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Auto - Commercial Relationship Manager

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 6 days ago

No clicks

The role of Auto Commercial Relationship Manager, based in Columbus, OH, involves cultivating and facilitating bank-to-client connections for commercial auto financing opportunities. Key responsibilities include driving new deals and renewals, aligning bankers, partners, and clients, conducting financial analysis, and ensuring timely execution. The ideal candidate possesses a Bachelor's degree, 5+ years of relevant experience, strong analytical skills, proficiency in Microsoft Office tools, and the ability to manage multiple priorities. Experience in commercial underwriting, risk assessment, and Salesforce is preferred.

Compensation
Not specified

Currency: Not specified

City
Columbus
Country
United States

Full Job Description

Location: Columbus, OH, United States

Help commercial auto banking opportunities move from idea to funded reality. In this role, you will be the connector who keeps renewals and new deals on track by aligning bankers, partners, and clients. Your financial analysis and prioritization will support better decisions and smoother execution. If you thrive on ownership, collaboration, and momentum, this role is for you.

As a Dealer Services Portfolio Banker in Dealer Services, you support Auto commercial bankers and sales leadership by managing portfolios and helping advance new business opportunities and loan renewals. You keep us moving by coordinating across credit, operations, client service, and treasury partners and by staying close to timelines, requirements, and risks. You will use financial analysis and disciplined follow-up to help bankers prepare requests, complete annual reviews, and onboard new relationships. We work in a team-oriented culture where you can take initiative, communicate confidently, and make a visible impact.

Job responsibilities

  • Support bankers with financing requests by ordering spreads, performing financial analysis, and building pricing models
  • Prepare for and participate in meetings with credit partners to align on deal needs and next steps
  • Validate pricing models and relationship strategies to support annual reviews
  • Coordinate onboarding for new client relationships by partnering with operations, credit, treasury, know your customer, environmental, and appraisal teams
  • Review loan documentation to confirm accuracy before sending materials to borrowers
  • Manage pipeline activity to keep new business and renewals progressing on expected timelines
  • Escalate roadblocks and drive resolution by coordinating actions across stakeholders
  • Monitor portfolio performance and proactively surface issues, risks, and required actions
  • Communicate with clients to obtain portfolio maintenance items and required documentation
  • Partner with operations and credit teams to clear past-due items and close open requirements
  • Required qualifications, capabilities, and skills

  • Bachelors degree in business, finance, economics, mathematics, or management
  • 5 years of related work experience in portfolio management, commercial banking support, credit, or similar roles
  • Demonstrated ability to perform financial analysis to support lending or relationship decisions
  • Strong analytical and quantitative skills, including experience building or validating pricing models
  • Strong client management skills, including the ability to request documentation and drive timely follow-through
  • Strong verbal and written communication skills with internal stakeholders and external clients
  • Ability to work independently while contributing in a team-oriented culture
  • Proficiency with Microsoft Word, Excel, and PowerPoint
  • Ability to manage multiple priorities and maintain timelines across concurrent opportunities
  • Preferred qualifications, capabilities and skills

  • Experience in commercial underwriting and risk assessment
  • Experience using Salesforce
  • Master of Business Administration degree
  • Manage dealer services portfolios and drive renewals by coordinating credit, operations, and client needs to meet timelines.

    Auto - Commercial Relationship Manager

    Compensation

    Not specified

    City: Columbus

    Country: United States

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    6 days ago

    No clicks

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    The role of Auto Commercial Relationship Manager, based in Columbus, OH, involves cultivating and facilitating bank-to-client connections for commercial auto financing opportunities. Key responsibilities include driving new deals and renewals, aligning bankers, partners, and clients, conducting financial analysis, and ensuring timely execution. The ideal candidate possesses a Bachelor's degree, 5+ years of relevant experience, strong analytical skills, proficiency in Microsoft Office tools, and the ability to manage multiple priorities. Experience in commercial underwriting, risk assessment, and Salesforce is preferred.

    Full Job Description

    Location: Columbus, OH, United States

    Help commercial auto banking opportunities move from idea to funded reality. In this role, you will be the connector who keeps renewals and new deals on track by aligning bankers, partners, and clients. Your financial analysis and prioritization will support better decisions and smoother execution. If you thrive on ownership, collaboration, and momentum, this role is for you.

    As a Dealer Services Portfolio Banker in Dealer Services, you support Auto commercial bankers and sales leadership by managing portfolios and helping advance new business opportunities and loan renewals. You keep us moving by coordinating across credit, operations, client service, and treasury partners and by staying close to timelines, requirements, and risks. You will use financial analysis and disciplined follow-up to help bankers prepare requests, complete annual reviews, and onboard new relationships. We work in a team-oriented culture where you can take initiative, communicate confidently, and make a visible impact.

    Job responsibilities

  • Support bankers with financing requests by ordering spreads, performing financial analysis, and building pricing models
  • Prepare for and participate in meetings with credit partners to align on deal needs and next steps
  • Validate pricing models and relationship strategies to support annual reviews
  • Coordinate onboarding for new client relationships by partnering with operations, credit, treasury, know your customer, environmental, and appraisal teams
  • Review loan documentation to confirm accuracy before sending materials to borrowers
  • Manage pipeline activity to keep new business and renewals progressing on expected timelines
  • Escalate roadblocks and drive resolution by coordinating actions across stakeholders
  • Monitor portfolio performance and proactively surface issues, risks, and required actions
  • Communicate with clients to obtain portfolio maintenance items and required documentation
  • Partner with operations and credit teams to clear past-due items and close open requirements
  • Required qualifications, capabilities, and skills

  • Bachelors degree in business, finance, economics, mathematics, or management
  • 5 years of related work experience in portfolio management, commercial banking support, credit, or similar roles
  • Demonstrated ability to perform financial analysis to support lending or relationship decisions
  • Strong analytical and quantitative skills, including experience building or validating pricing models
  • Strong client management skills, including the ability to request documentation and drive timely follow-through
  • Strong verbal and written communication skills with internal stakeholders and external clients
  • Ability to work independently while contributing in a team-oriented culture
  • Proficiency with Microsoft Word, Excel, and PowerPoint
  • Ability to manage multiple priorities and maintain timelines across concurrent opportunities
  • Preferred qualifications, capabilities and skills

  • Experience in commercial underwriting and risk assessment
  • Experience using Salesforce
  • Master of Business Administration degree
  • Manage dealer services portfolios and drive renewals by coordinating credit, operations, and client needs to meet timelines.