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C&I Relationship Manager - Yardley, United States - Penn Community Bank
Description
OverviewThe C&I Relationship Manager actively manages a loan portfolio of existing clients; including soliciting, examining, evaluating, and authorizing or recommending approval of customer applications for commercial loans.
Responsibilities
Develop sales leads independently and by cooperation with the Business Development officer and Branch Managers to attain new C&I business relationships and product sales.
Manage a loan portfolio of existing clients and monitor loan quality; Be responsible for all aspects of loan administration for this portfolio, including receipt of financial information, updating risk ratings, and ensuring timely renewals of lines of credit.
Oversee and ensure accuracy and performance of loan administration and processes, such as receipt of applications from prospective applicants, completeness of loan packages, and timely processing, funding, and closing of committed loans.
Request applicant credit reports, background checks, reference checks, and other information pertinent to loan applicants' evaluations.
Analyze applicant financial status, credit, banking status, and other information to determine feasibility of granting a loan.
Compile loan package and facilitate negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms.
Call and visit C&I customers, prospects, and referral sources / centers of influence (COIs) to promote and sell Bank products and services.
Provide loan data to support marketing and sales promotion programs as required.
Promote and cross-sell other Bank products and services as appropriate to customer requirements, such as Business Checking and Cash Management.
Education and Experience
Bachelor's degree from four-year college or university
Minimum of 5 years' experience in commercial lending
Formal Credit Training preferred
Skills and Competencies
Comprehensive knowledge of C&I related commercial lending, including a solid understanding of underwriting and credit.
Good verbal and written communication skills.
Satisfactory knowledge of loan documentation.
Good organizational and time management skills; the ability to prioritize tasks.
Thorough knowledge of products and services offered by the Bank.
Working knowledge of Microsoft Excel, Word, and PowerPoint.
Ability to remain calm and efficient under pressure to meet requirements and deadlines.
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