Full-time

Financial Wellness Manager/Personal Banker

Posted on 23 June 26 by Dani Edgington

  • $ - $
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Job Description


We strive to be Your Future, Your Solution to accelerate your career!
Contact Dani Edgington at dedgington@saigepartners.com to learn more about this opportunity! 

Commercial Lending Manager

Location: Lomira, WI

Overview

Our client is seeking an experienced Commercial Lender to join their growing team. This individual will be responsible for developing, managing, and expanding a diverse commercial loan portfolio while building strong relationships with business clients throughout the market. The ideal candidate is a relationship-driven business developer with deep commercial lending expertise, strong financial acumen, and a proven ability to generate loan and deposit growth.

This is a Direct Hire opportunity.

What you will be doing as a Commercial Lender...

  • Develop, manage, and grow a commercial loan portfolio by identifying new business opportunities and expanding existing client relationships.
  • Analyze financial statements, evaluate creditworthiness, structure commercial lending solutions, and prepare loan recommendations for approval.
  • Build long-term relationships with business owners through proactive networking, consultative financial guidance, and exceptional client service.
  • Monitor portfolio performance, manage loan renewals, mitigate risk, and ensure compliance with commercial lending policies and regulatory requirements.
  • Present lending opportunities, portfolio updates, and sales activity to executive leadership and Commercial Loan Committee.
  • Cross-sell additional financial products and services to deepen client relationships and support overall business growth.
  • Represent the organization within the local business community through networking events, industry organizations, and strategic partnerships.

What you bring to the table...

  • Bachelor's degree in Finance, Business, Management, or a related field (or equivalent experience).
  • 10+ years of commercial lending, business banking, commercial credit analysis, or business development experience.
  • Demonstrated success developing commercial loan portfolios and generating new business.
  • Strong understanding of commercial underwriting, credit analysis, financial statement analysis, and commercial loan structuring.
  • Knowledge of commercial lending regulations, compliance requirements, and risk management practices.
  • Experience utilizing commercial lending platforms and Microsoft Office 365, including Excel, Word, Outlook, Teams, and PowerPoint.
  • Excellent communication, negotiation, presentation, and relationship-building skills.
  • Ability to work independently while managing multiple client relationships and loan opportunities.
  • Bondable with acceptable credit history and ability to meet SAFE Act requirements.

Why Join Our Client?

This organization offers a collaborative, relationship-focused culture where experienced lenders have the opportunity to make a meaningful impact on local businesses and communities. You'll enjoy the autonomy to grow your portfolio, the support of an experienced leadership team, and the opportunity to contribute to the continued success of a growing financial institution.

About Saige Partners

At Saige Partners, we believe exceptional talent deserves exceptional opportunities. We connect professionals with organizations where they can make an immediate impact while advancing their careers. We strive to be Your Future, Your Solution.

 

Job Information

Rate / Salary

$ - $

Sector

Financial Services / Banking

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-7025

Job Location