The Senior Commercial Relationship Manager (Senior CRM) manages and grows a portfolio of commercial member relationships, driving loan and deposit growth while ensuring strong risk management and regulatory compliance. This role plays a key part in expanding market share through new business development, deepening existing relationships, and delivering tailored commercial banking solutions. Key Responsibilities
Manage, retain, and grow a commercial portfolio with a focus on C&I, CRE, and SBA lending.
Drive loan and deposit growth through business development, lead generation, and centers of influence.
Analyze financial statements and structure commercial loan requests;present recommendations through the loan approval process.
Ensure portfolio risk management aligns with credit union policies, strategy, and regulatory requirements.
Proactively call on members and prospects via in-person and phone outreach.
Cross-sell commercial products and services to meet member needs.
Participate in community and business organizations and support Commercial Services initiatives.
Qualifications
Bachelor’s degree in Business, Finance, Accounting, or equivalent experience.
5+ years of experience in C&I and CRE lending, including SBA lending.
Strong business development, credit analysis, and relationship management skills.
Excellent written and verbal communication skills.
Knowledge of commercial lending regulations.
Proficient in Microsoft Office Suite.
Numbers & Facts
Location
San Antonio, TX
Industry
Staffing/Employment Agencies
Company Size
100 to 499 employees
Website
https://www.prg-usa.com/
About Company
Established in 2001, Peyton Resource Group is a solution-based staffing company that matches businesses with top talent for short-term, long-term or permanent needs.
People are a business’s most valuable asset. Peyton Resource Group is dedicated to helping companies find the best talent, matching professionals with jobs where they will thrive.
With locations in Dallas/Fort Worth, San Antonio and Austin, we are available to serve your staffing needs throughout Texas and across the country.
Skills
Accountingunmatched
Business Developmentunmatched
Business Growthunmatched
Business Loansunmatched
Commercial Bankingunmatched
Commercial Loansunmatched
Communication Skillsunmatched
Credit Analysisunmatched
Credit Unionunmatched
Cross-Sellingunmatched
Customer Relationship Management (CRM)unmatched
Financeunmatched
Financial Analysisunmatched
Investment Managementunmatched
Lead Generationunmatched
Loan Approvalunmatched
Loan Regulationsunmatched
Loan Structuringunmatched
Loansunmatched
Market Shareunmatched
Microsoft Officeunmatched
Presentation/Verbal Skillsunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Relationship Managementunmatched
Risk Managementunmatched
Sales Managementunmatched
Writing Skillsunmatched
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