VP, Relationship Manager (Financial Institutions)

Madison-Davis
New York, NY
$170K a year
Full-time

Office Status : On-Site

Salary : Up to $170,000

Responsibilities :

  • Responsible for credit rating, LGD, loan classification, and credit line determination, and assure the data accurately reflected in GCMS;
  • Perform credit and relevant financial analysis and prepare credit application;
  • Communicate with the Credit Approval Department and / or related parties (i.e., agent bank, other branches / subsidiaries, Legal and Compliance Department, etc.
  • submit credit application to the Credit Approval Department and once agreed to by the Credit Approval Department, present it to the Credit Approval Committee for approval;
  • Monitor the entire credit application and approval process in accordance to policy;
  • Lead the closing process, including but not limited to legal documentation, preparing facility information sheet, funding via coordination with Loan Administration Department and GCMS operations, to ensure timely closing;
  • Collect and organize the related documents and facilitate file management in accordance with the credit policy requirements.
  • Understand needs of prospective clients and identify suitable potential business opportunities with prospective clients.
  • Conduct comprehensive prospect and client analysis to identify business opportunities including credit and non-credit products & services to optimize the client relationship;
  • Solicit targeted clients and business opportunities in compliance with the Branch’s Policy and Procedure including Risk Appetite, FID Policy & Procedure, FID Business Strategy, and the respective Underwriting Guidelines;
  • Establish and maintain business relationships (with the support of supervisors when necessary) with clients and engage in delivery of solution, products and services appropriate to improve client engagement;
  • Evaluate deals and negotiate deal terms with banking partners and / or prospective clients; evaluate deals for alignment with business strategy, risk appetite and limits;
  • Monitor the assigned client portfolio, develop work plan and achieve the annual strategy and target set by the Branch and the team lead;
  • Set up the account strategy for clients and prospects with particular focus on the use of economic capital and balancing branch wide priorities;
  • 30+ days ago
Related jobs
Promoted
Activ8
New York, New York

Bilingual Japanese/English Relationship Manager/VP. ...

Promoted
Stellantis Financial Services US
New York, New York

Conducts effective training on SFS credit guidelines with the dealership's sales managers (including internet) & finance managers to effectively maximize production. Maintains production through establishing relationships with existing dealership personnel, as well as developing new relation...

Crowe
New York, New York

Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result. Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. Financial Institutions Tax practice, you wi...

Broadridge Financial Solutions
Queens, New York

Relationship Manager, Client Services (Hybrid). The Relationship Manager (“RM”) will work with sales, account management and the operations team to ensure client satisfaction. Ability to independently identify areas of improvement in client relationships. Strong understanding of Class Actions and ot...

AIG
New York, New York

Assistant Regional Underwriting Manager, National Accounts. Join us as an Assistant Regional Underwriting Manager to step up to a key team leadership role that will drive business growth. AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, ...

Madison-Davis
New York, New York

Establish business relationships and promote bank approved products and services to prospective clients;. Align strategic, capital and financial plans to risk management goals;. Act as risk manager with the responsibility for identifying, acting on and escalating risks and are held strictly accounta...

Excelsior Search
New York, New York

Are you an accomplished financial systems implementation project professional who would relish the opportunity to advance your career with a high-growth and innovative Artificial Intelligence (AI) company at the forefront of technological change for financial institutions? Excellent opportunity to m...

Crowe
New York, New York

Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result. Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. Financial Institutions Tax practice, you wi...

00002 Citibank, N.A.
New York, New York

The Relationship Manager will be reporting into the Digital, Tech & Comms (DT&C) segment within Citi's Commercial Bank and will be focused on banking privately held emerging-growth companies that are VC-backed (Series A or later-stage) US-headquartered companies with revenues up to $100 million. Our...

Argo Group
New York, New York

Financial Institutions Management Liability group. The primary purpose of this position is to actively participate in the production underwriting, marketing and processing of financial institutions liability lines of business. Further develop existing broker relations as well as establish new relati...