CapEd Credit Union · 2 months ago
Commercial Relationship Manager Senior
MERIDIAN, ID, USA
Full-time
Hybrid
Senior Level
$105K/yr - $105K/yr
5+ years expCapEd Credit Union is a financial institution focused on promoting commercial member financial well-being and community enrichment. The Commercial Relationship Manager is responsible for offering commercial lending products, educating members on services, and expanding the credit union's commercial relationship portfolio.
BankingCreditEducationFinanceFinancial ServicesLendingNon Profit
Responsibilities
Consults applicants and obtains information regarding earnings and financial condition to evaluate the applicant’s creditworthiness and ability to re-pay the loan
Negotiates credit terms, costs, repayment methods and collateral specifications, within lending authority
Assists in collection of past due loans
Contacts potential commercial members to foster and obtain new commercial deposit relationships and expand the credit union’s portfolio
Offers various lending products and services to fit the needs of business and commercial members
Maintains the commercial portfolio and reaches out to current members with the objective of enriching the member experience and deepening their business relationship with CapEd by cross selling and linking services of value and teaching business members to navigate ease of service solutions
Frequently and consistently collaborate with all member-serving departments to share knowledge and expertise for promoting commercial lending products and services
Collaborates and coordinates with the marketing department to facilitate promotions and activities for enhancing commercial relationships
Attends or participates in community affairs as needed
Supports Commercial Lending team by accepting unresolved complex commercial member inquires and works directly with members to research and explore potential solutions to provide alternatives within company policy
If needed, researches inquires further, or transfers request to other areas of the Credit Union, to provide a solution
Identifies and makes recommendations to improve the department's operating methods, training and procedures
Develops and enhances commercial member suite of product offerings and collaborates with other departments on member service delivery and process development projects
Assists department training for current or new employees and for other departments by sharing expertise in job role functions, internal procedures and knowledge on how compliance or other regulations affect processes
Researches and maintains a thorough knowledge of commercial lending policies and procedures, keeps up to date on regulation changes, and maintains familiarity of new commercial lending product or service trends
Coordinates with multiple credit union departments and 3rd party vendors to complete business member requests and provide appropriate solutions
Maintains expert knowledge of all Credit Union products, services, and promotions
Contributes to efficient Credit Union operations by performing other job-related duties as assigned
Qualification
Required
Five years to eight years of similar or related experience
A four year college degree preferred or equivalent experience and/or education
Company
CapEd Credit Union
CapEd Credit Union is an Idaho credit union supporting education with branches and ATMs.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Erickson
President/CEO
Jaime Lewis
People Experience & Payroll Partner
Recent News
Idaho Business Review
2025-05-30
Idaho Business Review
2025-04-19
Idaho Business Review
2024-10-31
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