Jobs at Beacon Bank

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.

Maintains the general ledger and prepares financial statements in accordance with GAAP. Responsibilities include fixed asset and prepaid accounting, reconciliations, journal entries, variance analysis, regulatory and SEC reporting support, audit assistance, and maintaining accounting policies and procedures.

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.

Underwrite complex commercial credit opportunities by analyzing financial statements, projections, market trends, and business risks. Prepare credit recommendations, amendments, waivers, and underwriting documents for Credit Officers and Loan Committees. Monitor portfolio company performance, covenant compliance, risk ratings, and annual reviews. Collaborate with Relationship and Portfolio Managers, clients, and banking teams while ensuring compliance with credit policies and banking regulations. Periodically participate in site visits and bank meetings.

Leads the Credit department, overseeing commercial credit underwriting, risk quality, approvals, workflow, service levels, reporting, and audit readiness. Reviews complex commercial real estate and equipment finance transactions, including global cash flow analysis, while ensuring policy and regulatory compliance. Manages, coaches, and develops credit personnel; handles staffing and performance matters; improves policies and workflows; and partners with internal stakeholders and credit leadership to support timely, accurate credit decisions.

Manages community engagement programs, including colleague volunteering, financial wellness, and resource network initiatives. Coordinates nonprofit partnerships, volunteer projects, events, communications, reporting, participation tracking, and vendor relationships. Administers Blackbaud CSR Connect and supports Foundation charitable giving operations. Promotes programs internally and externally, represents the Foundation at community events, and helps achieve Community Reinvestment Act service goals.

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.

Prepare and support quarterly and year-end income tax provisions, tax return workpapers, and reconciliations. Manage tax filings, depreciation, estimated payments, and responses to audits and notices. Support tax credit accounting, monitor tax legislation, implement tax strategies, ensure SOX compliance and ASC 740 documentation, and improve tax processes to reduce liability and external costs.

Manage commercial loan portfolios by underwriting credit requests, conducting due diligence, preparing loan memoranda, monitoring risk, performing annual reviews and property inspections, assisting with loan closings, and maintaining portfolio tracking and customer relationships.

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.

Identify and acquire new wealth management clients, provide investment consultation and financial planning, manage and grow fee-based portfolios, ensure compliance with regulatory and firm requirements, and collaborate with bank partners to meet aggressive new-business and revenue targets.

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.

Conduct end-to-end fraud investigations including incident intake, research, case documentation, regulatory reporting, and fund recovery. Collaborate with banks and internal business lines to mitigate losses, advise on remediation and prevention, identify fraud trends, and support fraud awareness initiatives while maintaining regulatory and documentation standards.

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.

Lead budgeting, forecasting, capital planning, and profitability analysis for the consolidated bank. Build and maintain integrated financial models, produce executive reports and dashboards, analyze performance and KPIs (ROA, ROE, NIM), support capital and stress-testing, improve FP&A systems and data quality, and mentor junior FP&A staff.