SVP, Commercial Banking Team Lead

Landmark Credit Union Talent Acquisition•Green Bay, WI

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About The Position

At Landmark Credit Union, this role supports the organization’s people-first culture and its commitment to members’ financial wellbeing, community impact, and associate development. The SVP, Commercial Banking Team Lead manages a team of Commercial Lenders and provides credit and sales expertise, business development opportunities in commercial real estate (CRE) and commercial and industrial (C&I) lending, and direction and training across commercial lending. This includes loan structures, risk mitigation, and cash management guidance. The role also completes mentoring and personnel reviews for team members, and its incentive plan is tied to the performance of the designated team. The position reports to the SVP, Commercial Real Estate Team Lead and is located in Landmark’s new Green Bay office, supporting the Green Bay and Northern Wisconsin markets. The team lead develops business relationships, oversees commercial loan activity from prospecting and interviews through underwriting, documentation, closing, monitoring, and renewal, and helps grow treasury management deposits and other business-related products and services.

Requirements

Bachelor’s degree in Business Administration, Finance, Accounting, or a related field; a combination of education and experience will also be considered.
At least 7 years of experience in business or commercial lending, including extensive credit training and lending experience.
Ability to interact effectively with senior executives and diverse groups inside and outside the company.
Ability to develop team members’ sales and credit skills while providing motivation and constructive criticism.
Extensive credit skills and knowledge of laws and regulations governing commercial lending.
Strong sales and profiling skills.
Excellent oral and written communication, problem-solving, organizational, and negotiation skills, and ability to work independently.
Proficiency with Microsoft Word, Excel, and/or other analysis software.
Ability to exercise independent judgment and discretion while maintaining a high degree of confidentiality.
Ability to organize work independently, balance multiple priorities, and manage varied duties in a high-volume environment with strong attention to detail.
Thorough understanding of company policies and procedures relevant to the position, and ability to comply with applicable job-related state and federal laws and regulations.

Nice To Haves

Master’s degree.

Responsibilities

Manage a team of Commercial Lenders and provide direction, training, mentoring, and personnel reviews.
Establish and manage a proactive calling program focused on existing and prospective business members and referral sources; coordinate team calls with key partners.
Interview existing and prospective members applying for commercial loans or treasury management deposit services, and assist team members with interviews and credit analysis.
Request appropriate financial information to underwrite commercial loans under Landmark’s Commercial Lending Policy and ensure professional, efficient interactions with underwriting personnel.
Work with the Commercial Banking Underwriter or Portfolio Manager to underwrite loans and, when necessary, underwrite loans directly.
Attend and present commercial loan requests to the Commercial Loan Committee when appropriate.
Coordinate with Commercial Loan Documentation personnel, review loan documents for accuracy and consistency with approved terms, and promote professional and efficient interactions with Loan Doc and Servicing personnel.
Ensure required documentation is complete under Landmark’s Commercial Lending Policy before loan closings.
Resolve loan exceptions promptly and enforce resolution of exceptions in the team’s portfolio.
Monitor commercial business relationships to minimize the risk of losses.
Complete loan reviews and renewals under Landmark’s Commercial Lending Policy and ensure team portfolios are monitored and reviewed on time.
Help mentor and train branch staff to identify potential business relationships.
Grow the commercial loan portfolio, treasury management deposits, and sales of additional business-related products and services.
Assist with collection activities related to business loans and accounts.
Represent Landmark Credit Union through appropriate community activities.
At the request of the SVP, conduct final review and approval of credits before presentation to the loan committee.
Perform other duties as assigned.