Senior Commercial Relationship Manager

BOK Financial; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services provider in Houston seeks a seasoned commercial lender. You will manage customer relationships, develop business plans, and oversee credit processes while ensuring compliance. Ideal candidates possess 8-10 years of relevant experience and have a thorough understanding of commercial lending practices. You will play a crucial role in driving business development in our growing team.

Qualifications

• 8-10 years of experience in commercial lending or 14-16 years equivalent experience.
• Ability to prepare and deliver persuasive oral and written reports and presentations.

Responsibilities

• Develop and execute relationship management and business development plans.
• Schedule business development calls and manage customer databases.
• Identify needs and solutions during appointments.
• Monitor existing credit relationships.
• Oversee credit approval and documentation processes.

Skills

Commercial Lending Practices

Accounting Principles

Sales in Financial Services

Credit Underwriting

Financial Analysis

Wealth Management Knowledge

Treasury Services Knowledge

Communication Skills

PC Skills

Education

Bachelor’s degree

Job description

A leading financial services provider in Houston seeks a seasoned commercial lender. You will manage customer relationships, develop business plans, and oversee credit processes while ensuring compliance. Ideal candidates possess 8-10 years of relevant experience and have a thorough understanding of commercial lending practices. You will play a crucial role in driving business development in our growing team.