Strategic Commercial Relationship Manager

Everwise Credit Union; South Bend (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

Everwise Credit Union in the United States seeks a Commercial Relationship Manager to develop and oversee a commercial loan portfolio, focusing on lower-middle market businesses up to $20 million in revenue. You will work with internal partners on credit approvals and introduce other Everwise products.

You will engage in business development, financial analysis, and portfolio management, ensuring profitable and compliant lending while building strong client relationships.

Qualifications

• Bachelor’s degree or equivalent and 4+ years in business banking or commercial lending.
• Experience with commercial loans, financial analysis, and risk assessment.
• Familiarity with AML/BSA regulations and lending policies.

Responsibilities

• Develop and oversee a commercial loan portfolio up to $20 million revenue clients.
• Screen applicants, gather data, and prepare loan packages for decisioning.
• Collaborate with lenders, treasury, and internal teams on deals.
• Perform robust financial analyses to support underwriting decisions.
• Close loans, ensure proper documentation, signatures, and disbursements.
• Manage portfolio administration, deposits, collections, and records.
• Maintain relationships with new and existing business clients.
• Promote additional Everwise products and services to members.

Skills

Commercial loan experience

Negotiation

Customer service

Interpersonal skills

Risk mitigation

Business law knowledge

Treasury management

Autonomy & collaboration

Anti‑Money Laundering awareness

Education

Bachelor's degree in business, Accounting, Finance, related field, or equivalent

Tools

Microsoft Office

Commercial financial software

Job description

Everwise Credit Union in the United States seeks a Commercial Relationship Manager to develop and oversee a commercial loan portfolio, focusing on lower-middle market businesses up to $20 million in revenue. You will work with internal partners on credit approvals and introduce other Everwise products.

You will engage in business development, financial analysis, and portfolio management, ensuring profitable and compliant lending while building strong client relationships.