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Branch Manager jobs at New York Community Bank - 175 jobs

  • Dealer Commercial Services - Senior Relationship Manager (WI/IL/MN)

    M&T Bank 4.7company rating

    Remote

    Responsible for developing and managing a portfolio of auto, boat, and RV dealers/dealer group(s) with highly complex lending and financial requirements. Establishes/strengths relationships with these major large dollar amount dealership/dealer groups while promoting financial products, services and opportunities intended to improve their profitability with minimal risk to M&T Bank. Adheres to pricing and credit policies while soliciting new business, and servicing existing business. Location: This position will cover a territory in Wisconsin, Minnesota, and Illinois. The selected candidate must sit within this market or must be willing to relocate as this role will require regular travel to new and existing clients within the market. Primary Responsibilities: Services customers seeking loan and/or deposit relationships with the Bank, interviewing applicants to develop information concerning their businesses and requirements, evaluating credit information and making relationship recommendations. Participates and assesses the effectiveness of formal call program(s) targeting new loan and deposit business. Evaluate requests for dealer commercial services, commercial real estate, and commercial loan financing for auto, boat, and RV dealers. Also evaluates loan requests for dealer principals and partners. Analyze each applicant's financial condition, cash flow, and credit history in order to make appropriate loan decisions within lending guidelines. Approve loans up to maximum lending authority; prepares and presents loan requests to senior credit officers and credit committees when appropriate. Keep abreast of the industry, follows market trends and developments etc. and develop/implement strategies that will increase the Bank's business in saturated, developing and emerging markets. Establish and maintain contacts in the professional services community (accountants, attorneys) and within industry organizations (NADA, etc). Work with Sales Managers and Credit Managers to gather information and receive recommendations on potential customers. Works closely with Sales Managers and Credit Manager to structure and price credits in order to maximize the bank's return while minimizing risk. Maximizes the Department's profitability through the maintenance of a high quality loan portfolio. Follows current loans to ensure conformity with terms; maintains current and complete credit file. Has credit authority within established limit. Responsible for assisting Sales Managers and Credit Manager with the renewal of credits. Monitor customer deposit accounts. Monitor Dealer commercial services audits and dealer commercial services statements to ensure compliance. Understand product pricing and cost structure, as well as understand and manage product risk. Provide guidance and technical knowledge to less experiences dealer commercial services relationship managers. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: Results and/or actions impact the Bank's annual operations, revenues or profitability. Scope of Responsibilities: May mentor and/or supervise lower level Relationship Managers. Education and Experience Required: Bachelor's Degree and minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience to include a minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience. Education and Experience Preferred: Master's degree. Superior relationship management, sales, and business development skills required. Must possess strong credit analysis and commercial lending skills. Strong knowledge of financial statements, tax returns, and credit reports. Thorough knowledge of bank/PC software programs utilized by the department. Excellent presentation skills. Strong negotiation skills. Superior organizational, written and verbal communication, and presentation skills. Strong ability to handle conflict without alienating people. Ability to work with peers and gain their cooperation. Must possess the ability to interact professionally with all levels of personnel. Demonstrated leadership skills in prior roles. Self-motivated, well-organized individual. Ability to work under critical time constraints. #LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $123,600.00 - $206,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
    $123.6k-206k yearly Auto-Apply 41d ago
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  • Relationship Manager, Commercial OR Sr. Relationship Manager, Commercial

    Keybank 4.4company rating

    Columbus, OH jobs

    THIS POSIITON CAN BE FILLED AS RELATIONSHIP MANAGER OR SR. RELATIONSHIP MANAGER BASED ON SELECTED INIDIVIDUALS SKILLS/EXPERIENCE. Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client related matters Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, derivatives, equipment finance, etc.) Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit Officers, as the first level sponsor for credit decisions Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures Education Qualifications Bachelor's Degree Bachelor's Degree or equivalent experience in accounting, finance, or related field (preferred) Experience Qualifications: Relationship Manager: Minimum of 5 years established business development skills. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen. (required) Sr. Relationship Manager: Minimum of 7 years Commercial bank direct lending or related experience with a focus on business development and relationship management (required) Minimum of 1-year Formal Commercial credit training & experience from a bank or financial institution (required) Tactical Skills Trusted Advisor: Ability to build trust by taking a client centric approach Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment Risk Management: Understands Key's risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $112k-210k yearly Auto-Apply 56d ago
  • Senior Relationship Manager

    T. Rowe Price 4.5company rating

    Colorado Springs, CO jobs

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services. This is a teleworker full time position, and we are seeking to hire a candidate based on the west coast, preference for CA or CO Springs area. Responsibilities * Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met. * Advises clients on best practices, organizational solutions, and regulatory changes. * Promotes firm services and offerings to assigned clients based on understanding of clients' objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm. * Identifies cross-sell opportunities for products and services that may span across multiple segments/channels. * Will structure deals in the best interests of the client and the firm. * Directly manages highly complex client projects and oversees the successful execution of client initiatives. * Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics. * Develop and executes client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention. * Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function. * Contributes to developing recommendations on how to integrate these developments into process or policy changes. * Leads and/or spearheads non-mutual fund client opportunities. * Partners with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. * Support institutional sales efforts and lead prospect finals meetings. * Provide guidance to less experienced professionals. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience AND * 8+ years of total relevant work experience * FINRA Series 6 and 63 * The ability to travel as required to meet with clients and advisors, up to 20% of the time Preferred: * Experience working directly with Retirement Plan Sponsors and their advisors/consultants FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers $104,000.00 - $189,000.00 for the location of: Washington, D.C. $104,000.00 - $189,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 02/1/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $104k-189k yearly Auto-Apply 60d+ ago
  • Senior Relationship Manager

