Affiliate Account Manager, Mortgage Lending Mutual of Omaha MortgageAffiliate Account Manager, Mortgage LendingIrvine, CA$80,000–$100,000 / yearMutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. Manage and grow relationships with existing affiliates to ensure a consistent pipeline of high-quality, compliant mortgage leads.
Originations Intern RCN CapitalOriginations InternLos Angeles, CaliforniaThe Intern can also assist the Managing Director of Growth & Strategy with a number of projects including: * Competitor research (new loan products, pricing and loan terms, senior management changes). The Originations Intern will provide administrative support to the originations team with the goal of shepherding loans to closing and onboarding new partners.
Account Executive Mortgage HomeXpress Mortgage CorpAccount Executive MortgageSanta Ana, CAOn Target Earnings or OTE are $100,000 though it isn't uncommon for successful Account Executives to earn $150,000+. Supplemental Pay: Further incentives include eligibility for Quarterly Performance Bonuses, designed to reward exceptional results and long-term contribution to the team.
Senior Principal, Product Strategy & GTM, Mortgage Data Solutions CotalitySenior Principal, Product Strategy & GTM, Mortgage Data SolutionsIrvine, CaliforniaPersona-Centric Strategy: Develop the overarching product strategy for Loan Officers and Growth Officers, focusing on real-world pain points like customer acquisition, customer retention, LO recruiting, real estate networking, and high-conversion marketing. Working in close partnership with Product Managers who drive individual solution roadmaps, you will lead a specialized focus on Building for the Future-defining how our vast array of property and household data solves the next generation of business problems in Customer Acquisition, Retention, and Portfolio Risk.
Revenue Operations Analyst Loan DepotRevenue Operations AnalystIrvine, CA$66,000–$104,500 / yearToday, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.
Senior Analyst Ascent Developer SolutionsSenior AnalystEncino, CaliforniaFounded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. In addition to managing more complex transactions, you'll serve as a resource for junior analysts, help improve screening processes, and contribute to maintaining consistent credit quality across the pipeline.
Senior Underwriter LBC MortgageSenior UnderwriterLos Angeles, CaliforniaWe are looking for an experienced Senior Hard Money Underwriter who can independently underwrite complex deals, support junior underwriters, and ensure strong credit and collateral decisions while keeping the pipeline moving quickly. Our Private Lending Division is rapidly growing and focused on funding real estate investor loans nationwide, including Fix & Flip, Bridge, DSCR, and Ground-Up Construction.
Commercial Underwriter LBC MortgageCommercial UnderwriterLos Angeles, CaliforniaAlongside our traditional mortgage business, we operate a fast-growing Private Money / Hard Money Lending Division , focused on funding real estate investment loans with speed, accuracy, and strong risk management. We are looking for a skilled Hard Money Underwriter who understands private lending, can underwrite deals quickly, and make confident decisions that protect the company while keeping production moving.
Underwriter LBC MortgageUnderwriterLos Angeles, CaliforniaThe Commercial Mortgage Underwriter will be responsible for analyzing and evaluating commercial loan applications, assessing financial risk, and ensuring compliance with company and investor guidelines. The ideal candidate has strong experience in commercial lending, excellent analytical skills, and the ability to work efficiently in a fast-paced environment.
Vice President, Commercial Underwriter- CRE Western Alliance BancorpVice President, Commercial Underwriter- CRELos Angeles, CA$149,295–$184,425 / yearWhat you'll do: As a Vice President, Commercial Underwriter - Mid Market, CRE you''ll be responsible for underwriting complex loan requests and renewals for working capital lines of credit, commercial real estate loans, term loans, formula based lines of credit, traditional asset based lines of credit and other Bank lending products. Gather and analyze all information necessary to present a financing request to senior management or Loan Committee for approval; may meet with existing or potential customers; visiting sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to Credit Administration.
