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Supports the Specialty Corporate Trust team by partnering with Relationship Managers and coordinating client account updates, system setups, note transfer documentation, audit confirmations, record keeping, and system maintenance. Reviews shared mailbox requests, prioritizes high-volume activities, resolves operational issues, manages processing risks, and serves as a liaison between Bond/Loan Operations and Relationship Managers.

Manages complex CLO corporate trust accounts and provides high-level client service. Responsibilities include billing, transaction closings, cash and investment transactions, debt service calculations, payments, compliance monitoring, legal document review, business pricing, process improvement, system testing, training, and issue resolution. The role also supports new business development, serves as a CLO subject matter expert, leads operational improvements, and provides indirect guidance to junior associates.

Underwrite and manage a commercial banking portfolio serving upstream and midstream oil and gas clients. Responsibilities include analyzing Reserve Based Loans, managing credit approvals and documentation, maintaining portfolio quality, servicing clients, expanding relationships, cross-selling bank products, tracking portfolio data, and supporting revenue and portfolio growth.

Manages business loan portfolios through credit underwriting, financial statement analysis, covenant testing, exception monitoring, risk identification, and watch-list credit guidance. Supports renewals, modifications, credit reviews, and reaffirmations while coordinating with relationship managers, client managers, and underwriters. Handles client follow-up, collections, documentation exceptions, covenant violations, and loan servicing actions. May conduct site visits and prepare credit memos.

Manage an assigned commercial real estate loan portfolio, assessing borrower and guarantor financials, collateral, repayment capacity, covenant compliance, and credit risk. Prepare underwriting analyses and credit packages for reviews, renewals, modifications, and extensions. Monitor portfolio performance, resolve documentation exceptions, identify early warning signs, manage non-performing loans, and collaborate with Relationship Managers and clients. Support loan committee presentations and perform related portfolio projects.

Leads a fund accounting team responsible for daily NAV accounting, pricing, reconciliations, client service, audits, compliance, and fund launches. Manages supervisors and accountants, including hiring, performance management, training, development, and escalations. Partners with clients, advisors, custodians, auditors, trading teams, Human Resources, and technology groups. Oversees accounting-system testing, process improvements, exception reporting, and adherence to SEC, IRS, and GAAP requirements.

Manage a 10–15-person fund accounting team supporting mutual fund clients. Oversee accounting, pricing, reconciliations, exception resolution, general ledger functions, audits, client launches, regulatory compliance, policies, training, performance management, hiring, and accounting-system testing. Serve as a key client contact and coordinate with advisors, traders, portfolio managers, custodians, auditors, brokers, and internal stakeholders to resolve issues and improve operational efficiency.

Manages existing and new commercial client portfolios to grow Treasury Management, deposit, commercial card, and payments revenue. Prospects and conducts sales calls, develops customized liquidity and cash-flow solutions, manages onboarding, mitigates credit and operational risks, and identifies cross-selling opportunities. Builds market relationships through networking, associations, conferences, and events while partnering with internal stakeholders and marketing to deliver client-centric solutions and achieve revenue goals.

Oversee the commercial card contract lifecycle, coordinating with sales, credit, legal, product, Visa, and payments partners. Manage client and prospect accounts payable spend data intake, formatting, validation, and network analysis. Identify card-eligible suppliers, conversion opportunities, supplier enablement potential, and projected revenue growth. Translate findings into opportunity sizing, growth narratives, and client-facing sales materials while improving processes and supporting commercial card sales teams.

Manage and grow relationships with small-to-midsize business clients by generating lending, deposit, and fee income; prospecting and following up on leads; performing credit analysis, loan structuring, and portfolio risk monitoring; coordinating treasury and other banking services; maintaining CRM; and participating in community outreach to drive profitable portfolio growth and compliance.