Business Lending Relationship Manager
- Sri Lanka
Job Summary
We are seeking an experienced Business Lending Relationship Manager with a strong background in business banking, commercial lending, or SME lending sales. The ideal candidate will have hands-on experience selling business lending products, conducting outbound client engagement, and building professional relationships within the financial services industry.
This role is focused on researching and analyzing business lending products, engaging with financial institutions, gathering market intelligence, and maintaining accurate lending product information to support strategic decision-making.
Candidates must have demonstrated experience in business lending product sales and outbound calling. Profiles focused primarily on general banking operations, credit analysis, administration, or research functions will not be considered.
Key Responsibilities
● Conduct research on business lending products offered by banks, credit unions, and other financial institutions.
● Utilize prior business lending and banking knowledge to evaluate lending products, including eligibility criteria, documentation requirements, funding timelines, pricing structures, and application processes.
● Make outbound calls to financial institutions and lending professionals to verify product information, gather insights, and maintain accurate market intelligence.
● Build and maintain professional relationships with bankers, relationship managers, lending specialists, and financial service professionals.
● Apply business lending sales experience to understand market offerings, customer requirements, and lending trends.
● Collect, organize, and update information within the company’s Funding Intelligence Database.
● Monitor changes in business lending products, lending policies, and market trends.
● Prepare research summaries, reports, and insights for internal Strategy and Product Teams.
● Collaborate with internal teams to ensure lending information is accurately documented and maintained.
Requirements
● Minimum 3+ years of experience in business banking, commercial banking, SME banking, business lending, treasury management, or financial services.
● Proven experience selling business banking, SME lending, commercial lending, or business loan products.
● Strong experience in outbound calling, client acquisition, prospecting, and relationship building.
● Practical understanding of business lending products, lending processes, eligibility requirements, and financial institution offerings.
● Strong communication and interpersonal skills with the ability to engage professionally with banking and lending professionals.
● Strong online research and information-gathering skills.
● Excellent written and verbal communication skills.
● Strong organizational skills with high attention to detail.
● Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM/database management systems.
● Ability to work independently in a remote, fast-paced environment.
Mandatory Candidate Requirements
Candidates must demonstrate all three of the following:
- Minimum 3 years of experience in business banking, commercial banking, business lending, treasury management, or financial services.
- Strong experience selling business lending, SME lending, or commercial lending products.
- Strong outbound calling and client engagement experience.
Candidates without direct business lending sales and outbound calling experience will not be considered.
Work Schedule Requirement
Must be available to work during U.S. business hours and remain available until 4:00 PM Pacific Time (California). This is a mandatory requirement regardless of country of residence.
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