Associate Relationship Manager at CORE BANK in Corporate Headquarters - Omaha, NE 68118

Job description

• Position Type
• Full Time
• Education Level
• 4 Year Degree
• Category
• Banking
• Ready to take the next step in your commercial banking career? Core Bank is looking for an experienced credit analysis professional ready to grow into a Commercial Relationship Manager role. As an Associate Relationship Manager, you'll work side by side with senior lenders, get hands-on exposure to client meetings and business development, and build the relationship management skills that set the foundation for advancement. If you're looking for a clear path forward and a team invested in your growth, this is where it starts!
• The Associate Relationship Manager (ARM) is responsible for the management and credit support of an assigned portfolio of commercial lending relationships. This role partners closely with Commercial Relationship Managers to ensure loan and credit files are accurate, complete, and compliant, while supporting underwriting and ongoing portfolio monitoring.
• The ARM plays a key role in maintaining strong client communication, tracking financial performance, monitoring covenant compliance, and assisting in credit analysis for new, renewed, and annual loan requests. This position is instrumental in supporting credit quality, operational efficiency, and a high level of client service across the commercial lending team.
• This role is designed for experienced bank credit professionals who aspire to become a Relationship Manager. The ARM will work closely with senior lenders, occasionally participate in client meetings, develop relationship management skills and gain meaningful exposure to business development activities. Successful performance in this role can lead to advancement opportunities, including Relationship Management positions.

Responsibilities

• Portfolio Management & Administration
• Manage the administrative aspects of an assigned commercial loan portfolio by maintaining complete, accurate and well-organized credit files that support effective loan monitoring and risk management.
• Maintain ongoing communication with borrowers to obtain required financial statements, compliance documentation, and covenant reporting.
• Monitor covenant compliance, financial performance, and reporting timelines, proactively addressing any gaps or concerns.
• Credit Support & Underwriting
• Assist in preparing and underwriting credit approval packages for new loan requests, renewals, and annual reviews.
• Analyze borrower financial statements, tax returns, and related credit information to support sound risk assessment.
• Prepare annual reviews and present assigned credits to Loan Committee as needed.
• Partner closely with the Credit Department to ensure timely and accurate processing of loan requests.
• Loan Monitoring & Risk Management
• Monitor maturing and past due loans within the portfolio and assist Relationship Managers in proactive resolution strategies.
• Review loan documentation to ensure alignment with approved terms, proper collateral perfection, and protection of the bank’s position.
• Schedule and conduct site visits, inspections, and collateral reviews as required.
• Ensure compliance with internal policies and regulatory requirements, including BSA, information security, and compliance standards.
• Transaction & Closing Support
• Assist in facilitating loan closings by coordinating documentation, due diligence, and internal processes.
• Work with internal teams and external partners to ensure a smooth and efficient closing process.
• Client Support & Relationship Development
• Partner with Commercial Relationship Managers in managing and growing client relationships while developing skills required for future relationship management responsibilities.
• Participate in customer calls and meetings, assisting with preparation and execution.
• Help identify opportunities to expand existing relationships through cross-selling of banking products and services, including Treasury Services.
• Team Collaboration & Support
• Serve as a key resource and partner to Commercial Relationship Managers, providing administrative and credit-related support.
• Provide back-up assistance to loan assistants or other team members as needed.
• Participate in team meetings, training, and community or business-related events.
• Community & Brand Presence
• Represent the bank in a professional manner in all client and community interactions.
• Support the bank’s mission of building better futures for customers, employees, and the community.

Requirements

• Education and Experience
• Bachelor’s degree required; preferred in Accounting, Finance, or related field.
• 3+ years of experience in credit analysis, portfolio management, lending support, or related banking role.
• Prior experience in commercial banking, loan operations, or underwriting preferred.
• Required Skills / Abilities / Knowledge
• Be Collaborative — work effectively with teammates and clients
• Be Solutions-based — support practical, client-focused outcomes
• Be Tech-forward — leverage systems and tools efficiently
• Have a growth mindset — continuously improve and learn
• Embody being genuine, nimble, and service-driven
• Strong attention to detail and organizational skills
• Solid understanding of financial statements and credit analysis fundamentals
• Effective communication and client service skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong problem-solving ability and ownership mindset
• Working knowledge of commercial banking products, services, and loan documentation. Proficiency with Core Bank’s loan operating system (LOS) will be expected.

Skills

Required

• Collaborative
• Solutions-based
• Tech-forward
• Growth mindset
• Genuine, nimble, and service-driven
• Financial statement analysis
• Credit analysis
• Loan documentation
• Commercial banking products and services
• Loan operating system (LOS)