Associate Relationship Manager, CRE - CA, Los Angeles
Associate Relationship Manager, CRE - CA, Los Angeles
Valley Bank
Los Angeles, CA
See who Valley Bank has hired for this role
The primary function of the Associate Relationship Manager is to work closely with the Relationship Manager, Commercial Loan Officer and Team Leader to monitor and grow customer relationships. The Associate Relationship Manager may/may not have customers assigned to them.
Responsibilities include but are not limited to:
Responsibilities include but are not limited to:
- Assist the Relationship Manager with their customer portfolios.
- Monitor and report changes in credit quality.
- Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority.
- Prepare and issue term sheet and commitment letters.
- Attend loan closings to ensure loans are properly closed.
- Follow past due payments and overdrafts.
- Ensure that lines of credit are renewed in a timely fashion. Obtain customer renewal term agreement and negotiate any differences.
- Respond to customer needs in a timely fashion.
- Ensure that customer requests with other departments are being properly followed, clearing all service issues.
- Oversee proper handling of customer transactions such as advances, payments, wire transfer, etc.
- Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file and that proper and complete credit files are on hand.
- Provide reports of information as required.
- Review documentation prepared by legal counsel as to their accuracy meeting all requirements of loan requests.
- Provide problem resolution.
- Assure that credits are accurately risk rated and credits are properly monitored and reported.
- Create and maintain current BSA Information.
- Adhere and comply with all requirements of watch list and EDD procedures.
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Sales and Business Development -
Industries
Banking
Referrals increase your chances of interviewing at Valley Bank by 2x
See who you knowGet notified about new Associate Relationship Manager jobs in Los Angeles, CA.
Sign in to create job alertSimilar jobs
People also viewed
-
Business Analyst II
Business Analyst II
-
AVP Relationship Manager
AVP Relationship Manager
-
Relationship Manager - Chicago
Relationship Manager - Chicago
-
Business Analyst- Credit Card
Business Analyst- Credit Card
-
Associate Client Partner, BFS
Associate Client Partner, BFS
-
C&IB Associate Relationship Manager
C&IB Associate Relationship Manager
-
Business Analyst (Payments)
Business Analyst (Payments)
-
Relationship Manager - DC
Relationship Manager - DC
-
Member Relationship Assistant Manager (on-site in Clinton, MA)
Member Relationship Assistant Manager (on-site in Clinton, MA)
-
Business Analyst with P&C Insurance
Business Analyst with P&C Insurance
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub