Credit Union Relationship Manager

MBFS; Atlanta (GA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Credit Union Relationship Manager to drive commercial lending growth in the greater Atlanta area. This role focuses on building relationships with local businesses, analyzing financial data, and providing tailored lending solutions. With a commitment to customer service and operational integrity, you will work closely with credit unions to ensure compliance with regulations while fostering new business opportunities. Join a dynamic team that values your contributions and offers competitive benefits, paid time off, and professional growth in a fast-paced environment.

Benefits

Health Benefits

401(k) with Match

Paid Time Off

Growth Opportunities

Qualifications

• 2-5 years of experience in business lending required.
• Knowledge of small business loan policies and credit criteria.

Responsibilities

• Analyze financial statements and determine credit solutions.
• Manage a portfolio of credit union members and identify new opportunities.

Skills

Business Lending

Financial Statement Analysis

Customer Service

Communication Skills

Networking

Education

Bachelor's Degree in Business

Tools

Loan Documentation Software

Job description

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Are you a self-motivated individual with strong people skills and a desire to work with local businesses who are dedicated to meeting the needs of their communities? Member Business Financial Services LLC (MBFS) is looking for experienced commercial lenders in the greater Atlanta area.

The primary responsibility of this position is to work with prospective customers producing a variety of commercial loans as well as generating a portfolio of business and corresponding relationships, while seeking new accounts through marketing to real estate investors, correspondent lending channels, centers of influence, and other traditional lending channels and referrals. This is one of the fastest growing segments of the credit union industry with a lot of room for growth.

MBFS is a company that works with 90+ credit unions to provide commercial lending services to credit unions across the country from sales, consulting, underwriting, closing and servicing.

Working in conjunction with multiple credit unions in the greater Atlanta area, this position will conduct in-person and remote relationship meetings with prospective clients where opportunities are identified for commercial loan and/or deposit products. This role has day to day responsibility for the delivery of superior customer service, operational integrity and adherence to credit union policy as well as all state and federal regulations. Must be a customer-oriented individual with excellent verbal and written communication skills.

Responsibilities Include

• Analyzes financial statements, uncovers optimal credit solutions within a relationship plan, understands and articulates cash flow and the interrelationship between assets and liabilities, determining the right solution for individuals and professional associations.
• Provides necessary information to loan underwriters to obtain a full financial evaluation and rating of members and their credit request.
• Works with colleagues to cross-sell credit union services and network with professionals in the community to bring new business members/customers to the credit union partners.
• Develops a presentation of the analysis prepared for delivery to appropriate credit authorities of the credit union.
• Prepares and obtains necessary forms for loan documentation and represents the credit union at loan closings.
• Manages portfolio of credit union members and meets with existing member business borrowers to evaluate their ongoing business, identifying new opportunities or developing problems. Works with members and MBFS staff facing credit delinquency issues.
• Develops a network of relationships for new members and lending prospects.
• Keeps abreast of new marketplace developments and changing government regulations.

Requirements

• At least two to five years of experience in business lending.
• College degree (BS or BA) in a relevant field.
• Knowledge of small business loan policy, credit granting criteria, interest rate calculations, and required documentation. Experience in loan interviewing skills and techniques.
• Ability to analyze business financial statements and assess business viability; excellent communication and PR skills; proficiency in related software.
• Judgment to apply broader practices beyond clear guidelines.

Our commitment to your success is supported by a competitive salary based on experience, extensive benefits including paid time off, health benefits, 401(k) with a generous company match, and growth opportunities. We prioritize a professional and environmentally friendly workplace.

Note: Credit, criminal, employment, drug/alcohol, and education background checks are conducted. Only qualified candidates will be contacted.

EOE M/F/D/V