Tax Lien Relationship Manager - Commercial Banking

Firstrust Bank • Conshohocken, PA

1d • Hybrid

About The Position

As one of the region’s foremost community banking institutions, we take pride in fostering leadership.
As a Firstrust employee, your growth is our growth.

For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success.

For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.
Hybrid Position
Develop, expand, and retain commercial relationships that will enable the Structured Finance Division to achieve or exceed its financial and non-financial goals and objectives.
Ensure that assigned Structured Finance assets and liabilities are properly accounted for, serviced, and protected from loss or impairment in compliance with applicable laws, regulations, bank policies and sound banking practices.

Requirements

• Bachelor’s Degree in Finance, Accounting or Related Field preferred.
• Participation in a formal credit training program required.
• Results driven with proven business development and seven (7) to ten (10) years of experience.
• Goal oriented with 7 to 10 years Commercial Banking experience.
• Demonstrated knowledge of commercial lending practices, compliance issues, and underwriting skills with a strong understanding of traditional Tax Lien financing.
• Strong interpersonal skills and good oral and written communication skills.
• Intermediate computer skills in the Microsoft Office (Word, Excel, and Outlook).

Nice To Haves

• Experience with sales technology such as Stucky and Salesforce is a plus.

Responsibilities

• Develop, maintain, and expand Commercial Banking relationships within assigned team by actively selling and promoting corporate products to newly assigned prospects and existing customers. The primary focus is to retain and organically grow the assigned tax lien portfolio relationships.
• Possesses knowledge of loan, deposit, and cash management products in order to suggest products to new customers and cross sell existing customers.
• Analyze, structure, recommend and submit loans for approval to appropriate approving authority or loan committee.
• Act as the Primary Relationship Manager to a portfolio of commercial loan and deposit relationships, consisting primarily of Tax Lien clients. Oversees and directs other Firstrust team members to provide appropriate products and customer service to implement customer relationship plans.
• Properly document and close approved loan requests in compliance with applicable laws, regulations, bank policies and sound banking practices.
• Review loan and deposit accounting system information and reports to ensure that assigned commercial banking assets and liabilities are set up and accounted for correctly.
• Monitor assigned loan portfolios on an ongoing basis for delinquency, document follow-up, covenant compliance, ongoing financial reporting, renewals, and additional information as required.
• Represents Firstrust in the Community by consistently and actively developing Referral Sources and Centers of Influence.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees