dayforce
FVP, Relationship Manager
Cathaybank
El Monte, USA
Full-time
Mid · 7+ years experience
Onsite
USD 130000-170000 yearly / year
Discovered 1 weeks ago
Free
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Relationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position’s function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them.
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GENERAL SUMMARY
Relationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position’s function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them.
ESSENTIAL FUNCTIONS
Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year.
RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new loans, renewals, amendments and annual reviews.
Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content.
Review loan documents, either internally prepared or by outside counsel, to ensure accuracy.
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
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