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Provide Level 1 support and systems administration for nCino and Encompass LOS across origination through servicing. Triage, troubleshoot, document, and escalate issues; train users; improve help desk workflows and knowledge base; ensure AML/BSA compliance and collaborate with third-party vendors for resolution.

Manage and coordinate 1031 exchange transactions: prepare exchange and assignment documents, hold and disburse exchange funds, track timelines, handle accounting, ensure fees are collected, and maintain compliance with AML/BSA and federal regulations while advising taxpayers and coordinating with attorneys and closing officers.

Provide member-facing banking services including opening and maintaining accounts, processing monetary transactions, promoting bank products, handling teller duties, and ensuring compliance with AML/BSA rules while delivering excellent customer service in person, by phone, and by email.

The role involves managing client relationships in the retirement plans industry, ensuring compliance, providing educational sessions, and assisting advisors with marketing and documentation.

The Payments Specialist processes domestic and international wire transfers and ACH transactions, ensuring compliance and fraud detection while providing exceptional member support.

Support Commercial Lines account team by processing audits, endorsements, proofs of insurance, and policy assemblies; check and attach policies in Epic; obtain carrier documents and loss runs; handle billing/cancellations/reinstatements; attend team meetings and participate in carrier website training.

Support Treasury Management Advisors by preparing treasury service documents, proposals, presentations, and pricing; maintain RFP and sales pipelines; coordinate implementations, follow-up on escalations, validate pricing, ensure documentation and compliance with AML/BSA, and track sales revenue.

Support Treasury Management Advisor by preparing treasury documents, presentations, and RFPs; gather customer data; maintain sales pipeline; coordinate implementations; validate pricing; ensure compliance with AML/BSA; resolve escalations and track sales revenue.

The Commercial Lines Marketing Manager leads the placement and marketing of commercial accounts, collaborating with producers and carriers to develop strategic insurance solutions and proposals for clients.

The Assistant Account Manager supports the Commercial Lines team by processing audits, managing insurance policies, and providing service to clients.