Presbyterian Church (U.S.A.)
Relationship Manager (Presbyterian Investment & Loan Program)
Presbyterian Church (U.S.A.), New York, New York, United States
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Relationship Manager (Presbyterian Investment & Loan Program)
Regular Full-Time Working From Residence, US 4 days ago Requisition ID: 1137 $81,175.00 To $95,500.00 Annually Overview
The Presbyterian Investment and Loan Program, Inc. (ILP) is a nonprofit corporation of PC(USA) created to provide low-cost loans to congregations, governing bodies and related entities of PC(USA). We provide loans for the construction or purchase of buildings, renovations, and even refinancing of existing debt. Whether it is reshaping a space to meet the needs of a changing congregation, reducing the carbon footprint by utilizing energy efficient products and renewable energy sources, or expanding mission and outreach efforts by reducing the amount of funds necessary for debt service, the Program seeks to partner with congregations to determine the best financial results for the project. The Investment and Loan Program raises funds for lending by selling interest-bearing term notes. Every day, Presbyterians across the country are supporting the growth of mission and ministry throughout our denomination. The Investment & Loan Program, as a nonprofit, does not have any shareholders. Its sole member, which is nonvoting, is the Presbyterian Church (U.S.A.), A Corporation. Position Purpose
This role is responsible for driving loan and investment portfolio growth and maintaining portfolio quality within an assigned territory through proactive sales outreach, credit analysis, and strong relationship management. This position builds trusted relationships with clients and mid-council partners by providing exceptional customers service and consistent proactive engagement. the successful candidate will reside in one of the following states: AZ, CA, CO, NM, NV, OK, UT, TX. Roles and Responsibilities
1. Develop and grow loan and investment portfolio within the assigned territory through strategic sales outreach and relationship building. 2. Analyze, underwrite, and provide written support for each loan credit with recommendations to the appropriate approving committee. Maintain post-closing relationship oversight as the primary loan closing associate administers the construction draw management process. 3. Represent the organization at presbytery meetings, regional gatherings, and national events to strengthen visibility and partnership. 4. Conduct routine loan reviews to ensure assigned portfolio quality, identify risk, and maintain compliance with lending standards. 5. Provide oversight of past-due loans that reach defined delinquency stages, ensuring timely review, follow up, and proper coordination with appropriate stakeholders. 6. Create, lead, and deliver webinars, workshops, and presentations to educate mid-councils, potential borrowers, and regional audiences. 7. Provide exceptional customer service by maintaining regular communication, addressing client needs, and offering proactive engagement. 8. Collaborate with internal teams to support organizational goals and ensure a seamless client experience. Bachelor’s degree in business administration or related field or equivalent experience A minimum of three to five years’ experience in sales/relationship management. Familiarity with reading and interpreting financial statements. Experience in a religious, non-profit organization, or financial institution. Knowledge and experience in, or understanding of, the Presbyterian Church (U.S.A) ethos and structure. Must successfully pass the Series 63 Uniform Securities Exam within six months of hiring. Proven administrative and interpersonal skills with the ability to engage effectively with clergy and and lay leaders of the PC(USA), as well as potential clients with diverse backgrounds and personalities. Effective computer skills, especially with Microsoft Excel, Word, and PowerPoint. Strong business acumen – Demonstrated ability to cultivate and maintain trusted client relationships, perform credit and risk assessments, and provide clear consultative loan guidance. Must demonstrate exceptional communication skills to clearly articulate recommendations, negotiate terms effectively, and align client objectives with the organization’s strategic goals. Ability to work independently, set priorities for work, use initiative in time management, and be an effective and collegial team player. Helpful Skills
Membership in a church with proven understanding and support of its mission and ministry. Have a deep understanding and commitment to cultural and racial ethnic inclusiveness. Values diverse groups, ethnicities, genders, communities, cultural constituencies and points of view. Able to relate well to people from all walks of life and of varying theological perspectives. Ability to speak one or more languages other than English very helpful Physical Requirements
Travel in assigned territory is required. Additional Information/Benefits
We believe a balanced life, with time for work, leisure, and spiritual nurture, makes us healthier and more productive colleagues. The Presbyterian Investment and Loan Program offers a competitive benefits package for eligible employees including Medical, Dental, Pension Plan, Short-Term and Long-Term Disability, Employee Assistance Program (EAP), Flexible Spending accounts, 403(b) Retirement Savings Plan, Vacation Days, Sick Days, and Paid Holidays. Our Commitment: Our faith in God inspires our commitment to the values of diversity, equity, inclusion, and belonging and is grounded in scripture, the Constitution of the Presbyterian Church (U.S.A.), and actions of the General Assembly of the Presbyterian Church (U.S.A.). The Presbyterian Investment and Loan Program is committed to being an Equal Employment Opportunity Employer as defined by the U.S. government, including gender identity and sexual orientation.
