Top Tech Jobs & Startup Jobs

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.

Support budgeting, forecasting, and multi-year financial planning. Maintain financial models, prepare variance analysis and management reports, track KPIs, assist profitability and pricing analysis, improve data quality, and support automation and BI reporting while partnering with senior leadership and business units.

Review and monitor customer profile and account changes to ensure accuracy of core system data. Perform quality control on new deposit accounts, titling changes, safe deposit box leases, and business account documentation. Track missing documentation, work with branches to correct issues, report exceptions, and support branch operations while ensuring regulatory compliance.

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.

Execute and administer trade finance products (letters of credit, standbys, guarantees); review shipping documents for discrepancies; perform AML and sanctions screening; act as operational client contact; reconcile fees, manage maturities and drawings; maintain trade system records; ensure compliance with ICC guidelines and internal controls; support audits and team initiatives.

Serve as subject-matter expert in SBA loan funding and disbursement. Mentor and train loan documentation staff, manage daily funding workflow, prepare/verify closing and modification documents, process wires/checks and fees, enter loan data into core systems, maintain collateral/ticklers, and ensure regulatory compliance and document retention.

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.