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Supports the Specialty Corporate Trust team by partnering with Relationship Managers and coordinating client account updates, system setups, note transfer documentation, audit confirmations, record keeping, and system maintenance. Reviews shared mailbox requests, prioritizes high-volume activities, resolves operational issues, manages processing risks, and serves as a liaison between Bond/Loan Operations and Relationship Managers.

Provides technical, operational, and product support for commercial treasury customers. Responsibilities include onboarding services, updating user access, delivering product education, troubleshooting technical and transactional issues, coordinating documentation, supporting treasury officers, and partnering with internal teams to resolve customer needs. The role requires customer service, technical support or operations experience, familiarity with networks and internet protocols, knowledge of online security, strong communication, organization, attention to detail, and the ability to resolve routine to moderate technical issues.

Manages complex CLO corporate trust accounts and provides high-level client service. Responsibilities include billing, transaction closings, cash and investment transactions, debt service calculations, payments, compliance monitoring, legal document review, business pricing, process improvement, system testing, training, and issue resolution. The role also supports new business development, serves as a CLO subject matter expert, leads operational improvements, and provides indirect guidance to junior associates.

Drives sales and business development for brokerage, insurance, investment advisory, and trust products. Builds long-term prospect and client relationships, executes territory sales plans, assesses client risk, explains investment solutions, and partners with service teams to support clients’ financial objectives. Requires extensive financial advisor or investment sales experience, securities and insurance licensing, regulatory knowledge, and strong communication skills.

Underwrite and manage a commercial banking portfolio serving upstream and midstream oil and gas clients. Responsibilities include analyzing Reserve Based Loans, managing credit approvals and documentation, maintaining portfolio quality, servicing clients, expanding relationships, cross-selling bank products, tracking portfolio data, and supporting revenue and portfolio growth.

Manages business loan portfolios through credit underwriting, financial statement analysis, covenant testing, exception monitoring, risk identification, and watch-list credit guidance. Supports renewals, modifications, credit reviews, and reaffirmations while coordinating with relationship managers, client managers, and underwriters. Handles client follow-up, collections, documentation exceptions, covenant violations, and loan servicing actions. May conduct site visits and prepare credit memos.

Manage an assigned commercial real estate loan portfolio, assessing borrower and guarantor financials, collateral, repayment capacity, covenant compliance, and credit risk. Prepare underwriting analyses and credit packages for reviews, renewals, modifications, and extensions. Monitor portfolio performance, resolve documentation exceptions, identify early warning signs, manage non-performing loans, and collaborate with Relationship Managers and clients. Support loan committee presentations and perform related portfolio projects.

Develops new financial services products and sales opportunities, supports marketing strategy, prepares proposals and RFP responses, manages the sales pipeline, reports results to leadership, builds industry relationships, and represents the organization at conferences and professional events.

Assists commercial real estate lenders and senior portfolio managers with credit analysis, underwriting, covenant monitoring, annual reviews, loan proposals, collateral analysis, risk-rating and pricing models, and portfolio administration. Reviews borrower, guarantor, and property financial performance; identifies warning signs; verifies covenant compliance; tracks documentation exceptions; supports client communications; and prepares required reports. The role requires banking or credit-analysis experience, strong analytical and communication skills, and proficiency with Microsoft Office and commercial lending software.

Analyzes commercial borrowers’ creditworthiness through financial spreads, industry analysis, relationship profitability analysis, and formal credit write-ups. Handles complex lending assignments, serves as a subject matter expert in a lending vertical, reviews analysts’ work, supports training and workflow management, and prepares board and regulatory reports. The role may also include rotations through underwriting, loan administration, loan review, capital markets, and related banking departments.