- CIBC (Chicago, IL)
- …new clients. + **Client engagement -** Active development and maintenance of Client Relationship Management ( CRM ) in order to ensure accurate pipeline ... Act as Strategic Advisor to clients as needed. + ** Relationship Management ** - Collaborate with Portfolio Managers...a minimum of 10+ years experience as a Commercial Relationship Manager and a minimum of 3… more
- Enterprise Bank & Trust (Kansas City, KS)
- …+ Pull credit , determine eligibility, set product, lock rate, turn quality file into processing + Discuss Programs, Products, and Fees with customers and ... into Loan Origination System, determine eligibility, set product, lock rate, turn quality file into processing + Maintain 85% Customer Satisfaction rating… more
- NJEDA (Trenton, NJ)
- Overview Job Summary Manages credit risk and customer relationships in an assigned portfolio of loans, guarantees, and grants. EDA Overview + Join the NJEDA and ... Jersey's future with innovative economic development at NJEDA. Job Overview + Manage credit risk and customer relationships within an assigned portfolio. +… more
- NJEDA (NJ)
- …five years commercial banking and real estate lending experience including client relationship management + Advanced degree or industry specific certification ... in advance. Follows up with applicant, lending partner, or business banking officer for additional information. May conduct site visits with applicants to discuss… more
- First Horizon Bank (Knoxville, TN)
- …Coordinate deal team meetings between Relationship Manager , Market President, Senior Credit Officer , and Underwriter + CRM and Under Writer work ... deliver further customer value. + Work with Manager to coordinate credit decision with Market...weaknesses and trends and alerting management (Group Manager , Market President, Senior Credit Officer… more
- Dickinson Financial Corporation (Kansas City, MO)
- …responsible for management of portfolio to sound credit quality , overall portfolio return, client retention, and relationship banking. + Responsible ... oversight of work. + Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's...Minimum five years of related commercial lending or portfolio management experience. + Strong credit analysis skills.… more
- Citizens (Pittsburgh, PA)
- … analysis. + Independently interact with Senior Management , Sales Team, Credit Products Manager , Credit Officer and/or MAD / CRM , to discuss and ... The SBA Portfolio Manager IV position is responsible for effective credit and risk administration with particular emphasis on adherence to SBA Standard Operating… more
- Access Dubuque (Dubuque, IA)
- …of Dubuque Assistant Chief Flight Instructor - Fixed-Wing University of Dubuque Certified Flight Instructors University of Dubuque Security Officer University of ... on-campus and virtual events specifically designed for transfer students. + Utilize CRM systems (eg, Slate) to manage communication flow, application tracking, and… more
- University of Michigan (Ann Arbor, MI)
- …decks, case studies, storytelling content) that resonate with potential partners. ** Relationship Management ** + Build and expand partner relationships across ... Arbor, Michigan and reporting to CAI's Chief Education Solutions Officer (CESO), you will join and help build a...management or client success roles. + Partnership & Relationship Acumen: Proven ability to support and contribute to… more
- University of Michigan (Ann Arbor, MI)
- …tracking prospect communications to ensure we achieve intended volume and cadence. ** Relationship Management ** + Support the development of strong partner ... Arbor, Michigan and reporting to CAI's Chief Education Solutions Officer (CESO), you will join a lean team charged...management or client success roles. + Partnership & Relationship Acumen: Proven ability to support and contribute to… more
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