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Relationship Manager

$80k - $120k

Ultimate LLC

Job Description


Position Overview

Ultimate Staffing Services is actively seeking a dedicated Relationship Manager to join their client's team in California. The ideal candidate will play a crucial role in fostering strong customer relationships, generating new business opportunities, and managing a portfolio of loans. This position offers a chance to work within a dynamic environment, contributing to the growth and success of the organization.
Responsibilities
  • Customer Prospecting and Marketing:
    • Develops new business opportunities by actively engaging in the community, building relationships with realtors, attorneys, and other professionals, and utilizing landowner publications and public records to identify prospective customers.
    • Represents the Association at community events, seminars, conferences, and similar events.
    • Identifies opportunities to cross-sell leasing and cash management services.
    • Participates in and contributes to local community organizations.
  • New Loan Generation:
    • Contacts current and potential customers to understand their needs and explain the Association's products and services.
    • Obtains customers' financial information and provides it to the Credit function for assessment.
    • Analyzes financial and operational information to form an overall assessment of the customer's operation.
    • Approves loans within credit authority with the recommendation of the credit function.
    • Presents recommended loan structure and pricing to the loan committee for loans above their individual credit authority.
    • Notifies customer of decision.
  • Portfolio Management:
    • Monitors loans.
    • Refinances loans.
    • Calls on delinquent accounts to develop a plan to resolve delinquency.
    • Collects on delinquent accounts.
    • Focuses on member outreach to build and maintain strong customer relationships.
    • Develops loan servicing and marketing plans for customers.
    • Upgrades and downgrades risk ratings.
  • Data Security and Confidentiality:
    • Appropriately protects the confidentiality, security, and integrity of the Association's systems and data and clients' data.
Qualifications
  • 2 years of agriculture lending experience or an equivalent combination of education and experience sufficient to perform essential functions of the job.
  • General knowledge of agriculture.
  • Proficiency in Word, Excel, PowerPoint, and Outlook sufficient to create, update, and save basic documents.
  • Skill in establishing and maintaining relationships with a variety of internal and external organizations and individuals to advance the organization's interests and increase personal efficacy.
  • Skill in prioritizing assignments to complete work in a timely manner.
  • Skill in analyzing information to formulate logical and objective conclusions.
  • Skill in reading and understanding income statements, balance sheets, and other financial reports.
  • Skill in listening and conveying awareness of a customer's problem or issue to find resolution.
  • Oral and written communication skills, sufficient to exchange information effectively with peers, supervisors, and customers.
Education Requirements

A Bachelor's Degree is required.
Required Work Hours

Full-time position with standard work hours. Specific hours to be discussed during the interview process.
Benefits

Comprehensive benefits package available. Details will be provided upon request.
Additional Details

Salary Range: $80,000 - $120,000 per year.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.


Job Reference: JN -062026-424358
Vacancy posted 3 days ago
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