General Summary. . . The Quality Control Manager's primary responsibility is to establish and maintain a quality assurance program that completes independent quality tests, inspections, and audits of the bank 's loan and deposit records. A rigorous quality control function plays a critical role in the support of strong internal controls, ensuring integrity of bank records, adherence to bank policies, and compliance with applicable regulations and...
General Summary. . . The Quality Control Manager's primary responsibility is to establish and maintain a quality assurance program that completes independent quality tests, inspections, and audits of the bank 's loan and deposit records. A rigorous quality control function plays a critical role in the support of strong internal controls, ensuring integrity of bank records, adherence to bank policies, and compliance with applicable regulations and...
General Summary: Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new ones Mandatory Duties and Job Responsibilities: 1. Foremost focus on managing client portfolios to their investment objectives, while executing on the investment philosophy of the firm 2. Own the client lifecycle experience – build client resumes, evaluate client risk parameters, assist client ...
General Summary. . The Loan. Support. Associate. i. s. r. es. p. o. n. s. ib. l. e. for. all. aspects of. the loan. operations. i. n. c. ludi. n. g routine operational duties. relating to. commercial. l. oa. n. s. in. co. mp. l. i. a. n. ce with the Bank's. p. o. l. i. c. i. es. . procedures. and. related. state and fe. d. e. ra. l l. aws and. r. eg. u. l. a. ti. o. n. s. This position. will fac. i. li. t. a. t. e. pro. cessi. n. g. payments. adv...
Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, with a focus on Special Needs Trusts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact bet...
. Trust Officer is an experienced professional who is responsible for the management and administration and of an assigned book of accounts, with a focus on Special Needs Trusts. For fiduciary accounts, Officer must work with counsel and tax accountant(s) to coordinate administration, meet tax-reporting deadlines, and oversee all trust administrative functions. In all cases, the Trust Officer is the lead relationship officer and primary contact b...
General Summary. . This position will assist the Chief Financial Officer (“CFO”) with strategic financial leadership, managing daily operations, overseeing budgeting, forecasting, financial analysis, and financial reporting. Additionally, the role will ensure regulatory compliance and SEC reporting as well as senior level oversight of the internal control testing program. The role involves supporting the CFO in developing and implementing financi...
The primary focus will be to support multiple lenders with management of their portfolios and other department related assigned functions. This will include site visits, collection of all required financial information, the preparation of short-term extensions, modifications and underwriting for new requests. Essential Duties and Job Responsibilities. Review/approve all financial information request letters prior to mailing to customer to ensure ...
Title: Business Banker Floater. Department: Branch Operations. FLSA Status: Non-Exempt. Reports to: Branch Manager, Assistant Branch Manager, Business Banker Supervisor. . General Summary. . The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services. handles all teller transactional activity, processes all new account transactions...
The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services. handles all teller transactional activity, processes all new account transactions. assisting customers in their selection of various accounts and financial services. cross-selling the Bank's products and services. opening, maintaining and closing of all account types. performing branch clerical duties...
Title. Trust Services Operations Specialist – Level 1. Department. Trust Services Division. Reports to. Trust Operations Manager. General Summary: The primary function of this role should be to assist Trust Operations with all daily, weekly, monthly, quarterly and annual Trust Operations functions, including, but not limited to, daily settlement, trade settlement and support, client record maintenance, audit research, etc. as needed. This role sh...
. . General Summary. . The Loan Administrator provides sales support driving the closing process and workflow for commercial transactions including new loans, modifications, renewals, extensions, capex advances and construction loans. The Loan Administrator is required to be able to work efficiently in a high volume, fast paces deadline driven environment. . . This role is responsible for the closing of commercial loans, to satisfy due diligence ...
