Relationship Manager, Information And Technology Industry Relationship Manager, Information And Technology  …

in Florence-Graham, CA, United States
Permanent, Full time
Be the first to apply
in Florence-Graham, CA, United States
Permanent, Full time
Be the first to apply
Relationship Manager, Information And Technology Industry
SVP, Relationship Manager ( Los Angeles, CA)

Los Angeles, CA, USA


This position could also be located in West, Los Angeles, CA

This position is responsible for sourcing opportunities, negotiating and issuing term sheets, gathering appropriate information; perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of information submitted, and prepare a written credit presentation of loan request. Guide credit request through review by division manager, and senior credit review officers. Assist loan administration through the closing process.


  • Establishing new relationships and fostering existing relationships
  • Analyze commercial lending opportunities, including working capital lines of credit and term loans to business, plus owner-occupied real estate loans.
  • Combine this analysis with a detailed analysis of a borrower(s) and guarantor(s) balance sheets and cash flow to determine the bank’s interest in providing a credit facility for the designated purpose
  • Gather any additional information required to make an initial decision on the credit requested, or to prepare a credit display once the decision to proceed is made
  • Prepare investment analysis and credit package for review by department manager and credit administrators
  • On an ongoing basis, continue the analysis detailed above to maintain a working knowledge of the ability and desire of the borrower(s) and guarantor(s) to maintain the loan and the collateral in a manner which will increase or maintain the value of the collateral, and achieve payment in full of the loan provided
  • Spread and analyze financial statements and tax returns for individuals, businesses, and all other types of entities existing as borrowers and guarantors
  • Manage financial ticklers
  • Work with loan administrators and legal counsel to provide information as necessary to process and close credit facilities
  • Stay abreast of market trends and develop/maintain a network of referral sources
  • Perform other duties as assigned


  • B.A. Degree in finance or related field and/or related work experience
  • Minimum of 4-7 years of experience in commercial lending, including valuation and asset management, and financial analysis
  • A general knowledge of appropriate loan documentation, collateral analysis and financial statements
  • P.C. proficient with emphasis on spreadsheets (Word, Excel, Argus)
  • Familiarity with Moody’s analysis systems
  • Excellent composing and writing skills
  • Above-average interpersonal skills; ability to communicate verbally with a wide range of people
  • Positive attitude and willingness to work
  • Responsiveness, judgment, maturity, integrity, and time management skills are required