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Sunwest Bank · 3 months ago

CRE Senior Relationship Manager

Denver, CO

Full-time

Onsite

Senior Level

Sunwest Bank is seeking a Senior Relationship Manager to support the development and analysis of depository and credit information for various bank business customers. The role involves preparing credit authorizations, conducting collateral analysis, and managing relationships to grow the bank's portfolio of services.

BankingCommercial LendingFinancial ServicesFinTechPayments

Responsibilities

Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve

Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio

Sources/develops new business relationships consisting of both loan and deposit products

Interfaces with borrowers and borrowers’ advisors as necessary

Maintains a general knowledge of cash management and deposit products offered by the Bank

Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs

Creates and maintains effective relationships with members of the team

Maintains a high degree of creativity and independence

Interacts with branch staff, bank operations and cash management to support business services and products

Delivers excellent customer service both inside and outside the Bank

Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts

Underwrites directly or manages the underwriting process of all loans under supervisor’s responsibility

Reviews requests for the establishment or renewal of loans

Compiles all necessary documentation to prepare and draw loan documents

Ensures credit files for all loans under supervisor’s responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review

Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately

Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including (but not limited to) the following: Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending, and all applicable bank and government regulations

Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to this position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA

Performs other departmental duties as assigned

Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management

Demonstrates high level of quality work, attendance and appearance

Adheres to all Company Policies & Procedures and Safety Regulations

Adheres to local, state and federal laws

Understands and complies with all company rules and regulations

Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA

Additional duties as assigned as it relates to the position

Qualification

Commercial banking knowledgeFinancial statement analysisLoan underwritingRegulatory compliance knowledgeOrganizational skillsProfessionalismCommunicationProblem-solvingTime managementAdaptability

Required

Ability to understand different legal entity structures

Knowledge of commercial banking products and services

General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access)

Organizational ability with capacity to efficiently manage multiple projects simultaneously

Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving

Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization

General mathematics

General accounting

Analysis and statistics

Must be able to assess any given situation and bring to a successful resolution