    T. Rowe Price 4.5company rating

    San Francisco, CA jobs

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services. This is a teleworker full time position, and we are seeking to hire a candidate based on the west coast, preference for CA or CO Springs area. Responsibilities * Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met. * Advises clients on best practices, organizational solutions, and regulatory changes. * Promotes firm services and offerings to assigned clients based on understanding of clients' objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm. * Identifies cross-sell opportunities for products and services that may span across multiple segments/channels. * Will structure deals in the best interests of the client and the firm. * Directly manages highly complex client projects and oversees the successful execution of client initiatives. * Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics. * Develop and executes client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention. * Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function. * Contributes to developing recommendations on how to integrate these developments into process or policy changes. * Leads and/or spearheads non-mutual fund client opportunities. * Partners with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. * Support institutional sales efforts and lead prospect finals meetings. * Provide guidance to less experienced professionals. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience AND * 8+ years of total relevant work experience * FINRA Series 6 and 63 * The ability to travel as required to meet with clients and advisors, up to 20% of the time Preferred: * Experience working directly with Retirement Plan Sponsors and their advisors/consultants FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers $104,000.00 - $189,000.00 for the location of: Washington, D.C. $104,000.00 - $189,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 02/1/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $104k-189k yearly Auto-Apply 60d+ ago
  • Senior Relationship Manager - Field Consultant Coverage

    T. Rowe Price 4.5company rating

    New York, NY jobs

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and consultant commercial strategies with a primary focus on field consultant coverage. This individual is instrumental in driving retention, satisfaction, relationship deepening, and growth across institutional client segments-including public and corporate defined benefit plans, defined contribution investment only (DCIO) plan sponsors, endowments and foundations through their extensive network of field consultants within the assigned region. This role owns and is responsible for ensuring best in class coverage of key field consultants within the particular region and is an integral part of the Consultant Relations team, reporting to the Head of U.S. Consultant Relations and OCIO. The Senior Field Consultant Relationship Manager builds and nurtures relationships with key field consultants, serving as a trusted advisor and influencing decision-making to enhance value for both clients and prospects of T. Rowe Price. The role requires demonstrated leadership in matrixed environments, leveraging firm resources in collaboration with the Americas' Relationship Management (RM) and investment teams to consistently deliver industry-leading Client service. The successful candidate will primarily engage field consultants in sophisticated investment and capital markets discussions, positioning T. Rowe Price's multi-asset and beyond-mandate capabilities as solutions to clients' complex challenges. Responsibilities * Broaden and deepen the firm's relationships with key field consultants within the region in order to retain and grow institutional client relationships by delivering superior, advisory-level service and strategic guidance, requiring frequent travel and extensive communication with field consultants, as well as internal stakeholders. * Develop solution-oriented partnerships by understanding the challenges and priorities of field consultants and their institutional clients, leveraging firm resources to foster trust and identify opportunities for asset growth. * Utilize consultative and commercial expertise across T. Rowe Price's entire investment platform-equities, fixed income, multi-asset, private credit, and alternatives-while ensuring coordination with colleagues in Consultant Relations who are responsible for covering central research. * Lead the development and execution of robust field consultant specific account plans in the firm's CRM system, collaborating closely with Americas' RM and investment teams to drive retention and sales opportunities. * Oversee and respond to complex information requests from field consultants and their clients, synthesizing multiple sources of information into cohesive, actionable recommendations. * Guide team members in preparing technical materials and responses, ensuring they align with best practices and support cross-sell leads with the mutual clients shared with particular field consultants. * Serve as an industry expert on consultant channel trends, regulatory requirements, and competitor offerings; provide critical voice-of-client feedback to inform business initiatives and position T. Rowe Price as a leading strategic resource to institutional asset allocators. * Drive new processes and strategies to deepen consultant engagement and expand firm visibility within the field consultant channel. * Assess risk across client relationships through a strong rapport and access to key field consultants. Qualifications Required: * 15+ years of institutional experience with a proven track record of developing and expanding relationships with institutional investors and critically, their field consultants. * Deep connectivity with key field consultants that influence client and prospect decision making. * Demonstrated appreciation for trends and buying behaviors in institutional client segments and consultant-driven mandates. * Advanced knowledge of equity, fixed income, multi-asset, and alternative investment strategies; strong grasp of capital markets, portfolio management, and asset allocation. * Superior relationship-building skills, executive presence, and subject matter expertise. * Reputation as a consensus-driven influencer and trusted advisor. * Ability to assess and signal risk across relationships and strategies, and drive coordinated retention efforts. * Strong interpersonal, organizational, and problem-solving skills; recognized as a collaborative and diplomatic team player. * Exceptional written and verbal communication skills; capable of articulating complex concepts to diverse audiences. * Personal presence and presentation skills that command respect from clients, consultants, prospects, and colleagues. * Highly motivated, entrepreneurial, and goal-oriented; reputation for integrity and service excellence. * FINRA Series 7, 63 and/or 6. Preferred: * CFA, CAIA, CFP, and/or MBA highly desired. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $179,000.00 - $324,000.00 for the location of: Maryland, Colorado, Washington and remote workers $179,000.00 - $324,000.00 for the location of: Washington, D.C. $179,000.00 - $324,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 05/1/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $107k-136k yearly est. Auto-Apply 20d ago
  • Senior Relationship Manager

