Teams at ConnectOne Bancorp, Inc.

Manage the bank’s insurance program for new and existing loans, supervising the Insurance Team and ensuring hazard, flood, PMI, and force-placed coverage is accurate and compliant. Review insurance documentation, escrows, vendor reports, premiums, refunds, and agency payments. Work with clients and loan officers to resolve coverage issues, communicate force-placement requirements, maintain procedures, and deliver strong customer service.

Analyzes the creditworthiness of new and existing SBA loans through financial statement, cash flow, collateral, risk rating, and trend analysis. Identifies policy exceptions and credit risks, prepares written loan recommendations and financial ratio spreads, supports annual loan reviews, and participates in Loan Committee meetings while ensuring compliance with SBA procedures and banking regulations.

Own and optimize two HubSpot environments, marketing automation campaigns, lead lifecycle management, customer journey mapping, segmentation, personalization, A/B testing, engagement scoring, and advanced reporting. Use HubL, HubSpot Breeze AI, analytics, advertising platforms, and multi-touch attribution to improve campaign execution, conversions, customer engagement, and revenue while maintaining brand integrity.