Teams at New Omni Bank, National Association

Develops and grows commercial banking relationships by identifying customer needs and providing deposit, treasury management, and other banking solutions. Manages a deposit portfolio, builds a business development pipeline, coordinates account servicing, monitors risk and market conditions, and forecasts deposit production. The role requires networking, client relationship management, regulatory knowledge, cross-department collaboration, and strong communication and organizational skills.

Develops and grows commercial banking relationships, with emphasis on commercial real estate and construction lending. Originates, evaluates, and structures loans; manages loan and deposit portfolios; monitors credit quality; identifies treasury and banking product opportunities; coordinates loan approval and servicing; maintains business development pipelines; and advises management on production forecasts and market conditions.

Monitors commercial loan portfolios, reviews financial statements and covenant compliance, supports credit memos and renewals, tracks construction loan draws, identifies credit risks, maintains documentation, prepares portfolio reports, and supports client loan servicing. Collaborates with portfolio managers, relationship managers, credit administrators, credit officers, internal teams, and vendors to ensure regulatory and policy compliance.