GA – Atlanta – Sr. Portfolio Manager/Commercial Loan Underwriter

• Years of Related Experience: 17
• Minimum Salary: $105K
• Work Area:  Within 30 miles of Atlanta, GA
• Experience:  Experience in CRE, C&I, 504s, SBA7a, and 504, average loan size of $10MM, new and existing loan underwritings for business term loans, acquisition and development loans, owner-occupied commercial real estate mortgages, revolving lines of credit, and asset-based loan facilities, Handled modifications, annual reviews, and renewals, reviewed, validated, and approved client advance requests on borrowing bases and lines of credit facilities, recording of customer financial reporting, conducting analysis and reconciliation of financial loan covenants and agreements for each applicable reporting period, client site visits, maintained constant communication with clients, and actively engaged in conversations with clients’ Certified Public Accountants (CPAs), responsible for twenty-two client relationships with joint credit exposure of approximately one hundred and sixty-eight million dollars ($168MM), portfolio comprising syndicated loan amenities with top-tier credit facilities reaching upwards of $1 billion, addressed closing conditions, including Property Condition Assessment (PCA) and Environmental Reports, further engaging in on-site visitation and client interaction, facilitated the underwriting and addition of loan facilities with values ranging from $4MM to $30MM, actively engaging in Syndicated Loan Facilities with total credit exposure upwards of $1 billion.
• Other Attributes: Utilized Encino, Moody’s, Excel, and Baker Hill
• Management Experience:  Trained and managed junior analysts
• Education: Master of Business Administration in Finance
• Reference #: 417219
• Send Candidate’s Resume:  Click Here

MN – Minneapolis – BSA/AML Compliance Officer

• Years of Related Experience: Seven
• Minimum Salary: $75K
• Work Area:  Within 30 miles of Minneapolis, MN
• Experience:  Handles bank operations and all lines of business (retail banking, commercial banking, marketing, loan ops, deposit ops, IT, HR, security, and facilities, experience with BSA / AML, KYC, CDD deposit regulations, and electronic banking, analyze, research, and document customer transactions/profiles pertaining to money laundering/ terrorist financing, conduct a high-level review of CTR, MIL, CTR exemption processing, and alert/case processing, analyzes financial data, including billing trends, financial relationships, and regulatory compliance procedures to detect irregularities, documents all investigative activities and prepares written reports of investigation findings, review internal source systems, third-party investigative tools, and other applicable resources to investigate suspicious activity
• Other Attributes:  Certifications in CAMS and CFE
• Education:  Bachelor’s degree in Economics, Master’s degree in Fraud and Forensics (Financial Crimes Investigation)
• Reference #: 368529
• Send Candidate’s Resume:  Click Here

TX – San Antonio – Director of Commercial Loan Administration

• Years of Related Experience: 20
• Minimum Salary: $180K
• Work Area:  Within 30 miles of San Antonio, TX
• Experience:  Strong CRE and C&I full-cycle credit administration background, successfully managed commercial lending from origination, processing, underwriting, closing, servicing, etc. of CRE, C&I, ABL, and SBA loans, also manages the closing, quality assurance, and servicing, manages commercial loan construction lending, develop and implement new department policies, procedures, and guidelines to improve the daily efficiency of operations, as well as overall staff performance, remain in constant contact with senior management to communicate performance, objectives, and strategic plans for the commercial lending division, streamline and expedite operations to maximize underwriting, documentation, and credit administration efficiency and productivity, SME for all questions related to financial matters, loan structure, collateral, loan counter-offers, and other loan options, analyze customer credit reports, credit scores, financial statements, tax returns, historical records, projections, management performance, capital structure, collateral, and cash flow to evaluate risks and ensure they meet goals for established loan policy guidelines, provide reports for internal and external auditors, ensure compliance with SBA 7a, SOP, and 7a CA packaging, eligibility requirements, franchise qualifications, and SBA reporting, apply effective interpersonal and negotiation skills to secure deals with borrowers/ borrower attorneys
• Management Experience:  Offers the necessary resources and training for staff, effectively manages, motivates, and coaches commercial and construction administrators, ensuring the seamless operations of daily loan administration and servicing from the inception of approval through permanent financing
• Education:  Master of Jurisprudence in Real Estate & Construction Law, Policy & Management
• Reference #: 316813
• Send Candidate’s Resume:  Click Here

IL – Chicago Western Suburbs – Bank Branch Manager

• Years of Related Experience: 16
• Minimum Salary: $75K
• Work Area:  Within 30 miles of Aurora, IL
• Experience:  Assessed employee performance and developed improvement plans, enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, and coaching employees on company protocol and payroll operations, managed end-to-end processes, including workforce planning, recruitment, performance management, and management practices, executed consistent coaching and management processes, provided training, and recognized/rewarded high performers, continuously improve team performance by making timely and effective personnel, assets, customers, sales, operations, and team management decisions, led and developed an effective team through communication, performance management, development plans, and reward/recognition practices
• Management Experience:  Performed managerial duties, hiring, progression monitoring, promotion, quarterly career path, performance coaching, and performance evaluation
• Education:  Master’s Degree in Public Administration
• Reference #: 315370
• Send Candidate’s Resume:  Click Here

