Lendistry
SVP, Relationship Manager - East Coast
Lendistry, Baltimore, MD, United States
A Day in the Life
The SVP Relationship Manager will be integral in supporting the cultivation, nurturing, and growth of high-profile strategic partnership relationships. The SVP Relationship Manager must have demonstrated knowledge and experience in the partner's area of focus.The SVP Relationship Manager will work alongside the Sales & Strategic Partnership teams in the relationship building, onboarding, and ongoing management of these highly valued relationships with financial institutions, small businesses, philanthropic, community organizations, and government entities to support Lendistry's loan referral network. This position is expected to represent Lendistry in the Company presentation of its highest quality of customer service, sales, and relationship management experience. The SVP Relationship Manager may also source new relationships in these high-profile sectors based on their knowledge and relationships in the field.
Lendistry: Who We Are
We're proud to be the nation's largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!
What You'll Be Doing
•Execute strategies that drive business growth, enhance customer value, and strengthen Lendistry's market presence.
•Work alongside the Sales & Strategic Partner Teams as new partnerships are established and then take the lead in onboarding and managing the relationship.
•Manage ongoing partner relationships to achieve established partnership goals and SLAs and collaborate with the partner to continue to grow the relationship referrals.
•Performance measurements will be based on funded loans to goal achieved and key performance indicators established to measure partnership results.
•Provide outstanding customer service to the partner and referred customers.
•Monitor and track the performance of each partner on a monthly basis using reporting tools to ensure that they are meeting the goals set forth in the partnership agreement.
•Consistently reach out to partners at required intervals to ensure loan pipelines are maintained at required levels to achieve monthly funding goals.
•Maintain thorough knowledge of the loan products, loan guidelines, loan pricing, required documentation, educational resources, and other services that Lendistry offers and provide training to the partner on Lendistry' s process, products, and services.
•Achieve mastery level in both Salesforce and the Lendistry portal to provide an unparalleled customer technology experience to both partners and customers.
•Ensure that strategic prospecting skills are employed daily with tactics executed on a consistent basis to drive results.
•Serve as matrix manager with the internal team in the processing and servicing of partner referred loans to meet established SLAs.
•Collaborate with internal teams including underwriting, operations, marketing legal and compliance, to ensure seamless and efficient delivery of financial solutions to clients.
•Stay up to date with industry trends, regulations, and best practices in the financial services and lending sector and share insights and expertise with the team, fostering a culture of continuous learning and innovation.
•Travel both locally and throughout the country as needed to meet with partners and attend conferences and events. This may involve overnight and multiple days of travel.
•Attending early morning and evening events and conferences to support our partnerships.
•Regular attendance during business hours and reliable punctuality are essential functions of this position, and conformance with Lendistry's attendance policy is a key responsibility of the employee.
•Perform other duties as assigned to support the efficient, effective operation of the department, and that help to make Lendistry the best place to work!
Your Areas of Knowledge and Expertise (Education/Experience & Proficiencies)
•Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate.
•Strong sense of urgency, with the ability to thrive in a fast-paced environment.
•Ability to work both independently and as part of a highly collaborative team.
•Comfort with public speaking and group presentation skills
•Exceptional customer service skills. Service-dedicated and solutions-oriented mindset. Excellent verbal and written communication skills.
•Great interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels.
•Ability to apply leadership skills and exhibit leadership characteristics in support of leading by influence to motivate and lead internal partners and sales team members.
•Ability to think creatively and innovatively.
•Sophisticated word processing and computer database skills, especially in Microsoft Word, PowerPoint, and Excel.
•Willingness to adapt to changing business needs and deadlines, including extended work hours.
•Exhibit a professional, business-like appearance and demeanor.
•Minimum B.A. in a related field of study (Finance, Accounting, Business), or equivalent relevant experience.
•Minimum 10 years of industry or transferable experience.
•Relationship management experience and associated transferable skills.
•Strong knowledge of the financial services industry (Commercial/Small Business Lending industry experience is a plus).
•Proven ability to contribute to business development efforts and to lead and manage multiple tasks in a dynamic environment.
•Must be detail oriented and able to manage and maintain all facets of complex assignments.
•Ability to generate, grow, and manage sales relationships utilizing effective sales and marketing techniques.
•Excellent verbal and written communication skills.
•Advanced computer proficiency.
•Ability to travel, work flexible schedules, and cover different locations, if requested.
Why You'll Love Working Here:
•Comprehensive Medical, Dental, and Vision Insurance
•Generous Paid Time Off
•Birthday Day Off
•12 Paid Company Holidays
•401(k) Match
•FSA and HSA
•Paid Life Insurance
•Paid Disability Insurance
•Pet Insurance
•Employee Assistance Program (EAP)
•Professional Development Courses
•In Office Provided Snacks and Drinks
•Gym Facilities (LA & Tustin/CEC Offices)
•In Office Engagement Activities
COMPENSATION RANGE
The US base salary range for this full-time position is $142,400 - $170,000 annually
Our salary ranges are determined by role, level, and location.
Eligible for variable compensation on loan production.
