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UMB BanksPosted 3 weeks ago

Client Manager Sr - Commercial

$141,354–$207,900 year

On-siteKansas City, Missouri, United States

Full TimeSenior LevelBachelors DegreeLarge

Job Summary

Manage a mid to large commercial portfolio including complex credits by growing revenue through prospecting new opportunities with existing clients and making appropriate referrals. Partner with other officers to administer assigned banking relationships, maintain credit quality, and ensure proper servicing of accounts through direct customer calls and correspondence. Serve as a conduit for all product lines to match client needs, proactively identify cross-selling opportunities, and handle loan maturing, renewals, and restructuring. This role requires 8+ years of commercial banking experience and reports to senior management.

Required Qualifications

  • Bachelor's degree in Business or Accounting / Finance or equivalent experience in a related field
  • 8+ years commercial banking or lending experience including credit underwriting
  • Expert knowledge of credit and understanding of underwriting
  • Strong financial acumen
  • Expert knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
  • Ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
  • Ability to be self-starter and show initiative
  • Strong communication skills (verbal & written)
  • Proficiency in Word, Excel, PowerPoint
  • Ability to manage time effectively
  • Ability to prospect and network at various levels within a company and strong analytical skills

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