Demo

Middle Market Relationship Manager

United Community
Orlando, FL Full Time
POSTED ON 4/3/2025
AVAILABLE BEFORE 5/2/2025
Join Our Team as a Middle Market Relationship Manager!

About the Role: Are you ready to take your career to the next level? We are seeking a dynamic Middle Market Relationship Manager that is responsible for the generation and management of a wide variety of businesses that have annual sales generally above $25 million. The size and complexity of the companies would require analytical training and experience necessary to communicate with a business owner/CEO, CFO or Business Controller.

What You’ll Do

  • Develop and manage middle market business relationships including making loans, obtaining deposit accounts, selling cash management services and cross selling other bank services
  • Manage and retain profitable client relationships
  • Develop new business through active calling on clients and prospects
  • Develop and maintain a strong COI’s network
  • Use Vertical IQ, Business Browser, or other tools available to research and develop leads
  • Manage individual production versus assigned goals
  • Recommend structure, terms and rate for loans being underwritten
  • Provide guidance to credit analysts
  • Manages loan closing process to include preparing term sheets and commitment letters as well as communicating with attorneys, appraisers and related professionals
  • Ensure adherence to company loan policies and procedures
  • Evaluates risk to meet profitability standards

Required For Success

  • Minimum 10 years of middle market banking experience in credit analysis or lending.
  • Ability to analyze complex financial statements/completion of commercial analyst training program.
  • Substantial skill set in relationship management, business development and strategy design that results in growth
  • Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
  • Analytical training and experience necessary to communicate with borrowers and various stakeholders

Compensation

  • Salary is commensurate with experience

Conditions Of Employment

  • Must be able to pass a criminal background check
  • This is a full-time position with flexibility for evenings and weekends as needed

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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