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Benefits offered by this job
Competitive benefits package
401(k) matching
Paid parental leave
Fitness reimbursement
Job summary
A leading financial services firm in the United States is seeking a Relationship Manager to drive loan origination efforts. The role involves identifying new customers, evaluating credit opportunities, and utilizing Salesforce for customer interactions. Candidates should possess a Bachelor's degree and at least 2 years of relevant experience in commercial banking or specialty finance. The firm offers competitive compensation, including base salary and commission, along with a strong benefits package including 401(k) matching and health plans.
Qualifications
2 years of experience in commercial banking, specialty finance, or loan originations.
Experience in RTL and/or DSCR.
Strong financial background with analytical and numerical proficiency.
Responsibilities
Identify new customers and lending opportunities.
Attend and represent CAF at industry events.
Evaluate potential credit line and term loan transactions.
Skills
Interpersonal skills
Analytical proficiency
Salesforce proficiency
Commercial banking experience
Excel proficiency
Education
Bachelor’s degree
Tools
Salesforce
Microsoft Office
Job description
A leading financial services firm in the United States is seeking a Relationship Manager to drive loan origination efforts. The role involves identifying new customers, evaluating credit opportunities, and utilizing Salesforce for customer interactions. Candidates should possess a Bachelor's degree and at least 2 years of relevant experience in commercial banking or specialty finance. The firm offers competitive compensation, including base salary and commission, along with a strong benefits package including 401(k) matching and health plans.