October 9th, 2024
Florida – Miami Area – Chief Lending Officer
- Years of Related Experience: 20+
- Minimum Salary: $180K
- Work Area: Miami, Florida
- Experience:
- Expertise in C&I and asset-based lending with a solid deposit base within the portfolio.
- Booked $65MM in new business in 2022, and $20MM in the first quarter of 2023.
- Managed a $200MM+ portfolio.
- Experienced in developing new commercial clients, including negotiating, structuring, and documenting transactions.
- Responsible for the professional development, mentoring, and performance of Relationship Managers.
- Assisted with staff performance reviews.
- Developed and implemented a marketing plan for the designated region.
- Served as the C&I Product Specialist for internal bankers and developed external intermediaries such as CPAs, commercial bankers, factors, turnaround and restructuring firms, consultants, investment bankers, and private equity firms.
- Cross-sold credit services and other products to enhance portfolio profitability, including equipment finance facilities, owner-occupied real estate, and treasury products.
- Performed loan rehabilitation, workouts, and liquidations.
- Stable job history
- Other Attributes: Formal credit training
- Education: Master’s Degree, Bachelor’s Degree in Banking, Finance, and Investment
- Reference #: 366495
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Florida (Will Relocate East of Mississippi River) – Sr. Digital Banking Manager
- Years of Related Experience: 16
- Minimum Salary: $140K
- Work Area: East of Mississippi River
- Experience:
- Principal in the identification, development, and strategic vision of a digital-focused department.
- Manages vendor relationships and product lines for online and mobile banking, ATMs, interactive teller machines, mobile deposit, online loan payment portal, debit cards, and online account openings.
- Analyzes current trends of emerging payments data for the feasibility of incorporation; forecasts payment and usage volume; and conducts long-range budget planning.
- Performs continuous evaluation and enhancements of client digital experiences.
- Conceptualized the paradigm shift for technology-focused branches.
- Chair of the Digital Strategy Committee, Ventures Steering Committee, and Real-Time Payments Committee
- Other Attributes: Completed a graduate-level banking program
- Education: Bachelor’s Degree
- Reference #: 315911
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Minnesota – Minneapolis Area – Commercial Portfolio Manager
- Years of Related Experience: 18
- Minimum Salary: $105K
- Work Area: Minneapolis, Minnesota
- Experience:
- Managed loan portfolios of $15MM and up to $25MM.
- Compiled all prior month closed loans above $1MM.
- Ordered and analyzed all third-party reports including CRE and RE appraisals and Phase I & Phase II environmental reports.
- Assure compliance within the SBA SOP.
- Worked with the Credit Manager to review deals submitted by the lending group, including ensuring all documents have been received for underwriting, spreading the financials, and documenting collateral position.
- Assisted with training new employees in the credit department to use all systems and documents required to underwrite credit summaries.
- Completed a thorough in-depth analysis of new credit requests, credit change requests, renewals, and annual relationship reviews.
- Completed requested reports for Management and the Board of Directors.
- Leadership Experience: Reviewed work of assigned Credit Analysts, offering corrections and suggested changes to the write-ups, assisted with training new employees in the credit department
- Reference #: 418263
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Minnesota – Minneapolis Area – Bank Controller
- Years of Related Experience: 20+
- Minimum Salary: $105K
- Work Area: Minneapolis, Minnesota
- Experience:
- Serves as both Controller and CFO
- Serves on the ALCO Committee and reports AML strategy to the Board.
- Managed all aspects of financial reporting, including preparation of monthly, quarterly, and annual financial statements.
- Implemented and maintained internal controls to ensure the accuracy and integrity of financial data.
- Led the budgeting process, working closely with department heads to develop accurate forecasts and monitor performance against targets.
- Oversaw accounts payable and receivable functions, ensuring timely processing of invoices and collections.
- Collaborated with external auditors during year-end audits to provide necessary documentation and resolve any issues identified.
- Prepared cash-flow projections to effectively manage the liquidity needs of the organization.
- Analyzed variances between actual results and budgeted amounts, providing insights on areas for improvement or corrective actions needed.
