Senior Relationship Manager - Capital Markets

Job Description

Job Summary

The Senior Relationship Manager - Capital Markets 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 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

Location

This position is based in Pittsburgh, PA.

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