Commercial Relationship Manager III jobs in United States
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Investar Bank, National Association · 3 months ago

Commercial Relationship Manager III

Investar Bank, National Association is seeking a Commercial Relationship Manager III to solicit and maintain commercial loans and deposits while ensuring loan quality and collection efforts. The role involves managing a portfolio of loans, performing financial analysis, and ensuring compliance with regulations and guidelines.

BankingFinancial ServicesVenture Capital

Responsibilities

Actively solicits commercial loan and deposit customers from both existing data base and referrals from centers of influence
Manages a portfolio of commercial loans and deposits and may coordinate some collection efforts
Performs financial analysis associated with loan requests and upon receipt of periodic financial statements
Processes loan applications and prepares appropriate loan documentation
Maintains satisfactory credit quality within loan portfolio such as delinquency levels and net charge offs
Prepares related documentation for loan committee as needed
Obtains current tax returns and other required financial information
Maintains acceptable level of loan exceptions
Responds to disbursement requests, inspections, and inquiries as needed
May collaborate with other senior commercial officers in handling larger and more complicated loans
Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines
Performs all other duties as assigned

Qualification

Commercial loan documentationCommercial banking knowledgeNon-real estate lendingConsultative sales skillsFinancial analytical skillsComputer knowledgeMS Office softwareVerbal communicationWritten communicationOrganizational skillsTime management

Required

High School Diploma or equivalent (GED) required
5+ years Commercial Banking or equivalent experience, preferably in a financial institution, required
Strong working knowledge of commercial loan documentation and commercial banking
Strong knowledge of commercial non-real estate lending policies and procedures
Strong knowledge of lending services and related areas
Strong consultative sales skills
Must possess good verbal and written communication skills
Must possess good organizational and time management skills
Must possess ability to perform detailed tasks with accuracy
Must possess good financial analytical skills
Must possess knowledge of computers and computer operations MS Office software
Must possess knowledge of standard office equipment including computer, typewriter, fax machine, scanner and copy machine
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required performing the essential job functions
Ability to read and interpret a document
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions

Preferred

Bachelor's degree in Finance, Accounting or related field preferred

Company

Investar Bank, National Association

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Some may call it exceptionally brilliant, but to us, it’s just banking the way it should be.

Funding

Current Stage
Public Company
Total Funding
$107.5M
2025-07-01Post Ipo Equity· $32.5M
2022-04-19Post Ipo Debt· $20M
2019-12-20Post Ipo Equity· $30M

Leadership Team

C
Corey Moore
Deputy Chief Financial Officer | EVP
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Jeffery Blum
Chief Banking Officer - EVP
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Company data provided by crunchbase