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Perform daily collateral monitoring for an assigned portfolio, verify borrowing bases, reconcile A/R agings and inventory, calculate ineligibles, identify and escalate exceptions, meet daily close deadlines, and support credit teams to manage risk and ensure portfolio integrity.

The Senior Customer Relationship Officer coaches and trains the Teller team, manages operations, ensures compliance with bank policies, and assists in performance evaluations and hiring.

The VP Fund Finance, Client Manager manages client relationships and loan portfolios, ensures compliance, negotiates deals, and provides mentorship to junior team members while enhancing customer experience.

The Client Services Specialist provides front line customer support for HOA Property Management firms, ensuring satisfaction and retention through effective communication and assistance with banking services and transactions.

The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.