- Developed comprehensive financial models to support decision-making processes related to capital investments or business expansion plans.
- Ensured compliance with all applicable accounting standards, regulations, and tax laws.
- Prepared financial forecasts and projections to support business planning initiatives.
- Responsible for the Call Report.
- Utilized Vantage for interest rate sensitivity
- Education: Master’s degree in Business Administration in Accounting, Bachelor’s degree in Business Administration
- Reference #: 418178
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Alabama – Birmingham – Sr. Credit Administrator
- Years of Related Experience: 14
- Minimum Salary: $115K
- Work Area: Birmingham, Alabama
- Experience:
- Extensive experience with SBA 7(a) & 504 loan programs, asset-based lending (ABL), loan workout, and underwriting C&I and CRE with an authority of up to $1MM.
- Quarterly reviews to senior management on all sensitive assets ensuring precise reporting for risk evaluation.
- Collaborate with lending units, plan and implement effective workout strategies, and maximize recovery of principal and interest for commercial relationships ($30MM).
- Improved the bank’s equity standing by renegotiating credit terms, strengthening collateral positions, or establishing recourse to other borrower assets.
- Safeguarded protection of assets by identifying and evaluating legal aspects of commercial lending including loan documentation, financial statements, and collateral to determine the bank’s legal standing.
- Enhanced recovery of non-performing loans by engaging with legal counsel, court-appointed receivers, and other stakeholders during enforcement actions.
- Guaranteed accurate asset valuation during recovery processes by partnering with appraisers, liquidators, and other professionals to assess and confirm the liquidation value of collateral.
- Supported ongoing credit administration and compliance activities by overseeing maintenance and regular updating of credit reports and files with all required documentation.
- Reports to the CCO
- Education: Bachelor’s Degree (Major in Business Administration – Finance)
- Reference #: 418237
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Massachusetts – Boston Area – Bank Financial Analyst
- Years of Related Experience: 20+
- Minimum Salary: $90K
- Work Area: Boston, Massachusetts Area
- Experience:
- Responsible for budgeting, forecasting, and reporting to the board.
- Strong financial analysis and reporting skills.
- Created and managed the corporate annual budget in partnership with business unit heads and senior leadership, balancing departmental needs against overall corporate goals.
- Managed a team that created and maintained the reporting and governance for all board, management, and ad hoc reporting needs and requests.
- Managed balance sheet and rates committee to help determine deposit and loan rates.
- Spearheaded project to build reporting and budgeting needs post-conversion to new GL (Oracle), Core Banking Solution (COCC), and budgeting system (Profit STARS)
- Other Attributes: Expert knowledge of Excel
- Education: Master’s Degree in Business Administration in Finance, Bachelor’s Degree in Economics
- Reference #: 418270
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Illinois – Chicago Area – Commercial Lender
- Years of Related Experience: 20+
- Minimum Salary: $150K
- Work Area: Chicago, Illinois Area
- Experience:
- Strong CRE, and C&I loans with an extensive SBA background.
- Average commercial loan deal size closed $2MM-$5MM up to $9mm
- Manages a $50MM portfolio with an annual loan production of $24mm-$30mm.
- Supervised three analysts with a junior portfolio manager reporting to him.
- Provide leadership and direction for the bank’s nationwide commercial sales and portfolio management.
- Developed and managed a portfolio (CRE, C&I) generating an annual revenue of up to $8MM.
- Actively manage broker and COI relationships to maintain a stable pipeline of qualified transactions to generate over $20MM of annual production.
- Direct report to the bank CEO on all commercial lending matters and assist with all FDIC regulators’ annual reviews.
- Analyzed complex credits and prepared clear, complete written and oral credit approval memorandums for the loan committee.
- Reviewed and structured complex lending projects including acquisition of real estate, construction, and expansions.
- Visit clients, inspect collateral assets nationwide, and negotiate and price all contracts.
- Provided outstanding customer service and actively educated clients in all areas of finance and business trends.
- Presents loans to the loan committee.
