Loan Officers

**LOCATION:** Philadelphia PA – Greater Philadelphia and New Jersey

**OVERVIEW**

Your role will be responsible for managing and growing existing Commercial Customer relationships in a defined, US-based territory. Core functions include fostering relationships within account base, securing renewals, growing revenue through both price increases and application upsells, providing ongoing training and support to maximize usage. inner departmental account touches pertaining to account base and the communication of new enhancements to solutions and existing applications.

The territory will be Southeast PA and South/Central New Jersey, so we prefer our candidate to be regionally located in the Greater Philadelphia area for travel to customer locations as needed.

**RESPONSIBILITITES**

**Opportunity Identification & Development**

+ Identify target opportunity and stakeholders.

+ Facilitate outreach and background information collection with new opportunity.

+ Identify and build relationships with key stakeholders.

+ Conduct customer needs assessment.

+ Qualify target opportunity based upon account value, threats, and barriers.

+ Record accurate customer data in the CRM system.

+ Build effective sales pipelines.

+ Prepare activity and forecast reports.

+ Attend conferences and tradeshows to promote product visibility and generate leads.

**Active Selling**

+ Meet and exceed monthly, quarterly, and yearly revenue targets through complete ownership of an assigned book of business.

+ Create and update a Book of Business Plan to include strategy, tactics and milestones as it relates to hitting goals set by the company.

+ Customize and communicate product value proposition and solution design.

+ Develop and review implementation scope.

+ Coordinate with Sales Operations team in executing supporting active selling functions including contract creation, terms, and conditions development, quoting, and modifications.

+ Conduct contract reviews, pricing, and negotiation.

+ Obtain final signature and finalize order.

**Customer Retention & Satisfaction**

+ Build lasting customer relationships to retain and grow existing commercial customer base.

+ Review account utilization management reporting and provide recommendations.

+ Conduct regular account review meetings.

+ Collaborate with marketing in account communications planning and marketing campaigns.

+ Identify cross-sell and up-sell opportunities.

+ Work closely with other Commercial Sales colleagues on new implementation, training of customers.

+ Manage all aspects of trial and subscription usage activity to ensure the customer realizes the full value of our services.

+ Trains all new clients and proactively seeks out training opportunities with existing clients who demonstrate low product usage. Client usage stats must be reviewed during the monthly meetings with the Account Manager to identify renewal concerns and the need for additional training opportunities. Responds promptly and professionally to customer inquiries and seeks out opportunities to provide a high level of customer service.

+ Collaborate with marketing in account communications planning and marketing campaigns.

**Sales Leadership**

+ Provide territory coverage.

**Additional Duties**

+ Assist and communicate effectively with all departments as it relates to the company selling process.

+ Comply with established sales policies, pricing guidelines, and best practices.

+ Maintain the highest standards of integrity and respect for co-workers and customers Special projects as assigned.

+ Act as liaison between the marketplace and Wolters Kluwer Product Development Team by actively seeking out and documenting product and market feedback.

+ Participating in new system user acceptance testing.

**QUALIFICATIONS**

**Education:** Bachelor's degree or equivalent years of experience.

**Experience:** A minimum of 5 years of sales experience preferably in healthcare or IT related sales with a track record of success in building relationships throughout relevant customer disciplines and departments, meeting goals, and presenting to high level decision makers.

**Other Knowledge, Skills, Abilities or Certifications:**

+ Computer skills (Internet, Excel, PowerPoint, Word, and CRM Programs)

+ Experience demonstrating and selling sophisticated and complex products/technologies.

+ Possess product knowledge of all applications that are sold in the commercial market.

+ Telephone, presentation, and written communication skills.

+ Valid US driver’s license and passport to manage overnight travel up to 30% - 35% in territory.

**TRAVEL:** Travel to an assigned territory to meet with customers. This position requires approximately 30%-35% travel.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Assistant Branch Manager I

Retail Banking Group

Phoenix,
Arizona

**Description**

**About Us:**

Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

**About the Role:**

This position works closely with the branch manager to attain branch- and Bank- established goals. The assistant branch manager manages a team responsible for exceptional customer service, operational soundness, and generating revenue for the branch and Bank.

+ Act as back up to personal banking team to open new accounts, receive loan requests, and gather credit-related information.

+ Ensure the branch is operationally sound.

+ Ensure that the client service specialists are trained and competent in explaining all products and services offered.

+ Monitor sales and service goals.

+ Process and oversee technical tasks such as opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.

+ Routinely and consistently provide guidance and training to branch team.

+ Resolve conflicts with minimal help.

+ May back up new accounts.

+ May back up client service specialist line.

+ Responsible for satisfactory audits.

+ Frequently service complex accounts.

+ Actively coach and mentor team to deepen customer relations.

+ Work with branch manager to identify business development opportunities.

+ Other projects and responsibilities as assigned.

**About** **You:**

+ High school diploma or GED.

+ Two years of retail banking experience or equivalent transferrable skills and experience.

+ Some management experience.

+ Proficient with Microsoft Office and any banking software used in the branch.

+ Training and mentoring skills.

+ Customer-focused service and sales skills.

