The Loan Escrow and Insurance Services Specialist, coordinates a variety of functions within the Escrow and Insurance Servicing Unit related to the business operations of the Bank including but are not limited to loan servicing functions, confirmation of loan collateral, required insurance covering collateral and other perils, creation of insurance and tax records, ordering real estate tax service contract, transmittal of required insurance for tracking by outsource service provider, processing payment of taxes and insurance, maintenance of escrow records and notepads on loan system, analysis of client escrow accounts, confirmation of annual statement generation and mailing to clients, resolution of...

The Loan Production Assistant (LPA) supports the Loan Origination Activities of a Mortgage Banking Officer or a team of Mortgage Banking Officers. The LPA should be focused on providing loan level and marketing support to ensure mortgage applications are complete and prepared for submission to Operations.   Principal Duties & Responsibilities: - Takes and reviews Mortgage applications for accuracy on behalf of the MBO or MBO team. - Communicates...

The Loan Services Specialist coordinates a variety of functions within the Loan Services Department related to the business operations of the Bank, including but not limited to: loan servicing functions, processing loan payoffs, releasing satisfactions of mortgage and other collateral such as Uniform Commercial Code (UCC) filings, vehicles, and assignments. Responsibilities also include confirming the generation and mailing of annual statements to clients, resolving loan-related issues, and booking new loans, renewals, and modifications. The incumbent monitors the Serviced by Others (SBO) portfolio and maintains current records on each Servicer. Provides client service, conducts research,...

The Market Manager has a proven track record in supervision and sales and bank operations. Responsible for managing the banking center in an efficient manner and in accordance with established procedures. Supervises at least two or more employees, including the Universal Banker(s) and ensures the efficient operation of the Banking Center. Cross-trained in all areas of client service including but not limited to cash handling, opening accounts, wire transfers, etc. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. May provide guidance and supervise other Market Managers, as needed. May train Market Managers assigned to other...

The Market Manager has a proven track record in supervision and sales and bank operations. Responsible for managing the banking center in an efficient manner and in accordance with established procedures. Supervises at least two or more employees, including the Universal Banker(s) and ensures the efficient operation of the Banking Center. Cross-trained in all areas of client service including but not limited to cash handling, opening accounts, wire transfers, etc. Ensures accuracy, excellence in client service and maintains appropriate measures relative to security and bank regulatory procedures. May provide guidance and supervise other Market Managers, as needed. May train Market Managers assigned to other...

The Model Risk Analyst role contributes to the overall quality of risk management across the Bank by collaborating with Risk Management directors, senior leaders, business unit managers, and model owners for the purpose of ensuring model development, model implementation, and model monitoring, conforming to the standards set forth by both the Bank's Model Risk Management Framework and the provided regulatory guidelines. The Model Risk Analyst assesses the Bank's models for conceptual soundness, application and use, controls and implementation, as well as assurance on the continued performance of the model as it deployed into production.  

The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to Treasury Management Services. The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship. Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and...

The Senior Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to Treasury Management Services. The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship. Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by...

The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to Treasury Management Services. The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship. Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing...

The Private Wealth Trust Advisor Senior is responsible for the oversight and management of personal trusts, estates, agencies, and investment management accounts. This role emphasizes managing client relationships and administering client accounts to create, expand, and service trust department relationships while effectively managing the risks associated with the administration of those accounts.   The Senior Advisor exercises discretion and independent judgment in matters of significance to the bank, making strategic decisions...

The Real Estate Relationship Manager is the primary bank contact for professional real estate developers and investors. Originates construction, bridge and term mortgage loans in the context of servicing large dollar volume relationships.  Participates in related business development activities; including the generation of deposits, non-interest, income and the cross-selling of bank products. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.  

The Senior Auditor is responsible for conducting independent audits of all Bank activities to evaluate the adequacy and effectiveness of internal control systems and operating procedures. This role involves appraising the fairness and reliability of financial records and information for internal management purposes, determining compliance with relevant laws, regulations, and internal policies, and evaluating procedures for safeguarding assets and preventing and detecting loss. Additionally, the Senior Auditor promotes the quality and efficiency of ongoing operations by analyzing and recommending improvements.

The Small Business Administration (SBA) Business Development Officer assumes a pivotal role in driving business development initiatives within the bank, primarily focusing on enhancing SBA lending and deposit growth to maintain a leading presence in the local community. This involves actively pursuing and servicing potential and existing clients to secure SBA 7a, 504, and USDA loans. They also oversee the development and management of a diverse business portfolio and associated relationships, using outreach, marketing strategies, and referrals to expand the client base.

The Small Business Administration (SBA) Business Development Officer assumes a pivotal role in driving business development initiatives within the bank, primarily focusing on enhancing SBA lending and deposit growth to maintain a leading presence in the local community. This involves actively pursuing and servicing potential and existing clients to secure SBA 7a, 504, and USDA loans. They also oversee the development and management of a diverse business portfolio and associated relationships, using outreach, marketing strategies, and referrals to expand the client base.

Serves small businesses with annual revenues up to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Market Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash...

Serves small businesses with annual revenues up to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Market Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash...

Serves small businesses with annual revenues up to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Market Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including...

Serves small businesses with annual revenues up to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Market Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash...

Serves small businesses with annual revenues up to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Market Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash...

Serves small businesses with annual revenues up to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Services all customer account needs. Coordinates with the Market Manager in preparing required reports and performs other functions as required for the sound operations of the bank. Cross trained in all paying, receiving and collection functions including cash...