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The Equipment Finance Operations System Supervisor oversees daily operations in Equipment Finance systems, managing staff, monitoring performance, and ensuring data integrity while enhancing operational efficiencies.

Prepares and reviews loan documentation for consumer and non-complex commercial loans across multiple states, ensuring compliance with policies and regulations. Uploads and verifies loan data between systems, coordinates with attorneys and vendors to resolve title and lien exceptions, initiates imaging and tracks workflow, and provides customer service to lenders and clients to support timely loan closings.

Serves as liaison between business units and technical teams to define requirements, document system changes, create project plans, support system enhancements and maintenance, assist programmers, and ensure successful application conversions and regulatory compliance.

The Senior Investment Portfolio Specialist supports Wealth Asset Management with portfolio management, strategy implementation, trading, reporting, and compliance.

The Associate Financial Advisor role involves supporting licensed Financial Advisors, preparing for licensing exams, assisting clients, and participating in community events to enhance business opportunities.

The Commercial Client Administrator supports Relationship Managers by providing client service, processing account documentation, and monitoring account activities to ensure compliance and accuracy.

The Associate Financial Representative assists Financial Advisors in meeting sales goals, learns about financial advising, and completes licensing processes while supporting client needs and administrative tasks.

The Commercial Client Administrator supports Relationship Managers by providing client service, processing account documentation, and using operational platforms to manage client interactions and ensure compliance with bank policies.

The Financial Analyst will assist in budget development, conduct financial analysis, coordinate with management on financial data, and ensure regulatory compliance.

The Commercial Client Administrator assists Relationship Managers by providing client service, processing documentation, and supporting loan operations in a banking environment.