    T. Rowe Price 4.5company rating

    California jobs

    External Description: The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services. This is a teleworker full time position, and we are seeking to hire a candidate based on the west coast, preference for CA or CO Springs area. Responsibilities Proactively consults on large, highly complex client relationships and ensures continued client satisfaction and retention and that client needs are met. Advises clients on best practices, organizational solutions, and regulatory changes. Promotes firm services and offerings to assigned clients based on understanding of clients' objectives to increase client revenue from clients whose business may affect business unit or regional financial performance for the firm. Identifies cross-sell opportunities for products and services that may span across multiple segments/channels. Will structure deals in the best interests of the client and the firm. Directly manages highly complex client projects and oversees the successful execution of client initiatives. Tracks and reports on client metrics. Responsible for the identification and development of appropriate metrics. Develop and executes client service strategy for relationships assigned and ensures successful client relationship performance, including asset and client retention. Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the client service function. Contributes to developing recommendations on how to integrate these developments into process or policy changes. Leads and/or spearheads non-mutual fund client opportunities. Partners with various internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. Support institutional sales efforts and lead prospect finals meetings. Provide guidance to less experienced professionals. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience FINRA Series 6 and 63 The ability to travel as required to meet with clients and advisors, up to 20% of the time Preferred: Experience working directly with Retirement Plan Sponsors and their advisors/consultants FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Senior Relationship Manager Company Profile: Location_formattedLocationLong: California, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $112k-141k yearly est. 60d+ ago
  • Senior Relationship Manager, Corporate Relations

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: T. Rowe Price's in-house Corporate Relations program builds our ability to directly strengthen our corporate partnerships. We are seeking a Senior Relationship Manager dedicated to supporting two U.S. Equity sectors across T. Rowe Price Associates (TRPA) and T. Rowe Price Investment Management (TRPIM). The Senior Relationship Manager is a key partner to our Research Analysts, Portfolio Managers, Associate Analysts, and Corporate Investor Relations teams. This role will be responsible for the curation and management of direct access to corporates, experts, headquarter visits, bespoke research trips, etc. and will provide critical connectivity between T. Rowe's investors and the market in support of T. Rowe's fundamental, bottoms-up investment process. The Senior Relationship Manager will develop relationships with investment professionals to better understand their needs as an investor and engage them proactively by thoughtfully suggesting companies of interest or broader corporate access events (i.e., bespoke trips, summits, etc.). The Senior Relationship Manager will also be a key connector to our corporate partners in the continued education of our dual-entity structure (TRPA & TRPIM). It is essential that this role be knowledgeable in and can highlight the composition of all TRPA and TRPIM strategies externally. The Senior Relationship Manager will report to the Head of Corporate Relations, U.S. Origination and will be based in our Global Headquarters in Baltimore, MD. Responsibilities Partner with the Head of Corporate Relations, U.S. Origination to strategize and advance a Corporate Relations program which consistently adds value to the investment process. Work collaboratively with investment professionals to centralize and manage U.S. corporate access activity, across our dual-entity structure, including one-off meetings, conferences, thematic summits, and bespoke research trips (sector-themed or geographically focused). Build and strengthen ongoing relationships with investment professionals to stay abreast of their current coverage responsibilities and investment ideas/theses that factor into a corporate access strategy. Manage ~20 relationships with dedicated sector analysts and PMs. Make pro-active corporate access suggestions based on investment team's coverage and/or knowledge of sectors, and partner with investment teams to curate differentiated and enriching corporate access interactions. Act as point of contact with company management teams (CEOs, CFOs, and other C-suite, Investor Relations, etc.) to request and secure meetings for our investment professionals, representing T. Rowe Price in an appropriate and compelling manner, and ensuring a positive user experience. Be a subject matter expert on public holdings per company engagement, and where appropriate, pitch dual engagements and advocate for consistent, equitable access. Develop a robust knowledge of T. Rowe Price's global funds and strategies to strategically market corporate relations events and educate Investor Relations. Maintain and enhance investor relations relationships, acting as a centralized resource. Originate and serve as a point of entry for new relationships with companies (public and private) where T. Rowe Price does not have a direct dialogue. Implement and leverage technology solutions to document and enhance the management of the corporate relations process. Generate and evolve mechanisms for measuring productivity and analyzing the overall effectiveness of corporate relations programs and activities. Work closely with global counterparts in other geographical locations to provide corporate relations updates and opportunities. Partner closely with important business units within the organization, including Global External Research, Compliance, Meetings & Events, Research Services, Administrative Services and Technology to ensure the corporate relations program is fully integrated into the broader T. Rowe Price business. Qualifications Required: Bachelor's degree required AND Minimum 10+ years' experience in financial services, either sell-side corporate access, research sales or investor relations experience is desirable. Preferred: Knowledge of trends, best practices, and developments in Corporate Access. Proven ability to influence and develop relationships with key stakeholders that lead to positive outcomes. Self-directed and able to perform assignments independently; demonstrates pro-active approach and is flexible with change. Demonstrated record of strategic vision, balanced with an eye for detail. Ability to multitask and prioritize workload. Demonstrate ability to proactively solve problems. Savvy to analyze and identify critical issues. Exceptional communication skills, both written and verbal. Strong client/customer service orientation. Strong judgment and integrity. Experience working with sensitive or confidential information. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Senior Relationship Manager, Corporate Relations Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $87k-110k yearly est. 23d ago
  • Senior Relationship Manager - Field Consultant Coverage

