commercial loan manager

Fox Communities Credit Union

<div>We currently have a career opportunity for a full-time Commercial Loan Coordinator! While our corporate office is in Appleton, we&rsquo;re excited to expand our reach and welcome applicants from the Milwaukee area and surrounding regions. After initial onboarding onsite, this position could have the opportunity for flexible work arrangements, including hybrid or remote options for Milwaukee-based candidates. Candidates must reside in Wisconsin to be considered.
The Commercial Loan Coordinator assists the commercial team in the delivery of an industry-leading member experience for our commercial members. This role supports the loan administration functions consistent with loan policies, procedures, and standards of Fox Communities Credit Union. Provides guidance to department staff as needed with questions about processes and procedures to ensure consistency.
The primary responsibilities of the Commercial Loan Coordinator role include but are not limited to:<ul><li>
Promoting and upholding the Fox Purpose, Mission, Vision, and Values</li><li>
Completing the preclosing process, which includes ensuring the timely ordering and receipt of appraisals and title commitments so that closing dates are met</li><li>
Assisting in the collection and organization of information necessary to complete the closing process</li><li>
Reviewing organizational documents and preparing beneficial ownership documents</li><li>
Analyzing approved credit presentations to determine the appropriate documentation solution</li><li>
Utilizing credit union software to produce the appropriate loan documentation in compliance with the credit union&rsquo;s loan policy and the loan approval</li><li>
Disbursing loans and providing appropriate fees while reviewing loan disbursement/settlement statements</li><li>
Conducting lien searches and related due diligence tasks</li><li>
Monitoring and maintaining the commercial loan pipeline for assigned lender(s)</li><li>
Maintaining a strong knowledge of credit union commercial products and services</li><li>
Reviewing loan documentation prepared by peers, for loans less than $1 million, along with all supporting information to ensure that loan documents are prepared in compliance with the credit union&rsquo;s loan policy and the loan approval</li></ul>
Candidates for the Commercial Loan Coordinator position should possess:<ul><li>
Associate or bachelor&rsquo;s degree, preferably in a business-related field</li><li>
Equivalent experience acceptable</li><li>
One to three years of commercial loan experience, preferably relating to loan administration functions</li><li>
Excellent written and verbal communication skills</li><li>
Familiarity with Fiserv DNA</li><li>
Advanced Microsoft Office skills</li><li>
Ability to work well independently and lead by example</li><li>
Ability to efficiently and accurately handle multiple projects and deadlines with excellent attention to detail</li><li>
Desire to provide informed, professional, friendly, and accurate support to the team</li><li>
Ability to obtain and maintain an understanding of commercial and other company products and services</li><li>
Ability to understand and adhere to credit union guidelines, policies, and procedures, including loan policy, credit administration, documentation, and structuring</li></ul>
Hours: Monday &ndash; Friday 8am &ndash; 5pm
Fox Communities Credit Union is an over $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.
Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful &amp; growing credit union, apply now!
Equal Opportunity Employer of Protected Veterans, and Individuals with Disabilities.</div>

