Top Tech Jobs & Startup Jobs

Process and prepare loss mitigation legal agreements, audit and maintain loan files and reports, coordinate with attorneys and Consumer Loan Operations, resolve system issues, and support workout negotiations within departmental and investor guidelines.

Underwrite and monitor commercial credit for financial institutions: prepare credit approval memos, run financial and projection models, track covenants, perform portfolio reporting and risk ratings, and ensure credit data accuracy while escalating emerging risks.

Handle commercial customer interactions via phone and email, provide accurate information on low-complexity commercial products (wire, ACH, statements, lockbox, vault, Go-ID), create CRM service requests, escalate appropriately, meet call center quality and performance standards, and continually learn bank products.

Prepare timely and accurate federal and state corporate tax returns and estimated payments; calculate deferred tax balances; record and reconcile tax accounting entries; analyze state franchise tax accruals; research tax law and audit issues; respond to information document requests; collaborate with accounting, finance, and business lines.

Supervise and mentor teams that onboard commercial clients, focusing on deposit and treasury management solutions. Manage workflow, ensure compliance, refine processes, resolve complex client issues, partner with internal LOBs, train staff, and drive service improvements while managing risk and performance.

Develops and manages credit relationships with leasing customers, handles complex transactions, prepares market competitive lease quotes, and monitors ongoing customer relationships.

Own and grow a commercial portfolio (companies ≥ $10M sales) through prospecting, relationship management, and consultative sales. Analyze financial statements and commercial credit, coordinate One Bank partners to deliver lending, treasury, and capital markets solutions, manage credit risk and portfolio quality, and represent the bank in community and industry forums.

Lead and coach a team of licensed retail bankers to sell a full range of securities products, manage client relationships, achieve fee-income targets, conduct client and internal training sessions, and ensure compliance with policies and risk controls while traveling within the assigned territory.

Lead and coach licensed retail bankers to sell securities and investment solutions, manage client relationships, conduct client meetings and seminars, and drive team sales targets while ensuring regulatory compliance and strong client experience.

The Investment Executive guides and develops licensed bankers in selling securities products, coaching them on investment strategies, and ensuring client satisfaction while achieving sales goals.