The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.
PHYSICAL REQUIREMENTS
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
The SVP Relationship Manager will be integral in supporting the cultivation, nurturing, and growth of high-profile strategic partnership relationships. The SVP Relationship Manager must have demonstrated knowledge and experience in the partner's area of focus.The SVP Relationship Manager will work alongside the Sales & Strategic Partnership teams in the relationship building, onboarding, and ongoing management of these highly valued relationships with financial institutions, small businesses, philanthropic, community organizations, and government entities to support Lendistry's loan referral network. This position is expected to represent Lendistry in the Company presentation of its highest quality of customer service, sales, and relationship management experience. The SVP Relationship Manager may also source new relationships in these high-profile sectors based on their knowledge and relationships in the field.
Lendistry: Who We Are
We're proud to be the nation's largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!
What You'll Be Doing
•Execute strategies that drive business growth, enhance customer value, and strengthen Lendistry's market presence.
•Work alongside the Sales & Strategic Partner Teams as new partnerships are established and then take the lead in onboarding and managing the relationship.
•Manage ongoing partner relationships to achieve established partnership goals and SLAs and collaborate with the partner to continue to grow the relationship referrals.
•Performance measurements will be based on funded loans to goal achieved and key performance indicators established to measure partnership results.
•Provide outstanding customer service to the partner and referred customers.
•Monitor and track the performance of each partner on a monthly basis using reporting tools to ensure that they are meeting the goals set forth in the partnership agreement.
•Consistently reach out to partners at required intervals to ensure loan pipelines are maintained at required levels to achieve monthly funding goals.
•Maintain thorough knowledge of the loan products, loan guidelines, loan pricing, required documentation, educational resources, and other services that Lendistry offers and provide training to the partner on Lendistry' s process, products, and services.
•Achieve mastery level in both Salesforce and the Lendistry portal to provide an unparalleled customer technology experience to both partners and customers.
•Ensure that strategic prospecting skills are employed daily with tactics executed on a consistent basis to drive results.
•Serve as matrix manager with the internal team in the processing and servicing of partner referred loans to meet established SLAs.
•Collaborate with internal teams including underwriting, operations, marketing legal and compliance, to ensure seamless and efficient delivery of financial solutions to clients.
•Stay up to date with industry trends, regulations, and best practices in the financial services and lending sector and share insights and expertise with the team, fostering a culture of continuous learning and innovation.
•Travel both locally and throughout the country as needed to meet with partners and attend conferences and events. This may involve overnight and multiple days of travel.
•Attending early morning and evening events and conferences to support our partnerships.
•Regular attendance during business hours and reliable punctuality are essential functions of this position, and conformance with Lendistry's attendance policy is a key responsibility of the employee.
•Perform other duties as assigned to support the efficient, effective operation of the department, and that help to make Lendistry the best place to work!
Your Areas of Knowledge and Expertise (Education/Experience & Proficiencies)
•Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate.
•Strong sense of urgency, with the ability to thrive in a fast-paced environment.
•Ability to work both independently and as part of a highly collaborative team.
•Comfort with public speaking and group presentation skills
•Exceptional customer service skills. Service-dedicated and solutions-oriented mindset. Excellent verbal and written communication skills.
•Great interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels.
•Ability to apply leadership skills and exhibit leadership characteristics in support of leading by influence to motivate and lead internal partners and sales team members.
•Ability to think creatively and innovatively.
•Sophisticated word processing and computer database skills, especially in Microsoft Word, PowerPoint, and Excel.
•Willingness to adapt to changing business needs and deadlines, including extended work hours.
•Exhibit a professional, business-like appearance and demeanor.
•Minimum B.A. in a related field of study (Finance, Accounting, Business), or equivalent relevant experience.
•Minimum 10 years of industry or transferable experience.
•Relationship management experience and associated transferable skills.
•Strong knowledge of the financial services industry (Commercial/Small Business Lending industry experience is a plus).
•Proven ability to contribute to business development efforts and to lead and manage multiple tasks in a dynamic environment.
•Must be detail oriented and able to manage and maintain all facets of complex assignments.
•Ability to generate, grow, and manage sales relationships utilizing effective sales and marketing techniques.
•Excellent verbal and written communication skills.
•Advanced computer proficiency.
•Ability to travel, work flexible schedules, and cover different locations, if requested.
Why You'll Love Working Here:
•Comprehensive Medical, Dental, and Vision Insurance
•Generous Paid Time Off
•Birthday Day Off
•12 Paid Company Holidays
•401(k) Match
•FSA and HSA
•Paid Life Insurance
•Paid Disability Insurance
•Pet Insurance
•Employee Assistance Program (EAP)
•Professional Development Courses
•In Office Provided Snacks and Drinks
•Gym Facilities (LA & Tustin/CEC Offices)
•In Office Engagement Activities
COMPENSATION RANGE
The US base salary range for this full-time position is $142,400 - $170,000 annually
Our salary ranges are determined by role, level, and location.
Eligible for variable compensation on loan production.
The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.
PHYSICAL REQUIREMENTS
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)