COMMERCIAL LOAN COORDINATOR I

Gesa Credit Union

<div><h1 class="jobSectionHeader">Take a leap and join our team!</h1>
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members&rsquo; individual stories and unique experiences are our most valuable asset. But it&rsquo;s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
<h1 class="jobSectionHeader">Role Summary:</h1>
Under the direction of the Vice President of Commercial Services, the AVP Commercial Manager/Team Leader is responsible for directing, managing, and coordinating the commercial loan, business deposit, and cash management functions of their respective team. The AVP will participate on the Gesa Leadership team and provide input on the strategic initiatives of the organization. They will coordinate the business development activities of their team and manage commercial loan relationships. The team leader will manage a group of lenders, small business development officers, and other staff as designated to grow a profitable commercial loan portfolio that is consistent with established policies, guidelines, and procedures. They make commercial loan and cash management exposure decisions according to the MBL Policies and underwriting guidelines. They will be responsible for controlling commercial loan delinquencies and charge offs and assist in portfolio management to ensure safety and soundness. Ensures the enhancement of commercial loan relationships by cross-selling business deposits and cash management products and services. Projects professional image, exercises independent judgment, and maintains confidentiality with all customer and sensitive data.
<h1 class="jobSectionHeader">What You Will Be Doing:</h1><ul><li>
Maintain a highly qualified staff, sufficient to meet the daily demands of the Credit Union&rsquo;s members.</li><li>
Interview, select, train, evaluate, supervise, schedule, coach and develop team members as needed to provide responsive and professional service to our membership. Note observations of employee performance into appropriate reporting tools, as well as give to and receive feedback from employee on quarterly basis.
</li><li>Complete performance reviews within the prescribed time frame.
</li><li>Ensure the team remains in compliance with all state and federal laws and credit Union policies and procedures.
</li><li>Ensure that the team is providing friendly, professional, personal service to all members.
</li><li>Assist the Vice President in managing the Commercial Lending Department operations and administer the credit union lending policies and procedures.
</li><li>Prepare credit requests for submission to Loan Committee and approved credit submissions when appropriate.</li><li>
Identify and monitor all MBL loans and provide senior management with regular detailed reports.
</li><li>Establish production goals and provide productions reports to management.</li><li>
Attend credit union training, conferences and seminars, or professional organization events for continued professional growth.
</li><li>Maintain awareness of laws, rules, regulations, and policies and procedures which impact position duties and responsibilities.
</li><li>Maintain thorough and up-to-date knowledge of the MBLs and other investor requirements; recommend changes as necessary to the credit union policy manual.
</li><li>Provide recommendations to management of changes to products, loan policies, and procedures by following lending laws and regulations.
</li><li>Oversee financial transactions, such as draws, advances, disbursements made by Commercial Loan Servicing.
</li><li>Responsible for the business development of commercial loan relationships.
</li><li>Maintain written, telephone and personal contacts.
</li><li>Develop and maintain up-to-date knowledge of the credit union lending policies and market areas.
</li><li>Maintain historical pricing information, including all indices.
</li><li>Provide basic financial counseling when needed or requested by members.
</li><li>Participate in community activities and business development including, but not limited to, Chamber of Commerce, Board of Realtors and Homebuilders (activities that are industry related.)</li><li>
Maintain effective communication with all credit union employees to ensure coordination and exchange of information for accomplishing Credit Union goals.
</li><li>Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge.
</li><li>Display leadership values such as mutual respect, trust and dignity, and act in the best interest of the credit union. Lead by example by displaying solid ethics and integrity at all times
</li><li>Control risk and operate in a safe and sound manner.
</li><li>Contribute to effective department and credit union operations by performing, special projects and other related duties as assigned.
</li><li>Provide recommendations and process improvements regarding commercial loan activity and processes.
</li></ul><h1 class="jobSectionHeader">About You:</h1><ul><li>
Ability to multi-task on numerous projects simultaneously.</li><li>
Ability to effectively and successfully communicate, both orally and in writing.</li><li>
Ability to make quality decisions in a timely manner with extreme attention to detail.</li><li>
Ability to perform required work under limited supervision.</li><li>
Ability to supervise, train and motivate staff.</li><li>
Ability to formulate, implement and administer policies and procedures relating to Member Business Loans.
</li></ul>Leadership Core Competencies:
Leaders at Gesa Credit Union are lifelong learners who, by developing themselves, are better able to grow our team members and our organization as well as serve as influential role models for each other. We believe that every team leader, no matter their position or years of experience, must model and continue to strengthen these competencies which are foundational to our view of leadership and support the achievement of our strategic goals.<ul><li>
Leading Others
</li><li>Developing Others
</li><li>Emotional Intelligence
</li><li>Social Responsibility
</li><li>Performance &amp; Results Orientation</li></ul><h1 class="jobSectionHeader">
What You Will Need:</h1>
1. Eight to ten years&rsquo; similar or related experience.
2. Minimum three years managerial/supervisory position within a financial organization desired, preferred.
3. Bachelor&rsquo;s degree or equivalent combination of specialized courses in business related training or experience.
4. Experience underwriting commercial loans including commercial real estate loans, agriculture, commercial and industry, and SBA; five years desired.
5. Professional sales ability required; experience relating to commercial loan products desired.
6. Experience analyzing local and national economic data to assist setting marketing and pricing strategies.
7. Familiarity with SBA loan programs and underwriting requirements.
8. Proficient with standard office equipment, Excel, MS Word, Outlook, computer software, lending software, and department specific programs.
9. Maintain a professional image and must maintain confidentiality of sensitive information.
<h1 class="jobSectionHeader">Our Team Member Value Proposition:</h1>
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:<ul><li>
Competitive Pay</li><li>
Medical, Dental, Vision, and Life Insurance
</li><li>20 days/year of Paid Time Off &ndash; Plus 10 Paid Holidays!</li><li>
401(k) Match</li><li>
Incentive Program</li><li>
Tuition Assistance and Student Loan Repayment</li><li>
Commuter Benefits</li><li>
Paid Time Off to Volunteer in the Community</li><li>
Product discounts</li><li>
Engaging Work Environment</li><li>
Rewards and Recognition Programs</li></ul>
<h1 class="jobSectionHeader">Full Salary Range:</h1><div><div>
$157,373.36 - $262,288.94</div></div><ul><li>While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!&quot;</li></ul>
Get wise to what&rsquo;s possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)</div>