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and consultant commercial strategies with a primary focus on field consultant coverage. This individual is instrumental in driving retention, satisfaction, relationship deepening, and growth across institutional client segments-including public and corporate defined benefit plans, defined contribution investment only (DCIO) plan sponsors, endowments and foundations through their extensive network of field consultants within the assigned region. This role owns and is responsible for ensuring best in class coverage of key field consultants within the particular region and is an integral part of the Consultant Relations team, reporting to the Head of U.S. Consultant Relations and OCIO. The Senior Field Consultant Relationship Manager builds and nurtures relationships with key field consultants, serving as a trusted advisor and influencing decision-making to enhance value for both clients and prospects of T. Rowe Price. The role requires demonstrated leadership in matrixed environments, leveraging firm resources in collaboration with the Americas' Relationship Management (RM) and investment teams to consistently deliver industry-leading Client service. The successful candidate will primarily engage field consultants in sophisticated investment and capital markets discussions, positioning T. Rowe Price's multi-asset and beyond-mandate capabilities as solutions to clients' complex challenges. Responsibilities Broaden and deepen the firm's relationships with key field consultants within the region in order to retain and grow institutional client relationships by delivering superior, advisory-level service and strategic guidance, requiring frequent travel and extensive communication with field consultants, as well as internal stakeholders. Develop solution-oriented partnerships by understanding the challenges and priorities of field consultants and their institutional clients, leveraging firm resources to foster trust and identify opportunities for asset growth. Utilize consultative and commercial expertise across T. Rowe Price's entire investment platform-equities, fixed income, multi-asset, private credit, and alternatives-while ensuring coordination with colleagues in Consultant Relations who are responsible for covering central research. Lead the development and execution of robust field consultant specific account plans in the firm's CRM system, collaborating closely with Americas' RM and investment teams to drive retention and sales opportunities. Oversee and respond to complex information requests from field consultants and their clients, synthesizing multiple sources of information into cohesive, actionable recommendations. Guide team members in preparing technical materials and responses, ensuring they align with best practices and support cross-sell leads with the mutual clients shared with particular field consultants. Serve as an industry expert on consultant channel trends, regulatory requirements, and competitor offerings; provide critical voice-of-client feedback to inform business initiatives and position T. Rowe Price as a leading strategic resource to institutional asset allocators. Drive new processes and strategies to deepen consultant engagement and expand firm visibility within the field consultant channel. Assess risk across client relationships through a strong rapport and access to key field consultants. Qualifications Required: 15+ years of institutional experience with a proven track record of developing and expanding relationships with institutional investors and critically, their field consultants. Deep connectivity with key field consultants that influence client and prospect decision making. Demonstrated appreciation for trends and buying behaviors in institutional client segments and consultant-driven mandates. Advanced knowledge of equity, fixed income, multi-asset, and alternative investment strategies; strong grasp of capital markets, portfolio management, and asset allocation. Superior relationship-building skills, executive presence, and subject matter expertise. Reputation as a consensus-driven influencer and trusted advisor. Ability to assess and signal risk across relationships and strategies, and drive coordinated retention efforts. Strong interpersonal, organizational, and problem-solving skills; recognized as a collaborative and diplomatic team player. Exceptional written and verbal communication skills; capable of articulating complex concepts to diverse audiences. Personal presence and presentation skills that command respect from clients, consultants, prospects, and colleagues. Highly motivated, entrepreneurial, and goal-oriented; reputation for integrity and service excellence. FINRA Series 7, 63 and/or 6. Preferred: CFA, CAIA, CFP, and/or MBA highly desired. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Senior Relationship Manager - Field Consultant Coverage Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $87k-110k yearly est. 19d ago
  • Senior Relationship Manager - Field Consultant Coverage

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and consultant commercial strategies with a primary focus on field consultant coverage. This individual is instrumental in driving retention, satisfaction, relationship deepening, and growth across institutional client segments-including public and corporate defined benefit plans, defined contribution investment only (DCIO) plan sponsors, endowments and foundations through their extensive network of field consultants within the assigned region. This role owns and is responsible for ensuring best in class coverage of key field consultants within the particular region and is an integral part of the Consultant Relations team, reporting to the Head of U.S. Consultant Relations and OCIO. The Senior Field Consultant Relationship Manager builds and nurtures relationships with key field consultants, serving as a trusted advisor and influencing decision-making to enhance value for both clients and prospects of T. Rowe Price. The role requires demonstrated leadership in matrixed environments, leveraging firm resources in collaboration with the Americas' Relationship Management (RM) and investment teams to consistently deliver industry-leading Client service. The successful candidate will primarily engage field consultants in sophisticated investment and capital markets discussions, positioning T. Rowe Price's multi-asset and beyond-mandate capabilities as solutions to clients' complex challenges. Responsibilities * Broaden and deepen the firm's relationships with key field consultants within the region in order to retain and grow institutional client relationships by delivering superior, advisory-level service and strategic guidance, requiring frequent travel and extensive communication with field consultants, as well as internal stakeholders. * Develop solution-oriented partnerships by understanding the challenges and priorities of field consultants and their institutional clients, leveraging firm resources to foster trust and identify opportunities for asset growth. * Utilize consultative and commercial expertise across T. Rowe Price's entire investment platform-equities, fixed income, multi-asset, private credit, and alternatives-while ensuring coordination with colleagues in Consultant Relations who are responsible for covering central research. * Lead the development and execution of robust field consultant specific account plans in the firm's CRM system, collaborating closely with Americas' RM and investment teams to drive retention and sales opportunities. * Oversee and respond to complex information requests from field consultants and their clients, synthesizing multiple sources of information into cohesive, actionable recommendations. * Guide team members in preparing technical materials and responses, ensuring they align with best practices and support cross-sell leads with the mutual clients shared with particular field consultants. * Serve as an industry expert on consultant channel trends, regulatory requirements, and competitor offerings; provide critical voice-of-client feedback to inform business initiatives and position T. Rowe Price as a leading strategic resource to institutional asset allocators. * Drive new processes and strategies to deepen consultant engagement and expand firm visibility within the field consultant channel. * Assess risk across client relationships through a strong rapport and access to key field consultants. Qualifications Required: * 15+ years of institutional experience with a proven track record of developing and expanding relationships with institutional investors and critically, their field consultants. * Deep connectivity with key field consultants that influence client and prospect decision making. * Demonstrated appreciation for trends and buying behaviors in institutional client segments and consultant-driven mandates. * Advanced knowledge of equity, fixed income, multi-asset, and alternative investment strategies; strong grasp of capital markets, portfolio management, and asset allocation. * Superior relationship-building skills, executive presence, and subject matter expertise. * Reputation as a consensus-driven influencer and trusted advisor. * Ability to assess and signal risk across relationships and strategies, and drive coordinated retention efforts. * Strong interpersonal, organizational, and problem-solving skills; recognized as a collaborative and diplomatic team player. * Exceptional written and verbal communication skills; capable of articulating complex concepts to diverse audiences. * Personal presence and presentation skills that command respect from clients, consultants, prospects, and colleagues. * Highly motivated, entrepreneurial, and goal-oriented; reputation for integrity and service excellence. * FINRA Series 7, 63 and/or 6. Preferred: * CFA, CAIA, CFP, and/or MBA highly desired. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $179,000.00 - $324,000.00 for the location of: Maryland, Colorado, Washington and remote workers $179,000.00 - $324,000.00 for the location of: Washington, D.C. $179,000.00 - $324,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 05/1/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $87k-110k yearly est. Auto-Apply 20d ago
  • Corporate Mortgage Finance -Sr. Relationship Manager

