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Commercial Banking Client Solutions Manager

Company: Umpqua Bank
Location: Eugene
Posted on: December 4, 2019

Job Description:

In this role, you will be responsible for credit/risk monitoring; CR workflow management & prioritization; and engagement with underwriting, QA, and QC partners. You will lead identification of opportunities to cross-offer additional solutions that would benefit the client, increasing penetration-rates of products & services for the Bank. You'll lead partner collaboration & coordination for holistic team approach. You will also assist Bankers with portfolio management, partner collaboration, and client-engagement to develop and grow new and existing commercial business relationships. The CSM is a second, primary touch-point between Bank and Client and is responsible for identifying additional loan, deposit, and core fee income opportunities (products; services; solutions) for new and existing clients to add/deepen value to the client; drive additional revenue growth; establish/maintain complete banking relationships; bolster client experience and satisfaction. This role reports to Market Director. Functions - Possess strong underwriting, credit monitoring and portfolio management skills. - Utilize existing financial/market information and Relationship Expansion Tool, to identify additional products/services that would satisfy client needs and establish/deepen complete relationships. - Make recommendations on loan structure & terms and refers these issues to next appropriate level of authority. - Analyze credit to determine the ability of customers and prospective customers to qualify for borrowing requirements. - Use qualitative and quantitative information to undercover potential client needs and proposes to deepen relationships accordingly. - Partner with the Banker as the second, primary point of a contact for the client. - Attend meetings with clients; focus on expanding mature relationships by assessing client needs. - Act as a liaison to the Core Fee Income business partners, Credit Department, the Commercial support staff and other internal business partners. - Ensure client is approved for all ancillary products and services. - Perform 30% of time on direct relationship expansion sales-activities, consulting with Banker. - Achieve individual annual production and growth goals (relationship expansion) for loans, deposits and core fees to ensure the bank meets its overall financial targets and balanced-growth objectives. - Achieve Portfolio Management goals by ensuring proper adherence to proper risk-mitigation practices. - Responsible for the growth and profitability of the Asset Based Lending ('ABL') portfolio in Wholesale Banking. - Develop a comprehensive understanding of client's needs and future needs based on the review and analysis of personal, business, financial, and market data gathered through relationship reviews, client engagement, market research, and partner collaboration. - Participate in ongoing relationship reviews with all clients. - Manage client's additional credit requests, renewals and reviews. - Manage and monitor loan portfolio and commercial relationships by analyzing financial data & information to determine the merits of specific loan requests. - Accountable for application and underwriting quality. Involved in documentation review. - Collaborate with Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. - Ensure the loan portfolio is properly risk rated. - Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines. - Management of CR workflow & prioritization; engagement with underwriting, QA, QC, and CQA partners accordingly. - Demonstrate compliance with all bank regulations that apply to your position, and keep up to date on regulation changes. - Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. Qualifications - Bachelor's degree in Finance, Accounting, or Business required. - 5-8 years of relevant commercial banking and/or prior experience as a Portfolio Manager and/or Commercial Underwriter. - Ability to engage in client-facing service and sales activity. - Proven knowledge of commercial underwriting, credit monitoring, and portfolio management. - Proven relationship management and business development abilities, analytical and problem-solving skills, sales skills, and credit and credit quality skills. - Strong credit acumen including but not limited to: loan structuring, concise underwriting, appropriate risk identification & mitigation, and ongoing risk & relationship management of a commercial portfolio. - Advanced understanding of credit policy and procedures and can accurately determine risks of loans/credits; and evaluate both cash-flow and collateral-based loans/credits - Knowledge of commercial bank products and services that result in successfully capitalizing on all opportunities to cross-offer the bank's solutions to the client's benefit. - Proficiency with personal computers and software packages, including MS Excel, Word, PowerPoint. Physical Requirements and Working Conditions Work involves: - sitting - walking - lifting up to 25 pounds. - Frequent regional travel No relocation offered. About Us We do things a little differently here at Umpqua. Our retail stores serve as community hubs, our associates are given up to 40 hours of volunteer time each year, and we're never satisfied with the status quo. It's no wonder we've made Fortune's 100 Best Companies to Work For eight years in a row. But greatness has no finish line, so we continue every day to keep people at the center of everything we do. We focus on building relationships, understanding our customers' needs and connecting to people in new and innovative ways - always staying true to our mission of providing personalized banking for all people, whenever and however they prefer to bank. Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

Keywords: Umpqua Bank, Eugene , Commercial Banking Client Solutions Manager, Accounting, Auditing , Eugene, Oregon

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