January 6th, 2025
Illinois – Chicago Area – Deposit Operations Specialist
- Years of Related Experience: Eight
- Minimum Salary: $80K
- Work Area: Chicago, Illinois Area
- Experience:
- Oversee and direct daily company deposit and administrative processes and procedures.
- Responsible for all facets of the deposit operations area – ACH, Wire, Debit Card, DDA, MMA, SAV, IRA, etc.
- Report to and assist the Chief Operating Officer in daily tasks and duties.
- Ensure company policies align with and advance business objectives.
- Strategically map out, plan, and manage projects.
- Analyze and maintain operational data.
- Develop improved business functionality that increases profits.
- Communicate with management teams to confirm the execution of company processes.
- Train staff in policies and procedures and supervise their daily work.
- Set goals for staff and monitor their progress.
- Conduct frequent performance reviews.
- Interfaced with department heads to establish tracking mechanisms and processes that created clear and effective information flow internally and with customers.
- Maintained constructive client and vendor relationships.
- Reference #: 345230
- Send Candidate’s Resume: Click Here
Posted in
Candidate Profile |
Comments Off on Candidate Profile #345230
January 6th, 2025
Illinois – Chicago Area – Deposit Operations Manager
- Years of Related Experience: 14
- Minimum Salary: $110K
- Work Area: Chicago, Illinois Area
- Experience:
- Develops and executes strategic plans for deposit operations, such as contactless cards, digital issuance, and real-time payments (RTP), that would drive interchange and deposits for the company.
- Responsible for ACH processing, wire transfer, card services, remote deposit capture, IRA and trust accounts, check clearing, general ledger reconciliation, and other associated functions.
- Oversees, assesses, and mentors the members of the department teams (up to 15 employees).
- Manages the deposit operations budget.
- Performs chargebacks.
- Implements risk management, adhering to internal controls and compliance with financial regulations such as the Electronic Fund Transfer Act, Regulation E, KYC, and PCI DSS Compliance.
- Incorporates automation solutions and digital tools to boost operational efficiency and enhance services.
- Manages relationships and negotiates contracts with external partners, payment processors, and vendors.
- Created a comprehensive cross-training program to ensure sufficient coverage and support for internal and external customers.
- Oversaw the department’s Business Continuity Plan and Policy, implementing monthly testing of disaster recovery to prepare for events or weather disasters.
- Some experience with treasury management.
- No non-compete agreement.
- Proficient with Jack Henry, FIS, Yellow Hammar, NCR, and Microsoft Office Suite.
- Education: Master’s Degree in Accounting
- Reference #: 345211
- Send Candidate’s Resume: Click Here
Posted in
Candidate Profile |
Comments Off on Candidate Profile #345211
January 6th, 2025
Indiana – Lake County Area – Bank Controller
- Years of Related Experience: 16
- Minimum Salary: $135K
- Work Area: Lake County, Indiana Area
- Experience:
- Expert in developing and monitoring detailed financial forecasts and operational budgets to ensure alignment with corporate goals.
- Strategic planning background, experience with enterprise risk, and 22 years of accounting background.
- Finance manager and controller responsible for the bank budgeting process.
- Highly skilled in enforcing stringent compliance with GAAP and IFRS standards, enhancing revenue and expense recognition and financial reporting accuracy.
- Managing complex projects, including capital expenditure and financial system integration, resulting in significant cost savings and efficiency improvements.
- Managed the bank’s investment portfolio and currently supervises three FTEs.
- Proven ability to build and lead teams, fostering a collaborative environment encouraging innovation and high performance.
- Proficient in QuickBooks, SharePoint, General Dynamics, WebFOCUS/BI, Spotfire, Microsoft Office Suite (Excel, Word, Access), and Financial Software (GMI AS400, ACCPAC, Oracle/Hyperion, S4 Hana/SAP, Blackline, Dynamic GP).
- Education: Bachelor’s Degree in Accounting
- Reference #: 418469
- Send Candidate’s Resume: Click Here
Posted in
Candidate Profile |
Comments Off on Candidate Profile #418469
January 6th, 2025
Illinois – Chicago Area – Commercial Loan Processor/Closer
- Years of Related Experience: Six
- Minimum Salary: $70K
- Work Area: Chicago, Illinois Area
- Experience:
- Prepares loan closing documentation for commercial loans (CRE / C&I) on LaserPro in accordance with bank policies.
- Some experience with SBA processing/closing.
- Experience using Fiserv to book loans after all documentation has been signed and returned.
- Adapted new concepts and procedures from mandatory training from the FDIC and individualized banking policies.
- Document renewals of existing loans, vehicle loans, life insurance, and also stock and CD-secured loans in accordance with federal regulations.
- Coordinates with loan officers and title companies to close loans.
- Made recommendations for corrective actions deemed necessary for the transaction to ensure accuracy and compliance with federal regulations.
- Evaluated corporate documents such as articles of incorporation, operating agreements, and by-laws to determine or validate the identified signers for any given transaction.
- Reference #: 12691
- Send Candidate’s Resume: Click Here
Posted in
Candidate Profile |
Comments Off on Candidate Profile #12691
January 6th, 2025
Wisconsin – Milwaukee Area – Director of Mortgage Lending
- Years of Related Experience: 12
- Minimum Salary: $105K
- Work Area: Milwaukee, Wisconsin
- Experience:
- Managed all facets of mortgage lending – origination, processing, underwriting, closing, and servicing.
- Established or approved Mortgage and Consumer Lending products, pricing and marketing materials, and KPI forecast adjustments.
- Designed and implemented a formal Process Improvement Program for Mortgage and Consumer Lending Operations.
- Account Manager for Vendor relationships, including MGIC, Essent, and ICE Mortgage Technologies.
- Researched, developed, and rolled out On-Time Closing Guarantee Program for Mortgage Purchases.
- Management of Agency Fannie Mae and Freddie Mac relationships and Bulletin updates to ensure adherence to guidelines and the bank’s risk appetite.
- Managed new mortgage initiatives from idea to implementation through research, creation of detailed business plans, tech development, and policy/procedure.
- Reference #: 2374
- Send Candidate’s Resume: Click Here
Posted in
Candidate Profile |
Comments Off on Candidate Profile #2374
January 6th, 2025
Georgia – Atlanta – SBA Portfolio Manager
- Years of Related Experience: 11
- Minimum Salary: $125K
- Work Area: Atlanta, Georgia
- Experience:
- Experienced with SBA, CRE, General C&I, and ACH-EFT transactions.
- Average commercial loan closed was $1MM-$5MM with the largest at $7.5MM.
- Loan portfolio management over $100MM.
- Supervised up to 10 FTE.
- Managed a portfolio of commercial loans, focusing on risk mitigation, loan modifications, and event analysis, including lease reviews, modifications, and collateral adjustments.
- Prepared early TDR (trouble debt restructures) reviews on loans for the special assets units.
- Managed the SBA multi-funding loans by completing draw requests based on the sources and uses located in the credit approval.
- Completed annual reviews on borrowers in the portfolio.
- Education: Bachelor of Science Degree in Finance
- Reference #: 11251
- Send Candidate’s Resume: Click Here
Posted in
Candidate Profile |
Comments Off on Candidate Profile #11251