    Huntington 4.4company rating

    Columbus, OH jobs

    Senior Relationship Manager for CSG - Corporate Mortgage Finance, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: Sourcing additional cross-sell and relationship deepening opportunities Stress Testing/Forecasting/Concentration Analysis Macroeconomic and industry evaluations Conduct portfolio reviews with RM Team Lead and portfolio management Manage special projects as assigned in coordination with management Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: Satisfactory loan review, audit and OCC review results of all assigned credit relationships. Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: Build relationships and deliver new business development results in the CMFG space. Coverage areas include: Mortgage Servicing Assets(“MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews Review and negotiate loan documentation in consultation with legal counsel, the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. Originate, analyze, structure and close profitable loan transactions. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. Promote and cross-sell other bank products and services as appropriate to customer requirements. Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: Bachelor's Degree or 5 or more years industry equivalent experience 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: Proven ability to lead strategic client dialogue and business development/relationship management. 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions Extensive network of relationships with middle market and large target market clients and referral sources Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly Auto-Apply 27d ago
  • Corporate Mortgage Finance -Sr. Relationship Manager

    Huntington Bancshares Inc. 4.4company rating

    Alabama jobs

    Senior Relationship Manager for CSG - Corporate Mortgage Finance, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: * Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. * Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. * Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. * Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. * Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: * Sourcing additional cross-sell and relationship deepening opportunities * Stress Testing/Forecasting/Concentration Analysis * Macroeconomic and industry evaluations * Conduct portfolio reviews with RM Team Lead and portfolio management * Manage special projects as assigned in coordination with management * Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: * Satisfactory loan review, audit and OCC review results of all assigned credit relationships. * Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. * Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. * Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship * Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: * Build relationships and deliver new business development results in the CMFG space. Coverage areas include: * Mortgage Servicing Assets("MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. * Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures * Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. * Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews * Review and negotiate loan documentation in consultation with legal counsel, the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership * Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager * Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. * Originate, analyze, structure and close profitable loan transactions. * Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. * Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. * Promote and cross-sell other bank products and services as appropriate to customer requirements. * Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. * Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics * Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: * Bachelor's Degree or 5 or more years industry equivalent experience * 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: * Proven ability to lead strategic client dialogue and business development/relationship management. * 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions * Extensive network of relationships with middle market and large target market clients and referral sources * Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management * Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions * Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. * Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly Auto-Apply 53d ago
  • Corporate Mortgage Finance -Sr. Relationship Manager

    Huntington National Bank 4.4company rating

    Farmers Branch, TX jobs

    Senior Relationship Manager for CSG - Corporate Mortgage Finance , will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: + Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. + Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. + Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. + Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. + Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: + Sourcing additional cross-sell and relationship deepening opportunities + Stress Testing/Forecasting/Concentration Analysis + Macroeconomic and industry evaluations + Conduct portfolio reviews with RM Team Lead and portfolio management + Manage special projects as assigned in coordination with management + Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: + Satisfactory loan review, audit and OCC review results of all assigned credit relationships. + Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. + Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. + Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship + Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: + Build relationships and deliver new business development results in the CMFG space. Coverage areas include: + Mortgage Servicing Assets("MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. + Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures + Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. + Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests , modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews + Review and negotiate loan documentation in consultation with legal counsel , the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership + Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager + Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. + Originate, analyze, structure and close profitable loan transactions. + Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. + Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. + Promote and cross-sell other bank products and services as appropriate to customer requirements. + Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. + Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics + Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: + Bachelor's Degree or 5 or more years industry equivalent experience + 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: + Proven ability to lead strategic client dialogue and business development/relationship management. + 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions + Extensive network of relationships with middle market and large target market clients and referral sources + Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management + Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions + Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. + Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly 53d ago
  • Corporate Mortgage Finance -Sr. Relationship Manager

    Huntington Bancshares Inc. 4.4company rating

    Farmers Branch, TX jobs

    Senior Relationship Manager for CSG - Corporate Mortgage Finance, will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: * Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. * Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. * Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. * Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. * Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: * Sourcing additional cross-sell and relationship deepening opportunities * Stress Testing/Forecasting/Concentration Analysis * Macroeconomic and industry evaluations * Conduct portfolio reviews with RM Team Lead and portfolio management * Manage special projects as assigned in coordination with management * Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: * Satisfactory loan review, audit and OCC review results of all assigned credit relationships. * Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. * Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. * Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship * Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: * Build relationships and deliver new business development results in the CMFG space. Coverage areas include: * Mortgage Servicing Assets("MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. * Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures * Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. * Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests, modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews * Review and negotiate loan documentation in consultation with legal counsel, the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership * Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager * Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. * Originate, analyze, structure and close profitable loan transactions. * Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. * Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. * Promote and cross-sell other bank products and services as appropriate to customer requirements. * Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. * Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics * Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: * Bachelor's Degree or 5 or more years industry equivalent experience * 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: * Proven ability to lead strategic client dialogue and business development/relationship management. * 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions * Extensive network of relationships with middle market and large target market clients and referral sources * Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management * Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions * Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. * Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly Auto-Apply 53d ago
  • Commercial Equipment/Vehicle Finance Business Development Officer

