Healthcare Relationship Manager - Dallas, TX Onsite
Lead healthcare banking relationships and credit portfolios for Columbia Bank in Dallas. Structure financing for physician groups, practice acquisitions, ASCs, DSOs, and medical office buildings.
Aprašymas
- Build and expand relationships with healthcare organizations, including physician groups, DSOs, and micro-ER operators
- Represent Columbia Bank at industry events and develop referral networks with healthcare advisors, consultants, and private equity sponsors
- Underwrite and oversee a diversified portfolio of cash-flow-based and real estate-secured loans
- Manage financing for practice acquisitions, partner buy-ins, ASC and MOB development, and recapitalizations
- Maintain disciplined credit administration and bank-policy compliance through risk-adjusted pricing, performance monitoring, and audit readiness
- Oversee client relationships from loan origination through portfolio management and relationship reviews
- Advise clients on healthcare consolidation, expansion, and liquidity events
- Partner with Private Banking, Treasury Management, and Credit Administration to provide integrated financial solutions
- Coordinate with bank partners on wealth management strategies, including investments, trust, and financial planning
- Deliver comprehensive relationship solutions spanning credit, deposits, and treasury management
- Act as a subject matter expert and support colleague coaching, mentoring, or training as needed
- Promote Columbia Bank’s corporate culture and “Business Bank of Choice” vision
- Participate in community engagement initiatives that strengthen Columbia Bank’s healthcare finance reputation
Reikalavimai
- Bachelor’s degree in business, finance, or a related discipline is required
- Formal credit training is preferred
- At least five years of healthcare banking experience with direct client relationship responsibilities
- Proven experience financing physician groups, ASCs, DSOs, or healthcare real estate, including MOBs and micro-ERs
- Strong expertise in financial analysis, cash-flow lending, and enterprise-value-based credit structures
- Knowledge of healthcare ownership models, regulatory developments, and practice economics is strongly preferred
- Ability to independently manage complex transactions while working with internal partners
- Broad knowledge of banking products and services, with demonstrated cross-selling ability
- Experience prospecting, developing, and managing senior-level client relationships
- Proactive, knowledgeable approach to external and internal responsibilities
- Ability to identify referral opportunities and engage other business lines to support clients
- Willingness to travel occasionally
Privalumai
- Medical, dental, and vision coverage
- 401(k) retirement plan with employer matching for eligible associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Access to an online discount marketplace
- Paid vacation, sick leave, volunteer days, and holidays
- Performance-based incentive compensation may be available