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Lead corporate strategic planning and regulatory compliance efforts. Advise business leaders with market and competitive analysis, quantitative modeling, and business case development. Develop frameworks, tools, and communications, lead meetings with senior stakeholders, and manage/direct a small team to implement strategic initiatives.

Supports Fifth Third Bank’s corporate strategy and strategic planning processes through industry and market research, competitive intelligence, quantitative modeling, business case development, and executive presentation materials. The role collaborates with business leaders, Risk, EPMO, and FP&A to develop strategic initiatives, maintain regulatory compliance, identify trends, and align stakeholders around the bank’s objectives.

Leads mortgage collections operations, overseeing staffing, workflow, productivity, customer service, risk controls, compliance, audits, investor and regulatory requirements. Manages complex escalations, performance goals, training, employee development, policy changes, and cross-functional partnerships with Legal, Compliance, Quality, and business controls. Ensures collection activities reduce losses, manage delinquency, maximize recoveries, and meet financial and regulatory objectives.

Provides investment advisory and portfolio management services to Private Bank clients. Develops investment policies, constructs and manages portfolios aligned with client goals, communicates market perspectives, and ensures compliance with investment policies. Partners with Wealth Management Advisors to acquire and retain assets under management, build client relationships, support business development, and achieve sales goals.

Serve as the primary business transition expert advising high-net-worth business owners on customized transition strategies pre- through post-transaction. Drive AUM and fee growth through client acquisition, coordinate One Bank teams, provide complex tax and trust/estate expertise, create thought leadership, educate advisors, supervise planning analysts, and represent the bank in industry forums and networking activities.

Manages complex retirement plan client relationships, providing fiduciary, regulatory, legislative, plan design, and compliance guidance. Retains and grows an assigned book of business through consultative cross-selling, client education, service-provider coordination, and relationship management. Leads client reviews, fiduciary training, documentation, billing oversight, compliance activities, and strategic projects. Partners with advisors, vendors, and internal teams to improve client outcomes, engagement, satisfaction, and profitability.

Leads Commercial Support Center research, resolution, and specialized support teams. Manages escalated customer and operational issues, service metrics, SLAs, process improvements, risk reporting, regulatory examinations, staffing needs, and special projects. Develops employees, oversees performance, collaborates with business-line leaders, and ensures timely, high-quality customer issue resolution.

Processes securities transactions across settlements, trade support, confirmations, corporate actions, and cash movements. Verifies settlement information, researches and resolves trade failures and inquiries, communicates with counterparties and internal stakeholders, and ensures accurate, timely processing of high-value transactions. The role requires strong customer service, problem-solving, organization, risk awareness, and adherence to banking procedures, with no supervisory responsibilities.

Manages documentation, due diligence, closing, funding, lien perfection, and transaction boarding for equipment finance loans and leases. Coordinates with clients, relationship managers, legal, accounting, tax, pricing, and asset management teams to satisfy approval conditions, resolve exceptions, confirm wire instructions, and ensure regulatory and policy compliance. Reviews UCC searches, insurance, corporate documents, titles, and other collateral requirements while maintaining closing calendars, follow-up items, and service standards.

Manages a complex commercial banking portfolio involving distressed relationships, credit analysis, workout strategies, risk monitoring, collateral, loan documentation, and client negotiations. Prepares approval memos, structures and underwrites commercial loans, evaluates financial performance and covenants, coordinates with legal counsel and consultants, ensures compliance with credit policies, and mentors junior portfolio staff. The role requires expertise in commercial credit, bankruptcy processes, financial risk analysis, and complex transactions.