The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

Wealth Operations Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex service issues. Makes appropriate changes to team policies, procedures, and efficiencies in order to meet objectives. Works with operations, legal, and compliance teams to ensure mitigation of controllable operational loss

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

General Functions Manage in house collection activities, to include determining which accounts are best handled by the in house team, creating criteria for those accounts to be worked with determination when other collection activities are needed for litigation. Managerial Functions Assesses daily work for accuracy, process improvements, and efficiencies. Maintains detail

General Functions Manage in house collection activities related to bankruptcy filings to include determining which accounts are best handled by the in house team, creating criteria for those accounts to be worked with determination when outside counsel is needed. Managerial Functions Assesses daily work for accuracy, process improvements, and efficiencies. Maintains detai

Data Analysis Sources, compiles, and interprets data. Performs advanced data analysis, effectively communicating and directing analysis output. Operational Support Provides support for business operations by responding to inquiries, identifying issues, and working to improve team practices. Assists in streamlining daily workflow for overall unit, resolving escalated matte

Assisting Underwriters with reviewing new investment opportunities by preparing the initial deal review, sponsor underwriting and credit risk analysis. Assisting Portfolio Manager with the collection, data imputation and analysis for the quarterly portfolio review. Assisting Underwriters and the Closing Coordinator on fund closings by supporting the preparation of credit

Sales Accomplishes mortgage loan production goals by initiating sales calls, conducting presentations, participating in networking activities, and other sales techniques. Utilizes referral sources to create sales opportunities, solidifying relationships with bank partners and enhancing the referral process for all involved parties. Loan Processing Interviews applicants to

Supports Identity Access management programs within the Bank at a complex level of ability. Manage the business management workstream which would include managing demand management workstream and end to end product rollout capability for the SailPoint. Entails spearheading the onboarding and application integration team. Responsible for overseeing integration resources an

Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in Life Sciences Healthcare Services and Healthcare IT companies. Essential Functions Underwriting Financial Modeling generates projection models based

Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in Life Sciences Healthcare Services and Healthcare IT companies. Essential Functions Underwriting Financial Modeling generates projection models based

Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in Life Sciences Healthcare Services and Healthcare IT companies. Essential Functions Underwriting Financial Modeling generates projection models based

Account Servicing Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities. Business Expertise Acts as a resource in area of work. Performs process troubleshoot

Appraisal Review Reviews commercial real estate appraisals and property evaluations prepared by independent appraisers to determine the overall quality and reasonableness of appraised values. Ensures compliance with all regulatory requirements as well as internal policies, standards, and procedures. Monitors fee appraiser responsiveness and performance through ongoing aud

Coordination with RM partners to develop materials required to evaluate, pitch, and execute debt opportunities; Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities; Mentor the associate staff. Decisions utilizes moderate decision making and independent judgement in negotiations and building relationshi