+ Understand consumer and small business lending.

+ Overall knowledge of bank operations.

+ Previous client service specialist experience.

+ Bachelor’s degree, preferred.

+ Bilingual, preferred.

**Workstyle:** Fully onsite.

**Our** **Benefits:**

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $21.00 - $26.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

**Our Commitment to** **Diversity** **:**

Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: .

**To Staffing and Recruiting Agencies:**

Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand anysuch submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

Description

Mortgage Processing Assistants will assist the Processing teams with all administrative tasks (scanning, filing, putting paper work together). They will be reaching out to internal employees via phone for information on borrowers. They will be working in multiple systems and working a large pipeline of loans.

• Communicating with third party companies for loan information retrieval

• Ordering home owner insurance

• Ordering and receiving documents

• Check verification of employment for potential home owners/borrowers

• Entering different mortgage documents in the database

• Reaching out via phone to internal employees for information on the borrowers

• Scanning, filing, putting paperwork together

Skills

administrative support, Data entry, loan processing, Support, mortgage, mortgage loan, loan application

Top Skills Details

administrative support,Data entry,loan processing,Support

Additional Skills & Qualifications

Open to any Mortgage experience

• 1 year of any financial services experience

• 3+ yeas of administrative/date entry skills

• Strong professional writing skills

• Ability to move from system to system

• Strong attention to detail

• Ability to operate independently from task to task

• Financial/Banking experience (not needed, but huge plus)

• Ability to work in fast paced environment

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $19.00 - $19.00

• Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Phoenix,AZ.

Application Deadline

This position will be accepting applications until Dec 24, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Description

Mortgage Processing Assistants will assist the Processing teams with all administrative tasks (scanning, filing, putting paper work together). They will be reaching out to internal employees via phone for information on borrowers. They will be working in multiple systems and working a large pipeline of loans.

• Communicating with third party companies for loan information retrieval

• Ordering home owner insurance

• Ordering and receiving documents

• Check verification of employment for potential home owners/borrowers

• Entering different mortgage documents in the database

• Reaching out via phone to internal employees for information on the borrowers

• Scanning, filing, putting paperwork together

Skills

administrative support, Data entry, loan processing, Support, mortgage, mortgage loan, loan application

Top Skills Details

administrative support,Data entry,loan processing,Support

Additional Skills & Qualifications

Open to any Mortgage experience

• 1 year of any financial services experience

• 3+ yeas of administrative/date entry skills

• Strong professional writing skills

• Ability to move from system to system

• Strong attention to detail

• Ability to operate independently from task to task

• Financial/Banking experience (not needed, but huge plus)

• Ability to work in fast paced environment

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $19.00 - $19.00

• Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Scottsdale,AZ.

Application Deadline

This position will be accepting applications until Dec 24, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Description

Mortgage Processing Assistants will assist the Processing teams with all administrative tasks (scanning, filing, putting paper work together). They will be reaching out to internal employees via phone for information on borrowers. They will be working in multiple systems and working a large pipeline of loans.

• Communicating with third party companies for loan information retrieval

• Ordering home owner insurance

• Ordering and receiving documents

• Check verification of employment for potential home owners/borrowers

• Entering different mortgage documents in the database

• Reaching out via phone to internal employees for information on the borrowers

• Scanning, filing, putting paperwork together

Skills

administrative support, Data entry, loan processing, Support, mortgage, mortgage loan, loan application

Top Skills Details

administrative support,Data entry,loan processing,Support

Additional Skills & Qualifications

Open to any Mortgage experience

• 1 year of any financial services experience

• 3+ yeas of administrative/date entry skills

• Strong professional writing skills

• Ability to move from system to system

• Strong attention to detail

• Ability to operate independently from task to task

• Financial/Banking experience (not needed, but huge plus)

• Ability to work in fast paced environment

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $19.00 - $19.00

• Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Phoenix,AZ.

Application Deadline

This position will be accepting applications until Dec 24, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Description

Mortgage Processing Assistants will assist the Processing teams with all administrative tasks (scanning, filing, putting paper work together). They will be reaching out to internal employees via phone for information on borrowers. They will be working in multiple systems and working a large pipeline of loans.

• Communicating with third party companies for loan information retrieval

• Ordering home owner insurance

• Ordering and receiving documents

• Check verification of employment for potential home owners/borrowers

• Entering different mortgage documents in the database

• Reaching out via phone to internal employees for information on the borrowers

• Scanning, filing, putting paperwork together

Skills

administrative support, Data entry, loan processing, Support, mortgage, mortgage loan, loan application

Top Skills Details

administrative support,Data entry,loan processing,Support

Additional Skills & Qualifications

Open to any Mortgage experience

• 1 year of any financial services experience

• 3+ yeas of administrative/date entry skills

• Strong professional writing skills

• Ability to move from system to system

• Strong attention to detail

• Ability to operate independently from task to task

• Financial/Banking experience (not needed, but huge plus)

• Ability to work in fast paced environment

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $19.00 - $19.00

• Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Tempe,AZ.

