Presbyterian Church (U.S.A.)

Relationship Manager

Presbyterian Church (U.S.A.)

full-time

Posted on:

Location Type: Hybrid

Location: Arizona • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

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.
  • 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.

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
  • 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.
  • 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 & Tools
loan underwritingcredit assessmentrisk assessmentfinancial statement analysissales managementportfolio managementcustomer service
Soft Skills
relationship buildingcommunicationinitiativetime managementteam collaborationadministrative skillsbusiness acumen
Certifications
Bachelor’s degreeSeries 63 Uniform Securities Exam