- Other Attributes: Formal credit training, proficient in Oracle, Adobe Connect, SalesForce, Microsoft Project, Access, and Excel
- Education: Bachelor’s Degree in Business Management
- Reference #: 107631
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Texas – Houston – Commercial Loan Processor/Closer
- Years of Related Experience: 20+
- Minimum Salary: $70K
- Work Area: Houston, Texas
- Experience:
- Experience in CRE, C&I, SBA, Agriculture, mortgages, and construction real estate, average commercial deal size of $10MM up to $150MM
- Supported 40 commercial lenders, responsible for commercial, real estate, consumer, mortgage, participation and syndications, report writing, and loan system administration
- Oversees SBA 1502 reporting and monitors SBA loans.
- Responsible for the new and renewed consumer, commercial, and real estate loan boarding and servicing, including review, board, and fund loans, responsible for loan collateral documentation review, boarding and servicing of commercial, consumer, mortgage loans
- Handles participations, and syndications, review loan documentation for participated and syndicated loans, pay and advance for drafts, update and maintain floor plan, responsible for loan construction funding, appraisal, inspections, and servicing, quality control and loan documentation review.
- Other Attributes: Proficient in Ncino, Jack Henry, Shaw, CLCS, Fiserv, Cognos, SalesForce, Microsoft Office, SWAPS, and SOFR
- Leadership Experience: Has managed 6 employees
- Education: Attended Community College
- Reference #: 418018
- Send Candidate’s Resume: Click Here
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October 9th, 2024
Oklahoma – Oklahoma City Area – Bank Compliance Officer
- Years of Related Experience: 14
- Minimum Salary: $115K
- Work Area: Oklahoma City, Oklahoma
- Experience: Tasked with deposit and operations-related compliance programs, and participation in organizational strategic planning, conducted risk assessments, implementing regulatory change throughout the institution, oversaw the Institution’s HMDA program, executing marketing, program enhancements, and disclosure reviews, oversaw the compliance testing program by executing evaluations based on compliance risks and areas under increased regulatory scrutiny, oversaw institution-wide compliance with fair lending, Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA), and Unfair Deceptive and Abusive Acts and Practices (UDAAP) laws and regulations, reviewed areas of lending and deposit compliance with a specific focus on Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), Secure and Fair Enforcement Act (SAFE Act), Real Estate Settlement Procedures (RESPA) Act, Truth-in-Lending, fair lending, Truth-inSavings, HMDA, CRA, Electronic Funds Transfers Act (EFTA), loans to insiders, and FCRA
- Other Attributes: Certified Regulatory Compliance Manager (CRCM)
- Leadership Experience: Supervised compliance professionals which included managing, training, quality control, and work of applicable staff
- Education: Bachelor’s Degree in Business Administration
- Reference #: 109872
- Send Candidate’s Resume: Click Here
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October 9th, 2024
New Jersey – Newark – Director of Bank Compliance
- Years of Related Experience: 20
- Minimum Salary: $110K
- Work Area: Newark, New Jersey Area
- Experience: Support senior management in supervising the bank’s compliance program, ensuring strict compliance with state and federal consumer laws and regulations, administer bank-wide training and deliver annual compliance training to business units and board members on an ongoing basis, either in response to regulatory changes or as part of corrective action efforts, conduct regulatory research projects and provide comprehensive summaries of new rules and regulations to enhance management’s understanding, follow-up testing to verify the effectiveness of the corrective measures implemented, annual analysis and risk assessments of (Fair Lending, ID Theft Prevention, HMDA lending data, and market share information), collaborate with different business units to create and refine new products, procedures, and policies, conduct risk assessments, compliance reviews, and comprehensive reviews (account disclosures, advertisements, and marketing materials) to identify and evaluate potential compliance risks, ensure effective resolution of consumer complaints related to regulatory violations by escalating, addressing, and resolving them promptly, maintain comprehensive records of complaints and their resolutions and prepare an annual report for the CEO/President
- Other Attributes: Certified Compliance Officer (NCCO), Proficient in Microsoft Access, PowerPoint, Excel, Word, BVSLI, Ncontract, Nautilus
- Education: Bachelor’s Degree
- Reference #: 418181
- Send Candidate’s Resume: Click Here
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