Relationship Manager (Presbyterian Investment & Loan Program)
Company: Presbyterian Church USA
Location: Louisville
Posted on: March 6, 2026
|
|
|
Job Description:
Overview The Presbyterian Investment and Loan Program, Inc.
(ILP) is a nonprofit corporation of PC(USA) created to provide
low-cost loans to congregations, governing bodies and related
entities of PC(USA). We provide loans for the construction or
purchase of buildings, renovations, and even refinancing of
existing debt. Whether it is reshaping a space to meet the needs of
a changing congregation, reducing the carbon footprint by utilizing
energy efficient products and renewable energy sources, or
expanding mission and outreach efforts by reducing the amount of
funds necessary for debt service, the Program seeks to partner with
congregations to determine the best financial results for the
project. The Investment and Loan Program raises funds for lending
by selling interest-bearing term notes. Every day, Presbyterians
across the country are supporting the growth of mission and
ministry throughout our denomination. The Investment & Loan
Program, as a nonprofit, does not have any shareholders. Its sole
member, which is nonvoting, is the Presbyterian Church (U.S.A.), A
Corporation. Position Purpose: This role is responsible for driving
loan and investment portfolio growth and maintaining portfolio
quality within an assigned territory through proactive sales
outreach, credit analysis, and strong relationship management. This
position builds trusted relationships with clients and mid-council
partners by providing exceptional customers service and consistent
proactive engagement. The successful candidate will reside in one
of the following states: AZ, CA, CO, NM, NV, OK, UT, TX. IMPORTANT:
Interested applicants must submit a cover letter with their resume.
Roles and Responsibilities: 1. Develop and grow loan and investment
portfolio within the assigned territory through strategic sales
outreach and relationship building. 2. Analyze, underwrite, and
provide written support for each loan credit with recommendations
to the appropriate approving committee. Maintain post-closing
relationship oversight as the primary loan closing associate
administers the construction draw management process. 3. Represent
the organization at presbytery meetings, regional gatherings, and
national events to strengthen visibility and partnership. 4.
Conduct routine loan reviews to ensure assigned portfolio quality,
identify risk, and maintain compliance with lending standards. 5.
Provide oversight of past-due loans that reach defined delinquency
stages, ensuring timely review, follow up, and proper coordination
with appropriate stakeholders. 6. Create, lead, and deliver
webinars, workshops, and presentations to educate mid-councils,
potential borrowers, and regional audiences. 7. Provide exceptional
customer service by maintaining regular communication, addressing
client needs, and offering proactive engagement. 8. Collaborate
with internal teams to support organizational goals and ensure a
seamless client experience. Essential Position Requirements:
Bachelor’s degree in business administration or related field or
equivalent experience A minimum of three to five years’ experience
in sales/relationship management. Familiarity with reading and
interpreting financial statements. Experience in a religious,
non-profit organization, or financial institution. Knowledge and
experience in, or understanding of, the Presbyterian Church (U.S.A)
ethos and structure. Must successfully pass the Series 63 Uniform
Securities Exam within six months of hiring. Proven administrative
and interpersonal skills with the ability to engage effectively
with clergy and and lay leaders of the PC(USA), as well as
potential clients with diverse backgrounds and personalities.
Effective computer skills, especially with Microsoft Excel, Word,
and PowerPoint. Strong business acumen – Demonstrated ability to
cultivate and maintain trusted client relationships, perform credit
and risk assessments, and provide clear consultative loan guidance.
Must demonstrate exceptional communication skills to clearly
articulate recommendations, negotiate terms effectively, and align
client objectives with the organization’s strategic goals. Ability
to work independently, set priorities for work, use initiative in
time management, and be an effective and collegial team player.
Helpful Skills: Membership in a church with proven understanding
and support of its mission and ministry. Have a deep understanding
and commitment to cultural and racial ethnic inclusiveness. Values
diverse groups, ethnicities, genders, communities, cultural
constituencies and points of view. Able to relate well to people
from all walks of life and of varying theological perspectives.
Ability to speak one or more languages other than English very
helpful Physical Requirements Travel in assigned territory is
required. Additional Information/Benefits: We believe a balanced
life, with time for work, leisure, and spiritual nurture, makes us
healthier and more productive colleagues. The Presbyterian
Investment and Loan Program offers a competitive benefits package
for eligible employees including Medical, Dental, Pension Plan,
Short-Term and Long-Term Disability, Employee Assistance Program
(EAP), Flexible Spending accounts, 403(b) Retirement Savings Plan,
Vacation Days, Sick Days, and Paid Holidays. Our Commitment: Our
faith in God inspires our commitment to the values of diversity,
equity, inclusion, and belonging and is grounded in scripture, the
Constitution of the Presbyterian Church (U.S.A.), and actions of
the General Assembly of the Presbyterian Church (U.S.A.). The
Presbyterian Investment and Loan Program is committed to being an
Equal Employment Opportunity Employer as defined by the U.S.
government, including gender identity and sexual orientation.
Compensation details: 81175-95500 Yearly Salary
PI8f67eacb096b-25448-39415492
Keywords: Presbyterian Church USA, Bloomington , Relationship Manager (Presbyterian Investment & Loan Program), Accounting, Auditing , Louisville, Indiana
