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Supports wealth strategists serving high-net-worth clients by organizing financial information, building cash flow and wealth transfer models, researching estate and tax strategies, and preparing client-ready planning materials. Tracks deliverables, maintains ongoing analyses, ensures quality and compliance, improves processes, and mentors junior analysts.

Underwrites and monitors commercial credit for financial institution clients. Responsibilities include preparing credit approval memos, reviewing financial statements, tracking covenants, running risk-rating and projection models, monitoring portfolios, identifying emerging risks, preparing portfolio reports, and supporting credit reviews. The role also resolves data and documentation issues, maintains compliance with credit policies, and may assist with employee training and special projects.

Performs commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant tracking, credit memo preparation, projection modeling, and portfolio reporting. Identifies emerging risks, evaluates financial statements and credit ratings, resolves data or documentation issues, and supports portfolio reviews. Partners with portfolio managers and other banking teams while developing the ability to complete increasingly complex underwriting processes independently.

Leads investment sales and production for a team of licensed retail bankers, providing coaching, training, client consultations, financial product recommendations, and relationship development. Achieves securities revenue and sales goals, manages client needs, conducts seminars, prepares reports, coordinates team activities, and promotes referrals and cross-selling of banking services. Requires brokerage experience, securities and insurance licenses, strong investment knowledge, sales ability, and travel within the assigned territory.

Underwrite and monitor commercial credit portfolios, prepare credit approval memos and portfolio reviews, track covenants, assess financial performance and risks, run projection and risk-rating models, maintain accurate credit data, and escalate emerging issues. The role supports renewals, periodic reviews, criticized-period reporting, and underwriting increasingly complex credits with limited oversight.

Reviews and processes vendor invoices, fee requests, checks, wires, and default account funds for payment. Monitors billing inboxes and unapplied funds, processes charge-offs, prepares reports, obtains required approvals, and follows investor, legal, compliance, and confidentiality requirements.

Develops profitable relationships with payment-industry companies using embedded payments, sponsorship, instant payment, and API solutions. Manages complex portfolios, leads client strategy and internal coordination, supports credit evaluation, analyzes financial performance, and delivers treasury and commercial banking solutions. Builds executive-level relationships, identifies new business, monitors risk, manages CRM activity, and represents the bank at industry events.

Manages and grows a portfolio of commercial banking clients with annual sales of $50MM–$500MM. Develops executive relationships, identifies new business, coordinates treasury, capital markets, wealth management, and credit solutions, and leads client relationship strategies. Reviews financial statements, evaluates credit requests, monitors portfolio risk, and ensures profitable, high-quality customer relationships. Participates in community and industry events and provides guidance to junior Commercial Relationship Managers.

Manage a commercial equipment finance loan portfolio through financial analysis, underwriting, covenant and collateral evaluation, risk rating, monitoring, renewals, and modifications. Partner with relationship managers and credit risk teams, prepare credit recommendations and performance reports, ensure policy and regulatory compliance, and identify emerging risks. The role also supports client meetings, mentors junior employees, and contributes to data governance and accurate portfolio records.

Performs commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant tracking, projection modeling, credit memo preparation, and portfolio reporting. Identifies emerging risks, evaluates financial data, supports credit reviews, maintains data accuracy, and escalates documentation or analysis issues. The role develops end-to-end underwriting capability, supports special projects, and may assist with employee training.