Position Summary
The Life Equity Loan Relationship Manager is responsible for managing and maintaining advisor and client borrowing relationships.
This position is responsible for the development of new and existing LEL business through calling programs, networking, and agency / group presentations.
In addition, the Relationship Manager is responsible for managing his / her current loan portfolio with assistance from LEL Portfolio Managers.
This position will report to the LEL Relationship Manager Team Lead.
Duties & Responsibilities
- Develop new business and prospects and generate LEL loans through referrals, business calls, and life insurance agency visits / presentations.
- Explain LEL advantages to prospective advisors and clients through application.
- Analyze customers' financial data, asset values, and structure to negotiate credit transactions and perform ongoing credit management.
- Service existing customer relationships to maximize profitability.
- Update LEL Relationship Manager Team Lead and LEL President of ongoing sales pipeline and business development plan
- Pursue repayment of loans and contact customers whose loans are past due or have overdrawn accounts.
- Act as trainer / coach for Portfolio Managers
- Assist other lines of business with business development including but not limited to deposit accounts, mortgages, and prospective commercial clients.
Education & Experience
- Knowledge of :
- Strong oral and written communication skills
- Strong sales and customer service skills
- Cash value and / or security lending
- Ability to :
- Generate new loan growth with attainable goals
- Analyze and interpret numerical data
- Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
- Make independent and difficult decisions within parameters of the Bank's loan policies
- Originate new procedures and approaches to problems
- Perform duties under frequent time pressures
- Education and Training :
- Requires Bachelor's degree with an emphasis in Accounting or Finance.
- Requires 2 or more years of banking, finance, or sales related experience.
- Six months or more credit analysis experience required.
- Requires knowledge of Microsoft Office.
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets.
Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.
Life Equity Loan Relationship Manager
The Life Equity Loan Relationship Manager is responsible for managing and maintaining advisor and client borrowing relationships. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio with assistance from LEL Portfolio Managers. This position will report to...
Life Equity Loan Relationship Manager
The Life Equity Loan Relationship Manager is responsible for managing and maintaining advisor and client borrowing relationships. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio with assistance from LEL Portfolio Managers. This position will report to...
Life Equity Loan Relationship Manager
The Life Equity Loan Relationship Manager is responsible for managing and maintaining advisor and client borrowing relationships. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio with assistance from LEL Portfolio Managers. This position will report to...
Life Equity Loan Relationship Manager
The Life Equity Loan Relationship Manager is responsible for managing and maintaining advisor and client borrowing relationships. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio with assistance from LEL Portfolio Managers. This position will report to...
Life Equity Loan Relationship Manager
The Life Equity Loan Relationship Manager is responsible for managing and maintaining advisor and client borrowing relationships. Life Equity Loan Relationship Manager. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio with assistance from LEL Portfolio...
Life Equity Loan Portfolio Manager
The Life Equity Loan Portfolio Manager provides a positive customer experience through managing the client relationship from the point of initial application and throughout their relationship with the bank. The Portfolio Manager will report to the Life Equity Loan Portfolio Manager Team Lead. The Po...
Life Equity Loan Portfolio Manager
The Life Equity Loan Portfolio Manager provides a positive customer experience through managing the client relationship from the point of initial application and throughout their relationship with the bank. The Portfolio Manager will report to the Life Equity Loan Portfolio Manager Team Lead. The Po...
Remote Account Executive / Sales (Work from home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility .We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rel...
Sr. Business Account Executive - Small & Medium Business Direct Sales
Comcast brings together the best in media and technology.We drive innovation to create the world's best entertainment and online experiences.As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations ...
Account Manager
What's the role? Our Account Managers serve as the go-to contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. What do we offer? Our account managers earn between $54,000 - $75,000 up to $18,000 in commissio...