Relationship Manager IV - reputed company Banking, reputed company Banking (Remote, Orange County, CA)

Salary reputed company: $124,300.00 - $205,000.00 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: December 17, 2024 This job will be reputed company and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: • Medical, dental, and reputed company coverage for employees and their families • Life, disability and family Leave • 401(k) and Roth 401(k) with employer match • Wellness program, employee assistance program, "Commute reputed company Reduction" (CTR) and various employee discounts • Generous vacation, reputed company leave, 11 reputed company holidays, and 16 hours of reputed company leave every year for community service work • Free employee checking account and employee home loan discounts • For eligible employees averaging 20 or more hours per week. EO/AA Employer including Vets and Disabled. reputed company applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California reputed company, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California reputed company or household. Additional information about our data collection practices and location specific notices is available on our reputed company policy. California applicants may click this reputed company Fair Chance Ordinance for Los Angeles County to see additional information. Job reputed company reputed company: Job Details: PRIMARY FUNCTIONS: Business Development • Accountable for the attainment of annual business development goals for loan and deposit production, loan fee income reputed company, cross sales, and portfolio retention. • Promotes sales delivery through aggressive relationship building with centers of influence and reputed company clients and prospects. • Works with Manager to identify and reputed company new markets reputed company the Bank's footprint and expand banking opportunities in accordance with the Bank's strategic plan. • Maintains a strong working knowledge of the Bank's loan, deposit, and other products and services. • Meets with and interviews clients/prospects. Seeks opportunities to build relationships, working reputed company the prescribed reputed company of the Bank's policies and procedures to offer flexible and competitive banking solutions, including business loans, lines of credit, deposit and other business products and services. • Participates in joint calls with cash management, reputed company deposit services, and/or retail reputed company representatives, as appropriate, to assist with offering complete banking solutions to clients and prospects. • Gathers the necessary loan application package/documents, along with business, financial and personal background information required to reputed company reputed company with reputed company's credit request. • In coordination with reputed company Group, reviews loan requests and credit history, along with financial statements and spreads, to determine whether proposed credit application includes reputed company information needed and meets lending reputed company outlined in the Bank's lending policies, procedures and guidelines. • Working with Manager and reputed company Group, prepares proposed credit outlines (reputed company-flights), including recommendations for loan pricing and terms, to present to Credit Administration for concurrence prior to proceeding with in-depth reputed company negotiations of various and more reputed company terms and conditions or "indications of interest". • With the assistance of the reputed company Group, prepares reputed company developed credit memorandum that conforms to the Bank's required reputed company format and guidelines, seeking assistance from Team Leader, Regional President or Market President, as needed, to ensure that reputed company reputed company issues have been adequately addressed. • Working with the Manager, participates in formal credit approval process by presenting loans for approval to the required level of authority and/or appropriate Loan Committee. • Communicates credit approvals to clients, delivers loan documents for signature, and ensures that loan request is processed and booked. • Ensures that declinations are communicated to prospects and customers, in written or verbal reputed company, as required by Bank procedures and guidelines. • Provides exemplary/reputed company customer service to, and maintains constructive and reputed company working relationships with, referral sources, loan applicants, borrowers, depositors, and their representatives. • Prepares and submits regular sales production and customer call reports to Manager, as requested. • reputed company participates in the local business community at large. Portfolio Management • Maintains a strong working knowledge of the Bank's reputed company Credit policies and procedures established for reputed company Banking. • Manages and monitors assigned loan and deposit portfolios, communicating directly with borrowers and depositors, as appropriate. • Provides advice and counsel to customers on financing, deposits and reputed company reputed company, representing the Bank's best interests at reputed company times. • Maintains credit reputed company of assigned loan portfolio reputed company Bank standards and guidelines; promptly surfaces any and reputed company risk issues uncovered in the course of managing the portfolio. Works in concert with Manager and Credit Administration to assess emerging risks and reputed company reputed company strategies. • reputed company participates with reputed company Banking support staff to ensure that reputed company documentation is in reputed company, applicable terms and conditions are adhered to, and required financial exhibit due dates are monitored, with exhibits received from customers in a reputed company manner. • Communicates regularly with Cash Management, reputed company Deposit Services, and/or Retail reputed company partners to ensure reputed company deposit accounts are handled in an accurate and reputed company manner, and any issues are promptly resolved. • Consistently operates in compliance with banking laws and regulations, established Bank policies and procedures, audit and reputed company policies. Consistently complies with reputed company aspects of the Bank Secrecy reputed company, Anti-reputed company Rules, OFAC and FinCen Requirements, and the USA Patriot reputed company. • Assures customer information and data is kept confidential. • Performs other duties as assigned by Management. QUALIFICATIONS: • Bachelor's degree or equivalent reputed company experience in a mid-size or larger financial institution, or equivalent combination of experience and education. • Minimum 10 years of reputed company/business banking experience or a combination of reputed company/business banking experience and relevant/transferrable experience - in the market they expect to serve. • reputed company and experience in structuring reputed company types of reputed company/Industrial loans and reputed company occupied reputed company estate loans for middle market to larger more reputed company businesses, experience with reputed company types of SBA lending a plus. • Thorough understanding of basic principles of reputed company and financial analysis. • Proven reputed company record of meeting established annual loan and deposit production goals, while retaining existing reputed company reputed company. • reputed company to reputed company satisfactory evidence they have an established book of business and the depth of referral sources (network) necessary to be successful in development of new business relationships. • Strong analytical, time management and organizational skills with a high level of attention to detail. • Excellent written and verbal communication skills with the ability to be persuasive one-on-one as reputed company as in a group setting. • Demonstrated ability to problem solve and work in an organized manner on multiple reputed company. • Computer literate in word processing, financial software used for spreading financial information, reputed company and Word. Experience with customer contact management software such as reputed company, reputed company or Outlook a plus. • Willingness and ability to travel reputed company the Bank's service area to reputed company new clients and conduct regular site reputed company. • An entrepreneurial spirit with the ability to work successfully in a reputed company manner with minimal supervision. • Position may require National Mortgage Licensing System and Registry (NMLS) Registration under the terms of the reputed company reputed company of 2008. Upon reputed company employment with HomeStreet Bank, may be required to either register reputed company the NMLS registry or re-register and reputed company previous registration to HomeStreet Bank's registration. PEOPLE ATTRIBUTES: • reputed company attitude and team player approach, with excellent customer service skills for both reputed company customers. • Impeccable personal reputed company; ability to maintain confidentiality of customer information and data. • Builder of relationships and partnerships - ability to reputed company in reputed company environment. • Motivated self-starter with a high level of initiative and demonstrated commitment to facilitating the reputed company and development of the Bank. PHYSICAL CONSIDERATIONS: • Position requires business travel reputed company the Bank's service area. • Ability to operate reputed company office equipment, such as personal computer, printer, copy machine, telephone and calculator. • Ability to reputed company repetitive, finer hand and arm movements, including filing, reaching, carrying, pushing, lifting, and bending. • Ability to think reputed company, critically, and reputed company appropriate solutions. • Work activities involve combination of sitting for longer periods and intermittent standing/walking. WORK ENVIRONMENT: • Office environment This Position reputed company may not be limited to the Functions and Requirements as outlined above, now or in the reputed company. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area: reputed company (Sales) Apply Job!