    Santander 4.8company rating

    California jobs

    Commercial Equipment/Vehicle Finance Business Development OfficerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: This position identifies and pursues new sales prospects within the Southern CA market. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new loan revenue to the bank. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify any new customer prospects. Assists in marketing and support to win equipment loan transactions. Interacts with a large group of vendors for loan referrals, including AAA. Creates, modifies and manages loan administration for various products in conjunction with various groups within the bank. Performs and coordinates various other operational requirements related to insurance requirements, customized invoices, tracking of financial statements, processing early buy-out and loan options etc. Interfaces with Santander's risk management, accounting, operations and other areas for budgetary, planning and reporting. Manages booking process of individual loans. Manages funding process including internal sign offs, funding approval, and reconciliation between documentation, equipment invoices, SAMs and monies sent. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience in Business, Finance, Accounting or Equivalent field. Work Experience: Must possess new business development experience. 5+ years. Skills and Abilities: Excellent business development and selling skills. Clear understanding and ability to evaluate underlying collateral, establish value to proposed request with up to date knowledge of industry market conditions and trends. Ability to effectively interact with risk management groups and systems within the bank. Banking industry experience preferred. Proficiency in Word, Excel, Outlook. Self-motivated with a willingness to achieve goals. Strong communication skills, both verbal and written. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. This is a fully remote position in Southern CA. You will cover the S. CA territory and must reside in the territory What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $86,250.00 USD Maximum: $150,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $86.3k-150k yearly Auto-Apply 27d ago
  • Corporate Mortgage Finance -Sr. Relationship Manager

    Huntington National Bank 4.4company rating

    Harrisburg, PA jobs

    Senior Relationship Manager for CSG - Corporate Mortgage Finance , will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer's needs, meeting them through the seamless delivery of the bank's products, services and associated resources. You will personally originate, service and maintain an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group; work collaboratively with the group's RM Team Lead, other Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager requires a proven track record of success in industry relevant commercial business development and cross-bank relationship building, strong client relationship risk management experience with deep and specific knowledge of the industry and sub-sectors assigned to be covered for the group; proven negotiation and communication skills, strong evidence of collaboration, and the ability to thrive in a fast-paced environment, managing a portfolio of clients while generating new business. This position reports to the RM Team Lead, or another senior leader determined by the Head of the group. Note: This position is open to remote work. In this role, as a Senior Relationship Manager, you will be performing the following responsibilities: + Deliver on team and personal growth strategies to attract and retain an increasing number of clients for Corporate Mortgage Finance and across the bank. + Execute upon senior management approved team strategy to meet assigned goals, mitigate and maintain risk oversight of the assigned credit relationships; operate at a level of proficiency to become a critical member of the CMF group. + Ensure all team members, relationships and transactions in your assigned portfolio are in strategic alignment with the risk profile and credit policies of the Bank, including all front-end guidance and senior management directives. + Initiate and deepen client relationships by leveraging capabilities in other areas of the bank (e.g., CSG, commercial banking, capital markets), thereby gaining market share and developing new areas of opportunity across the bank's footprint. + Monitor and provide needed analysis, action plans and successful implementation of new and existing credit portfolio to identify trends and opportunities, including but not limited to: + Sourcing additional cross-sell and relationship deepening opportunities + Stress Testing/Forecasting/Concentration Analysis + Macroeconomic and industry evaluations + Conduct portfolio reviews with RM Team Lead and portfolio management + Manage special projects as assigned in coordination with management + Maintain up-to-date knowledge of market/industry trends and keep management fully informed on all key factors of the bank, the portfolio, client relationships, market trends and the competitive environment. Credit Performance: Responsible for maintaining acceptable levels of credit quality of an assigned portfolio consistent with the Bank and CMFG credit policies, procedures, and guidelines. The Sr. RM will ensure the following: + Satisfactory loan review, audit and OCC review results of all assigned credit relationships. + Immediate and concise communication of actual or potential counter-party performance, compliance or facility level credit or operational problems. + Effective oversight and active surveillance of assigned facilities, potential or identified deteriorating credit risk profile situations, and actively remain engaged in working through any problem accounts, along with other internal and external parties at management's direction. + Non-credit risk management and mitigation, including effective and proper collaboration with other internal team members involved with each specific client relationship + Ensure the Risk Grading accuracy of assigned portfolio and provide timely recommendations of potential re-grades when appropriate. Additional Responsibilities: + Build relationships and deliver new business development results in the CMFG space. Coverage areas include: + Mortgage Servicing Assets("MSAs), ie. MSR financing, Servicing Advance Facilities, Early Buyout lines and related collateral/financing structures. + Mortgage Warehouse Financing, including residential agency, non-agency, Non-QM; business purpose and multi-family collateral/financing structures + Originate and participate in the structure, underwrite, the closing processes for direct lend bilateral and/or syndicated, complex MSA credit facilities, as well as warehouse lines and other mortgage related asset-backed and SPE collateralized credit facilities. + Be a key member of an assigned deal team with responsibility for the preparation and successful presentation of credit approval memorandums and recommendations in compliance with CMFG and bank requirements, acceptable to CMFG leadership and the appropriate level of first- and second-line credit administration. This includes new credit requests , modification requests, annual reviews, renewals, portfolio reviews and criticized asset reviews + Review and negotiate loan documentation in consultation with legal counsel , the RM Team Lead Underwriter/Portfolio Manager and CMFG leadership + Manage a portfolio of commercial customers in partnership with the assigned UW/Portfolio Manager + Manage risk on an ongoing basis by monitoring customer creditworthiness and facility covenant and compliance, adherence to loan terms and general business conditions, etc. + Originate, analyze, structure and close profitable loan transactions. + Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make appropriate decisions on matters within own authority levels and appropriately escalate matters needing higher level involvement. + Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements. + Promote and cross-sell other bank products and services as appropriate to customer requirements. + Keep management fully informed on all key factors of the bank, the portfolio, client relationships, and the competitive environment. + Ensure timely and accurate upline communication and visibility of material market and current and prospective client related topics + Promote the organization's values, encourage superior performance, and reward revenue growth and productivity through appropriate incentives. Basic Qualifications: + Bachelor's Degree or 5 or more years industry equivalent experience + 5+ years' experience in mortgage related asset-backed lending experience. Preferred Qualifications: + Proven ability to lead strategic client dialogue and business development/relationship management. + 7+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, with experience with complex Mortgage Warehouse and MSA-related transactions + Extensive network of relationships with middle market and large target market clients and referral sources + Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth management + Excellent communication, organization and project management skills and ability to articulate and demonstrate thoughtful rationale in design decisions + Ability to analyze corporate financial statements, client business needs and make appropriate recommendations on credit structure and facility terms. + Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000.00 - $189,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $93k-189k yearly 53d ago
  • Mortgage Operations Manager I (Safe Act) (D)

