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Commercial Banking Relationship Manager Resume Example

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COMMERCIAL BANKING RELATIONSHIP MANAGER
Professional Summary
Loan Officer with a unique set of solutions for every problem. Creative in decision making, while careful in taking conservative risks to increase sales and customer retention.
Skills
  • Risk management assessments
  • Balance sheet expertise
  • Proficient in many types of accounting systems and software
  • Moody's / CASH / Credit Quest



Work History
Commercial Banking Relationship Manager, 08/2015 to Current
Umpqua Bank – Napa, CA
  • Serves as the account executive for new and existing complex clients with business portfolios from $5 million to $50 million in revenue.
  • Establishes and maintains a "trusted advisor" relationship with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle.
  • Actively manages a $50 million loan portfolio, ensuring that all reporting and covenant requirements are being fulfilled.
  • Ensures ongoing contact to extend the credit relationship by meeting new credit needs and cross-selling additional bank products, to strengthen the overall relationship.
  • Initiates and develops new business through outside business development activities.
  • Recommended loan approvals and denials based on customer loan application reviews.
Commercial Banking Relationship Manager, 02/2012 to 08/2015
California Bank of Commerce – Lafayette, CA
  • Started as a commercial credit analysist; analyzing financial data related to new and renewal loan requests, including lines of credit, asset-based lines, commercial real estate, and equipment financing loans.
  • Assisted commercial relationship managers in managing day-to-day details for larger relationships, maintaining contact with clients and resolving issues.
  • Promoted to a commercial relationship manager.
  • Developed my own loan portfolio of $25 million which consisted of C&I and commercial real estate.
  • Preformed all business actions; developed the business, analyzed the financial information, underwrote the credit facility, and presented it to credit administration for approval.
Credit Solutions Manager, 10/2006 to 02/2012
Umpqua Bank – Solano, CA
  • Responsible for the management of all aspects of the loan production, growth in loan outstandings and business development activities of a Community Banking region.
  • Assisted 16 branches with complex credits and gave guidance on selecting the appropriate loan products and processing avenues.
  • Acted as a liaison between branches and associated departments to resolve credit and compliance related issues.
Education
B.A.: Public Administration Public Finance/Budget Management, 2002
San Diego State University - San Diego, CA
BBA: 2016
Pacific Coast Banking School, University of Washington - Seattle, WA
Graduated with Honors (top 10% of class) *My Management Report is published in the school library
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Resume Overview

Companies Worked For:

  • Umpqua Bank
  • California Bank of Commerce

School Attended

  • San Diego State University
  • Pacific Coast Banking School, University of Washington

Job Titles Held:

  • Commercial Banking Relationship Manager
  • Credit Solutions Manager

Degrees

  • B.A. : Public Administration Public Finance/Budget Management , 2002
    BBA : 2016

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