Jobs at Beacon Bank

Processes accounts payable invoices, purchase orders, receiving documents, employee expenses, and corporate card transactions. Reviews coding, tax discrepancies, authorizations, vendor records, 1099 information, check runs, and general ledger uploads. Responds to vendor and employee inquiries, follows SOX controls and company policies, maintains invoice files, and supports accounts payable projects. Requires accuracy, organization, communication skills, and the ability to work independently during peak periods.

Investigates AML/CFT, sanctions, transaction monitoring, and customer due diligence alerts; prepares SARs and CTRs; conducts enhanced due diligence and financial crime research; responds to law enforcement requests; supports OFAC, BSA, FinCEN, and Section 314(a) compliance; maintains FIU data and documentation; and advises business partners on financial crimes requirements.

Processes lockbox documents by grouping, balancing, scanning, and capturing transaction data. Reviews Positive Pay items, corrects discrepancies, processes payroll and Canadian items, creates PDFs, scans work, and supports mobile and ATM reviews. Performs mailroom duties, assists lending areas, ensures regulatory compliance, and provides backup coverage for the Lockbox Manager.

Leads a commercial banking team responsible for lender and support staff performance, new business development, loan underwriting, portfolio management, credit risk monitoring, compliance, and operational adherence. Oversees loan approvals, client growth, deposits, fee income opportunities, annual credit reviews, risk ratings, documentation, and budget goals. Requires extensive commercial lending and underwriting experience, knowledge of credit policies and the local commercial marketplace, strong communication skills, and preferably leadership experience.

Provides operational and administrative support for a managed workout loan portfolio. Coordinates commercial loan due diligence, closing, boarding, modifications, post-closing administration, portfolio monitoring, risk-rating changes, compliance activities, reporting, and third-party note sales. Serves as a liaison among borrowers, lenders, servicing, compliance, branches, vendors, and management while supporting departmental projects and process improvements.

Supports regional marketing campaigns, projects, events, sponsorships, advertising, and promotional initiatives. Creates and proofreads marketing materials, coordinates deliverables and deadlines, collaborates with agencies and vendors, and ensures consistent branding, messaging, policies, and regulatory compliance. The role also assists with event logistics and maintains marketing assets across bank locations and channels.

Supports the information security program by engineering and maintaining security technologies, identity and access controls, monitoring capabilities, cloud and network protections, and defensive processes. Responsibilities include security architecture, risk assessments, audit and compliance support, incident response, security automation, control documentation, and collaboration with IT, business, and third-party stakeholders. The role requires 5+ years of cybersecurity or related experience, with expertise in identity security, endpoint protection, SIEM, cloud security, and regulated environments preferred.

Leads information security engineering and architecture across identity, endpoint, email, cloud, network, application, data, and monitoring technologies. Oversees security engineering staff, improves access controls and security standards, supports audits and regulatory compliance, develops AI security frameworks, automates security operations, and participates in incident response and business continuity. Partners with IT, risk, compliance, audit, application owners, and business stakeholders to strengthen the organization’s security posture.

Administers IRA and Health Savings Accounts, monitors transactions for accuracy and regulatory compliance, resolves customer and staff inquiries, maintains procedures and forms, supports account projects and system conversions, and ensures timely processing of annual statements and tax documents. Provides customer service resources and communicates regulatory requirements to internal teams.

Performs credit risk monitoring, analysis, reporting, and data quality support for a bank portfolio. Uses Excel, Power BI, Python, R, and SQL to produce actionable insights, maintain reporting, investigate data inconsistencies, and support governance, audit, SOX, and regulatory requirements. Collaborates across credit risk, finance, lending, and analytics teams, assists with custom reporting and onboarding, and ensures compliance with banking policies and regulations.

Manage and underwrite commercial loan portfolios: analyze credit risk, prepare loan memoranda, perform annual reviews and property inspections, monitor portfolio risk, assist with due diligence and loan closings, and interact with customers and financial professionals.

Leads the internal audit function, developing and executing COSO/IIA risk‑based audit plans, reporting to the Audit Committee, liaising with regulators and external auditors, managing anonymous reporting investigations, conducting quality assessments, overseeing audit budget, and developing an audit team to strengthen controls across operations, compliance, and finance.

Analyze and underwrite commercial credit requests, including commercial and investment real estate; perform due diligence; prepare loan memos and presentations; manage and monitor a portfolio of customer loans, renewals, and compliance; liaise with relationship managers, customers, and external advisors to identify and address problem loans.

Lead and manage commercial credit analysis and portfolio administration teams to ensure consistent underwriting, compliance, portfolio reporting, audit remediation, process improvements, and cross-department collaboration across commercial lending lines.

Support financial advisors with client-facing and operational tasks: process transactions, prepare meeting materials and portfolio reviews, deepen client relationships, identify cross-selling opportunities, and stay current on market trends and compliance to contribute to revenue growth.

Lead workout strategies for high-risk commercial lending relationships to minimize losses and maximize recoveries. Serve as primary officer for problem loan portfolios, prepare restructuring/forbearance memoranda, coordinate legal counsel and internal stakeholders, monitor borrower performance, estimate loss exposure, and produce required credit risk reports while ensuring regulatory compliance.

Lead enterprise data integration, standardization, and reporting architecture. Onboard legacy sources (Jack Henry/jhaKnow) into Snowflake and governed reporting, drive data quality, reconciliation, and mapping between banking platforms, enable trusted datasets for analytics and AI, and govern reporting standards across Technology, Finance, Risk, and business stakeholders.

Manage day-to-day RIA operational functions including client onboarding, ACAT transfers, money movement, account maintenance, and custodial requests via Charles Schwab. Prepare and review new account documentation, troubleshoot rejected requests, interact with custodian daily, coordinate with client service, and provide timely status updates to ensure compliant, accurate account processing and excellent client experience.

Analyze and underwrite commercial and investment real estate credit requests, prepare loan memoranda and term sheets, support loan closings, monitor portfolio performance, ensure covenant compliance, assist relationship managers, and prepare materials for audits and approvals.