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Supports the Internal Audit department under the guidance of an Internal Audit Manager. Performs SOX, business, and IT general control testing; reviews evidence, identifies exceptions, documents workpapers, participates in process walkthroughs, drafts management issues, and reports work status. The intern gains practical experience with audit methodology, sampling, documentation, issue writing, risk management, and internal controls in the financial services industry.

Develops and edits marketing, corporate, internal, digital, sales, and public relations content for financial services audiences. Translates complex topics into clear messaging, supports executive communications, manages content across channels, and oversees the company’s external PR firm, including media pitching, reporter relationships, monitoring, and reporting.

Directs a mortgage branch sales team and drives residential loan production through market development, realtor and builder relationships, product promotion, recruiting, training, coaching, and performance management. Ensures loans meet agency and company guidelines, develops sales strategies and forecasts, monitors competition and pricing, manages staffing and budgets, and maintains professional relationships with internal and external stakeholders.

Lead retirement plan and financial planning service expansion by advising financial advisors, managing 401(k) implementations and conversions, supporting plan design and compliance, coordinating providers, and delivering training, seminars, and educational materials. The role requires relationship management, knowledge of ERISA and regulatory requirements, consultative guidance, and travel to support advisor education and business development.

Leads SBA credit risk management, reviewing complex 7(a) and 504 loan transactions, approving or recommending credit decisions, monitoring portfolio quality, and ensuring compliance with bank policies and SBA requirements. Provides reporting to senior leadership and the Board, identifies emerging risks, guides servicing and escalation strategies, refines underwriting processes, and coaches SBA credit staff.

Monitors Bank Secrecy Act, AML, OFAC, and related regulatory compliance. Investigates alerts and suspicious activity, reviews and files SARs, evaluates account risk profiles, performs enhanced due diligence, analyzes compliance reports, supports risk assessments, identifies money-laundering techniques, and recommends actions. Maintains internal controls, policies, and procedures while coordinating with account officers to obtain investigation documentation.

Develop, test, implement, maintain, and optimize software systems throughout the development lifecycle. Gather requirements, design applications and databases, integrate software packages, perform testing and root-cause analysis, resolve technical issues, support internal customers, and recommend performance improvements. The role uses C#, Python, SQL, reporting and ETL tools, cloud data platforms, REST APIs, and development collaboration tools within a financial services IT environment.

Leads the design, administration, optimization, and modernization of enterprise data platforms across SQL Server, Azure, and Microsoft Fabric. Responsibilities include database operations, high availability and disaster recovery, performance tuning, replication, cloud migrations, monitoring, security, governance, and automation. The role collaborates with architects and infrastructure teams, mentors junior engineers, and serves as a subject matter expert for database infrastructure and cloud architecture.

Administer and analyze incentive compensation plans for mortgage sales employees. Develop compensation addendums, assess plan performance, recommend amendments, validate calculations, interpret plan provisions, and resolve employee or manager compensation concerns. The role partners with Sales, Finance, HR, and Commission Analysts, supports change management, monitors regulatory requirements, conducts competitive assessments, and identifies discrepancies to ensure employees are paid according to plan parameters.

Provides operational support and customer service to financial services clients. Responsibilities include analyzing, triaging, tracking, and resolving client issues; communicating status and next steps; coordinating with internal and external partners; maintaining client relationships and satisfaction; analyzing operational metrics; and developing product expertise. The role requires strong communication, analytical, organizational, computer, and customer service skills, with Series 7 licensing expected within one year.