... risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ... Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management ...
... risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ... Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management ...
Senior Counsel
Evansville, IN · On-site
$200K - $230K/yr
Provide legal support for Treasury Management, Merchant Services and Financial Institution Group ... Partner with compliance, risk and operations to develop and maintain effective policies, procedures ...
Senior Counsel
Evansville, IN · On-site
$200K - $230K/yr
Provide legal support for Treasury Management, Merchant Services and Financial Institution Group ... Partner with compliance, risk and operations to develop and maintain effective policies, procedures ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
Federal Financial Management Modernization Project Lead
Indianapolis, IN · On-site
$135K - $225K/yr
Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain ... Drive quality assurance, risk management, stakeholder communications, and long-term client ...
Federal Financial Management Modernization Project Lead
Indianapolis, IN · On-site
$135K - $225K/yr
Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain ... Drive quality assurance, risk management, stakeholder communications, and long-term client ...
Federal Financial Management Modernization Project Lead
Indianapolis, IN · On-site
$135K - $225K/yr
Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain ... Drive quality assurance, risk management, stakeholder communications, and longterm client ...
Federal Financial Management Modernization Project Lead
Indianapolis, IN · On-site
$135K - $225K/yr
Finance & Accounting Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain ... Drive quality assurance, risk management, stakeholder communications, and longterm client ...
Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... X risk assessments, drive cross-functional readiness initiatives, and champion process excellence ...
New
Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... X risk assessments, drive cross-functional readiness initiatives, and champion process excellence ...
New
Treasury Risk Finance information
What is the difference between Treasury Risk Finance vs Treasury Analyst?
| Aspect | Treasury Risk Finance | Treasury Analyst |
|---|---|---|
| Primary Focus | Managing financial risks, including currency, interest rate, and liquidity risks | Supporting daily treasury operations, cash management, and reporting |
| Required Skills | Risk assessment, financial modeling, risk mitigation strategies | Cash flow analysis, banking relationships, reporting |
| Certifications | FRM, CFA often preferred | None specific, but CFA or CPA can be advantageous |
| Work Environment | Corporate treasury departments, financial institutions | Corporate finance teams, banking environments |
While Treasury Risk Finance focuses on identifying and mitigating financial risks, Treasury Analysts handle daily cash management and reporting tasks. Both roles require financial knowledge, but Risk Finance emphasizes risk assessment and strategic mitigation, often involving specialized certifications like FRM or CFA.
Full-time
Posted 12 days ago
Job description
Position Summary:
The Senior Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships with middle market business, typically comprising businesses with annual revenues exceeding $20 million. The Senior Commercial Relationship Manager is accountable for leading internal and external partners in obtaining credit approval, facilitating connections to other lines of business, and fostering relationships with new prospects, centers of influence, and existing clients. Responsibilities include proactive portfolio management, ensuring loan compliance, mitigating risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ongoing relationship reviews with direct management.
This role will be responsible for covering the South Bend and Northwest markets.
Primary Responsibilities and Duties:
- Actively engage in middle market business development efforts to attract new, profitable, and multi-product lending activities supporting specialty and large relationships.
- Lead the screening and interviewing of commercial applicants to assess their financial needs, including treasury management and debt products on the business.
- Gather required information to compile a comprehensive loan package to submit for decisioning.
- Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management, and other internal stakeholders and departments.
- Complete comprehensive financial analysis of commercial applicants.
- Lead all loan closing by adhering to proper documentation procedures, obtaining required signatures, and disbursing funds per approval.
- Manage loan portfolio, deposit accounts, collections, and documentation.
- Active participation in professional community relationships to enhance Everwise's visibility and secure new business opportunities.
- Participate in community service and promotional events, to foster personal development and enhance Everwise's positive reputation in the community.
- Introduce additional financial services to enhance member relationships. Such as - Cash Management, Mortgage, and Retail Services.
- Mentor Commercial Relationship Managers and Business Bankers, including reviews within their portfolios.
- Assume additional responsibilities for the growth, advancement of Everwise.
Knowledge/Skills:
- Extensive Corporate and Commercial middle market loan experience across diverse industries, and commercial real estate asset classes.
- Superior in negotiation, with excellent verbal and written communication skills.
- Deliver exceptional service to our business members, regardless of circumstances.
- Utilize interpersonal skills in interviewing, negotiating, selling, and managing difficult conversations with members.
- Uphold impeccable integrity by safeguarding the best interest of Everwise and its members through prudent lending practices and risk mitigation.
- Robust knowledge of business and contract laws.
- Comprehensive knowledge of deposit services, structuring commercial loans, implementing treasury management solutions, and promoting Everwise products, services, including derivative products.
- Strong understanding of commercial credit, loan services, and credit risk policies and procedures.
- Highly skilled in structuring treasury management solutions for a diverse clientele, including large and small corporate and commercial entities, both prospective and existing clients.
- Ability to work autonomously and collaboratively in a team environment.
- Understand and adhere to government laws, regulations, and Everwise's policies and procedures concerning Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.
Minimum Requirements:
- High School Diploma, GED or equivalent certification.
- Bachelor's degree in business, Accounting, Finance, related field, or equivalent relevant work experience.
- 7+ years' experience in business banking, corporate, or commercial lending, maintaining a portfolio of banking clients within the financial services industry.
- Outstanding skills in financial software and Microsoft Office suite.
- CPA, relevant certifications, or advanced degree, preferred.
- SBA experience, preferred.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.