Top Tech Jobs & Startup Jobs

Leads the internal audit function, developing and executing COSO/IIA risk‑based audit plans, reporting to the Audit Committee, liaising with regulators and external auditors, managing anonymous reporting investigations, conducting quality assessments, overseeing audit budget, and developing an audit team to strengthen controls across operations, compliance, and finance.

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.

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.

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.

Lead enterprise data integration, standardization, and reporting architecture. Onboard legacy sources (Jack Henry/jhaKnow) into Snowflake and governed reporting, drive data quality, reconciliation, and mapping between banking platforms, enable trusted datasets for analytics and AI, and govern reporting standards across Technology, Finance, Risk, and business stakeholders.

Manage day-to-day RIA operational functions including client onboarding, ACAT transfers, money movement, account maintenance, and custodial requests via Charles Schwab. Prepare and review new account documentation, troubleshoot rejected requests, interact with custodian daily, coordinate with client service, and provide timely status updates to ensure compliant, accurate account processing and excellent client experience.

Analyze and underwrite commercial and investment real estate credit requests, prepare loan memoranda and term sheets, support loan closings, monitor portfolio performance, ensure covenant compliance, assist relationship managers, and prepare materials for audits and approvals.