Senior Loan Relationship Manager – Wealth Lending

Commerce Bank

Fort Myers (FL)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k)

Job summary

Commerce Bank seeks a seasoned Loan Relationship Manager to develop new loan relationships and manage a portfolio of high-net-worth clients in Fort Myers, FL.

You will advise wealth management clients with lending and banking solutions aligned to their financial objectives, collaborating within FineMark’s team approach. Bachelor’s degree and 8+ years lending experience required; strong credit, underwriting, and relationship-building skills are essential.

Qualifications

  • Bachelor’s degree or equivalent combination of education and experience required.
  • 8+ years of experience as a lender for a financial institution required.

Responsibilities

  • Develop new loan relationships with high-net-worth individuals, families and business owners.
  • Maintain a portfolio of existing loan relationships.
  • Advise clients using lending and banking solutions aligned with financial objectives.
  • Ensure competitive loan pricing and analyze market conditions.
  • Review and prepare loan requests in accordance with lending policy.

Skills

Credit underwriting
Loan relationship development
Attention to detail
Communication skills
Microsoft Word

Education

Bachelor's degree
8+ years lending experience

Tools

Microsoft Word
Microsoft Excel
Microsoft Teams
Outlook

Job description

Commerce Bank seeks a seasoned Loan Relationship Manager to develop new loan relationships and manage a portfolio of high-net-worth clients in Fort Myers, FL.

You will advise wealth management clients with lending and banking solutions aligned to their financial objectives, collaborating within FineMark’s team approach. Bachelor’s degree and 8+ years lending experience required; strong credit, underwriting, and relationship-building skills are essential.

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