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Manage client relationships and daily administration for Global Capital Markets accounts of simple to moderate complexity. Handle account setup, transaction administration, legal document review, compliance and risk monitoring, cash flow execution, fee billing, and client service. Coordinate with internal teams and external advisors, support sales and closings, mentor junior staff, and ensure adherence to internal controls and regulatory requirements.

Serve as single point of contact for delinquent mortgage borrowers through loss mitigation and foreclosure processes. Make inbound/outbound calls, collect and document financial information, explain decisions and options, ensure compliance with regulations and internal controls, and support audit and regulator requirements.

Responsible for assisting customers to obtain mortgage loans by analyzing financial data, assessing creditworthiness, and marketing bank mortgage products. Engages with realtors and promotes products while ensuring compliance with regulations.

The Financial Advisor provides financial solutions, mentors junior advisors, increases assets under management, and ensures compliance with relevant regulations.

Provide high-level administrative support to Growth Marketing leaders, managing complex calendars, travel, expenses, correspondence, presentations, meeting logistics, and compliance-related controls to enable leadership focus and operational excellence.

Assess and manage commercial credit risk by underwriting new loans and modifications, conducting financial statement analysis and monitoring, preparing credit memos, financial models, covenant and collateral analyses, partnering with relationship managers, ensuring policy and regulatory compliance, and supporting portfolio management and credit committees.

Lead and manage cross-functional strategic initiatives end-to-end: define scope, timelines, risks, and stakeholders; analyze data to surface insights; create executive-ready materials; run operating cadence with partners; monitor project performance and compliance; and drive process improvement and change management.

The Mortgage Originator assists customers in obtaining mortgage loans, evaluates financial information, markets products, negotiates loan terms, and ensures compliance with regulations.

The Commercial Credit Associate assesses and manages credit risk for commercial clients by analyzing financial statements, monitoring loan portfolios, and ensuring compliance with credit policies. Responsibilities include underwriting new requests, reviewing credit information, making structure recommendations, and collaborating with relationship managers on credit assessment and portfolio management.

Manage and grow a portfolio of complex relationships with businesses, provide financial solutions, and maximize profitability through effective client servicing.