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Prepares and reviews loan documentation for consumer and non-complex commercial loans across multiple states, ensuring compliance with policies and regulations. Uploads and verifies loan data between systems, coordinates with attorneys and vendors to resolve title and lien exceptions, initiates imaging and tracks workflow, and provides customer service to lenders and clients to support timely loan closings.

The Commercial Client Administrator supports Relationship Managers by providing client service, processing account documentation, and monitoring account activities to ensure compliance and accuracy.

Lead Wealth Portfolio Management team: manage client engagement, investment strategy and asset allocation, oversee account sizes, develop investment methodologies and sales/retention materials, communicate market outlook, ensure regulatory compliance, and supervise team hiring and performance.

The Associate Financial Advisor role involves supporting licensed Financial Advisors, preparing for licensing exams, assisting clients, and participating in community events to enhance business opportunities.

The Associate Financial Representative assists Financial Advisors in meeting sales goals, learns about financial advising, and completes licensing processes while supporting client needs and administrative tasks.

The Financial Analyst will assist in budget development, conduct financial analysis, coordinate with management on financial data, and ensure regulatory compliance.

Reviews and authorizes loan disbursements (ACH, wire, deposits, checks), ensures documentation and regulatory compliance, coordinates with attorneys and reconciliations, mentors analysts, and maintains risk controls and tracking tools.

Reviews and authorizes loan disbursements (ACH, wires, checks) for consumer and commercial loans, ensuring documentation, regulatory compliance, lien perfection, and accurate funding. Coordinates with attorneys, reconciliations, and internal teams, mentors analysts, and maintains risk controls and reporting tools.

Reviews and authorizes loan disbursements (ACH, wires, checks), ensures documentation and regulatory compliance, coordinates with attorneys and reconciliations, mentors analysts, and maintains risk controls and tracking in bank systems.

Review and authorize loan disbursements for consumer and commercial loans, ensure documentation and regulatory compliance, prepare funding via ACH/wire/check, reconcile fundings, coordinate with attorneys and internal teams, and mentor documentation analysts.