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Coordinates equipment finance loan and lease closings from documentation intake through funding. Reviews credit approvals, lien searches, UCC filings, ownership records, insurance, corporate documents, title registrations, payment instructions, and closing packages. Collaborates with relationship managers, customers, vendors, attorneys, insurers, documentation teams, and portfolio management. Ensures perfected security interests, statutory compliance, risk controls, accurate transaction entry in Aspire, exception clearing, and timely operational completion.

Provides administrative and transactional support to commercial banking relationship managers and business clients. Responsibilities include client inquiries, account documentation, loan materials, onboarding, account activity monitoring, payments and transfers, workflow coordination, and fraud-monitoring support. The role uses nCino and Salesforce, collaborates with underwriting and compliance teams, and maintains knowledge of banking products while ensuring accuracy, regulatory compliance, and timely client service.

Prepares and reviews complex consumer, commercial, and real estate loan documentation across multiple states. Ensures compliance with banking regulations, loan policies, lien perfection, title requirements, and closing standards. Coordinates with lenders, attorneys, vendors, and customers to resolve documentation and title issues. Tracks workflow, conducts secondary reviews, supports quality control, and mentors Documentation Analysts.

Provides administrative and operational support to commercial banking Relationship Managers. Responsibilities include processing transactions, coordinating loan documentation and closings, resolving client and account issues, maintaining portfolio reports, managing deposit services, and servicing commercial deposit accounts. The role also coordinates with clients, attorneys, CPAs, insurers, and internal lending teams while ensuring documentation complies with policies and regulations.

Performs risk-based internal audits by evaluating controls, compliance, processes, and risk management practices. Conducts fieldwork, analyzes evidence, documents workpapers, identifies deficiencies, develops audit programs, communicates with audit clients, and supports special reviews. Ensures compliance with banking laws and regulations, including the Bank Secrecy Act, while completing assignments within established timelines and budgets.

Lead and manage the Identity and Access Management (IAM) team and operations, overseeing provisioning/deprovisioning, access governance, privileged access, authentication services, audits, and integrations. Ensure policies, least-privilege models, compliance, and IAM technology implementations (AD, Entra ID, IGA, PAM) while coordinating with security, HR, infrastructure, and application teams.

Reviews and reconciles general ledger and bank accounts, verifies balances, researches stale items and exceptions, analyzes monthly balances, coordinates adjustments, and tracks issue resolution. The role also reviews departmental reconciliations, manages company files, trains personnel on reconciliation procedures, and responds to Controller’s group policy inquiries. No supervisory responsibilities are assigned.

Partners with Financial Advisors to serve clients, develop financial plans, recommend investment solutions, process trades and money movements, complete compliant documentation, support sales and referral goals, train retail associates, and build client relationships. The role requires maintaining insurance and securities licenses, completing regulatory education, participating in community activities, and traveling throughout the assigned region to meet clients.

Leads full-cycle recruiting and sourcing strategies across multiple openings. Partners with hiring managers, identifies and screens candidates, coordinates interviews, manages applicant tracking data, negotiates offers, supports onboarding, and promotes diversity. May represent the organization at campus and community recruiting events, track recruiting metrics, and ensure compliance with employment laws and company guidelines.

Provides strategic and tactical HR consultation to business unit leaders, supporting talent management, succession planning, workforce planning, organizational development, compensation, performance management, employee engagement, and organizational change. Partners with HR Centers of Expertise to deliver integrated solutions, facilitate talent reviews, advise on development and retention, support performance and compensation processes, and address HR policy, training, and workforce needs.