Senior Relationship Manager - Capital Markets

Job Description

Job Summary

The Director of Corporate Finance is responsible for providing diversification to Northwest's loan portfolio while maintaining a portfolio with high earnings, high credit ratings, and low expense ratio through assessing and predicting financial risks and returns. This position will assist in maintaining a Corporate Finance credit capability that can be provided to medium and larger sized corporations.

Essential Functions

• Ensure the competency and accountability of lending officers and staff and setting expectations for training and development of personnel in order to provide for continued career advancement and development
• Work with loan operations to ensure total data/document integrity and to provide prompt and efficient service to customers
• Develop new and expand existing relationships with medium and large sized corporations
• Utilize financial modeling to predict outcomes
• Prepare sales presentation documents including industry research
• Negotiate and structure financial details
• Develop partnerships with various business lines to promote additional business opportunities and profitability for Northwest
• Make loan presentations and recommendations to local, regional and executive loan committees
• Work closely with Credit Administration, Loan Review, and Senior Management in providing feedback on condition of loan portfolio
• Provide strong leadership and mentor to junior team members
• Achieve and exceed budget goals
• Interact with outside counsel and other professionals in cost effective manner to achieve desired results
• Analyze credit information pertaining to loans
• Analyze financial statements and related material
• Prepare summaries, present current and objective opinions concerning credit-worthiness and risk rating
• Provide credit information and references for internal review as requested
• Ensure that all credit files include current financial statements, agency reports, etc.
• Actively participate in community affairs
• Improve the weighted average credit rating of Northwest's C&I loan portfolio
• Participate in multi-bank credit sector to provide net interest income and substantial incremental fees including origination fees and unused commitment fees, both as a participant and as agent
• Maintain important relationships with clients and building long-term relationships
• Advise Senior Management regarding how to meet targets and create investment capital
• Liaise with accountants, lawyers, financial experts, and regulatory bodies
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment

Education + Experience preferred

• Master's Degree in Business, Accounting, Finance, Economics, or Marketing
• 12 - 15 years of Corporate Finance or similar experience
• Personal management experience
• Experience in syndicated transactions, both a participant and as an agent
• Experience related to transactions and business valuations
• Expertise in Private Equity Business
• Financial modeling skills
• Broad network of business contacts
• Ability to demonstrate strong leadership and inspire trust from clients

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Northwest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.