CRE Relationship Manager

IN0534 Fishers

Job Description

The CRE Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE Relationship Manager is also responsible for managing a portfolio of relationships, ensuring exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.

Essential Functions

Develop and expand existing commercial banking relationships, and meaningful “Centers of Influence” relationships

Prospect actively and successfully bring in new relationships to Northwest

Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships

Achieve and exceed budget goals as assigned individually and by region

Actively participate in community and professional networking events

Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs

Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest

Manage a commercial loan portfolio of clients

Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required

Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis

Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate

As required, collect on delinquent accounts

Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management

Complete loan closings in partnership with Portfolio Management

Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management

Participate in continued sales, product and credit training

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Education + Experience preferred

Bachelor’s degree in business, Accounting, Finance, Economics, or Marketing

6-8 years of CRE relationship management experience

Experience consistently delivering strong sales performance

Extensive comprehensive knowledge and understanding of commercial real estate lending, loan servicing, credit and non-credit products.

Strong negotiating skills in terms, loan structure and pricing.

Knowledge and understanding of risk management.

Excellent verbal, written, and interpersonal communication skills.

Ability to multitask and effectively prioritize responsibilities.

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.