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Valley Bank · 1 day ago

Relationship Manager Associate (Commercial Real Estate)

Morristown, NJ

Full-time

Onsite

Entry Level

1+ years exp

Valley Bank is seeking a Relationship Manager Associate to work closely with the Relationship Manager and Team Leader in monitoring and growing customer relationships. The role involves assisting with customer portfolios, ensuring timely responses to customer needs, and managing credit-related tasks.

Banking

H1B Sponsor Likely

Responsibilities

Assist the Relationship Manager with their customer portfolios

Monitor and report changes in credit quality

Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority

Prepare and issue term sheet and commitment letters

Attend loan closings to ensure loans are properly closed

Follow past due payments and overdrafts

Ensure that lines of credit are renewed in a timely fashion. Obtain customer renewal term agreement and negotiate any differences

Respond to customer needs in a timely fashion

Ensure that customer requests with other departments are being properly followed, clearing all service issues

Oversee proper handling of customer transactions such as advances, payments, wire transfer, etc

Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file and that proper and complete credit files are on hand

Provide reports of information as required

Review documentation prepared by legal counsel as to their accuracy meeting all requirements of loan requests

Provide problem resolution

Assure that credits are accurately risk rated and credits are properly monitored and reported

Create and maintain current BSA Information

Adhere and comply with all requirements of watch list and EDD procedures

Qualification

Credit underwritingLoan documentationMicrosoft ExcelAccount managementMathematical skillsAdministrative skillsReport writingInterpersonal skillsTime managementPresentation skills

Required

Knowledge of credit underwriting, basic accounting and loan documentation

Proficient computer skills using Microsoft Word, Excel and Outlook

Good level of interpersonal and social skills needed to interact with customers

Good personal time management skills

Good mathematical skills

Ability to manage account relationships

Good credit skills

Good administrative skills

Ability to write reports and business correspondence

Ability to effectively present information and respond to questions

High School Diploma and a minimum of one year of account management or credit underwriting experience

Community and/or industry involvement in territory

Preferred

Bachelor's degree preferred

Company

Valley Bank

Glassdoor3.2

Valley National Bank is a regional financial institution

Founded in 1927

Wayne, New Jersey, USA

1001-5000 employees

https://www.valley.com/

H1B Sponsorship

Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (15)

2024 (13)

2023 (7)

2022 (11)

2021 (5)

2020 (5)