Presbyterian Church (U.S.A.)

Relationship Manager – Presbyterian Investment & Loan Program

Presbyterian Church (U.S.A.)

full-time

Posted on:

Location Type: Hybrid

Location: Arizona • California • United States

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Salary

💰 $81,175 - $95,500 per year

About the role

  • 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.

Requirements

  • Bachelor’s degree in business administration or related field or equivalent experience
  • A minimum of three to five years’ experience in sales/relationship management.
  • Familiarity with reading and interpreting financial statements.
  • Experience in a religious, non-profit organization, or financial institution.
  • Knowledge and experience in, or understanding of, the Presbyterian Church (U.S.A) ethos and structure.
  • Must successfully pass the Series 63 Uniform Securities Exam within six months of hiring.
  • Proven administrative and interpersonal skills with the ability to engage effectively with clergy and lay leaders of the PC(USA), as well as potential clients with diverse backgrounds and personalities.
  • Effective computer skills, especially with Microsoft Excel, Word, and PowerPoint.
  • Strong business acumen – Demonstrated ability to cultivate and maintain trusted client relationships, perform credit and risk assessments, and provide clear consultative loan guidance.
  • Must possess exceptional communication skills to articulate recommendations, negotiate terms, and align the client objectives with the organization's strategic goals.
  • Ability to work independently, set priorities for work, use initiative in time management, and be an effective and collegial team player.
Benefits
  • Medical
  • Dental
  • Pension Plan
  • Short-Term and Long-Term Disability
  • Employee Assistance Program (EAP)
  • Flexible Spending accounts
  • 403(b) Retirement Savings Plan
  • Vacation Days
  • Sick Days
  • Paid Holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
loan underwritingcredit assessmentrisk assessmentfinancial statement analysisportfolio managementconstruction draw managementcustomer service
Soft skills
relationship managementinterpersonal skillscommunication skillsorganizational skillsinitiativeteam playernegotiation skillspresentation skills
Certifications
Bachelor's degreeSeries 63 Uniform Securities Exam