Utilize loan documentation software to prepare documents for consumer mortgage loans, HELOC's, consumer non residential and small business loans. Confirm the loan has the proper approval, complies with loan policy, meets the terms of the written loan approval and that all applicable regulatory requirements have been met. Review and evaluate applications submitted and veri

Complete assigned responsibilities as part of monthly, quarterly and year end accounting closing. Review monthly results compared to plan and historical periods and provide follow up analysis. Act as subject matter expert on complex accounting topics and perform accounting tasks related to these items. Prepare and reconcile consolidated financial reporting; including SEC

Drive new business development through consistent and focused calling activity. Meet or exceed all performance goals and targets related to the identification, solicitation, and acquisition of new clients. Structure products and service solutions to maximize opportunities for the Bank as well as meet individual client needs. Tracking prospecting efforts through our sales

Open personal checking, savings, CDs and IRA accounts; open business checking accounts. Obtain appropriate documentation and follow up with clients after account opening. Perform personal banking transactions for clients, such as deposits, withdrawals, and transfers. Complete account maintenance for clients, such as address changes, debit cards, title changes and research

Provide administrative and client relationship support for the Banking team. Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting. Identify, collect and/or order required due di

Prospect, structure and originate new SBA 7(a) and SBA 504 loans. Drive new business development through consistent and focused calling activity. Build relationships and maintain a referral network of commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers to solicit SBA loan opportunities. Structure SBA loan proposals, c

Book commercial LaserPro and consumer loans onto the Bank's core system. Complete loan servicing task within quality standards. Process loan payments, loan advances, and wires. Perform quality control reviews of completed work. Support teammates in balancing the general ledger accounts used by loan services. Process system maintenance and review quality control reports. P

Complete assigned responsibilities as part of monthly, quarterly and year end accounting close. Reconcile bank statements and balance sheet General Ledger accounts, including researching outages and using judgement to resolve. Prepare journal entries and analyze variances using professional acumen. Prepare and file bank regulatory reports, such as FR2900 and FR2644. Act a

Provide overall administrative and client relationship support for Bank President and other team members, as needed. Handle confidential and non routine information, maintaining confidentiality. Assist Bankers with renewal process. Calendar management; schedule and coordinate meetings and travel; manage supplies and prepare managerial reports as requested. Provide extraor

Develop and maintain favorable relationships with current clients. Identify and capture opportunities to cross sell additional loan and other bank products to clients; including but not limited to partnering with and referring business to internal business partners and related experts to drive Bank profitability and efficiency. Assist in the sales proposal process, includ

Develop, administer and monitor the BSA/AML program to ensure compliance with laws, regulations and rules governing operations and product offerings, appropriate for the size, complexity and risk profile of the Bank. Design and execute the annual BSA/AML and OFAC risk assessments. Utilize the risk assessment to drive resource allocation and continuous improvement in the B