Commercial Relationship Manager Team Lead

JOB TITLE:

Commercial Relationship Manager Team Lead CRE

LOCATION:

Cincinnati, OH

Kenwood

STATUS:

Full-time

FSLA JOB CLASS:

Exempt

REPORTS TO:

Market President of Cincinnati Region

REQUIRED TRAVEL:

Up to 50%

SUPERVISORY DUTIES:

None

RECRUITER:

Stephanie Marshall

If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing to you, look no further than Heartland Bank!

At Heartland Bank, our goal is quality – in our work, in our play and in our people. We value our ability to attract and retain talented professionals, as this is the bottom line for excellent customer service. We know our goals are auspicious and we wouldn't have it any other way!

Heartland has an immediate opening for a Commercial Relationship Manager Team Lead CRE, located in Cincinnati, Ohio. In this highly visible role, you will develop, manage, maintain and grow the commercial loan portfolio through deepening current commercial relationships and growing new relationships.

A typical day might include the following:

• Promote the growth and development of Heartland Bank and specifically the commercial loan portfolio through calling efforts, community involvement and related activities.
• Pursue the annual goals and objectives as set forth by management by following the guidelines, policies and procedures as set forth in the commercial lending policy and others as they pertain to this position.
• Coordinate activities with the assigned Retail Team to provide additional opportunities and provide superior service to customers and prospects. This includes cross selling of other Heartland Bank products and services.
• Coordinate activities with the assigned Loan Processor in order to develop and maintain the assigned portfolio and provide superior service to customers and prospects.
• Obtain all of the documentation and related information needed in order to properly review and decision loan requests.
• Prepare accurate and concise loan analysis in form and content as required by management which is then presented to the proper level of authority for review and decision making.
• Document, close and monitor all approved loans utilizing internal and external resources within the guidelines, policies and procedures as established.
• Coordinate proper portfolio management activities of the assigned portfolio which shall include required reviews, maintain customer credit data, obtaining updated customer information, collection activities and other such activities as assigned by management.
• Attend and participate in the required training activities as appropriate.
• Assist management and other business units as required.
• Assist and participate in community and business development activities.

THIS MIGHT BE THE RIGHT ROLE FOR YOU IF:

You Live Our Values. You demonstrate Heartland’s shared values and do the right thing, even when no one is watching.

• You Achieve Results. You meet and exceed goals through teamwork. You grow and apply job knowledge and have focused execution.
• You Coach and Lead. You have strong communication. You are focused on performance development and foster positive relationships and trust.
• You Hustle. You possess a driven work ethic to succeed and respect focused collaboration.

JOB REQUIREMENTS:

Bachelor’s Degree in Finance or related field or equivalent relevant work experience

ADDITIONAL QUALIFICATIONS:

5 years Commercial Banking experience

• Microsoft Windows Applications, Microsoft Office including Outlook, ResourceOne, Internet Explorer

WORK ENVIRONMENT & PHYSICAL DEMANDS:

Climate controlled office environment. Consistently travel via automobile to customer offices around Central Ohio. The physical demands of the job include:

• Standing (<1/3 of the time)
• Walking (<1/3 of the time)
• Stoop, kneel, crouch, crawl (<1/3 of the time)
• Sitting (>2/3 of the time)
• Speak to internal/external clients (1/3-2/3 of the time)
• Listen to internal/external clients (1/3-2/3 of the time)
• Lifting up to 10 pounds (<1/3 of the time)
• Vision (up close and distance >2/3 of the time)

WHAT’S GREAT ABOUT WORKING AT HEARTLAND?

• Competitive comp and benefits package that includes: medical/dental/vision/life insurance
• 401(k) up to 4% of salary match
• Company-paid holidays
• Generous Paid Time Off
• Maternity/Paternity Leave
• Education Reimbursement
• On-site Fitness Center
• Free Checking and Savings Accounts
• Mortgage Discount Program

Heartland Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected Veteran status.