Application Deadline

This position will be accepting applications until Dec 24, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Description

Mortgage Processing Assistants will assist the Processing teams with all administrative tasks (scanning, filing, putting paper work together). They will be reaching out to internal employees via phone for information on borrowers. They will be working in multiple systems and working a large pipeline of loans.

• Communicating with third party companies for loan information retrieval

• Ordering home owner insurance

• Ordering and receiving documents

• Check verification of employment for potential home owners/borrowers

• Entering different mortgage documents in the database

• Reaching out via phone to internal employees for information on the borrowers

• Scanning, filing, putting paperwork together

Skills

administrative support, Data entry, loan processing, Support, mortgage, mortgage loan, loan application

Top Skills Details

administrative support,Data entry,loan processing,Support

Additional Skills & Qualifications

Open to any Mortgage experience

• 1 year of any financial services experience

• 3+ yeas of administrative/date entry skills

• Strong professional writing skills

• Ability to move from system to system

• Strong attention to detail

• Ability to operate independently from task to task

• Financial/Banking experience (not needed, but huge plus)

• Ability to work in fast paced environment

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $19.00 - $19.00

• Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Tempe,AZ.

Application Deadline

This position will be accepting applications until Dec 24, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Description

Mortgage Processing Assistants will assist the Processing teams with all administrative tasks (scanning, filing, putting paper work together). They will be reaching out to internal employees via phone for information on borrowers. They will be working in multiple systems and working a large pipeline of loans.

• Communicating with third party companies for loan information retrieval

• Ordering home owner insurance

• Ordering and receiving documents

• Check verification of employment for potential home owners/borrowers

• Entering different mortgage documents in the database

• Reaching out via phone to internal employees for information on the borrowers

• Scanning, filing, putting paperwork together

Skills

administrative support, Data entry, loan processing, Support, mortgage, mortgage loan, loan application

Top Skills Details

administrative support,Data entry,loan processing,Support

Additional Skills & Qualifications

Open to any Mortgage experience

• 1 year of any financial services experience

• 3+ yeas of administrative/date entry skills

• Strong professional writing skills

• Ability to move from system to system

• Strong attention to detail

• Ability to operate independently from task to task

• Financial/Banking experience (not needed, but huge plus)

• Ability to work in fast paced environment

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $19.00 - $19.00

• Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Scottsdale,AZ.

Application Deadline

This position will be accepting applications until Dec 24, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Mortgage within PNC's Mortgage organization, you will be based in Phoenix, AZ market.

The ideal candidate will have a proven history of production in the market.

The role is salary plus incentive.

**Job Description**

+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.

+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.

+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.

+ Collaborates with internal and external stakeholders to complete mortgage transactions.

+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Preferred Skills**

Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales

**Competencies**

Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.

**Work Experience**

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

No Degree

**Certifications**

No Required Certification(s)

**Licenses**

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.

_*For more information, please click on the following links:_

Time Away from Work (https://www.pncbenefits.com/timeaway.html)

_PNC Full-Time Benefits Summary_

_PNC Part-Time Benefits Summary (https://www.pncbenefits.com/pt-benefits-overview.html)_

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Corporate Banking Relationship Manager**

The Corporate Banking Relationship Manager will develop and manage relationships with high value business clients. This senior banker will self-source and work with internal business partners helping to facilitate an environment of successful delivery of products and services within an assigned territory. The Corporate Banking Relationship Manager will be the primary contact for borrowing needs providing financing solutions for working capital growth, acquisitions, owner occupied real estate, equipment, and debt restructuring for new and existing clients.

**Key Responsibilities and Duties**

+ Develops and maintains an active prospect list, outreach plan, and referral sources. Works with large private, publicly traded, and sponsor owned companies.

+ Other duties as assigned.

+ Creates efficiencies and consistency in work product, knowledge and communications; fostering a culture of sharing best practices and creating operational efficiencies.

+ Engages bank partners to provide a complete suite of deposit, loan, and related products.

+ Manages service requests from customers within the assigned portfolio.

+ Identifies, gathers, and analyzes information to assess credit risk, establish viability of sources of repayment and determine appropriate loan structure making recommendations regarding structure, risk ratings, credit decisions to management in line with policies and procedures.

+ Identifies strengths and weaknesses in capital, liquidity, loan structure, collateral, and management capability using the information to assign credit risk rating.

+ Monitors competitors and peer organizations to stay abreast of emerging trends in the industry and utilize this information to secure the competitive position of the organization.

+ Works through complex credits and/or other unique situations. Anticipates risk and develop contingency plans to manage risks.

+ Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals.

**Educational Requirements**

+ University (Degree) Preferred

**Work Experience**

+ 5+ Years Required; 7+ Years Preferred

**Physical Requirements**

+ Physical Requirements: Sedentary Work

**Career Level**

8IC

**Preferred Qualifications**

+ Significant Corporate Banking/Middle Market C&I experience

+ Experience working with large private, publicly traded and sponsor owned companies

+ Experience originating or participating in syndicated loans

+ Expected Travel: 20%

**Posting End Date:** 12/26/24

**Job Seeker Notice**

EverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

**Pay Range** $191,200 - $258,700

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.