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Manage a portfolio of small business clients through relationship management, credit analysis, loan origination, deposit growth and cross-selling. Conduct regular client meetings, prepare tailored product proposals, ensure audit-ready credit files and regulatory compliance, meet revenue and retention targets, and collaborate with internal teams to structure solutions.

Manage and grow a portfolio of small business clients through relationship management, credit assessment, and cross-selling. Conduct regular client meetings, analyze financial statements and cash flow, prepare tailored product proposals, ensure regulatory/compliance readiness, document activity in CRM, and meet loan origination, deposit growth, and revenue targets. Must be bilingual (English/Spanish) and travel extensively to client locations.

The Senior Relationship Manager builds strategic client relationships, driving financial results through business development, risk management, and collaboration across banking services, focusing on middle market clients.

Manage underwriting and risk for the Homebuilder credit portfolio, lead credit approvals, monitor portfolio performance, validate covenants, perform relationship reviews, partner with relationship managers and Special Assets, and drive portfolio reporting, analytics, and client engagement.

The Senior Relationship Manager drives new relationships, loan funding, and deposits for companies with $25-300 million in revenue, ensuring optimal client solutions and comprehensive financial services.

Oversee internal audits, assess risks, deliver audit reports, manage audit teams, and ensure compliance with financial regulations.

Own and manage ABL client portfolio and credit approval process; lead risk rating, covenant compliance, and portfolio reviews; oversee analysts, support relationship managers, perform credit analysis, reporting, and client meetings/site visits to optimize portfolio performance.

Ensure accurate, timely release of loan collateral, process payoff and non-payoff release requests, clear exceptions, cancel third-party services, prepare and record release documents, and collaborate with internal and external stakeholders to mitigate operational risk and maintain compliance.

Execute and deliver CRM product features by authoring and refining user stories, supporting backlog and sprint activities, coordinating with SMEs and development teams, ensuring compliance and data quality, and tracking feature outcomes to support product owners and adoption.

Lead full lifecycle treasury management implementations, conduct discovery, configure and test payment/file transmissions and digital platforms, manage project plans and stakeholders, ensure compliance and drive post-go-live adoption and expansion opportunities.