Senior Credit Analyst Western Alliance BancorpSenior Credit AnalystCosta Mesa, CA$36.74–$45.38 / hourWhat you'll do: As a Senior Credit Analyst you''ll be primarily responsible to spread, manage and maintain financial background information on present and prospective customers, and develop credit studies for the Loan Officers, Chief Credit Officer and other Executive Management. Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
NewVice President, Commercial Underwriter- Commercial Western Alliance BancorpVice President, Commercial Underwriter- CommercialCosta Mesa, CA$129,995–$160,581 / yearWhat you'll do: As a Vice President, Commercial Underwriter - Commercial you''ll be responsible for underwriting complex loan requests and renewals for working capital lines of credit, commercial real estate loans, term loans, formula based lines of credit, traditional asset based lines of credit and other Bank lending products. Gather and analyze all information necessary to present a financing request to senior management or Loan Committee for approval; may meet with existing or potential customers; visiting sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to Credit Administration.
Senior Manager, Banking West MonroeSenior Manager, BankingLos Angeles, California$203,800–$239,800 / yearLeadership experience and/or expertise in two or more of the following Commercial Banking areas: Business Process Optimization/Business Transformation Office, Internal/External Consulting Group, Credit Management & Portfolio Analytics, Commercial Loan Product, Commercial Lending Sales Process, Loan / Lease Origination Systems, Loan Servicing, Risk Management, Bank Secrecy Act (BSA)/Anti-Money Laundering (AML). Actively lead and participate in business development with prospective Clients including solution definition, proposal development, pre-sale Client meetings, estimation, pricing, negotiation, project planning, and development of statements of work all to achieve revenue generation goals at the Senior Manager level.
Account Manager HomeXpress Mortgage CorpAccount ManagerSanta Ana, CA$65,000–$75,000 / yearQualifications: 3-5 years of recent wholesale account management/loan processing experience in a mortgage banking company or related financial institution. Licensed in 46 States, we provide brokers with a full suite of mortgage products, including VA, FHA, FNMA, & FHLMC.
Branch Manager I (or II) Logix Federal Credit UnionBranch Manager I (or II)Burbank, California$30.71–$46.06 / hourFull timeMust obtain the following licenses within 6 months of entering the position: Notary License, Teller Training, FSR certification, New Accounts and Membership Officer Authority, Consumer Lending, Real Estate Lending Training, Mortgage Loan Originator with the NMLS, Certified Credit Union Financial Counselor (CCUFC), and completion of Operational Excellence training. Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products, including new accounts, consumer and real estate loans, and identifies additional cross-sell opportunities.
Sales & Service Development Representative II Mutual of Omaha MortgageSales & Service Development Representative IIIrvine, CAMutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. Role Overview: At Mutual of Omaha Mortgage, we’re seeking experienced call center sales & service professionals to handle a high volume of outbound and inbound calls .
Relationship Manager, Construction Lending Ascent Developer SolutionsRelationship Manager, Construction LendingEncino, California$140,000–$175,000 / yearFounded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. Manage the collection of client financial reports, oversee project status updates, follow up on post-closing conditions, prepare loan extensions and modification requests, coordinate covenant compliance, monitor client exposure limits, and facilitate annual renewals.
Relationship Manager, Manufactured Communities Ascent Developer SolutionsRelationship Manager, Manufactured CommunitiesEncino, California$140,000–$175,000 / yearFounded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. Lead periodic team huddles to actively manage opportunities in the Sales POD pipeline, ensuring timely receipt of borrower, property, and operational information (e.g., rent rolls, utility structures, park-owned homes, and occupancy data).
Financial Strategy Analyst Ascent Developer SolutionsFinancial Strategy AnalystEncino, CaliforniaModel complex loan transactions across a variety of client business lines while distilling the complexity into simple, user-friendly tools / reporting that foster clear and transparent client communications, including indicative terms and LOI disclosures. Analyze and provide deep insights into rate and fee structures, revenue recognition, forward cash flows / construction draw activity, leverage, loan duration, cost structures, and other components that drive ROE and ROA.
