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Senior Commercial Relationship Manager
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Full-time
- Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process.
- Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests.
- Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter
- CRM and Under Writer work together to appropriately ensure accuracy of underwriting package
- Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
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