Senior Relationship Manager - Commercial Lending

Cass Information Systems, Inc.; Northern (KY); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Cass Information Systems, Inc. in the United States is seeking a Relationship Manager to grow and manage a portfolio of commercial clients.

You will work closely with a Portfolio Manager to evaluate client needs, analyze financials, structure loans, and coordinate credit approvals. The role emphasizes building long-term relationships, understanding market trends, and delivering treasury and lending solutions, with responsibilities including client presentations, underwriting support, and

Qualifications

• Bachelor's degree in business, finance, or related field.
• Minimum 7 years of commercial lending experience.
• Strong knowledge of loan documentation and underwriting.

Responsibilities

• Build comprehensive financial relationships with clients and prospects.
• Analyze financial condition and determine risk for credit extensions.
• Lead loan approvals and coordinate documentation with Credit Department.
• Present to leadership for loan approval and committee reviews.
• Maintain CRM records and monitor client relationships.
• Collaborate with PM and cross-functional teams to meet client needs.

Skills

Interpersonal skills

Analytical skills

Communication skills

Credit analysis

Independent worker

Willingness to travel

Education

Bachelor's degree in business administration, finance, or related field

Tools

Salesforce

Job description

Cass Information Systems, Inc. in the United States is seeking a Relationship Manager to grow and manage a portfolio of commercial clients.

You will work closely with a Portfolio Manager to evaluate client needs, analyze financials, structure loans, and coordinate credit approvals. The role emphasizes building long-term relationships, understanding market trends, and delivering treasury and lending solutions, with responsibilities including client presentations, underwriting support, and