Compliance Analyst I, Licensing Guild Mortgage CompanyCompliance Analyst I, LicensingCARemote$22.69–$31.93 / hourReview, monitor, and renew Company, branch, and loan originator licenses through the Nationwide Mortgage Licensing System (NMLS), review federal and state legislative changes, complete annual, quarterly, and monthly reports, and Mortgage Call Reports. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Area Sales Manager I Fifth Third BancorpArea Sales Manager ICASUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues.
Relationship Associate Genesis CapitalRelationship AssociateSherman Oaks, CaliforniaGenesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. Essential Functions include the following (other duties may be assigned): Manage pipeline by assisting Loan Officer and Relationship Manager in building sponsor and loan files, collecting conditions, managing loan processes, and communicating status to customers.
Credit Underwriter (Commercial Real Estate) Genesis CapitalCredit Underwriter (Commercial Real Estate)Sherman Oaks, California$80,000–$130,000 / yearGenesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Credit Underwriter is responsible for managing multiple underwriting projects/tasks simultaneously, including direct borrower interaction, preparation of credit memorandums, and market analysis.
TPO Underwriter (DE/SAR) - Pacific Time Zone Union Home Mortgage CorpTPO Underwriter (DE/SAR) - Pacific Time ZoneCAResponsible for underwriting 3-4 new loans per day while minimizing any risk to the company by thoroughly analyzing a borrower's income, credit, assets, ratios and the collateral to ensure compliance with our investors, agencies, HUD, VA, USDA or HFA's, as applicable. This position is responsible for the timely and accurate analysis and evaluation of loan applications, as submitted through third party originators, based on a borrower's credit, employment, income, financial data and asset profile, along with the appraisal report, and investor guidelines.
Underwriter (Non-QM) Union Home Mortgage CorpUnderwriter (Non-QM)CAResponsible for underwriting 3+ new loans per day while minimizing any risk to the company by thoroughly analyzing a borrowers income, credit, assets, ratios and collateral to ensure compliance with our investors, agencies, HUD, VA, USDA or HFAs, as applicable. This position is responsible for the timely and accurate analysis and evaluation of loan applications based on a borrowers credit, employment, income, financial data and asset profile, along with the appraisal report, and investor guidelines.
NewDirector, Relationship Management Ascent Developer SolutionsDirector, Relationship ManagementEncino, CaliforniaServe as the functional leader of the Relationship Management team and ensure Relationship Managers consistently: Serve as the primary relationship owner and cultivator for an assigned portfolio of existing Borrowers, building trusted long-term partnerships that drive exceptional client satisfaction, repeat business, and increased wallet share across Ascent's lending platform. Recruit, onboard, train, and develop Relationship Management talent, ensuring each team member builds the technical expertise required to assess Borrowers, structure loans across multiple asset classes and business lines and communicate effectively with sophisticated Borrowers.
Database Engineer - Databricks Mutual of Omaha MortgageDatabase Engineer - DatabricksIrvine, CA$130,000–$150,000 / yearThis is a hands-on engineering role focused on keeping our Databricks-based ingestion pipelines, transformation layers, and warehouse healthy, performant, cost-efficient, and compliant in a regulated lending environment. Mutual of Omaha Mortgage is seeking a Database Engineer to own the ongoing operation, reliability, and evolution of our Databricks Lakehouse platform following the completion of a major data migration initiative.
PPC Strategist (Paid Media) Mutual of Omaha MortgagePPC Strategist (Paid Media)Irvine, CA$80,000–$120,000 / yearProven track record managing Google Ads, Microsoft Ads, Meta Ads, and other platforms end-to-end — accountstructure, budget ownership, and testing frameworks. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans.
