Senior Loan & Relationship Manager

Classic Bank NA in; Bastrop (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Profit sharing

Employer-paid health insurance

Dental & Vision insurance

Life Insurance

Paid Time Off

Job summary

Classic Bank, NA is seeking a Relationship Manager to join our community banking lending team. The ideal candidate will have 5+ years of experience in banking or financial services, with a strong track record in evaluating, authorizing, and securing personal, commercial, and mortgage loans.

In this role you will build relationships, analyze financials, support lending decisions, and help grow the bank by cross-selling products and services.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• More than 5 years of experience in commercial, retail, and mortgage lending, banking, and financial analysis.
• Good understanding of financial statements and credit fundamentals.
• Excellent interpersonal, communication, and relationship-building skills.
• Detail-oriented with strong organizational and problem-solving abilities.
• Proficiency in Microsoft Office Suite; experience with banking systems is a plus.
• Must maintain registration with the National Mortgage Licensing System (NMLS)

Responsibilities

• Provides excellent service to both current and prospective loan customers
• Gives financial advice and counsel to customers
• Contributes to profitability and growth of the bank by building, developing, and managing new and expanded client relationships
• Actively cross-sells appropriate banking products & services to new and existing customers and refers clients to other banking areas for additional needs
• Analyzes and forms decisions on loans and terms within established lending limits, or makes recommendations to a superior or loan committee
• Manages a portfolio of loans to ensure compliance with terms and conditions
• Coordinates lending activities with others in the organization
• Coordinates and communicates with Branch Manager to assist with rotations of opening, closing, lunch periods, etc.
• Serves as the main point of contact for loans in assigned branches and serves as backup contact for other branches
• Other duties as assigned

Skills

Interpersonal skills

Communication skills

Relationship building

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Classic Bank, NA is seeking a Relationship Manager to join our community banking lending team. The ideal candidate will have 5+ years of experience in banking or financial services, with a strong track record in evaluating, authorizing, and securing personal, commercial, and mortgage loans.

In this role you will build relationships, analyze financials, support lending decisions, and help grow the bank by cross-selling products and services.