Client Relationship Manager III (Commercial Loan Officer III)
$130,000–$150,000 year
On-siteLos Angeles, California, United States
Job Summary
Develop new relationships with prospective clients and identify financial needs to match with commercial and real estate credit products. Analyze client loan requests, determine risk per the Bank's framework, and prepare required documents for approval. Manage and grow large loan and deposit relationships by expanding services for high-valued clients through regular contact, coordinating loan activities, and monitoring payments. Execute outreach programs emphasizing CRA qualified loans, majority minority businesses, and geographic locations. Design business development plans and marketing strategies to meet client and bank goals. Represent the Bank professionally through local, civic, and professional organizations. This role requires a Bachelor's degree and 8+ years in financial services, with 5+ years in sales and client relationship-building.
Required Qualifications
- Bachelors Degree in Business, or related field, preferred
- Extensive knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices
- Strong knowledge of CRA eligible relationships and regulations
- Extensive knowledge of loan products, including CRE, C&I, Construction, and Lines of Credit and Government Guaranteed Lending Products
- Minimum of 8 years of experience in the financial services industry
- Minimum of 5 years of sales, networking, and client relationship-building experience
- Proven experience in meeting production goals
- Strong oral and written communication abilities
- Strong interpersonal skills
- Proficient skills in designing business development plans and marketing strategies
- Strong business development techniques, networking, client relationship-building, and cross-selling skills
- Ability to identify, analyze and handle credit requests
- Strong math skills
- Strong organizational skills
- Professional appearance, dress and attitude
- Ability to use Microsoft Office software package and other banking systems and software
- Ability to operate standard computer hardware, software, and other office equipment including, but not limited to telephone, copier/scanner, and fax machine
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