Talent.com
Associate Relationship Manager
Associate Relationship ManagerVirtualVocations • Santa Clara, California, United States
Associate Relationship Manager

Associate Relationship Manager

VirtualVocations • Santa Clara, California, United States
4 days ago
Job type
  • Full-time
Job description

A company is looking for an Associate Relationship Manager to support the Small Business Lending Credit Team.

Key Responsibilities

Complete initial loan file review and enter data into the underwriting software

Identify missing documentation and red flags within loan files

Assist with drafting Credit Amendments and No-adverse Change documents

Required Qualifications

Bachelor's degree in business, accounting, mathematics, or finance preferred

Proficiency in MS Office applications, especially MS Excel

General computer knowledge and navigation skills

Ability to prioritize and manage workload effectively

Prior banking or lending experience preferred

Create a job alert for this search

Relationship Manager • Santa Clara, California, United States

Related jobs
Senior Premier Relationship Manager

Senior Premier Relationship Manager

Bmo • Union City, CA, US
Part-time
Senior Premier Relationship Manager.A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple bran...Show more
Last updated: 30+ days ago • Promoted
Private Wealth Client Relationship Manager

Private Wealth Client Relationship Manager

Bank of America • San Francisco, CA, US
Full-time
Private Wealth Client Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and in...Show more
Last updated: 30+ days ago • Promoted
Manager, Relationship Management

Manager, Relationship Management

Front • San Francisco, CA, US
Full-time
Front is the leading AI-powered customer service platform built for collaboration.Front brings core support channels into a modern, intuitive workspace where teams can collaborate on requests, auto...Show more
Last updated: 5 days ago • Promoted
Associate Advisor / Relationship Manager - Fully Remote

Associate Advisor / Relationship Manager - Fully Remote

RIA Recruiting • Campbell, CA, US
Remote
Full-time
Permanently Remote Associate Advisor / Relationship Manager.Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investme...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager

Relationship Manager

Notion • San Francisco, CA, US
Full-time
The Relationship Manager is part of the Notion Sales organization who works closely with cross-functional partners inside and outside of GTM. This individual owns the relationship with the accounts ...Show more
Last updated: 30+ days ago • Promoted
Business Banking Relationship Manager

Business Banking Relationship Manager

U.S. Bancorp • San Francisco, CA, US
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
Last updated: 30+ days ago • Promoted
Relationship Banker I

Relationship Banker I

Cathay Bank - Headquarters • Daly City, CA, United States
Full-time
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
Last updated: 30+ days ago • Promoted
Regional Relationship Banker I

Regional Relationship Banker I

Cathay Bank - Headquarters • Cupertino, CA, United States
Full-time
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
Last updated: 30+ days ago • Promoted
Relationship Manager Associate

Relationship Manager Associate

U.S. Bancorp • San Francisco, CA, US
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
Last updated: 11 days ago • Promoted
Wealth Relationship Manager- Fremont, CA

Wealth Relationship Manager- Fremont, CA

Citigroup • Fremont, CA, US
Full-time
Wealth Relationship Manager- Fremont, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'l...Show more
Last updated: 30+ days ago • Promoted
Business Banking Relationship Manager (SB)

Business Banking Relationship Manager (SB)

Bank of America • Union City, CA, US
Full-time
Bank Of America Small Business Financial Solutions Specialist.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do t...Show more
Last updated: 5 days ago • Promoted
Relationship Manager

Relationship Manager

Cibc • San Francisco, CA, US
Full-time
We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show more
Last updated: 30+ days ago • Promoted
Senior Associate

Senior Associate

Focus Financial Partners • San Francisco, CA, US
Full-time
As part of the Partnership Strategy team at Focus Financial Partners, you will play a vital role in supporting and driving growth for our RIA network firms in the rapidly evolving RIA sector.This p...Show more
Last updated: 30+ days ago • Promoted
Senior Relationship Manager - Director

Senior Relationship Manager - Director

Deutsche Bank • San Francisco, CA, US
Full-time
San Francisco or Los Angeles, CA.Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative inv...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager AssociateCategorySales & Relationship ManagementJob Id2025-0025037LocationSan Francisco, CA, United StatesPosting Start Date10 / 14 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

Relationship Manager AssociateCategorySales & Relationship ManagementJob Id2025-0025037LocationSan Francisco, CA, United StatesPosting Start Date10 / 14 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

US Bank • San Francisco, CA, US
Full-time
Relationship Manager Associate.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
Last updated: 11 days ago • Promoted
Relationship Banker - Oakland area

Relationship Banker - Oakland area

Bank of America • Oakland, CA, US
Full-time
Bank Of America Financial Services.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager

Relationship Manager

Brex • San Francisco, CA, US
Full-time
Why join us .Brex is the AI-powered spend platform.We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive soft...Show more
Last updated: 6 days ago • Promoted
Senior Relationship Manager

Senior Relationship Manager

T Rowe Price • San Francisco, CA, US
Full-time
Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.As a premier global asset management organization with more than 85 years of experience, we p...Show more
Last updated: 11 days ago • Promoted
Relationship Manager - Middle Market

Relationship Manager - Middle Market

Comerica • San Jose, CA, US
Full-time
Relationship Manager, Middle Market.The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group.This role will focu...Show more
Last updated: 30+ days ago • Promoted
SVB - Relationship Manager I, Digital Asset Relationship Management Group

SVB - Relationship Manager I, Digital Asset Relationship Management Group

First Citizens Bank • San Francisco, CA, US
Full-time
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our San Francisco office. First Citizens Bank helps personal, business, commercial and w...Show more
Last updated: 30+ days ago • Promoted