#J-18808-Ljbffr
Regular Full-Time Working From Residence, US 4 days ago Requisition ID: 1137 $81,175.00 To $95,500.00 Annually Overview
The Presbyterian Investment and Loan Program, Inc. (ILP) is a nonprofit corporation of PC(USA) created to provide low-cost loans to congregations, governing bodies and related entities of PC(USA). We provide loans for the construction or purchase of buildings, renovations, and even refinancing of existing debt. Whether it is reshaping a space to meet the needs of a changing congregation, reducing the carbon footprint by utilizing energy efficient products and renewable energy sources, or expanding mission and outreach efforts by reducing the amount of funds necessary for debt service, the Program seeks to partner with congregations to determine the best financial results for the project. The Investment and Loan Program raises funds for lending by selling interest-bearing term notes. Every day, Presbyterians across the country are supporting the growth of mission and ministry throughout our denomination. The Investment & Loan Program, as a nonprofit, does not have any shareholders. Its sole member, which is nonvoting, is the Presbyterian Church (U.S.A.), A Corporation. Position Purpose
This role is responsible for driving loan and investment portfolio growth and maintaining portfolio quality within an assigned territory through proactive sales outreach, credit analysis, and strong relationship management. This position builds trusted relationships with clients and mid-council partners by providing exceptional customers service and consistent proactive engagement. the successful candidate will reside in one of the following states: AZ, CA, CO, NM, NV, OK, UT, TX. Roles and Responsibilities
1. Develop and grow loan and investment portfolio within the assigned territory through strategic sales outreach and relationship building. 2. Analyze, underwrite, and provide written support for each loan credit with recommendations to the appropriate approving committee. Maintain post-closing relationship oversight as the primary loan closing associate administers the construction draw management process. 3. Represent the organization at presbytery meetings, regional gatherings, and national events to strengthen visibility and partnership. 4. Conduct routine loan reviews to ensure assigned portfolio quality, identify risk, and maintain compliance with lending standards. 5. Provide oversight of past-due loans that reach defined delinquency stages, ensuring timely review, follow up, and proper coordination with appropriate stakeholders. 6. Create, lead, and deliver webinars, workshops, and presentations to educate mid-councils, potential borrowers, and regional audiences. 7. Provide exceptional customer service by maintaining regular communication, addressing client needs, and offering proactive engagement. 8. Collaborate with internal teams to support organizational goals and ensure a seamless client experience. Bachelor’s degree in business administration or related field or equivalent experience A minimum of three to five years’ experience in sales/relationship management. Familiarity with reading and interpreting financial statements. Experience in a religious, non-profit organization, or financial institution. Knowledge and experience in, or understanding of, the Presbyterian Church (U.S.A) ethos and structure. Must successfully pass the Series 63 Uniform Securities Exam within six months of hiring. Proven administrative and interpersonal skills with the ability to engage effectively with clergy and and lay leaders of the PC(USA), as well as potential clients with diverse backgrounds and personalities. Effective computer skills, especially with Microsoft Excel, Word, and PowerPoint. Strong business acumen – Demonstrated ability to cultivate and maintain trusted client relationships, perform credit and risk assessments, and provide clear consultative loan guidance. Must demonstrate exceptional communication skills to clearly articulate recommendations, negotiate terms effectively, and align client objectives with the organization’s strategic goals. Ability to work independently, set priorities for work, use initiative in time management, and be an effective and collegial team player. Helpful Skills
Membership in a church with proven understanding and support of its mission and ministry. Have a deep understanding and commitment to cultural and racial ethnic inclusiveness. Values diverse groups, ethnicities, genders, communities, cultural constituencies and points of view. Able to relate well to people from all walks of life and of varying theological perspectives. Ability to speak one or more languages other than English very helpful Physical Requirements
Travel in assigned territory is required. Additional Information/Benefits
We believe a balanced life, with time for work, leisure, and spiritual nurture, makes us healthier and more productive colleagues. The Presbyterian Investment and Loan Program offers a competitive benefits package for eligible employees including Medical, Dental, Pension Plan, Short-Term and Long-Term Disability, Employee Assistance Program (EAP), Flexible Spending accounts, 403(b) Retirement Savings Plan, Vacation Days, Sick Days, and Paid Holidays. Our Commitment: Our faith in God inspires our commitment to the values of diversity, equity, inclusion, and belonging and is grounded in scripture, the Constitution of the Presbyterian Church (U.S.A.), and actions of the General Assembly of the Presbyterian Church (U.S.A.). The Presbyterian Investment and Loan Program is committed to being an Equal Employment Opportunity Employer as defined by the U.S. government, including gender identity and sexual orientation.
#J-18808-Ljbffr