The Business Development Officer is responsible for originating loans, negotiating transaction structures, and managing relationships with referral sources like banks and private equity firms. They also assist in the underwriting process and ensure all transactions align with company credit policies.
The Audit Specialist handles tasks related to the annual audit of financial reporting processes and summarizes data for client financial statements. They also reconcile and clean up data while partnering with the Fund Accounting team to ensure accuracy and client satisfaction.
Conduct independent quality control reviews of retail branches, assessing documentation, cash on hand, associate behavior, and understanding of regulatory requirements; assign risk ratings and issue review memoranda. Support compliance reporting and operational projects, evaluate branch performance documentation, build partnerships across Consumer Banking, and help resolve issues raised by regulators, audits, and compliance reviews.
Lead the legal administration team responsible for preparing and maintaining registered fund filings, coordinating document review with counsel, and supporting fund boards and meetings. Oversee regulatory compliance, client relationships, departmental processes, billing, training, staffing, and team performance.
This role manages day-to-day operational and client service activities for complex CLO accounts while monitoring internal controls. The incumbent will also collaborate with senior management to identify business solutions, negotiate legal document provisions, and lead training initiatives.
The National Sales Manager will identify and strategize on new product development while managing sales pipelines and reporting progress to leadership. They are responsible for creating proposal presentations, responding to RFPs, and participating in business committee meetings.
The Mortgage Sales Support Manager supervises a team of loan assistants and provides operational support to mortgage loan originators to maximize productivity. They manage the daily loan pipeline, ensure quality delivery, and facilitate training on policies and systems.
The Retirement Client Advisor is responsible for generating new business opportunities and managing a portfolio of retirement plan clients. They act as the primary contact for customers, providing investment consultations, plan reviews, and participant education while meeting annual revenue goals.
The role focuses on serving the credit needs of low to moderate income families by promoting home ownership and providing financial education. Responsibilities include originating first mortgage loans, managing community referral relationships, and acting as a CRA mortgage product expert.
