Teams at Live Oak Bank

Provide white-glove customer service for personal and business accounts via phone, email, and in person. Onboard new customers, resolve account and online/mobile banking issues, maintain regulatory awareness (BSA/AML/CIP/OFAC), and support teammates with training and projects while adhering to bank policies and procedures.

Support sponsor finance deal team across the credit lifecycle: prescreen deals, underwrite and model borrower financials, prepare credit materials, manage loan documentation and closings, assist on portfolio reviews, amendments, renewals, and client communications, and ensure regulatory compliance (BSA/AML/CIP/OFAC).

Lead Live Oak's enterprise Financial Crimes program as the designated BSA Officer. Set strategy, governance, and oversight for BSA/AML, OFAC/sanctions, fraud, customer due diligence, and related risks. Engage regulators, auditors, and the Board; develop leaders and teams; drive technology, analytics, monitoring, and remediation to ensure regulatory compliance and support responsible growth.