Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Sales Accomplishes mortgage loan production goals by initiating sales calls, conducting presentations, participating in networking activities, and other sales techniques. Utilizes referral sources to create sales opportunities, solidifying relationships with bank partners and enhancing the referral process for all involved parties. Loan Processing Interviews applicants to

Risk Activities Ensures appropriate and effective collaboration between the Product organization and Risk Management department. Provides BU risk considerations for business/strategic plans. Helps inform, implement and scale a business risk strategy for the BU . Manages timely identification and escalation of risks and issues and consults with BU management surrounding ke

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr

Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Development Develop programs in .Net, SSIS/SSAS/SSRS, Python, scripting language (or Java) Data Analysis Sources, compiles, and interprets data. Performs analysis for accuracy and efficiencies, effectively communicates analysis output. System Testing Thoroughly tests systems to ensure proper installation of new software, system changes, and overall efficiency. Evaluates a

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Portfolio Management Manages an assigned portfolio of commercial, business, or Small Business Administration substandard graded relationships. Analyzes loans and supporting collateral to develop and execute a plan for resolution. Approves modifications and renewals. Identifies and documents troubled debt restructures, recommending status changes as appropriate. Reporting

The essential functions of the job include the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Qualifications Bachelor's Deg

Risk Activities Ensures appropriate and effective collaboration between the Product organization and Risk Management department. Provides BU risk considerations for business/strategic plans. Helps inform, implement and scale a business risk strategy for the BU . Manages timely identification and escalation of risks and issues and consults with BU management surrounding ke

Data Analysis Sources, compiles, and interprets data. Performs data analysis at the most advanced level, effectively communicating and directing analysis output. May handle special projects or direct the analytics efforts of the work group. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project pla

Global Fund Banking Relationship Managers are responsible for new business development and expansion of existing relationships, as well as, delivering a wide range of banking solutions for Private Equity Firms. In addition to managing a portfolio of client relationships, there is an expectation to maintain a strong prospect list and relationships with other centers of inf