MA – Boston – Sr. Commercial Lender

• Years of Related Experience: 12
• Minimum Salary: $135K
• Work Area:  Within 30 miles of Boston, MA area
• Experience:  Strong background in C&I and CRE, Construction, and SBA 7A and 504 deals averaging $7.3mm, performs annual reviews and covenant testing, strong depository generation skills and referrals to Treasury Management, upselling fee-based cash management services,  gather necessary financials, review the customer’s financial condition, lead process from loan origination through closing, manage the relationship after closing, including quarterly construction reports and annual reviews
• Education:  Master’s Degree in Business Administration
• Reference #: 417482
• Send Candidate’s Resume:  Click Here

OR – Portland – Commercial Credit Analyst

• Years of Related Experience: 2
• Minimum Salary: $80K
• Work Area:  Within 20 miles of Portland, OR area
• Experience:  Analyzed and evaluated customer credit information for various types of credit requests, including CRE, C&I, SBA, AG, working capital lines of credit, asset-based lines of credit, and equipment financing for simple to moderately complex enterprises with revenues anywhere between $5mm to $300mm, identify and present key business and financial risks associated with credit requests, supporting decision-making processes, prepare detailed credit recommendations encompassing quantitative components and risk rating scoring models, ensuring accuracy and adherence to bank policies and procedures
• Education:  Bachelor’s Degree in Finance
• Reference #: 417225
• Send Candidate’s Resume:  Click Here

PA – Pittsburgh Area – Commercial Credit Analyst

• Years of Related Experience: 20
• Minimum Salary: $62K
• Work Area:  Within 20 miles of Pittsburgh, PA area
• Experience:  Expertise in CRE and C&I loans, Responsible for $100MM portfolio with a 96% surge in loan portfolio growth over the past three years, achieving an average delinquency ratio of 0.21%, Loan approval authority up to $1MM
• Other Attributes:  Managed internal and external audit exams, FiCEP Certified
• Education:  Bachelor’s degrees in Accounting/Finance and Organic Chemistry
• Reference #: 368297
• Send Candidate’s Resume:  Click Here

IL – Chicago Area – Sr. Commercial Loan Portfolio Manager

• Years of Related Experience: 25+
• Minimum Salary: $125K
• Work Area:  Within 20 miles of Chicago area
• Experience:  Manages a book of $600MM in CRE and C&I loans, highly experienced in CRE, C&I, SBA 7a, and SBA 504 loans, average deal size ranging from $4MM to $15MM, strong commercial loan credit skills, prepare and review loan presentations, servicing actions, annual reviews, and loan renewals to ensure the accuracy of analysis/information presented and compliance with policies and processes, engage legal counsel, review loan documentation for accuracy, and meet approval requirements
• Management Experience:  Evaluate and make recommendations for assigned personnel regarding employment, training (initial and ongoing), performance rating, promotions, transfers, and staffing
• Other Attributes: Proficient in Microsoft Outlook, Word, Excel, Teams, PowerPoint, Salesforce and other software
• Education:  Bachelor’s degree in Economics
• Reference #: 417198
• Send Candidate’s Resume:  Click Here

OH – Akron  – Sr. Commercial Loan Portfolio Manager

• Years of Related Experience: 24
• Minimum Salary: $70K
• Work Area:  Within 20 miles of Akron, OH
• Experience:  Extensive experience in CRE, C&I, and ABL loans, has a portfolio of $40MM with a focus on C&I, completes write-ups and credit analysis, creates covenant testing and risk ratings, supports Relationship Managers, generates financial statement collection and spreading of financial statements for covenant checks, performs underwriting, including credit analysis of new money requests, modifications, and annual reviews
• Other Attributes:  CPA Eligible
• Education: Bachelor’s Degree in Science
• Reference #: 367754
• Send Candidate’s Resume:  Click Here

NY – New York City  – Sr. Deposit Operations Supervisor 

• Years of Related Experience: 20+
• Minimum Salary: 85K
• Experience:  Oversees all areas of Deposit Operations: Wire, ACH, deposit system and uploads, etc., compiles analysis and reporting on pricing and profitability status of client relationships, provide quality control and administration duties for vendor payment program, assist with monthly production of Analyzed Client Pricing Statements and analyzed fee collections, inputs and validates pricing data, Inspects daily and monthly Analyzed Client Pricing reports, audits and uploads monthly billing files, examines Data Warehouse audit reports, utilizes internal metrics to develop and maintain regular MIS, Monitors negotiated deals for timed pricing changes and exception pricing and submit them to management for review
• Work Area:  Within 30 miles of New York City
• Reference #: 414543
• Send Candidate’s Resume:  Click Here