Commercial Banker, CDFIs/Non-profit Sector


FTE: Salary plus Benefits and Bonus


Hybrid/San Francisco, MA, US

Requirement ID:



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Diane Katz




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Purpose of Position

Our Client seeks a San Francisco based Commercial Banker focused on commercial lending that furthers our vision of economic, social, racial, and economic justice. This banker will be responsible for expanding their mission-driven lending to values-aligned institutions in the Western region, including community impact and social advocacy organizations, CDFI's, nonprofits, foundations, unions, progressive for-profit companies, and renewable energy projects.

Essential Job Functions

  • Identify and develop new lending opportunities with values-aligned clients in the New England region, including community impact and social advocacy groups, non-profits, foundations, sustainability organizations, CDFI's, unions, and for-profit social impact enterprises
  • Meet with client prospects, attend trade/networking functions and industry events aimed at expanding the Bank's C & I lending portfolio with values-aligned clients in New England region
  • Actively identify opportunities to cross-sell other Bank products and services to clients and prospects including treasury management, deposit and investment services and products
  • Work closely and in coordination with the Bank's National Director of Community Development Finance to ensure the region's community needs are being addressed and are in alignment with the Bank's community development finance national strategy
  • Work with the credit risk and underwriting teams within the Bank to develop and structure new loans that demonstrate strong credit and risk management
  • Act as the primary point of contact for internal credit presentations and loan reviews
  • Work with legal counsel and underwriting team to facilitate documentation of credit facilities
  • Work with internal commercial banking support functions to effectively on-board new clients
  • Once client portfolio has been developed, maintain frequent contact with clients to ensure that the clients' lending, treasury management, deposit, and investment management needs are being properly handled
  • Maintain awareness of maturating credits, overdue payments, financial information reporting, etc. which could affect the status of the commercial relationships and take appropriate action
  • Perform other duties as directed

Knowledge, Skills and Experience Requirements

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