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The Treasury Solutions Consultant manages complex client portfolios, focusing on acquisition and retention through strategic advisory, sales, and collaboration with team members, ensuring client satisfaction and compliance with regulations.

Responsible for accounting functions including financial reporting, journal entries, reconciliations, and supervising staff accountants within the investment accounting area.

Develop and manage commercial real estate lending relationships, evaluate borrower creditworthiness, structure loans, prepare term sheets and credit memos, negotiate loan terms, monitor portfolio credit quality, ensure documentation and compliance, and support business development and training initiatives.