AVP Commercial Manager/Team Leader

Janison

We're looking for a Commercial Finance Manager who loves getting into the numbers andinfluencing decisions. You'll manage the month-end close, own commercial reporting, drive forecasting and budgeting, and be the go-to person for NetSuite and project reporting.If you're hands-on, enjoy partnering with the business, and know how to turn data into insights, this is for you. Duties & responsibilities Month-end + Reporting<ul><li>Own the month-end close process in NetSuite (journals, accruals, allocations).</li><li>Prepare balance sheet reconciliations (cash, AP, AR, WIP, payroll including ESOP, intercompany, fixed assets, intangibles).</li><li>Complete direct labour and allocation journals; review department/brand allocations for accuracy.</li><li>Produce Business Unit P&Ls and Client/Project profitability reporting.</li><li>Provide insights and commentary - not just numbers.</li></ul>FP&A + Commercial<ul><li>Lead budgeting and forecasting cycles; update forecasts with input from project managers and budget owners.</li><li>Track key metrics and maintain performance dashboards.</li><li>Present quarterly results to owners and influence decisions.</li></ul>Project Reporting / Cost Allocation<ul><li>Maintain project reporting (actuals, forecast updates, cost rates, project setup and classification).</li><li>Run project review meetings with project managers and key stakeholders.</li></ul>NetSuite & Systems<ul><li>Act as NetSuite finance admin: troubleshoot issues, maintain master data, improve processes.</li><li>Complete the NetSuite period close checklist and ensure data accuracy/integrity.</li></ul>Year-end & Audit / Other<ul><li>Support year-end reporting and prepare audit files.</li><li>Respond to auditor queries and update annual report schedules.</li><li>Perform other ad hoc tasks/analysis.</li></ul>About you<ul><li>CA/CPA qualified (or similar); Big 4 experience highly valued.</li><li>4+ years' finance experience, ideally in Commercial Finance or FP&A.</li><li>Strong month-end experience; comfortable owning processes end-to-end.</li><li>Advanced Excel (modelling, SUMIF/SUMPRODUCT, pivots). Knowledge of Power BI / similar tools is a bonus</li><li>Clear communicator with strong stakeholder skills.</li><li>Confident presenting insights, not just data.</li></ul>Janison exists to transform the way people learn. Our team of educators, technologists and change agents empower teachers, students, accreditation bodies and governments to achieve meaningful educational outcomes by measuring knowledge and progress.Founded 25 years ago, we are an Australian-owned edtech pioneer delivering more than 6.5 million assessments annually in 117 countries. Our technology supports our commitment to equity and accessibility for all. Why Janison? As a finalist in the 2023 Wrk+ Great Place to Work Awards, we are delighted to offer you a fun and inclusive workplace environment, plus:<ul><li>Access to our Employee Share Ownership Program. We will match your shares of up to $2,000 per year</li><li>A 5th week of annual leave (conditions apply) and a day off on your birthday</li><li>Parental leave benefit including paid leave, continued Super contributions and more</li><li>A day off each year to volunteer with a community-based organisation dear to your heart</li><li>Annual pay review and bonus program</li><li>A focus on virtual engagement and inclusivity to support our distributed workforce across the globe</li><li>A focus on development and upskilling opportunities (if that's what you're after)</li></ul>For a glimpse into Janison's culture and to see our regular employee updates, follow our channel on LinkedIn . We'd love for you to be part of our community!

Commercial Finance Manager

Montpellier Resourcing

Up to £80,000 plus excellent bonus and benefitsPlease note this role is 5 days in the office. A leading, independent provider of commercial real estate, bridging finance, and buy-to-let mortgages is seeking a proactive and driven Relationship Manager to join their growing Commercial Real Estate team. The company specialises in offering tailored financial solutions to commercial real estate professionals, investors, and intermediaries. In this role, you will serve as the primary contact for a portfolio of commercial clients, driving engagement, retention, and new lending opportunities. You will work with loan management, underwriting, and business development teams to deliver an excellent client experience and ensure a smooth commercial property loan lifecycle.Duties of the Commercial Real Estate Relationship Manager to include:<ul><li>Client Relationship Management: Act as the lead point of contact for clients with commercial property portfolios, introducing them to the full scope of support available. Ensure high levels of service to secure repeat business and referrals.</li><li>Identifying & Growing Lending Opportunities: Re-engage previous commercial clients to explore future funding needs, identify opportunities for refinancing or expansion within their commercial property portfolios, and transition clients between products to maximise value.</li><li>Internal Collaboration: Liaise with all internal departments, including Loan Management, Legal, and Underwriting, to develop and execute relationship strategies for commercial clients. Support the Business Development team as needed.</li><li>Client Experience & Continuous Improvement: Support commercial property loan cases through the underwriting process, manage client feedback to recommend service improvements, and resolve client issues professionally. Stay informed on market trends and competitor activity.</li></ul>Requirements for the successful Commercial Real Estate Relationship Manager:<ul><li>Proven experience in relationship management within commercial real estate lending is essential</li><li>Strong understanding of commercial loan structures, products, and the UK property finance market.</li><li>Excellent interpersonal and communication skills.</li><li>Ability to manage multiple priorities and build long-term client relationships.</li><li>Knowledge of underwriting and loan servicing processes for commercial property.</li><li>Existing network of commercial property professionals or intermediaries.</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

