Top Tech Jobs & Startup Jobs

Manage and grow a commercial real estate client portfolio by originating, structuring, pricing, and closing loan and deposit relationships; coordinate credit applications and administration; present credit requests; cross-sell products and mentor less experienced lenders.

Support commercial credit underwriters by preparing financial statement spreads, analyzing trends, drafting credit memoranda, monitoring borrower performance, researching industries, summarizing loan documentation, and supporting cross-sell opportunities.

Sell and support treasury management products to commercial clients: market and demonstrate solutions, prepare pricing and pro-forma analyses, respond to RFPs and craft proposals, collaborate with relationship managers, prepare contracts/documentation, identify and convert sales opportunities, and ensure compliance and risk management.

Manage and grow a portfolio of commercial clients by originating and structuring loans, deposits, and treasury management relationships; prepare credit applications; present credit requests; oversee documentation, compliance, and client service; cross-sell banking products; develop business through community engagement and lead generation.

Manage and grow a portfolio of commercial real estate clients by originating, structuring, pricing, documenting, and monitoring loan and deposit relationships; coordinate credit administration, present credit requests for approval, cross-sell bank services, mentor junior lenders, and participate in community and business development.

Prepare timely, accurate accounting entries, reconciliations, and reports; perform variance analysis during monthly close; manage prepaid/accrued expenses, fixed assets, investments, intercompany accounts, and recurring entries; assist audits, regulatory requests, and research reconciliation discrepancies while maintaining controls and confidentiality.

Support investment advisors by administering client investment accounts, processing transactions and money movements, assisting onboarding, maintaining accurate documentation, servicing clients, attending team meetings, and ensuring compliance with industry laws and bank policies.

Co-manage and expand high-net-worth client relationships, provide investment strategy, asset allocation, and financial planning; handle account setup, portfolio rebalancing, client meetings, CRM documentation, and collaborate with trust and trading teams to deliver wealth solutions.

Manage and grow a portfolio of commercial real estate clients by structuring, pricing, and closing loans and deposit relationships; prepare credit applications, present to loan committee, monitor credit performance, cross-sell bank products, mentor junior lenders, and participate in business development and community activities.

Lead end-to-end development, launch, monitoring, and retirement of mortgage products; manage investor and Agency relationships and recertifications; resolve repurchase risk; coordinate cross-functional stakeholders to ensure compliance, scalability, and performance.