Job Information
EverBank Commercial Relationship Manager III in Irvine, California
Commercial Relationship Manager III
The Commercial Relationship Manager (CRM III) has responsibility for establishing, developing and maintaining relationships with the banks most complex business clients. The CRM III works with internal partners to facilitate delivery of a comprehensive suite of commercial loan and deposit solutions within an assigned territory. The ideal candidate is committed to new business development and must have excellent communication and interpersonal skills.
Key Responsibilities and Duties
Develops and maintains an active prospect list, outreach plan, and referral sources.
May be tasked with mentoring or supervising more junior associates and assisting junior associates with the analysis and evaluation of credit relationships.
Assists Regional Commercial Banking Manager with establishing team volume targets and P&L management.
Other duties as assigned.
Serves as the primary advisor for a portfolio of complex commercial relationships.
Engages Bank partners to provide a complete suite of deposit, loan, and related business services.
Contributes to growth of the bank through origination of new commercial loans and deposits, and related fee income.
Provides a high level of customer satisfaction and retention while facilitating the resolution of customer needs and issues.
Identifies, gathers, and analyze information to assess credit risk, establishes viability of sources of repayment and determines appropriate loan structure making recommendations regarding structure, risk ratings, credit decisions to management in line with policies and procedures.
Represents the Bank at industry and community functions.
Maintains an awareness of competitive products, rates, and changes in the market area.
Identifies opportunities to introduce customers to other lines of business.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Additional Information
This role will originate new commercial loans and deposits in the Commercial & Industrial (C&I) space focusing on working capital lines of credit, equipment finance, and owner-occupied real estate.
Responsibilities include mentoring junior associates and leading more complex commercial relationships
Region: Irvine, CA and Greater LA
Preferred Qualifications
Prior experience as a Commercial Lending Officer in the C&I space
Experience with sponsor finance and/or companies with private equity ownership
Knowledge of commercial credit, banking products is essential
Analytical/technical skills including understanding of Cash and Accrual Financial Statements & modeling
Motivated, self-starter with ability to adapt using sound judgment navigating ambiguity to get things done
Investigatory, due diligence, and risk analysis skills
Ability to develop business relationships
Established COI’s and referral sources
Excellent communication skills, verbal and written
Posting End Date: 1/11/25
Job Seeker Notice
EverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)
Pay Range $148,800 - $201,200
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.