New York  – Sr. Corporate/Personal Trust Officer

• Years of Related Experience: 20+
• Minimum Salary: $150K
• Work Area:  New York
• Experience:
  • Responsible for a variety of irrevocable, revocable, special needs trusts, conservatorships, IRAs, and IMA accounts. 
  • Executes complex trust interpretation and problem resolution.
  • Supervises a team of trust assistants.
  • Communicates complex trust and tax information to grantors, beneficiaries, and guardians.
  • Manages trust administration fee collections.
  • Responsible for submitting necessary information for annual court accounting preparation.
  • Communicates with attorneys and tax professionals.
  • Assists with asset management and investment decisions.
  • Serves as a Trust Advisory Committee member with corporate signer authorization.
  • Responsible for resolving the most complex Trust compliance matters and new business development.
• Reference #:  418304
• Send Candidate’s Resume:  Click Here

Texas – Dallas Area  – SBA Lending Manager

• Years of Related Experience: 20
• Minimum Salary: $120K
• Work Area:  Dallas, Texas Area
• Experience:
  • Managed all facets of SBA 7a, 504, and Express origination, processing, underwriting and operations
  • Underwrote SBA loans and prepare and submit documentation for SBA approval.
  • Ensured all SOP 50/10 policies and procedures were followed and trained loan officers.
  • Managed up to a $460MM loan portfolio with an average annual loan growth of $30MM.
  • Prepared large CRE transactions, specifically Small Business Administration.
  • Prepared annual reviews on existing transactions, including appropriate risk ratings.
  • Prepared portfolio department for OCC Audits, FDIC Audits, and SBA Audits by reviewing existing portfolios for any mistakes in loan files prior to the audits.
  • Proficient in Moody’s and Cash Suite Software.
• Education: Bachelor’s Degree 
• Reference #:  418246
• Send Candidate’s Resume:  Click Here

Florida – Hernando County  – Deposit Operations Specialist

• Years of Related Experience: Five
• Minimum Hourly Rate: $16 per hour
• Work Area:  Hernando County, Florida
• Experience:
  • Managed the daily operations of a deposit operations team to ensure compliance with all banking regulations.
  • Developed and implemented procedures for deposit processing, account maintenance, and customer service inquiries.
  • Monitored the accuracy of deposits and withdrawals in multiple accounts to identify discrepancies or fraud.
  • Provided technical support on a variety of cash management systems, including ACH, wire transfer, and positive pay services.
  • Assisted customers with troubleshooting issues related to online banking platforms and account vendor discrepancies, such as automatic payments, balance inquiries, and checking errors.
  • Responded promptly and professionally to customer inquiries via phone or email.
  • Trained new employees on operational procedures for deposits and withdrawals, as well as all daily reports, software, and projects.
  • Worked closely with senior management on the development of long-term strategies for improving overall performance within the department.
  • Maintained regular performance appraisals for department staff through verbal, written, and ongoing review programs.
  • Coordinated preparation of external audit materials and external financial reporting.
• Education: Associate’s Degree 
• Reference #:  417322
• Send Candidate’s Resume:  Click Here

Minnesota – Minneapolis/Saint Paul  – Chief Credit Officer

• Years of Related Experience: 19
• Minimum Salary: $145K (flexible)
• Work Area:  Minneapolis/Saint Paul, Minnesota
• Experience:
  • Experienced in SBA 504, SBA 7a, C&I, and CRE credit management
  • Managed 5 Sr. credit underwriters.
  • Chaired the Institution’s Loan Committee.
  • Had a Loan Portfolio of $115MM.
  • Responsible for monitoring credit risk within the Institution’s loan portfolio.
  • Complete quarterly Concentration Report and Allowance Analysis for the Institution.  
  • Provide support, direction, and credit risk guidance to management regarding the allowance and make recommendations to Executive Management and the Board of Directors to maintain an appropriate level in the allowance.
  • Analyze and review large Commercial and Ag credit requests for loan structure, terms, and pricing to ensure credit risk is within the Institution’s risk parameters; consult with commercial loan officers to ensure proposed credit transactions meet regulatory and policy expectations and help properly structure credit transactions.
  • Responsible for managing the Institution’s Credit Analyst department.
  • Responsible for maintaining the integrity of the Institution’s loan policy.  
  • Suggest changes to the policy to keep it abreast of changing market conditions as well as changes in the regulatory environment.  
  • Responsible for ensuring that the loan policy allows for and complements a smooth-running cost, and time-efficient lending process.
  • Coordinate credit quality aspects of safety and soundness examinations with OCC.  
  • Responsible for communicating credit quality examination findings to appropriate staff and developing written action plans.
  • Active voting member on the Institution’s loan committee.
  • Utilized Fiserv, Precision, and Premier.
• Education: Bachelor’s Degree 
• Reference #:  418226
• Send Candidate’s Resume:  Click Here

