Skip to main content

About the role

Overview: In this role you will grow and service a portfolio of commercial, middle market, and commercial real estate clients in Central Florida. You will structure and underwrite loans, advise clients on financial strategies, and collaborate with cross-functional teams to maximize revenue and asset quality. You’ll balance growth with risk management, ensuring adherence to lending policies and regulatory requirements. This position offers the chance to impact client outcomes while working within a supportive, relationship-focused bank culture. Compensation / Benefits Medical with wellness incentives HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match
Responsibilities: Manage a client portfolio across commercial, middle market, and CRE clients Grow existing relationships and develop new ones to drive revenue and acceptable returns Collaborate with Management and Underwriters to assess credit strengths/weaknesses and propose loan structures and pricing Align bank capabilities with client needs and maintain knowledge of lending policies and regulations Mentor and train other bank associates Maintain accurate relationship data in the central repository throughout underwriting Gather financials and prepare Opportunity Memos for underwriting Coordinate deal teams and ensure accurate reflection of financials and risk models Finalize term sheets and work with underwriting to update terms before closing Build and maintain a high-value portfolio mix across segments Educate clients on financial strategies and monitor trends to identify additional opportunities Coordinate credit decisions with senior leaders and prepare Commitment Letters Review closing documents and monitor portfolio health, alerting management to deterioration Ensure adherence to covenants and perform other duties as assigned
Key requirements: Bachelor degree 6-8 years of experience or equivalent Experience with Microsoft Outlook, Word, and Excel relationship-building financial advisory communication credit analysis loan underwriting financial statement review

Matching similar jobs

JOB OVERVIEW

Experience level

Senior

Location

Orlando, FL

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Offices of Real Estate Agents and Brokers

Posted

today

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE (opens in a new tab)