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The Financial Systems Administrator oversees the performance and maintenance of the PeopleSoft ERP system, ensuring optimal operation through monitoring, upgrades, and integration management. Responsibilities include collaborating with teams on software enhancements, supporting database operations, and maintaining financial analytical applications.
The Commercial Portfolio Manager will support the Credit Delivery Team by managing a significant portfolio of Wholesale Banking relationships, conducting credit analysis, underwriting, and portfolio management. Responsibilities include assessing client financial performance, monitoring compliance, and communicating with various internal teams.
Financial Advisors consult with clients to determine the best financial and investment strategies. They complete suitability reviews, recommend investment products, update clients on potential investments, and maintain client relationships.
The Senior Tax Accountant prepares and analyzes tax information for various tax returns and financial statements, researches tax laws, assists with audits, and ensures compliance with regulations. Responsible for maintaining tax records and providing guidance to junior officers.
Senior Investment Advisors consult with high net worth clients to determine investment strategies to help meet their financial goals. Responsibilities include conducting suitability reviews, recommending investment products, updating clients on potential investments, maintaining compliance, and attending team meetings.
Responsible for monitoring and updating accounts in the legal process, ensuring compliance with company policies and all State and Federal statutory and regulatory guidelines. Works with attorney to maximize recovery of charged off accounts. Prepares documentation packages for outside counsel on loans, reviews account actions, monitors accounts for timely processing, files probate claims, and collaborates on post-judgment collection.
The Small Business Documentation Specialist prepares loan documentation for complex consumer and commercial loans, ensuring compliance with regulations. Responsibilities include analyzing loan requests, producing documentation, coordinating with vendors, reviewing title work, and providing customer service. They also mentor junior staff and monitor their work for quality.
The Fulfillment Specialist 1 focuses on resolving and tracking issues related to commercial and retail loans, performing quality control on loan system inputs, and preparing reports for regulatory compliance. They must verify loan codes and assist in legal document preparations, ensuring adherence to banking laws and regulations.
The Senior Systems Engineer oversees the requirements review, design, installation, and maintenance of distributed systems hardware and software. Key responsibilities include planning and troubleshooting server environments, implementing technologies, mentoring technicians, and ensuring adherence to service agreements. A deep knowledge of Linux and a range of other technologies is essential for expert-level support and project leadership.
The Investment Assistant provides support to Financial Advisors by delivering excellent client service, assisting with account management, scheduling appointments, and helping clients with investment opportunities. This role involves administrative support, compliance monitoring, and client interaction to ensure smooth operations and adherence to guidelines.
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