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Responsible for business development within the HOA industry, cultivating relationships, managing accounts, and cross-selling Bank products and services.

The Client Services Specialist provides front line customer support for HOA Property Management firms, ensuring satisfaction and retention through effective communication and assistance with banking services and transactions.

The VP, Client Manager oversees borrower relationships, ensuring retention, monitoring performance, and coordinating with teams to enhance client experience. They are involved in client due diligence, financial analysis, and mentoring junior staff while adhering to regulations and policies.

The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.

The Financial Services Officer opens new accounts, maintains them, assists with audits, and cross-sells bank products, ensuring high service quality and compliance with policies.

Perform quarterly quality assurance reviews of third-party subservicers, maintain and enhance QA models and applications, document findings, coordinate remediation with Portfolio Management, and produce reports and archives to ensure compliance with servicing and investor requirements.

Support the marketing team on multi-media projects: social media, campaign and event support, copywriting, web content updates, sponsorship coordination, on-site event execution, inventory tracking, and post-event reporting.

Perform independent credit and financial analysis for middle-market and commercial real estate loans; prepare credit packages, financial models, and risk assessments; monitor covenants and collateral; ensure regulatory compliance; manage and coach staff; coordinate with relationship managers, legal, and loan administration.

Lead analysis and reporting of credit metrics and KDEs, reconcile data across systems, build daily/monthly/quarterly/ad-hoc reports, partner with data and process owners to improve workflows, mentor analysts, and drive credit operations improvements.

The VP, Assistant Controller oversees accounting processes, optimizes financial operations, develops talent, ensures compliance with regulations, and leads internal audits.