Job Description

As a Business Relationship Manager, a typical week might include the following…

  • Develops strategic sales plans within assigned territory. Networks and grows referral base by engaging in daily sales calls, maintaining active involvement in community events and organizations, and regularly attending branch meetings to present Business & Commercial Services products and services.
  • Manages individual portfolio of loan applications and files to ensure timely processing, accurate documentation, and communication of disclosures. Provides financial information or documentation to meet portfolio monitoring and exception requirements. Ensures adherence of government regulations, requirements, and established quality control standards.
  • Builds and maintains excellent relationships and consistent communication with internal and external partners throughout all phases of the loan process. Keeps management and internal staff informed of the status of prospects, new business opportunities and referrals on a consistent basis.
  • Maintains expert knowledge of business products, services and documentation requirements for the suite of business loan products. Attends educational programs to further develop knowledge base.
  • Perform other job-related duties as assigned
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

This role might be for you if you have ….

  • 3 years related experience.   
  • 2 years Commercial Real Estate and Business Loan experience, required.
  • Strong knowledge of credit structure, lending practices, and financial statement analysis in order to identify trends and credit risk.
  • Must possess the ability to work independently, excellent written and verbal communication skills, the ability to organize/prioritize tasks and meet strict deadlines.
  • Working knowledge of Microsoft Office software. 

 

About us:

We are considered leaders in the local credit union space, and we are growing like crazy. We’ve got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at jobs.desertfinancial.com.

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

For additional information about our organization, careers, and benefits visit: http://jobs.desertfinancial.com

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

Apply Online