Connecticut – New Haven County  – Bank Marketing Director

• Years of Related Experience: 25
• Minimum Salary: $150K
• Work Area:  New Haven County, Connecticut
• Experience:
  • Experience in traditional and digital marketing.
  • Managed all PR, advertising, digital communications, SEO/SEM, website development, and demand generation programs that continually filled the lead pipeline.
  • Established third-party referral agent channel (partnership marketing), growing agent base by 3,000% since channel inception.
  • Developed and implemented performance-driven marketing strategies that increased brand awareness and positioned the Institution as a premium lender.
  • Generated 10k leads over a 5-year period with an average 34% conversion ratio.
  • Collected the voice of customers and established research initiatives that resulted in the development of new products, new guidelines, and improved customer service programs.
  • Developed a working capital campaign that generated $25M in volume.
  • Devised a KPI dashboard to measure ROI on all lead generation and brand awareness initiatives.
  • Drafted referral agent handbook and all supporting collateral materials.
  • References are available.
• Education: Bachelor’s Degree in Marketing, Master’s degree
• Reference #:  418284
• Send Candidate’s Resume:  Click Here

Louisiana – Loan Workout Specialist

• Years of Related Experience: Six
• Minimum Salary: $75K
• Work Area:  Louisiana
• Experience:
  • Managed bankruptcy accounts, analyzing delinquency and volume, and filed POC’s in accordance with Federal Bankruptcy Court.
  • Participated in FDIC and regulatory examinations.
  • Experienced in finance management, legal account management, and collection of delinquent accounts.
  • Audited loans to ensure compliance with Federal and State regulatory guidelines.
  • Experienced with the sale and management of OREO property.
  • Coordinated with FISC to create a collection module.
  • Compiled daily, weekly, monthly, and quarterly reports.
  • Experienced with re-inscriptions and UCC continuations.
  • Assisted in creating a new loan policy, collection policy, and procedure manual.
  • Managed up to six FTE employees. 
  • References are available.
• Reference #:  418097
• Send Candidate’s Resume:  Click Here

Illinois – Chicago Area – Chief Compliance Officer

• Years of Related Experience: 13
• Minimum Salary: $150K
• Work Area:  Chicago, Illinois
• Experience:
  • Strong background in the financial industry, focusing on compliance program development, UDAAP, BSA/AML regulations, and risk mitigation.
  • Expert on compliance-related matters, including advising management on compliance-related risks and controls.
  • Remain current on regulation matters and guidance issued by FDIC and other financial industry regulatory authorities.
  • Responsible for managing all aspects of compliance program review, including internal review, external compliance audits, and FDIC examinations.
  • Reviewing and approving all marketing material before publishing.
  • Administering and maintaining the Bank’s compliance program in line with federal regulations.
  • Develop and supervise implementation and adherence to written policies and procedures.
  • Communicate via written and oral presentations to the CEO, executives, and the board of directors.
  • Enhanced the Bank’s risk assessment to further develop identified risks and their mitigating controls, while also identifying the proper audit validation.
  • Reviewed recommendations from FDIC exam exit meetings.
  • Promptly updated and expanded internal Bank policies and procedures to comply more thoroughly and accurately with FDIC guidelines.
  • Knowledgeable in Bank Secrecy Act, SAR Reporting, and OFAC.
  • Proficient in Fiserv OSI, Microsoft Office Products, and FinCEN e-filing.
  • Certificate in Lending Compliance, CAMS, CRCM.
• Education:  Bachelor’s Degree
• Reference #:  120425
• Send Candidate’s Resume:  Click Here

Georgia – Atlanta Area – Deposit Operations Specialist

• Years of Related Experience: Three
• Minimum Salary: $45K
• Work Area:  Atlanta, Georgia
• Experience:
  • Process account maintenance requests and check for alignment with bank policy.
  • Responsible for ACH and home escrow.
  • Performs wire transfers.
  • Opens new accounts and CDs.
  • Handled various accounting transactions.
  • Interfaces with FDIC regulators.
• Education:  Associate’s Degree in Business
• Reference #:  317131
• Send Candidate’s Resume:  Click Here

Massachusetts – Boston Area – Commercial Lender

• Years of Related Experience: 25
• Minimum Salary: $170K
• Work Area:  Boston, Massachusetts
• Experience:
  • Produces $30MM to $50MM / year in mostly C&I volume
  • Excellent sources of business leads – centers of influence
  • Strong background in CRE and C&I, 50% C&I and 50% CRE.
  • Excellent commercial credit skills
  • Extensive knowledge of SBA 7A, SBA 504, and Industrial Revenue Bond (taxable/nontaxable) programs.
  • No non-compete agreement – open to lending in the Boston area.
• Education:  Master’s Degree in Business and a Bachelor’s Degree in Management
• Reference #:  368285
• Send Candidate’s Resume:  Click Here

West Virginia – Charleston – Commercial Credit Analyst

• Years of Related Experience: 17
• Minimum Salary: $80K
• Work Area:  Charleston, West Virginia Area
• Experience:
  • Prepared financial spreads using company and personal tax returns, personal financial statements, and credit report data.
  • Prepared written commercial loan analyses using the Loan Request Summary document.
  • Assisted with updating and maintaining organized credit files and updating Commercial Loan Tracking, Access Credit Files Data Base, and Premier Director.
  • Maintained communication with Loan Officers and Credit managers on assigned credits to ensure accurate and timely financial spreads and credit analysis.
  • Participated in Commercial Group calls and all ELC/BOD calls by providing supportive information on individual credits that are assigned
• Education:  Bachelor’s Degree in Finance
• Reference #:  209533
• Send Candidate’s Resume:  Click Here