Strategic Commercial Relationship Leader

CommunityAmerica Federal Credit Union; Irvine (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

CommunityAmerica Federal Credit Union seeks a Commercial Relationship Manager to cultivate and grow member business banking relationships, focusing on small businesses and SBA-related resources. The role emphasizes cross-selling products, managing risk, and onboarding business owners within compliance standards.

The position involves analyzing credit risk, coordinating with treasury sales, and coordinating with other teams to deliver comprehensive banking solutions.

Qualifications

• Bachelor's Degree in Business or Finance required.
• 2–3 years business lending experience required.
• Experience with Commercial & Industrial loans and Commercial Real Estate preferred.
• SBA certifications or related programs desirable.

Responsibilities

• Drive commercial lending and product sales through referrals and business development.
• Build and manage a portfolio of commercial loans and relationships.
• Assess creditworthiness and prepare lending packages with credit analysts.

Skills

Small business banking

Credit analysis

Communication

Team collaboration

Interpersonal skills

Education

Bachelor's Degree in Business or Finance

Job description

CommunityAmerica Federal Credit Union seeks a Commercial Relationship Manager to cultivate and grow member business banking relationships, focusing on small businesses and SBA-related resources. The role emphasizes cross-selling products, managing risk, and onboarding business owners within compliance standards.

The position involves analyzing credit risk, coordinating with treasury sales, and coordinating with other teams to deliver comprehensive banking solutions.