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Relationship Manager
Job in
Milpitas, Santa Clara County, California, 95035, USA
Listed on 2025-12-03
Listing for:
EverTrust Bank
Full Time
position Listed on 2025-12-03
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Banking & Finance -
Business
Risk Manager/Analyst, Banking & Finance
Job Description & How to Apply Below
- Location:
City of Industry, CA and Milpitas, CA - Job Schedule:
Full-Time - Base Annual Salary:
From $100,000
- New business development for commercial loans, as well as deposit/mortgage business referral. Production goals will be set by management on an annual basis.
- Negotiate the primary loan structure with customers. Prepare conceptual memo if needed for credit department review.
- Work with the designated underwriter and/or other loan support staff to prepare Credit Approval Report for new loans, renewals, and amendments.
- Review appraisal report, environmental report, loan documentation and other relevant information for the designated loan portfolio.
- Collect periodic financials and related information from loan customers.
- Work with the Portfolio Manager to review and prepare credit and financial analysis and ensure each portfolio is properly risk rated based on the bank’s rating system.
- Maintain and service the designated commercial loan customer relationships.
- Partner with team members and branch personnel to drive production.
- Assist team for the Bank’s promotional campaign and other assignments.
- Support other team members as needed.
- Bachelor Degree preferrably in Business , Finance, or Economics
- At least 5 years of experience in business
- PC proficient. Excellent verbal and written communication skills
9:00 am - 5:30 pm
Pacific Time, Mon.
- Fri
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