Sr. Relationship Manager

Location:

Milwaukee, WI

Compensation:

$120-160k plus

Company Description

Founded over 50 years ago, my client is a leader in the SBA and Government Lending landscape. Current portfolio size exceeds $120 million and GROWING!

501C3 Non-Profit founded in 1971
Private sector leadership and Board
Excellent benefits and best work-life balance in the Commercial Lending industry

HERE’S WHY YOU SHOULD BE INTERESTED:

Future promotion potential to a leadership role as Senior Lender/CLO
No pressure for business development
Excellent mentorship
Great benefits including Friday afternoons off and paid parking
Incredible Work/Life balance with little or no overtime

Position Summary

SUMMARY:

Originate and manage a loan portfolio, build relationships, ensure customer satisfaction, timely follow-up on new loan requests and advocate for Small Businesses.

RESPONSIBILITIES:

Help manage the Commercial portfolio with over $120mm and 250 client relationships
Field calls from Bankers and Commercial Lenders referring loans
Focus on small businesses with typically under $5mm in sales and revenue but also lend to businesses with $10-100mm in sales and revenue
Review loan applications for deals that may range from less than $500k to as large as $1.5mm and lead Loan Committee
No need for after-hours work and no business development or sales goals

SCOPE:

This position is a Key Member of the Lending Team.

Education & Experience

EDUCATION / EXPERIENCE:

Minimum 10+ years’ experience in commercial and SBA loans in a Loan Officer or Relationship Manager role
Must demonstrate excellent customer skills with above-average computer skills and a high level of proficiency in Microsoft Office applications (Word, Excel).
Excellent interpersonal and communication skills required with the ability to effectively navigate sensitive communication with individuals at multiple levels across the organization.
Effective relationship-building skills and the ability to multi-task and meet deadlines; must function as a team player and have the ability to lead projects.
Attention to detail and accuracy is critical and must also demonstrate the ability to think creatively to provide added value to the lending process.
Bachelor’s degree with emphasis in accounting, finance, or other applicable discipline; the appropriate combination of education and experience will be considered in lieu of a degree.