Perform loan administration duties for commercial mortgage loans, including analyzing financial statements and property inspections. Support the processing of borrower requests and maintain accurate records within the loan servicing system.
The banker will identify, develop, and manage profitable middle market relationships by offering a comprehensive range of financial services including loans, treasury, and capital markets. They are responsible for executing marketing plans to win new business while maintaining high standards for credit risk and portfolio quality.
Serve as the primary relationship manager for a portfolio of mass affluent clients by providing integrated financial advice and retail banking solutions. Proactively manage client relationships to meet revenue growth, profitability, and retention goals while ensuring compliance with regulatory frameworks.
Provide administrative and clerical support to individuals or departments by managing correspondence, files, and office projects. Coordinate travel, meetings, and appointments while interacting with customers to resolve inquiries.
The Senior Portfolio Manager is responsible for the independent underwriting, structuring, and ongoing management of complex sponsor-owned and leveraged middle market credit relationships. This role also involves mentoring junior staff, expanding client relationships, and ensuring regulatory compliance across a large, complex portfolio.
The Senior Portfolio Manager is responsible for the independent underwriting, structuring, and ongoing management of complex credit profiles within the Middle Market C&I landscape. This role acts as a credit subject matter expert, providing credible challenge to business partners and ensuring risk is appropriately identified and mitigated.
The role involves designing, building, and implementing enterprise infrastructure technology platforms across various domains including cloud, network, and mainframe systems. It also requires applying automation and optimization techniques to ensure high availability while troubleshooting complex technical issues.
The Strategic Growth Manager will cultivate and expand loan volume by managing relationships with small agency insurance clients. They are responsible for monitoring local market trends, analyzing sales reports, and utilizing Salesforce to track activities and meet revenue goals.
The Financial Advisor will source and retain client relationships by providing personalized investment advice and financial solutions tailored to individual goals. They are responsible for executing investment decisions, maintaining client files, and collaborating with internal partners to fulfill client financial needs.
The Financial Advisor will actively source and retain client relationships by providing personalized investment advice tailored to individual goals and risk tolerances. They are responsible for leading relationship management strategies, executing sales opportunities, and ensuring all activities comply with regulatory policies.
Leads the analysis, documentation, and development of complex enterprise business systems to support organizational objectives. Oversees system design, testing, and vendor relationships to ensure reliable, secure, and scalable technology solutions.
The Regional Sales Manager is responsible for leading, coaching, and developing a mortgage sales team to drive production growth and profitability. They must implement strategic business development initiatives and manage relationships with internal and external referral partners.
Provides investment advice and holistic financial management to clients within a virtual environment. Manages an assigned book of business while ensuring all transactions comply with regulations and company standards.
Lead the development, assessment, and documentation of Anti-Money Laundering (AML) risk models to detect and mitigate financial crimes. Partner with cross-functional teams to tune models, minimize false positives, and ensure compliance with regulatory and organizational standards.
Maintain and develop ACH PEP+ vendor COBOL code while performing system integration support for complex project work. Lead development, testing, and implementation of solutions while providing escalated production support and mentoring teammates.
The Middle Market Banker is responsible for identifying, developing, and managing profitable relationships with clients having $75MM to $500MM in annual sales. They must deliver a full range of financial services, including credit, treasury, and capital markets solutions, while maintaining high standards for risk and operational compliance.
The Wealth Private Advisor is responsible for deepening client relationships by delivering banking, credit, and insurance solutions to high-net-worth individuals. They act as a primary point of contact for Financial Advisors to coordinate and implement customized financial strategies for clients with over $1MM in investments.
Lead the development, documentation, and maintenance of fraud and identity verification risk models throughout their entire life cycle. Collaborate with internal stakeholders and assurance providers to ensure model compliance, performance, and alignment with business objectives.
Responsible for the consultative sales of Treasury Solutions and working capital services to a diverse group of commercial clients. The role involves executing sales plans, managing client portfolios, and collaborating with internal partners to drive revenue growth.
