Senior Relationship Manager - Insurance Banking
Core
Originate, negotiate, structure, price, underwrite, and close commercial loans while managing a complex loan portfolio to ensure high quality and minimal risk for the organization.
Role type
Senior IC commercial relationship manager (insurance banking)
Builds
Commercial loan portfolio for insurance banking clients
Domain
Insurance banking / Commercial lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial lending origination, loan structuring, credit underwriting, financial statement analysis, cash flow analysis, regulatory compliance, portfolio monitoring, deal flow generation
Preferred skills
Undergraduate degree in business or finance
Technologies
Microsoft Office (Word, Excel)
Responsibilities
Develop and maintain client relationships to generate direct deal flow; Coordinate team approach to approving and closing new deals; Create action plans to achieve production and revenue goals; Monitor credit quality of the portfolio and recommend corrective actions; Stay abreast of industry trends and market conditions impacting the portfolio.
Seniority
Senior, hands-on IC
