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Morrisville

    C&I Relationship Manager - Morrisville, United States - Penn Community Bank

    Penn Community Bank
    Penn Community Bank Morrisville, United States

    2 weeks ago

    Default job background
    Description

    Overview:

    The 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.
    • Interview applicant(s) and request specified information for loan application.
    • 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.
    • Present loans to appropriate approving authority or Loan Committee for approval.
    • Call and visit C&I customers, prospects, and referral sources / centers of influence (COIs) to promote and sell Bank products and services.
    • Respond to customer information requests or inquiries involving small business loans.
    • 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.
    Qualifications:

    Education and Experience

    • Bachelors 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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