Partnership Manager at MODIFI focused on developing strategic partnerships in trade finance. Responsible for driving growth with global stakeholders and cross - functional collaboration.
About the role
- CRE Relationship Manager IV responsible for developing and managing a portfolio of loans secured by real estate collateral. Acquiring and expanding client relationships while ensuring bank profitability.
Responsibilities
- Assumes overall responsibility, development and management of their borrowing and non-borrowing portfolio
- Underwrites, originates and effectively manages a portfolio of loans generally secured by commercial and/or residential real estate collateral
- Provides advice and guidance on policies and manages larger and more complex loan relationships as well as more complex lending structures
- Participates in the development of new business by acquiring, retaining and expanding client relationships
- May assist other lenders with underwriting of commercial real estate loans
- Responsible for growing a high-quality portfolio of real estate loans and associated deposits within designated market area
- Develop and maintain a quality loan portfolio
- Maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services
- Pre-screen potential new loans with credit officer to determine appropriate structure
- Prepare loan approval packages for approval and facilitate through process
- Monitor loan portfolio and maintain updated financial information
- Manage the bank’s complex commercial real estate loan relationships
- Responsible for making business development calls and contributing to overall Bank objectives of quality new loan and deposit growth
- Sell and cross-sell deposits and other bank products such as Treasury services in a profitable manner
- Make recommendations to management on procedural improvements
- Assist other Relationship Managers with customer requests and serves as a source for real estate lending knowledge
- Assist in mentoring teammates, to include credit analysis, financial spread sheet preparation and underwriting
- Maintain pipeline of existing relationships and new prospects
- Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines
- Participate in community and business functions/groups to ensure a positive image for the bank within the region’s marketplace
- Establishes referral contacts and Centers of Influence (COI) within the community
- Regularly corresponds with Senior Credit Officer(s); Loan Review Department; attorneys, loan support and loan processing areas
- Seek out largest and most complex CRE customers
- Other duties as assigned
Requirements
- Bachelor's degree in Business, Economics, or finance preferred or equivalent banking experience
- Minimum 10 years of commercial real estate banking experience and a proven track record of generating deposit and fee income
- Very strong credit skills evident
- Ability to manage large and complex relationships and more complex lending structures
- Proficient in analyzing commercial real estate credit applications
- Advanced knowledge of typical CRE collateral documentation - title insurance, deeds of trust, assignment of rents & leases, hazard insurance, flood insurance, UCC filings, etc.
- Thorough knowledge of financial and credit aspects of commercial real estate lending such as credit analysis, global cash flow analysis and Debt Service Coverage
- Comprehensive knowledge of commercial appraisal and loan underwriting methodologies
- Excellent organizational skills, initiative, dependability and ability to work with minimal direction
- Ability to manage multiple projects while meeting goals
- Strong knowledge of Microsoft Office including Outlook, Word and Excel
Benefits
- General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits
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