    M&T Bank 4.7company rating

    Remote

    Responsible for the management, planning and coordination of assigned Mortgage/Consumer Lending unit of approximately 10 employees, either directly or indirectly. Provide technical, functional and operational expertise in department work policies and procedures. Make recommendations concerning staffing, performance appraisals, promotions, salary recommendations and terminations. Primary Responsibilities: Responsible for the planning, leadership, problem resolution, analysis and reporting for assigned Mortgage/Consumer Lending unit of approximately 10 employees, either directly or indirectly. Ensure that the unit managed is adequately staffed and personnel are trained. Review and recommend new methods and procedures to make daily operations more efficient. Provide recommendations for department policy changes and creates new unit policy and procedures. Consults and communicates with operations staff. Provide input to tactical planning and short-term initiatives. Responsible for unit contingency planning and regulatory compliance. Participate in projects at the department level. Support annual Budget process. Continuing responsibility for expense control. Make recommendations concerning staffing, performance appraisals, promotions, salary recommendations and terminations. Administer Human Resource recommended actions. Oversee training and development of direct reports. Interview prospective employees and make recommendations for hire. Scope of Responsibilities: This position requires a thorough knowledge of business, applicable regulations and affiliated technology. The position works with some uncertainty with established parameters for solutions, possesses moderate risk to organization. Supervisory/ Managerial Responsibilities: Responsible for multiple direct reports at the supervisor level. Oversee a unit or small department of 10+ employees. Education and Experience Required: Bachelors Degree, OR in lieu of degree, Four to five years relevant work experience. Minimum three years operations experience. Minimum three years supervisory experience. SAFE Act registration required. Education and Experience Preferred: Masters degree M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
    $62.2k-103.6k yearly Auto-Apply 36d ago
  • Branch Manager

    Huntington 4.4company rating

    New Albany, OH jobs

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch. Leading team to provide excellent customer service and effectively resolve customer issues. Leveraging available tools and technology to identify and present sales and service opportunities. Maintaining knowledge and educates team on all products, services, technology and policies. Maintaining active involvement in the community, and develops key business and community relationships. Developing key internal partnerships to drive business in market area. Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture. Garnering resources required to support team. Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Understanding branch sales, service, operations and financial performance. Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation. Performing other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year or more in a goal driven retail sales leadership role or a Bachelor's Degree. Preferred Qualifications: Bachelor's Degree and previous management experience. Ability to understand, drive, and lead branch sales, service, operations and financial performance within the branch and digital channels. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Ability to develop, influence, inspire and motivate colleagues to increase retention. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $67k-84k yearly est. Auto-Apply 1d ago
  • Portfolio Manager, Private Market Solutions

    T. Rowe Price 4.5company rating

    Maryland jobs

    External Description: T. Rowe Price, with over 8,000 associates and $1.68 trillion in assets under management globally (as of June 30, 2025), is a leader in the investment management industry. The Global Multi-Asset Division manages more than $550 billion across diverse investment strategies, making it one of the largest multi-asset managers worldwide. In recent years, the firm has expanded its footprint in alternatives through the acquisition of Oak Hill Advisors and a strategic collaboration with Goldman Sachs, enhancing its capabilities in both public and private market solutions. Growing private market offerings is a strategic priority for T. Rowe Price, and the Portfolio Manager, Private Market Solutions role is a unique opportunity to contribute to this key initiative and help shape the future of the firm's investment platform. This role is open to candidates based in either Baltimore, MD or NYC. The Portfolio Manager, Private Market Solutions will co-manage a range of strategies, including registered funds, that incorporate public and private market components, serving as portfolio manager and lead representative. This role reports to the Head of Global Investment Solutions, Americas in Global Multi-Asset. The portfolio manager has responsibility for a growing suite of public/private funds that integrate T. Rowe Price, OHA and external manager components, primary responsibilities that include: Lead representative of T. Rowe Price's public/private solutions in client meetings, industry conferences, and internal forums. Deep engagement in portfolio construction, performance monitoring, underwriting of new investments, and due diligence processes. Oversight of core portfolio management functions including liquidity management, capital deployment and component monitoring. Support distribution teams in the placement of public/private funds on intermediary client platforms; this may include educating clients on the alternatives landscape and the role these strategies play in portfolio construction. Responsibilities Day-to-day management of public/private solutions, including: Monitoring performance, portfolio positioning and management of liquidity Collaboration with co-portfolio managers and other members of Global Multi-Asset Engagement with internal and external private market investment teams Lead investment representative of Public/Private Market Solutions Develop a close partnership with key distribution partners across T. Rowe Price Wealth, Retirement, and Institutional channels Collaborate with third party distribution team Represent investment team in client meetings, industry conferences, and other media forums Support creation of sales and marketing collateral Portfolio reviews and monitoring Ongoing assessment of portfolio design and potential allocation adjustments Assessment of risk exposures and implications for portfolio positioning Due diligence and strategy underwriting Product development and innovation Collaborate with investment, product, and distribution colleagues to identify new public/private market opportunities Support T. Rowe Price's Alternatives expansion Subject matter expert on trends in private market investment offerings Qualifications Required: Bachelor's Degree AND Minimum 10+ years broad private market experience, including: equity, infrastructure, real estate, and credit Deep knowledge of private market structures and related operations Strong communication and presentation skills Experience in client-facing activities Strong organizational, time management, and relationship management skills Series 7 and 63 or must obtain within 3 months of hire Willingness to travel Preferred: Advanced degree and/or CFA/CAIA designation Portfolio management experience preferred; will consider other multi-strategy investment-related roles FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Portfolio Manager, Private Market Solutions Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $86k-117k yearly est. 60d+ ago
  • Lead Manager, Middle Office Controls

