Associate Relationship Manager

Socket.dev; Omaha (NE); On-site; USD 65,000 - 90,000; Full time

Job summary

Core Bank in Omaha, NE seeks an Associate Relationship Manager to support credit analysis and portfolio oversight within commercial lending. You will work with senior lenders, assist in underwriting, and help manage client relationships and meeting preparation.

You will gain exposure to business development, covenant tracking, and loan documentation, with a clear path toward becoming a Commercial Relationship Manager in a growth‑focused team.

Qualifications

• Bachelor’s degree required; preferred in Accounting, Finance, or related field.
• 3+ years of experience in credit analysis, portfolio management, lending support, or related banking role.

Responsibilities

• Portfolio Management & Administration: maintain credit files for loan monitoring and risk management; obtain financial statements and covenant reporting.
• Credit Support & Underwriting: assist in preparing underwriting packages and analyze financial statements to support risk assessment.

Skills

Credit analysis

Portfolio management

Lending support

Relationship management

Client communication

Education

Bachelor's degree

Tools

LOS software

Job description

Job Details: Job Location: Corporate Headquarters - Omaha, NE, Position Type: Full Time, Education Level: 4 Year Degree, Salary Range: Undisclosed, Job Category: Banking, Ready to take the next step in your commercial banking career? Core Bank is looking for an experienced credit analysis professional ready to grow into a Commercial Relationship Manager role. As an Associate Relationship Manager, you'll work side by side with senior lenders, get hands‑on exposure to client meetings and business development, and build the relationship management skills that set the foundation for advancement. If you're looking for a clear path forward and a team invested in your growth, this is where it starts!

Company Overview

Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture - what we call our Recipe for Awesome - makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com.

Summary of Position Purpose

The Associate Relationship Manager (ARM) is responsible for the management and credit support of an assigned portfolio of commercial lending relationships. This role partners closely with Commercial Relationship Managers to ensure loan and credit files are accurate, complete, and compliant, while supporting underwriting and ongoing portfolio monitoring. The ARM plays a key role in maintaining strong client communication, tracking financial performance, monitoring covenant compliance, and assisting in credit analysis for new, renewed, and annual loan requests. This position is instrumental in supporting credit quality, operational efficiency, and a high level of client service across the commercial lending team. This role is designed for experienced bank credit professionals who aspire to become a Relationship Manager. The ARM will work closely with senior lenders, occasionally participate in client meetings, develop relationship management skills and gain meaningful exposure to business development activities. Successful performance in this role can lead to advancement opportunities, including Relationship Management positions.

Key Responsibilities

• Portfolio Management & Administration Manage the administrative aspects of an assigned commercial loan portfolio by maintaining complete, accurate and well-organized credit files that support effective loan monitoring and risk management. Maintain ongoing communication with borrowers to obtain required financial statements, compliance documentation, and covenant reporting. Monitor covenant compliance, financial performance, and reporting timelines, proactively addressing any gaps or concerns.
• Credit Support & Underwriting Assist in preparing and underwriting credit approval packages for new loan requests, renewals, and annual reviews. Analyze borrower financial statements, tax returns, and related credit information to support sound risk assessment. Prepare annual reviews and present assigned credits to Loan Committee as needed. Partner closely with the Credit Department to ensure timely and accurate processing of loan requests.
• Loan Monitoring & Risk Management Monitor maturing and past due loans within the portfolio and assist Relationship Managers in proactive resolution strategies. Review loan documentation to ensure alignment with approved terms, proper collateral perfection, and protection of the bank’s position. Schedule and conduct site visits, inspections, and collateral reviews as required. Ensure compliance with internal policies and regulatory requirements, including BSA, information security, and compliance standards.
• Transaction & Closing Support Assist in facilitating loan closings by coordinating documentation, due diligence, and internal processes. Work with internal teams and external partners to ensure a smooth and efficient closing process.
• Client Support & Relationship Development Partner with Commercial Relationship Managers in managing and growing client relationships while developing skills required for future relationship management responsibilities. Participate in customer calls and meetings, assisting with preparation and execution. Help identify opportunities to expand existing relationships through cross-selling of banking products and services, including Treasury Services.
• Team Collaboration & Support Serve as a key resource and partner to Commercial Relationship Managers, providing administrative and credit-related support. Provide back‑up assistance to loan assistants or other team members as needed. Participate in team meetings, training, and community or business‑related events.
• Community & Brand Presence Represent the bank in a professional manner in all client and community interactions. Support the bank’s mission of building better futures for customers, employees, and the community.

Qualifications

• Qualifications Education and Experience Bachelor’s degree required; preferred in Accounting, Finance, or related field. 3+ years of experience in credit analysis, portfolio management, lending support, or related banking role. Prior experience in commercial banking, loan operations, or underwriting preferred.
• Required Skills / Abilities / Knowledge Strong alignment with Core Bank’s Vision, Purpose, and Values: Be Collaborative — work effectively with teammates and clients Be Solutions-based — support practical, client‑focused outcomes Be Tech-forward — leverage systems and tools efficiently Have a growth mindset — continuously improve and learn Embody being genuine, nimble, and service‑driven Strong attention to detail and organizational skills Solid understanding of financial statements and credit analysis fundamentals Effective communication and client service skills Ability to manage multiple priorities and deadlines in a fast‑paced environment Strong problem‑solving ability and ownership mindset Working knowledge of commercial banking products, services, and loan documentation. Proficiency with Core Bank’s loan operating system (LOS) will be expected.

Equal Employment Opportunity

Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.