the AT&T Fiber and network infrastructure to property owners and residential communities. This position works out in the f ...

  • Pure Barre

    Sales Representative

    4 weeks ago


    Pure Barre Carmel, United States Part time

    Pure Barre is more than just a workout; it's a way of life. We are focused on improving, strengthening, and transforming the lives of our clients and always welcoming dynamic talent. We are looking for a qualified Sales Representative to join our family The purpose of the Sales R ...


  • GetGo Café + Market Carmel, IN, United States

    Job Summary · This position is responsible for the maintenance, and/or repair, of a variety of physical plant and specialized equipment in an assigned group of GetGo convenience stores within the Indianapolis operating market. Job Description · Experience Desired: Mechanical, ...


  • Wendy's Carmel, United States

    Why Wendy's · Wendy's Assistant Managers will be responsible for directing the overall operation of the restaurant, from hiring and overseeing a team of employees that deliver exceptional guest service to managing the financial performance of the store. Wendy's Assistant Manage ...

  • Dauby O'Connor & Zaleski

    Tax Senior Manager

    4 weeks ago


    Dauby O'Connor & Zaleski Carmel, United States

    Current job opportunities are posted here as they become available.Dauby O'Connor and Zaleski, LLC is seeking an experienced Tax Senior Manager to join our team. You'll have the opportunity to interact directly with our clients, providing exceptional client service, while managin ...

  • The Quail

    Sales Manager

    1 day ago


    The Quail Carmel, United States

    Working alongside the amazing team at The Quail, we are seeking a Sales Manager to support our Sales & Marketing department. · Work for a highly prestigious hotel located in sunny Carmel Valley, California. · Learn and grow within a strong hospitality operation. · Exceptional med ...


  • The MJ Companies Carmel, United States

    Summary · We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and ...

  • Gpac

    Project Architect

    4 weeks ago


    Gpac Carmel, United States Full time

    Project Architect/Project Manager · Our client is a dynamic firm looking for a design-focused Project Architect/Project Manager to join their growing team in Indianapolis. · Job Description: · In this role, you will be involved in all phased of the design process at a highly col ...

  • Gpac

    Project Architect

    3 weeks ago


    Gpac Carmel, United States Full time

    Project Architect/Project Manager · Our client is a dynamic firm looking for a design-focused Project Architect/Project Manager to join their growing team in Indianapolis. · Job Description: · In this role, you will be involved in all phased of the design process at a highly col ...


  • Allied Solutions, LLC Carmel, United States Full time

    Allied Solutions is committed to ensuring a positive employee experience to support and retain employees. The corporate communications manager will deliver clear, engaging and compelling employee communications in partnership with human resources (HR) teams and business partners ...


  • Allegion Carmel, United States Full time

    Creating Peace of Mind by Pioneering Safety and Security · Senior Sales, Inventory & Operations Planning Analyst · The Sales, Inventory, & Operations Planning (SIOP) Senior Analyst has a variety of important responsibilities necessary to support the execution of Allegion's sa ...


  • The Learning Experience Carmel, United States

    About Us: · The Learning Experience at Westfield is a distinguished early education center franchise committed to providing exceptional care and education to young children in a nurturing and innovative environment. We are dedicated to fostering a love for learning and inspiring ...

  • Prime Car Wash

    General Manager

    4 weeks ago


    Prime Car Wash Carmel, United States Full time

    Benefits:Bonus based on performance · Company parties · Competitive salary · Dental insurance · Employee discounts · Flexible schedule · Health insurance · Opportunity for advancement · Paid time off · Profit sharing · Training & development · Prime Car Wash is seeking General Ma ...

  • Dawn's Dream Winery

    Shipping Manager

    1 day ago


    Dawn's Dream Winery Carmel, United States

    Join Our Team: Shipping Manager · at Dawn's Dream Winery & Galante Family Winery · Are you passionate about wine and logistics? Join our team as a Shipping Manager at our esteemed winery and ensure that our customers receive their orders with the utmost care and precision · Posi ...


  • Theta Chi Fraternity Carmel, United States

    Position Title – Director of Development · Reports to – Chief Development Officer · Location – Theta Chi Fraternity International Headquarters; Carmel, IN · Work Schedule – Full Time, 40+ hours per week · Education required – Bachelor's Degree required · Experience required – 5+ ...