Salesforce Developer Mutual of Omaha MortgageSalesforce DeveloperIrvine, CA$130,000–$150,000 / year4+ years of Salesforce Development experience to include configuration, customization, programming with APEX, Triggers, Flows, Visualforce, Lightning Component Framework, LWC Development, Workflows with actions, Approval Processes, Reports & Dashboards. As a developer, you will help design, configure, code, test, implement, enhance, and support contact center tools, modules, and integrations using the leading-edge technologies on the Salesforce platform.
Business Development Associate Mutual of Omaha MortgageBusiness Development AssociateIrvine, CAMutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!
Credit Analyst Peregrine TeamCredit AnalystNewport Beach, CA$70,000–$90,000 / yearWe are seeking a Credit Analyst to evaluate financial data, assess borrower risk, and support lending decisions within a dynamic banking environment. Credit Memorandums: Prepare detailed credit write-ups and loan summaries.
Financial Services Consultant Atlasfinancialsolutions CoFinancial Services ConsultantLos Angeles, CaliforniaIf you enjoy helping individuals make important financial decisions, this opportunity allows you to broaden your expertise and help clients prepare for retirement, protect their families, and build long-term wealth. We are seeking mortgage professionals, loan officers, bankers, processors, branch managers, and financial professionals who want to expand their impact while building a rewarding career in financial services.
VP, Relationship Manager, SBA Beneficial State BankVP, Relationship Manager, SBALos Angeles, CAAct as the primary contact of the bank with the client and is held accountable to understand and articulate to clients, prospects and community members in regard to the mission of Beneficial State Bank and at all time represents Beneficial State Bank in an ethical and professional manner. Maintains a record of planned and completed calling and sales activities; results of business development efforts, new relationships and follow-up efforts through established bank information systems.
Sr Relationship Manager BBCN BankSr Relationship ManagerBuena Park, CAMonitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers. Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations.
Account Executive - Title Insurance HomeLight IncAccount Executive - Title InsuranceLos Angeles, CAThis is a field-based, relationship-driven sales role focused on building and expanding partnerships with real estate agents, brokers, and lenders to generate title orders. You'll be responsible for developing new business, maintaining strong client relationships, and positioning HomeLight as a trusted title partner in a highly competitive market.
Title Sales Representative HomeLight IncTitle Sales RepresentativeLos Angeles, CAThis is a field-based, relationship-driven sales role focused on building and expanding partnerships with real estate agents, brokers, and lenders to generate title orders. You'll be responsible for developing new business, maintaining strong client relationships, and positioning HomeLight as a trusted title partner in a highly competitive market.
Personal Banker/Branch Service Representative First City Credit UnionPersonal Banker/Branch Service RepresentativeWest Covina, CAFull timeReceives members at assigned teller station, determines nature of member's business, and processes accurate transactions, such as deposits, withdrawals, payments and transfers, in person, by mail, or telephone. Responds to members' requests for information on various products and services, answers questions, conducts basic research on members' accounts and/or refers members to appropriate individual for solution.
NewMarketing Coordinator Loan DepotMarketing CoordinatorIrvine, CA$23.08–$25 / hourToday, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. Responsibilities: Provides outstanding customer service through phone, email, video conferencing (e.g., Microsoft Teams), and face-to-face engagements, ensuring a consistent and positive experience across all touchpoints.
Director of Product Management Sales BoomerangDirector of Product ManagementCAIt's a role for someone who can walk into a complex, fast-moving product organization, earn the trust of engineers, customer success, and customers to become the operational center of gravity for everything we ship. We just launched the MortgageCoach AI Creator, an AI-powered borrower presentation tool that's already changing how loan officers work, and we have an aggressive roadmap ahead.
NewCRE Credit Analyst - Irvine, CA California Bank & TrustCRE Credit Analyst - Irvine, CAIrvine, CA$39–$48 / hourAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Mobile / Front-End Developer Noor Staffing GroupMobile / Front-End DeveloperIrvine, CARemote$130,000–$160,000 / yearOur client is a fast-growing mortgage technology company based near Irvine, CA, building a state-of-the-art mobile experience layer for brokers and retail borrowers. Fintech or consumer financial app experience: broker portals, POS systems, LOS-connected apps, or other regulated consumer financial products.
