Relationship Manager
3 weeks ago
Relationship Manager
Who We Are:
Renovo Financial is a rapidly growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting clients by providing unparalleled service, from the loan application through the payoff. Renovo’s reliability and “win-win” solutions-oriented approach is just one reason why our repeat and referral rates far exceed the industry average. Renovo was honored to be named one of Crain’s 50 fastest-growing Chicago companies and the 2022 + 2023 Top Workplace winner, as recognized by The Chicago Tribune, and 2023 Best Workplace by Inc. Magazine.
Position Summary:
Renovo’s Relationship Manager (RM) will work alongside the Regional Managing Director of Lending, supporting loan origination, underwriting and operations functions. This role plays a key role in driving repeat business by helping to manage, maintain, and grow current relationships with existing clients, investors, brokers, and real estate professionals. Success in this role is evaluated based on the candidate’s ability to drive repeat business, partner with all key stakeholders internal and external to Renovo Financial providing exemplary experience This role will report directly to the Head of Fulfillment and eligible for overtime compensation under FLSA.
Primary responsibilities of the RM:
1. Collaborate with the Lender to structure loans, ensure compliance with lending policies and regulations, and remove any obstacles getting in the way of moving loans through the pipeline.
2. Is instrumental in deepening the client’s relationship and cross-selling other Renovo products to capture the client’s entire portfolio “
3. Is responsible to deliver world-class service by identifying what is working, what is not working, and how to action plan offering better service.
4. Conduct a preliminary financial analysis of any potential borrowers, analysis of properties, and perform loan sizing activities
5. Manage loan pipelines and ensure timely closing of loans.
6. Monitor loan performance and identify potential risks for the existing portfolio (i.e. monitor draw progress, upcoming maturities, modification needs, etc).
Requirements:
• Bachelor's degree in finance, business, or a related field / Typically requires 4 to 7 years of related experience. Real estate / underwriting/ lending / client relationship management experience preferred not required.
• Independent and collaborative in nature.
• Strong analytical and financial modeling skills
• Excellent communication and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment.
Success Factors:
• Customer Service
o Consistently achieving 90+ NPS for Borrowers in the LO’s portfolio
o The Relationship Manager is the 1 main point of contact for amazing customer service
• Loan Officer Leverage:
o A successful Relationship Manager creates an environment where the Loan Officer can spend more time driving increased business by fostering new and large relationships
o Cross-Selling additional products to the client, outside of their first loan with Renovo
• Quality & Risk
o Loan performance is at
-
Relationship Manager
3 weeks ago
Jacksonville, United States Renovo Financial Full timeRelationship ManagerWho We Are:Renovo Financial is a rapidly growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting clients by providing unparalleled service, from the loan application through the payoff. Renovo’s reliability and...
-
Relationship Manager
5 days ago
Jacksonville, Florida, United States PNC Full timeAbout the RolePNC is seeking a skilled Relationship Manager to join our Healthcare Business Banking organization in Jacksonville, FL. As a key member of our team, you will be responsible for managing relationships with new and existing clients to grow sales, revenue, and market share.Key ResponsibilitiesAcquire and expand client relationships to generate...
-
Relationship Manager
19 hours ago
Jacksonville, Florida, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is seeking a skilled Relationship Manager to join our Healthcare Business Banking organization in Jacksonville, FL.Key ResponsibilitiesDevelop and maintain strong relationships with new and existing clients to grow sales, revenue, and market share.Acquire and expand client relationships to generate revenue and...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Consolidated Electrical Distributors Full timePosition Overview:Job Title: Client Relationship ManagerDepartment: Jacksonville - Greentech RenewablesLocation: FL-JacksonvilleRole Summary:We are seeking a dedicated Client Relationship Manager to oversee a portfolio of clients, ensuring their satisfaction and providing essential sales assistance. The ideal candidate will possess a strong customer focus,...
-
Relationship Manager I
2 months ago
Jacksonville, Florida, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Parvez Sahotra - State Farm Agent Full timePosition OverviewWe are looking for a dynamic and career-driven professional to take on the role of Account Manager at Parvez Sahotra - State Farm Agent. In this position, you will cultivate and enhance customer relationships within the community while promoting a range of State Farm products, including auto, home, and life insurance.Key...
