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Commercial Relationship Mgr

3 months ago

Portland, United States Oregon Pacific Bank Full time
Job DescriptionJob Description

JOB SUMMARY

Opportunity to join Oregon Pacific Bank’s expanding and growing team in the greater Portland/SW Washington marketplace. Core attributes the ideal candidate must possess include representing the Bank with the highest level of integrity and professionalism while developing and maintaining relationships with business professionals with an emphasis on deposits. Prospecting commercial loan and deposit opportunities which meet established lending requirements will be a primary focus with heightened focus on providing maximum profitability to the bank with a minimum level of risk. Abide by the ‘Deliver on the Promise’ commitments.

JOB SPECIFICATIONS

Education—bachelor’s degree in business, finance, or related area

Experience—Typically requires 7-10 years of prior commercial lending experience, strong credit and analytical skills and knowledge of bank services.

ESSENTIAL FUNCTIONS

  • Develop new business by contacting prospects and clients to meet loan growth, loan profitability, and deposit growth goals.
  • Interview loan applicants while collecting and analyzing financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. Applicant must possess the financial analysis skills necessary to fully underwrite a commercial loan request on their own.
  • Establish and negotiate where necessary the terms under which credit will be extended, including the costs, repayment method and schedule, and collateral requirements.
  • Collect and analyze information that reflects the current creditworthiness of clients and the current merits of existing loans. Information may be obtained by direct inspection of the applicant’s business and/or collateral, review of interim financial reports and personal interview.
  • Ability to analyze complex credit requests that may include commercial real estate, asset-based lending, commercial and industrial lending (C&I), and general lending to business and professional clients.
  • Responsible for timely submission of all financial data to the Credit Analysts and Portfolio Managers.
  • Must demonstrate ability to present commercial loan requests to Lending Team Lead and Senior Credit Administrator.
  • Ensure timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation.
  • Manage existing loans. Monitor loan repayment activities and take necessary action to collect from past due accounts (except special assets). Report on classified loans to the Chief Credit Officer periodically
  • Remedy deficiencies when appropriate
  • Advise clients, where possible, on business management and financial matters
  • Meet loan growth and profitability goals. Develop new business by contacting prospects, clients, and customers.
  • Cross-sell Bank services to other departments as well as OPB Trust and OPWM
  • Undertake special projects relating to departmental services.
  • Participate in community affairs to increase the bank’s visibility and to enhance new business opportunities.
  • Conduct business and work relationships in a consistently ethical, professional, and courteous manner
  • Work with Relationship Banking Officer(s) to prospect leads together and co-manage client relationships.
  • Be knowledgeable of and follow all bank compliance rules while adhering to Federal and State banking regulations relating to this position.
  • Other duties as assigned to meet client and operational needs.

RELATIONSHIPS

  • Responsible to the Commercial Lending Team Leader for the fulfillment of functions and responsibilities.
  • Will have extensive contact with clients and the public, conducting relationships in a manner that will enhance the overall marketing effort of the Bank.
  • Required to collaborate, cooperate, and communicate with supervisor, co-workers, clients, and customers.
  • Ability to generate commercial lending leads/opportunities centered around a full banking relationship is imperative. Applicant will be expected to prove out connectivity within the business community not consisting of commercial loan broker relationships.
  • Team minded, people first mindset is expectation within the role, Portland Banking Team, along with colleagues throughout the whole Oregon Pacific Bank footprint.

WORK CONTEXT:

  • Ability to concentrate and focus on essential functions in appropriate priority order is required.
  • Requires being punctual, dependable, meticulous, and responsible for work outcomes and results.
  • Requires sitting for prolonged periods and traveling to other departments and locations, as needed.
  • Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
  • Requires completion of assigned on-line training courses with a passing percentage.
  • Professional environment requiring appropriate professional demeanor and attire.
  • Work is performed indoors in environmentally controlled conditions.
  • Ability to lift to 30 lbs. if necessary.

SKILLS:

  • Familiarity and experience with a variety of financial institution concepts, practices, and procedures
  • Solid understanding of Generally Accepted Accounting Principles and Tax Accounting
  • Understanding of complex commercial and consumer lending terms and documentation
  • Excellent and effective written and verbal communication skills
  • Competency in providing exemplary internal/external client and customer services in a professional manner and with tact and diplomacy.
  • Ability to be meticulous with good critical thinking skills.
  • Ability to tolerate elevated levels of stress.
  • Ability to work with others in a cooperative manner that supports a team environment.
  • Ability to work hours required to fulfill job expectations.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

  • Be Genuine. Conduct yourself in a consistent, honest, and compassionate manner always.
  • Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
  • Influence. Be an active player in participating, building, and contributing to service.
  • Continuous Learning. Commit to gaining knowledge, skills, and experience on an ongoing basis to better serve the client, increase personal satisfaction, and improve the Bank.
  • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
  • Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative, and assume responsibility for your actions.
  • Communication. Keep others informed and up to date. Actively listen and learn from each other.
  • Have a Sense of Community. We passionately believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’