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The portfolio manager analyzes credit risk, structures loans, negotiates terms, manages a loan portfolio, and mentors junior team members. They ensure compliance and perform special projects as needed.

The Special Assets Officer manages and evaluates a portfolio of loans, ensuring compliance, preparing documentation, and coordinating charge-offs and approvals while interacting with management and loan officers.

The Credit Product Specialist I supports underwriting, portfolio management, and client collaboration for commercial credit relationships, ensuring sound credit decisions.

Responsible for business development and relationship management with middle market companies, focusing on generating revenue and managing credit quality while collaborating with a team of specialists.

The Special Assets Analyst supports loan management by conducting market research, assisting with document audits, and collaborating with Special Assets team members to develop strategies for loan remediation and compliance management.

The Financial Planner supports HNW clients by preparing financial analyses, participating in meetings, utilizing software for projections, and ensuring compliance with regulations.

The Financial Planner delivers comprehensive financial planning to HNW clients, assists in analyses, participates in client meetings, and uses planning software for projections.

The Fiduciary Services Product Manager supports the design and execution of fiduciary services, coordinating between sales, product, and legal teams while educating stakeholders and clients on fiduciary solutions.

The Financial Planner provides comprehensive, goals-based financial planning to HNW clients, supporting analyses, client meetings, and financial planning tool utilization.