Jobs at Lake Ridge Bank

Provide delivery, implementation, and ongoing support for treasury management products. Work directly with business clients and internal sales/relationship teams to onboard, train, troubleshoot, maintain account analysis, prepare renewals, support CDARS/ICS, and produce treasury reports while identifying cross-sell opportunities and improving procedures.

Spread and verify business and agricultural financial statements, perform credit analysis and underwriting for commercial and small business loans (generally ≤ $1M), monitor covenants and borrowing bases, maintain financial tracking, and collaborate with underwriters, bankers, and third-party vendors while complying with bank security and regulatory policies.

Prepare and review mortgage closing packages, ensure regulatory and investor compliance, coordinate with lenders/title companies, obtain payoffs and insurance, issue accurate closing disclosures, perform post-closing reviews, book loans into the host system and manage disbursements, and maintain confidential borrower files while supporting origination and processing teams.

Serve as the first point of contact for clients via phone, chat, email and ITM; handle account inquiries, transactions, fraud investigations, card services, loan payments, and related banking tasks while adhering to compliance and security standards.

Develop and maintain commercial client relationships, prospect new business, manage a profitable loan portfolio, evaluate creditworthiness, prepare and present loan requests, utilize programs like SBA/WHEDA, cross-sell bank products, ensure compliance and limit bank risk.

Provide frontline client support via phone, chat, email and ITMs; handle account inquiries, transactions, fraud investigations, card services, loan payments, and basic partner care; maintain compliance, confidentiality, and participate in team rotations and community activities.

Serve and grow a portfolio of clients by providing financial and retirement planning, fiduciary guidance, and business development through referrals and meetings; maintain required licenses, participate in peer groups, and deliver compliant, high-quality wealth management services.

Lead and coach the Client Support team to deliver consistent, high-quality phone, chat, and digital service. Oversee daily operations, staffing, KPIs, quality assurance, reporting, and continuous improvement. Drive client relationship development, partner across departments to resolve issues, ensure compliance, and lead adoption of support technologies and AI tools.