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Title

Client Relationship Manager, Extended Deadline to Apply: November 20, 2018 

Ministry Team Cornerstone Fund  
Reports To Vice President -Sales & Chief Lending Officer  
FLSA Status Exempt  
Salary Grade 8  
Full-Time/Part-Time Full-Time  
Category Cornerstone Fund UCC  
Starting Salary  
Description

GENERAL PURPOSE OF POSITION:

In coordination with the Vice President - Sales & Chief Lending Officer (CLO), the Client Relationship Manager will play an instrumental role in the growth and development of the Cornerstone Fund's outreach efforts to individuals, Local Churches, Associations, Conferences and other related entities across the UCC. All of these efforts are governed by our overall fiduciary responsibility to protect the investments entrusted to the Fund.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

  • The Client Relationship Manager in consultation with the Vice President - Sales & CLO is charged with helping support the Cornerstone Funds financial well-being by developing and implementing a strategic plan to proactively identify, qualify and pursue primarily investment opportunities from Local Churches and their members, Associations, Conferences, and related entities. Secondarily, this individual will also be responsible for identifying potential lending opportunities as well.

  • Work with the Vice President - Sales & CLO in establishing a realistic Business Plan with measurable business development goals for investments.

  • Work with the Vice President CLO and CMO to establish marketing strategies that support the Business Development Plan and enhance our visibility among constituencies.

  • Respond to customer inquiries and referrals that are generated from both their own contacts and from other Cornerstone Fund business channels.

  • Ensure exceptional customer service by maintaining thorough knowledge of Investment products and lending programs, policies, and procedures.

  • Ensure exceptional customer experience by being the backup resource to the Lending Relationship Manager, via the loan process from origination to close and providing on-going communication to the borrower.

  • Build and maintain high-level contacts with current and prospective borrowers and investors.

  • As needed, attend National, Regional, Conference, Association and Local Church meetings in order to advance the business development efforts of the Cornerstone Fund.

  • Lead regional workshops, seminars, participate in webinars and other programs to promote the Cornerstone Fund's products and services.

  • Maintain and update all client and prospect communications in the SFDC (CRM) system. Thus assisting in building a robust client relationship database. Additionally assist Lending and Business Development Specialist in maintaining SFDC active pipeline.

  • Relate to and interact with the President & CEO, Sales & CLO, CMO and CFO, staff, internal and external consultants, contractors, the Board of Directors, and partners and other constituents as needed.

  • Perform special assignments and duties as requested.
 
Position Requirements

MINIMUM QUALIFICATIONS: The requirements listed below are representative of the knowledge, skills and abilities required to perform successfully in this position:

  • At least five years’ experience in banking or lending, with a demonstrated ability to perform in a sales environment pertaining to Deposit/Investment and Business Lending.
  • Understanding of the policies and procedures required in the banking/lending industry — particularly the principles and practices of real estate secured lending, investing and financial management.
  • College degree with emphasis in Marketing, Business Administration or Sales; or a combination of academic study and experience
  • Ability and commitment to some travel within the United States
  • Ability to work evenings and weekends as needed
  • Ability to obtain or maintain Series 63 or Series 7securities license
  • Excellent written and verbal communications skills
  • Strong interpersonal skills with individuals and groups of diverse backgrounds, experience and levels of sophistication
  • Understanding of PC technology including spreadsheet and word processing capabilities.
  • Demonstrated ability to work collaboratively and collegially, as well as independently
  • Ability and willingness to work in a diverse and inclusive ministry environment, and willingness to learn and adapt to the UCC denominational culture.

This job description is not intended to be a complete list of all duties and responsibilities required for the position and is subject to review and change at any time in accordance with the needs of the ministry. Since no job description can detail all duties and responsibilities that may be required from time to time in the performance of a position, duties and responsibilities that may be inherent in a position shall also be considered part of the position holder’s responsibility.

It is expected that the person who holds this position will conduct themselves in a manner consistent with the policies of the Cornerstone Fund and in a manner that will reflect positively on the organization. All staff are encouraged to nurture safety within the work performed on behalf of the Cornerstone Fund by being attentive to self-care, education, maintaining appropriate boundaries, and the importance of referring those in need to supportive and helpful resources.

 
Comprehensive Benefits Package Employer paid health, dental, life, and pension benefits  
Application Deadline November 20, 2018  
About the Organization The United Church of Christ



Our faith is 2000 years old. Our thinking is not.



We believe in God's Continuing Testament.

We believe in Extravagant Welcome

We believe the church's mission is to Change Lives



 

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