-
Business Relationship Manager
6 days ago
Jacksonville, Florida, United States LotSolutions, Inc. Full timeJob DescriptionThe Specialty Business Relationship Manager is responsible for maintaining a positive relationship with customers and managing the operational team and Fortegra. This role involves identifying customer needs and the needs of the operational team and Fortegra, and being directly involved in onboarding clients, managing the mapping and uploading...
-
Specialty Business Relationship Manager
2 weeks ago
Jacksonville, United States Fortegra Full timeThe Specialty Business Relationship Manager is responsible for maintaining a positive relationship with customers/MGUs, identifying customer needs and the needs of the operational team and Fortegra. The Specialty BRM will be directly involved in onboarding the clients/MGU's, managing the mapping and uploading of business from the BDX to Viper and on into...
-
Specialty Business Relationship Manager
2 months ago
Jacksonville, United States LotSolutions, Inc. Full timeJob DescriptionJob DescriptionThe Specialty Business Relationship Manager is responsible for maintaining a positive relationship with customers/MGUs, identifying customer needs and the needs of the operational team and Fortegra. The Specialty BRM will be directly involved in onboarding the clients/MGU’s, managing the mapping and uploading of business from...
-
Senior Client Relationship Manager
7 days ago
Jacksonville, Florida, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer...
-
Senior Client Relationship Manager
5 days ago
Jacksonville, Florida, United States PNC Full timeJob DescriptionJob Summary:PNC is seeking a highly skilled and experienced Senior Client Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...
-
Managing Director, 401K Relationship Manager
4 weeks ago
Jacksonville, United States Fidelity TalentSource LLC Full timeJob Description:Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.\u00A0The...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Brooksource Full timeAbout Brooksource:Since its inception, Brooksource has dedicated itself to fostering organic growth, prioritizing internal promotions, and maintaining a culture that emphasizes development opportunities. What started as a modest two-person operation has swiftly evolved into a prominent entity in the Staffing and Recruiting sector, recognized for its...
-
Innovation Exchange Relationship Manager
7 days ago
Jacksonville, Florida, United States Mayo Foundation for Medical Education and Research Full timeAbout the RoleMayo Foundation for Medical Education and Research is seeking a highly skilled and experienced professional to fill the position of Innovation Exchange Relationship Manager. This role is a key part of our organization's efforts to advance healthcare innovation and improve patient outcomes.Key ResponsibilitiesFoster a cohesive internal and...
-
Pharmacy Relationship Manager
3 weeks ago
Jacksonville Beach, United States HealthCare Marketing Group Full timeWhether you are working in a Pharmacy looking for additional income, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer...
-
Senior Relationship Manager, Newport
4 weeks ago
Jacksonville, United States tapwage Full timeJOB SUMMARY: The Non-Qualified Senior Relationship Manager manages multiple large and complex accounts, some of which are across multiple business lines. This position partners with sales to formulate strategy on new business opportunities and actively participates in all stages of the finalist process to position Newport as the clients’ provider of...
-
Senior Client Relationship Manager
1 week ago
Jacksonville, Florida, United States Ascensus Full timeJob SummaryThe Senior Client Relationship Manager at Ascensus is responsible for managing multiple large and complex accounts, some of which span across multiple business lines. This role partners with sales teams to develop strategies for new business opportunities and actively participates in all stages of the finalist process to position Ascensus as the...
-
Healthcare Relationship Manager
1 week ago
Jacksonville, Florida, United States The Mayo Clinic Full timeThe primary goal of this position is to analyze market and referral data to identify, develop and retain targeted provider relationships that generate referrals for serious and complex patients to Mayo Clinic. Key Responsibilities: Analyze market and referral data to identify opportunities for growth and development. Develop and implement strategies to...
-
Client Relationship Manager I
2 months ago
Jacksonville, Florida, United States FIS Global Full timePosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0%Job DescriptionAs the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our...
-
Client Relationship Manager
2 weeks ago
Jacksonville, Florida, United States Parvez Sahotra - State Farm Agent Full timePosition OverviewAn insurance professional is sought to enhance customer interactions and foster relationships within the community. As a member of the Parvez Sahotra - State Farm Agent team, you will focus on promoting a range of insurance products, including auto, home, and life insurance.Key ResponsibilitiesDevelop and maintain customer relationships,...