Job Description
SUMMARY : A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts.
Incumbents are expected to meet or exceed production goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
- Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements.
- Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans.
May obtain information through direct inspection of the applicant's business and / or collateral, review of interim financial reports, personal interview, and other means.
- Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department's lending authority.
- Authorizes or rejects overdrafts in depository account within established authorities.
- Monitors loan repayment activities and takes necessary action to collect from past-due accounts.
- Advise customers, where possible, concerning business management and financial matters.
- Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services.
- Develops new business by contacting prospects and customers, cross-sells bank services.
- Prepares lending activity reports for department management.
- Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities.
- Participates in community affairs to increase the bank's visibility and to enhance new business opportunities.
- Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering ( Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degree in business administration and / or finance required
EXPERIENCE
7-9 Years of commercial lending experience required
CERTIFICATES, LICENSES, REGISTRATIONS
- DL NUMBER - Driver License, Valid and in State required
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