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Performs mortgage accounting operations, including transaction balancing, general ledger entries and reconciliations, wire request review, invoice processing, vendor W-9 coordination, and research for management, auditors, customers, and employees. The role also resolves accounting exceptions, supports accounts payable activities, and completes special projects while following established accounting procedures.

Provides customer service and sells banking products while developing commercial customer relationships. Assists with account openings, closures, transactions, loan and deposit origination and servicing, documentation, portfolio support, and customer referrals. Maintains accurate records in Horizon, handles confidential information, supports lending activities, and participates in bank outreach events. Requires strong communication, attention to detail, basic math, computer proficiency, and efficient transaction processing.

Provides personalized international and domestic banking services to high-net-worth customers. Builds relationships, recommends bank products, supports account transactions, assists with loans and collections, handles customer service issues, maintains CRM records, completes due diligence, and supports compliance with banking regulations. The role requires meeting sales goals, providing online banking and card support, participating in outreach activities, and fluency in English and Spanish.

Provides customer service and sales support for personal lines insurance accounts. Assists with new account production, account retention, coverage changes, quotes, endorsements, cancellations, premium collection, and claim follow-up. Maintains accurate electronic and transactional records, documents client and carrier communications, resolves inquiries and complaints, and ensures timely processing. Requires knowledge of insurance products, rating, underwriting procedures, and applicable state licensing requirements.

Provide foreign exchange wire services to customers: quote and negotiate FX rates, create FX quotes, initiate wires through the wire transfer application, deliver bilingual customer service, ensure regulatory disclosures and accurate transaction processing, and assist FX traders.

Perform pre- and post-funding loan audits, loan documentation and system reviews to ensure accuracy, completeness, and regulatory compliance. Prepare financial reports and real estate evaluations, track exceptions, support lending officers, and provide files for auditors and examiners.

Build and maintain relationships with high-net-worth international and domestic customers, support account transactions and loan processes, handle wire transfers and online banking support, log interactions in CRM, ensure BSA/AML and regulatory compliance, assist with due diligence and customer recertification, meet monthly sales goals, and participate in outreach and team activities.

The Commercial Lender is responsible for participating in the growth and success of IBC Bank through customer relations and business development in the lending segment.

Provide prompt, accurate customer service and sales of bank products; open/close accounts; process transactions; log interactions in Horizon; support loan and deposit origination and servicing; assist with collections and account issues; participate in outreach and referral programs.

The Account Executive Commercial Lines assists with producing new accounts and retaining existing ones, providing service and marketing support for designated accounts.