Commercial Real Estate Relationship Manager

TRE-CRED SOLUTIONS PRIVATE LIMITED

<ul><li>Drive home loan business through team management, lead generation and channel development to achieve monthly sales &amp; disbursement targets.</li><li>Recruit, train &amp; guide sales executives / channel partners / DSAs to ensure consistent sourcing pipeline.</li><li>Develop strong relationships with builders, property dealers &amp; real estate networks for steady business inflow.</li><li>Monitor daily field activities of the sourcing team and track lead funnel from enquiry to disbursement.</li><li>Conduct joint field visits &amp; customer meetings to support conversions and improve approval rate.</li><li>Ensure timely collection and verification of documents while maintaining quality and compliance standards.</li><li>Review sales performance metrics (lead generation, login, sanction, disbursement) and implement improvement plans.</li><li>Maintain market intelligence regarding competitors&rsquo; pricing, schemes, builder tie-ups and customer trends.</li><li>Coordinate closely with credit, operations, and disbursement teams for faster TAT and minimal bottlenecks.</li><li>Drive product mix including balance transfer, top-up &amp; related insurance offerings to increase revenue.</li><li>Resolve customer escalations &amp; service issues to uphold customer satisfaction and repeat business.</li><li>Ensure adherence to compliance, KYC, documentation &amp; regulatory norms in all sourcing activities.</li><li>Prepare weekly &amp; monthly MIS reports and share performance updates with management.</li><li>Create local marketing &amp; field activation plans to boost brand visibility and lead flow.</li><li>Monitor builder project approvals, technical/legal clearance status and align sales accordingly.</li></ul>Job Types: Full-time, PermanentPay: ₹12,000.00 - ₹25,000.00 per monthBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Provident Fund</li><li>Work from home</li></ul>Work Location: In personExpected Start Date: 20/01/2026

Home Loan Sales Manager

silverchainsa

Financial Manager Required (Odoo Experience)A leading company in (industry/company activity) is seeking to hire a highly qualified Financial Manager with strong experience in Odoo ERP to join its team.Key Responsibilities:<ul><li>Oversee and manage all financial and accounting operations of the company.</li><li>Manage, operate, and optimize the financial modules in Odoo (Accounting &amp; Finance).</li><li>Prepare and analyze monthly, quarterly, and annual financial statements.</li><li>Develop and manage budgets, forecasts, and financial plans.</li><li>Manage cash flow and ensure continuous liquidity availability.</li><li>Establish and maintain relationships with banks and financial institutions.</li><li>Arrange loans, credit facilities, and financing solutions, and negotiate favorable terms.</li><li>Monitor accounts receivable and payable.</li><li>Ensure compliance with financial regulations, tax laws, and internal policies.</li><li>Coordinate with external auditors and relevant authorities.</li><li>Provide financial analysis and strategic recommendations to senior management.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, or Business Administration (Master&rsquo;s preferred).</li><li>Proven hands-on experience with Odoo Accounting.</li><li>Strong knowledge of financial reporting, budgeting, and taxation.</li><li>Demonstrated ability to secure funding and manage banking relationships.</li><li>Strong analytical, leadership, and decision-making skills.</li><li>Proficiency in Microsoft Excel and financial systems.</li><li>Ability to work under pressure and meet deadlines.</li></ul>Benefits:<ul><li>Competitive salary based on experience.</li><li>Professional and growth-oriented work environment.</li><li>Career development opportunities.</li></ul>Job Type: Full-time

Financial Loan Manager

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Summary:
The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues.
Duties and Responsibilities:<ul><li>
Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal.</li><li>
Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking.</li><li>
Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants.</li><li>
Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size.</li><li>
Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers.</li><li>
Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document.</li><li>
Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery.</li><li>
Represents the bank within the community through representation on keyboards and at business and community functions.</li><li>
Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.</li><li>
Partner with more junior Regional Banking colleagues on more complex credits.</li><li>
Performs other duties as assigned.</li></ul>
Basic Qualifications:<ul><li>
Bachelor&rsquo;s degree or equivalent (4 year of education and Business Banking/ Commercial lending experience)</li><li>
10+ years of Business Banking/Commercial Banking experience</li></ul>
Preferred Qualifications:<ul><li>
Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Relationship Manager Sr

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