Relationship Manager

Relationship Manager Career | EverTrust Bank Skip to main content

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Relationship Manager

• Location: All Southern California Branches & Northern California Branches
• Job Schedule: Full-Time
• Base Annual Salary: From $90,000 to 150,000

Job Descriptions

• New business development for commercial loans, as well as deposit/mortgage business referral. Production goals will be set by management on an annual basis.
• Negotiate the primary loan structure with customers. Prepare conceptual memo if needed for credit department review.
• Work with the designated underwriter and/or other loan support staff to prepare Credit Approval Report for new loans, renewals, and amendments.
• Review appraisal report, environmental report, loan documentation and other relevant information for the designated loan portfolio.
• Collect periodic financials and related information from loan customers.
• Work with the Portfolio Manager to review and prepare credit and financial analysis and ensure each portfolio is properly risk rated based on the bank's rating system.
• Maintain and service the designated commercial loan customer relationships.
• Partner with team members and branch personnel to drive production.
• Assist team for the Bank's promotional campaign and other assignments.
• Support other team members as needed.

Required Skills and Qualifications:

• Bachelor Degree preferrably in Business , Finance, or Economics
• At least 5 years of experience in business
• PC proficient. Excellent verbal and written communication skills
• Financial analysis

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