Commercial Relationship Manager

Institutional clients include pension funds, endowments and insurance companies. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

Position summary:

Yewgate has an opening for a Commercial Relationship Manager. Supported by a credit analyst and a portfolio manager. Fully remote. You can work from anywhere in the US. Normal working hours, Monday to Friday.

In this role you will:

Manage a portfolio of 60 to 90 business clients. Analyze financial statements, tax returns and cash flow for borrowers and guarantors. Keep loan files and credit documentation complete for audits and exams. Structure credit requests, including lines of credit, term loans, equipment and owner-occupied real estate. Coordinate with treasury, credit and operations to onboard new clients. Track pipeline and activity in Salesforce or nCino.

Required qualifications:

Valid driver's license for client visits. Proven record of bringing in new client relationships. Comfortable presenting to credit committee. Formal credit training or equivalent experience underwriting commercial loans. Strong financial statement and cash flow analysis skills. Working knowledge of loan documentation, collateral and guarantees. Bachelor's degree in finance, accounting or business.

Preferred:

MBA. Treasury management product knowledge.

Pay range: $129,000 to $163,000 per year. Final offer will depend on experience.

Perks and benefits:

Health insurance. 401(k) with 4% match. Paid sick leave. Professional development budget. Vision insurance.

Yewgate is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Agencies: please do not contact us about this role.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Yewgate Inc..