Presbyterian Church (U.S.A.)

Account Manager

• Develop and grow loan and investment portfolio within the assigned territory through strategic sales outreach and relationship building.
• Analyze, underwrite, and provide written support for each loan credit with recommendations to the appropriate approving committee.
• Represent the organization at presbytery meetings, regional gatherings, and national events.
• Conduct routine loan reviews to ensure assigned portfolio quality, identify risk, and maintain compliance with lending standards.
• Provide oversight of past-due loans that reach defined delinquency stages.
• Create, lead, and deliver webinars, workshops, and presentations to educate mid-councils.
• Provide exceptional customer service by maintaining regular communication, addressing client needs, and offering proactive engagement.
• Collaborate with internal teams to support organizational goals and ensure a seamless client experience.

Relationship Manager

Marketing

• Contributes to the development, coordination, and refinement of marketing and communications content across channels, ensuring clarity, accuracy, and alignment with the organization’s purpose and mission.
• Supports written content needs by assisting with drafting, editing, proofreading, and adapting copy for various audiences and platforms.
• Helps maintain consistency in tone, style, and messaging across marketing materials and communications.
• Assists with organizing content calendars, review processes, and approvals to support timely and effective communication.
• Works collaboratively with internal teams and external partners to support marketing communications priorities.

Marketing Assistant

• Develop and grow loan and investment portfolio within the assigned territory through strategic sales outreach and relationship building.
• Analyze, underwrite, and provide written support for each loan credit with recommendations to the appropriate approving committee.
• Maintain post-closing relationship oversight as the primary loan closing associate administers the construction draw management process.
• Represent the organization at presbytery meetings, regional gatherings, and national events to strengthen visibility and partnership.
• Conduct routine loan reviews to ensure assigned portfolio quality, identify risk, and maintain compliance with lending standards.
• Provide oversight of past-due loans that reach defined delinquency stages, ensuring timely review, follow up, and proper coordination with appropriate stakeholders.
• Create, lead, and deliver webinars, workshops, and presentations to educate mid-councils, potential borrowers, and regional audiences.
• Provide exceptional customer service by maintaining regular communication, addressing client needs, and offering proactive engagement.
• Collaborate with internal teams to support organizational goals and ensure a seamless client experience.

Relationship Manager

Marketing Assistant

Relationship Manager – Presbyterian Investment & Loan Program