Commercial Relationship Manager III

LS Solutions; Saint Petersburg (FL); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

LS Solutions in Saint Petersburg, FL is seeking a Commercial Relationship Manager to lead client engagement with high-revenue organizations. You will expand existing relationships, analyze lending opportunities, and coordinate with underwriters to structure loans that meet policy and profitability targets.

The role requires a bachelor’s degree and 6–8 years of syndicated and middle-market lending experience in South Florida, with strong analytical, credit, and financial advisory skills to manage

Qualifications

• Bachelor’s degree and 6–8 years of experience in syndicated and middle-market lending.
• Experience managing client relationships in South Florida, including Miami-Dade county.
• Proficiency in Microsoft Office and strong analytical, credit, and advisory skills.

Responsabilités

• Expand existing client relationships to generate incremental revenue and develop new clients with acceptable returns.
• Collaborate with management and underwriters to analyze credit strengths and weaknesses, making loan decisions, setting competitive pricing, and structuring loans to protect the bank.
• Identify client needs, match bank capabilities, and maintain knowledge of lending policies and regulations.
• Gather financials, prepare Opportunity Memos, and work closely with underwriters to ensure accurate financial reflection and risk assessment.
• Coordinate deal team meetings, finalize term sheets, and manage the underwriting process.
• Build a portfolio of high-value clients, act as a financial advisor, and monitor customer financial profiles for new opportunities.
• Review closing documents, ensure client adherence to covenants, and identify portfolio trends and weaknesses.

Connaissances

Relationship management

Credit analysis

Financial advisory

Risk management

Formation

Bachelor's degree

Outils

Microsoft Office

Description du poste

Role Overview:

Commercial Relationship Managers serve as the primary client-facing role in commercial banking, focusing on building and maintaining profitable relationships with high-revenue organizations.

Key Responsibilities

• Expand existing client relationships to generate incremental revenue and develop new clients with acceptable returns.
• Collaborate with management and underwriters to analyze credit strengths and weaknesses, making loan decisions, setting competitive pricing, and structuring loans to protect the bank.
• Identify client needs, match bank capabilities, and maintain thorough knowledge of lending policies and regulations.
• Gather financials, prepare Opportunity Memos, and work closely with underwriters to ensure accurate financial reflection and risk assessment.
• Coordinate deal team meetings, finalize term sheets, and manage the underwriting process.
• Build a targeted portfolio of high-value clients, act as a financial advisor, and monitor customer financial profiles for new opportunities.
• Review closing documents, ensure client adherence to covenants, and identify portfolio trends and weaknesses.

Qualifications:

Bachelor’s degree, 6-8 years of experience in syndicated and middle-market lending in South Florida, proficiency in Microsoft Office, and experience managing client relationships in Miami-Dade county.

Skills & Attributes:

Strong analytical, credit decision-making, relationship-building, and financial advisory skills, with a focus on risk management and regulatory compliance.