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: Within our Global Investment Operations business unit, the Global Middle Office teams, based in Baltimore, Colorado Springs, London, Hong Kong, and Singapore, manage investments through the trade lifecycle and oversee record keeping, working closely with our service providers. This role will be based in Baltimore, Maryland, at our new state-of-the-art facility in Harbor Point, working closely with the other Middle Office associates and managing a team of five associates. The team focuses on activities including the reconciliation for all products including equity, fixed income, derivatives, collateral, and owns the positions and cash that ultimately land in our Investment Book of Record (IBOR) for all T. Rowe products, funds, and client accounts. Role Summary Team manager for the administration, oversight, and processes surrounding T. Rowe Price's books and records for our investment book of records. Coordinates, checks, and validates transfers, settlements, redemptions, and reconciliations. Works independently with direct accountability for a set of complex accounts and/or a complex set of administrative processes. Works internally across Trading, Investments, Compliance, and additional operational stakeholders to drive control enhancement and process improvement and remediation efforts to support the growing business areas across the firm. Responsibilities Administers a broad range of portfolio transactions, leveraging specialized expertise to ensure proper controls and validations are in place and that activities are accurate and compliant. Identifies quality, accuracy, or compliance deficiencies and corrects; may serve as a final reviewer for complex reconciliations. Trains less experienced peers and support staff on preventing errors and interpreting process controls. Collaborates with leadership to develop, implement, or refine operating processes and controls. Fosters the relationship between portfolio services associates and securities operations staff, relationship managers, portfolio managers, custodians, and clients to ensure the collection, analysis, and communication of information that impacts accounts. Fields and manages complex queries from internal or external clients and follows through to resolution. Prepares highly complex documentation for settlements, reconciliations, transfers, etc. Instructs team members on adjustments needed to internal and external books and records and performs a final quality review, confirming resolution. Following established controls, checks and validates third-party reconciliations; provides direct feedback to third-party providers on their performance and quality, collaborating with management to resolve. Works with clients and internal stakeholders to prepare account outsourcing plans; stewards account transition process to the end-state infrastructure of outsourced providers. Reviews and presents periodic reports and dashboards outlining relevant operational metrics like error or recalculation rates, client satisfaction, responsiveness, time to resolution, etc. Provides analysis of metrics and develop recommendations to address deficiencies. Collaborates with management to prepare and implement solutions. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience Preferred: Investment Operations / Middle Office managerial experience Accounting (i.e. Portfolio or Fund Accounting experience) / Reconciliation experience (i.e. Position and Cash reconciliation) Cross-asset class knowledge in the Asset Management industry 5+ years of people management experience FINRA Requirements: FINRA licenses are not required and will not be supported for this role. Work Flexibility: This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Lead Manager, Middle Office Controls Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $92k-112k yearly est. 60d+ ago
  • Commercial Portfolio Manager - Huntington Technology Finance

    Huntington National Bank 4.4company rating

    Kennesaw, GA jobs

    The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: + Owns primary responsibility for the credit and monitoring of a leasing portfolio. + Responsible for portfolio administration and credit quality of assigned portfolio working directly with the Team Leader and Regional Credit Officer. + Possesses a mastery of client and industry expertise, analyzes company performance and the impact of industry and competitive dynamics and macroeconomic events on the creditworthiness of prospects and clients. Accountable for risk evaluation and associated regulatory compliance requirements. + Provides independent, in-depth analysis of financial statements, projections, and business plans; identifies and mitigates key risks. + Manages portfolio reviews, specialized reporting, criticized loans, etc. + Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues, and following through for remediation. + Responsible for financial statement spreading, risk rating integrity, periodic reviews, annual reviews, compliance, and regulatory review. + Responsible for maintaining an extensive level of knowledge of market trends and business drivers. Understands and articulates industry trends, patterns in the economy, and the implications thereof, and proactively shares information across the organization. + Performs other duties as assigned. Basic Qualifications: + Bachelor's Degree + 5+ years of experience in commercial portfolio management, preferably with an equipment finance organization. + Experience with Moody's spreading software or similar spreading software + Experience conducting cash flow analysis for large, complex publicly traded companies. Preferred Qualifications: + CLFP designation. + Ability to prioritize workflow and multi-task in a fast-paced environment. + Strong interpersonal skills and solid written/verbal communication. #LI-Hybrid #LI-DK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000 - $124,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-124k yearly 60d+ ago

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