Guardian Mortgage · 7 hours ago
Commercial Relationship Manager - Middle Market Banking
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSunflower Bank is a full-service financial institution committed to serving communities and supporting team members since 1892. They are seeking a Commercial Relationship Manager – Middle Market Banking to lead client acquisition and manage relationships, delivering tailored financial solutions in a high-potential market segment.
FinanceFinancial ServicesLending
Responsibilities
Responsible for expanding, managing and optimizing a portfolio of commercial clients
Lead and Participate acquisition and documentation of loan and deposit transactions
Coordinate the completion of credit applications and credit administration
Properly structure and price loan, deposit and TM transactions/relationships
Present credit requests to senior management and/or the company’s Loan Committee for review and approval
Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products
Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel
Respond to referrals from senior management and others
Actively participate in new business development programs and acquire new clients
Interview commercial loan and deposit applicants
Structure and analyze new and renewed loan requests and make loans within lending authority
Close loans and new deposit relationships
Complete file documentation
Monitor compliance with loan policies and appropriate regulations
Work with credit to assign appropriate risk grades to loans and relationships
Collect past due loans, unless assigned to the centralized collectors
Handle customer service matters and inquiries for lending and non-lending issues
Send financial statements to the credit analysts for spreading and analysis
Monitor and evaluate the performance of direct reports
Provide informal training and guidance for less experienced lenders
Participate in community activities and organizations
Refer appropriate banking opportunities to other departments and personnel
Cross sell all company products and services
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines
Understand and participate in the Bank’s Community Reinvestment Act program
Perform other duties as assigned
Qualification
Required
Bachelor's Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting
10+ years of account relationship management experience
Formal credit training
5+ years of relationship management experience around deposits and TM
Experience in structuring and pricing loan, deposit and TM relationships
Must be proficient in Microsoft Office Suite and Excel and Word specifically
Must possess sales and leadership abilities
Must be able to work flexible hours
Must be bondable
Preferred
Master's Degree or MBA
10+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities
Formal credit training such as RMA, Omega CLB, or Regional or State Banking School
Benefits
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Company
Guardian Mortgage
Guardian Mortgage specializes in refinance, purchase, and mortgage programs.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chanu Badwal
Founder & President
Recent News
Research and Markets
2025-06-22
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