Demo

Commercial Relationship Manager

MRISpokane
San Jose, CA Full Time
POSTED ON 3/28/2025
AVAILABLE BEFORE 4/25/2025

Job Description

Job Description

Position Overview

We are seeking an experienced Commercial Relationship Manager to join our team. This role is instrumental in fostering and managing relationships with businesses generating annual revenues between $10MM and $100MM. The ideal candidate will demonstrate a strong ability to prescreen (preflight) loans and is highly valued if they can handle their own underwriting.

Key Responsibilities

  • Business Development : Build and maintain strong relationships with business clients in the lower middle market, identifying new opportunities to grow our commercial loan portfolio.
  • Loan Prescreening & Underwriting : Analyze financial information and assess creditworthiness for C&I loan requests. Perform prescreening (preflight) of potential loans to ensure alignment with credit policies and risk appetite.
  • Portfolio Management : Manage an existing portfolio of commercial clients, ensuring their banking needs are met and risks are appropriately managed.
  • Collaboration : Work closely with internal teams, including credit analysts and underwriters, to ensure timely loan processing and excellent customer service.
  • Market Expertise : Stay informed on market trends and client industries to provide proactive solutions and guidance.

Qualifications

  • Proven experience in Commercial Relationship Management, preferably within a credit union, bank, or financial institution.
  • Strong knowledge of C&I loans and the ability to prescreen loan requests effectively.
  • Underwriting skills are a significant plus.
  • Familiarity with businesses generating $10MM to $100MM in annual revenues.
  • Excellent interpersonal and communication skills with a client-focused mindset.
  • Ability to work independently in a hybrid environment (in-office on Tuesdays).
  • Salary : $10 - $100

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Commercial Relationship Manager?

    Sign up to receive alerts about other jobs on the Commercial Relationship Manager career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $88,675 - $133,072
    Income Estimation: 
    $96,682 - $131,521
    Income Estimation: 
    $107,904 - $171,743
    Income Estimation: 
    $88,675 - $133,072
    Income Estimation: 
    $96,682 - $131,521
    Income Estimation: 
    $107,904 - $171,743
    Income Estimation: 
    $150,457 - $218,050
    Income Estimation: 
    $199,638 - $272,021
    Income Estimation: 
    $107,904 - $171,743
    Income Estimation: 
    $137,350 - $199,790
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at MRISpokane

    MRISpokane
    Hired Organization Address Phoenix, AZ Full Time
    Job Description Job Description Field and Office Engineer Position We are seeking construction management graduates for ...
    MRISpokane
    Hired Organization Address Newtown, PA Full Time
    Job Description Job Description We are in search of experienced heavy civil Project Managers capable of managing single ...
    MRISpokane
    Hired Organization Address Irvine, CA Full Time
    Job Description Job Description Sr. Auditor Summary : This position assists with various audit projects to successfully ...
    MRISpokane
    Hired Organization Address Saint Paul, MN Full Time
    Job Description Job Description Job Description : We are looking for a highly motivated and experienced Commercial Loan ...

    Not the job you're looking for? Here are some other Commercial Relationship Manager jobs in the San Jose, CA area that may be a better fit.

    Commercial Banking Relationship Manager

    MRISpokane, San Jose, CA

    Relationship Manager, Commercial

    Traveka Wealth, Los Altos, CA

    AI Assistant is available now!

    Feel free to start your new journey!