NewCredit Analyst I (Informative Research) StewartCredit Analyst I (Informative Research)Garden Grove, CaliforniaIn addition, to verifying and updating credit information as requested by clients in support of the mortgage underwriting process, provides operational support to the production team through the course of the credit report supplement process. The base salary range is not an absolute, but a guide, and actual offers will be based on the individual candidate’s knowledge, skills, education, experience, location, market conditions, and other compensation components.
Manager, New Markets Tax Credits LOW INCOME INVESTMENT FUND, THEManager, New Markets Tax CreditsCANon-performing Loans -The Manager, NMTC will work under the direction of the Chief Credit Officer, Deputy Director of NMTC and Director of Asset Management and in collaboration with the Special Assets Manager in managing special attention or non-performing loans in their portfolio that include LIIF debt including but not limited to: conducting site inspections, appraisal reviews, borrower and project financial analyses; participating in developing loan restructuring strategies and alternatives; monitoring compliance with loan restructure agreements, and preparing monitoring reports and action plans. SKILLS REQUIRED: The ideal candidate for this position will have these key qualifications: 2 or more years of experience in real estate-based lending and/or business lending, including borrower interaction/relationship building, credit analysis, due diligence, and loan documentation; Proficiency in analyzing financial statements of for-profit and nonprofit organizations and their real estate operations (in particular, multi-tenant commercial and community facilities occupied by a single tenant).
Director, ABL Portfolio Management Fifth Third BancorpDirector, ABL Portfolio ManagementCA$96,500–$207,500 / yearDirectors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers.
VP, Relationship Manager, Commercial Banking - Los Angeles Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Los AngelesBrea, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
VP, Relationship Manager, Commercial Banking - Inland Empire Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Inland EmpireBrea, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Fvp/Svp, Credit Administrator Cathay General BancorpFvp/Svp, Credit AdministratorEl Monte, CAProvide guidance on credit issues including proper structuring, early detection of problem loans to Business Lending Units (i.e. Business Development Officers, Relationship Managers, Portfolio Managers, etc.) and Credit Analysis Department; and provide direction/coaching to enhance the lending staff knowledge of assessing credit risk, with the ultimate goal of protecting the interests of the Bank. Work closely with Lending Teams including Team Managers and Portfolio Managers to review and evaluate proposed new and renewal extensions of credit for commercial borrowers paying particular attention to the quality and analysis of the credit presented.
Senior Director, Commercial Banking Western Alliance BancorpSenior Director, Commercial BankingLos Angeles, CA$170,000–$209,458 / yearWhat you'll do: As a Director in Commercial Banking, you''ll be in a senior-level leadership position responsible for executing the business line strategic plan and guiding your team in its efforts to meet the Bank''s annual growth and customer retention targets as measured by specific KPI's, such as Loan and Deposit Growth, Fee Income, Net Income and other portfolio management metrics. The position of Director is responsible for developing and executing the local strategic plan to retain and expand existing client relationships, managing the sales process to identifying and solicit targeted prospects within the local addressable market and represent the team in the local community.
Senior Director, Innovation Banking Western Alliance BancorpSenior Director, Innovation BankingBeverly Hills, CA$223,000–$289,185 / yearFosters strong, healthy working relationships with executive and senior leaders in partner departments (including Credit Administration, Risk Management/Compliance, Loan Administration, and other internal support departments, and third-party services), and facilitates team's contribution to and compliance with technical processes and requirements, risk mitigation, efficiency, and customer service. While Senior Directors spend a significant portion of their time working their own network and top-tier customers in the portfolio, much of your time will be devoted to supporting your team in credit structuring discussions, portfolio health management, and market dynamics responsiveness.
Vice President, Commercial Banking- Commercial Western Alliance BancorpVice President, Commercial Banking- CommercialCosta Mesa, CA$149,295–$184,425 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.