Senior Business Lending Advisor
Core
Senior sales and advisory leader driving secured lending growth through proactive client engagement, strategic relationship management, and disciplined execution across the lending lifecycle.
Role type
Senior Business Lending Advisor (Sales & Advisory)
Builds
Secured lending solutions for business banking customers
Domain
Commercial Banking / Business Lending
Required skills
Credit analysis, underwriting, financial statement assessment, cash flow analysis, collateral evaluation, risk assessment, consultative selling, pipeline generation, referral management, cross-functional partnership
Preferred skills
Business banking experience, commercial lending focus, client acquisition, matrixed environment navigation, complex financial concept presentation, prioritization in fast-paced settings
Technologies
Lending lifecycle systems, documentation platforms
Responsibilities
Partner with Relationship Managers and external Centers of Influence to acquire and grow client relationships; Demonstrate expertise in credit analysis and underwriting for complex business clients; Generate new business from existing or independently sourced relationships; Provide feedback and ideas for improving processes and tools; Manage the sale of products within a specified district or vertical; Select and develop referral sources and participate in trade shows; Provide reporting on lead generation, transactions, and market conditions; Ensure transactions are processed accurately from origination to close.