Top Tech Jobs & Startup Jobs

The Associate Financial Consultant services existing and prospective client relationships, supports financial consultants with administrative tasks, and manages appointment scheduling to enhance productivity and sales.

This role involves managing a team of Mortgage Bankers, ensuring loan compliance, driving sales in the Atlanta market, and recruiting new talent.

The Middle Market Portfolio Manager I manages large corporate loans, evaluates credit worthiness, ensures compliance, and maintains client relations. Responsibilities include underwriting, financial analysis, and risk assessment.

The role involves developing new business, managing a loan and deposit portfolio, analyzing creditworthiness, and ensuring regulatory compliance.

Tracks closed mortgage loans from disbursement through investor delivery, verifies loan packages, resolves post-closing deficiencies, submits documentation for loan purchase, and maintains accurate tracking and reporting. The role also assists with loan audits, communicates with internal and external partners, meets delivery deadlines, and ensures compliance with policies. This is an onsite position in North Charleston with occasional travel.

Support commercial loan and deposit portfolios by performing credit analysis, compiling loan packages, underwriting, risk grading, covenant testing, and portfolio servicing. Ensure regulatory and policy compliance (BSA/AML/CIP/OFAC), collaborate with Relationship Managers and Credit Administration, assist with loan documentation, client meetings, and special projects to manage credit risk and client needs.

Provide investment support and relationship management for a bank territory: grow and service a book of assets, prospect inside and outside the bank, recommend investment solutions, coordinate appointments and referrals, and complete required training and compliance activities.

Support commercial loan and deposit portfolios by performing credit analysis, compiling loan packages, underwriting and risk grading, ensuring regulatory and policy compliance, monitoring covenants and portfolio health, assisting relationship managers with credit approvals, and collaborating with internal partners to resolve documentation and compliance issues.

Provide investment sales and relationship management support across an assigned bank territory: prospecting, growing and servicing investment clients, managing a book of assets, and offering appropriate investment and risk-mitigation solutions.

Lead sales efforts, manage Middle Market Bankers, drive new business development, evaluate loans, and ensure compliance with regulations.