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EverTrust Bank

Relationship Manager

EverTrust Bank, Milpitas, California, United States, 95035

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Location:

City of Industry, CA and Milpitas, CA

Job Schedule:

Full-Time

Base Annual Salary:

From $100,000

Job Descriptions

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.

Required Skills and Qualifications:

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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