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

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

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

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

Florida – Orlando – Personal/Private Banker 

• Years of Related Experience: Eight
• Minimum Salary: $65K
• Work Area:  Orlando, Florida
• Experience:
  • Provides all personal banking duties for a bank branch
  • Support private banking and establish, maintain, and refer clients for consumer and business banking needs.
  • Demonstrates knowledge of loan policy and competency to interpret financial data and sources of repayment and propose structures.
  • Strong credit skills to complete credit approval activities with minimal support.
  • Develop comprehensive wealth management plans that include investment strategies, tax planning, estate planning, and risk management.
  • Works collaboratively with multiple stakeholders, including credit officers and relationship managers.
  • Active in outreach activities daily, organized and detailed, can multi-task and manage multiple projects and deadlines.
  • Certified Notary Public.
• Education: Master’s Degree in Business Administration
• Reference #:  418486
• Send Candidate’s Resume:  Click Here

Pennsylvania – Northhampton County – Personal Banker 

• Years of Related Experience: 12
• Minimum Hourly Rate: $26
• Work Area:  Northhampton County, Pennsylvania
• Experience:
  • Led and trained a team of tellers, ensuring adherence to banking policies and improving service quality. 
  • Opens various types of checking, money market, savings, and consumer loan accounts.
  • Implemented efficiency measures that reduced transaction errors by 15%.
  • Managed daily cash operations, including balancing cash drawers and overseeing the cash vault. 
  • Opened and managed various types of accounts and recommended appropriate banking products.
  • Ensured regulatory compliance, resulting in improved accuracy and operational efficiency.
  • Conducted audits and ensured compliance with financial regulations, maintaining high standards of accuracy and security.
  • References are available.
• Education: Associate’s Degree in Finance, Associate’s Degree in Accounting
• Reference #:  418477
• Send Candidate’s Resume:  Click Here

Illinois – Chicago Area – Treasury Management Support Specialist

• Years of Related Experience: Five
• Minimum Salary: $70K
• Work Area:  Chicago, Illinois area
• Experience:
  • Deliver exceptional customer service via email and phone.
  • Build, set up, and execute Internal Transfers, Mobile Deposits, Bill Pay, ACH Transactions, Wires, Remote Deposits, Positive Pay, and other banking products and services.
  • Provide support to the sales team to complete their sales transactions on time and without errors.
  • Coach retail staff to effectively help clients and create the best customer service experience.
  • Meet consistently and work daily with internal departments to efficiently and effectively support customers.
  • Serve as an escalation point for complex issues that affect clients’ transactions and experience.
  • Meet daily with management to discuss workload and prioritize projects to ensure they are completed precisely and on time.
  • Analyze, complete, and audit daily and monthly Treasury reports.
  • Ensure processes meet compliance standards.
  • References are available.
• Education:  Master’s Degree in Business Administration
• Reference #:  418303
• Send Candidate’s Resume:  Click Here

Massachusetts – Boston Area – Bank Chief Financial Officer

• Years of Related Experience: 20
• Minimum Salary: $130K
• Work Area:  Boston, Massachusetts area
• Experience:
  • Managed the bank’s investment portfolio, managed the ALCO committee, and worked well with the regulators.
  • Oversee the financial management team, including the Controller, Operations, IT Managers, BSA Officer, and Collections Manager.
  • Manage all aspects of asset liability management, including financial planning and deposit and loan analytics, while leading special projects, including a core conversion and operations center relocation.
  • Update obsolete software and systems, instituting a corporate culture of teamwork and profitability.
  • Hire, train, and mentor a team of leaders, including the Controller and IT Manager and two SVPs of Lending.
  • Oversee the transition to remote operations during COVID, outfitting a VPN licensing remote workplace software.
  • Directed financial planning and analysis, accounting, tax, treasury, budgeting, and administrative functions.
  • Implemented reforms that improved the membership mix, moved a legacy indirect loans program off the books, and built into the secondary market, which increased revenue and productivity.
  • Oversaw all aspects of financial statement presentation and communicated with independent third parties, audit firms, federal and state regulatory authorities, and legal counsel.
  • Proficient in Word, PowerPoint, Excel, Outlook, Access, Publisher, Oracle, Prologue, Quicken, QuickBooks, and languages including BASIC, FORTRAN, and COBOL.
  • Strong references are available.
• Education:  Master’s Degree in Business Administration
• Reference #:  368356
• Send Candidate’s Resume:  Click Here

Tennessee – Knoxville Area – Chief Risk Officer

• Years of Related Experience: 19
• Minimum Salary: $215K
• Work Area:  Knoxville, Tennessee
• Experience:
  • Experienced in FivServ, Jack Henry Associates, and MS Strategy.
  • Designed ERM Dashboards and developed KPIs for managing and monitoring of risks across the six (6) risk stripes
  • Designed and implemented a model for stress testing of the bank’s loan portfolios for managing credit risk
  • Implemented and performed SOX testing
  • Served as liaison for the examination by federal and state regulators
  • Served as Risk SME (Specialized Material Expert) for Large, Regional, and Community Banking Organizations.
  • Member of the Credit, BSA, and Compliance Risk Committee.
  • Designed and implemented data analytics dashboards and reports for ongoing monitoring and surveillance.
  • Advanced knowledge of all banking regulations and laws including safety and soundness, consumer compliance, trust, BSA, and IT.
  • Holds a BSA Certification.
• Education:  Bachelor of Science Degree in Accounting
• Reference #:  418442
• Send Candidate’s Resume:  Click Here

New York – Long Island – Credit Union Chief Lending Officer

• Years of Related Experience: 19
• Minimum Salary: $195K
• Work Area:  Long Island, New York
• Experience:
  • Produces $50MM to $70MM.
  • Monitored the performance of the Commercial Servicing, Commercial Lending, Consumer Lending, Mortgage Lending, Loan Servicing, Secondary Market, and Collections departments, resulting in enhanced departmental performance.
  • Spearheaded a commercial loan portfolio surpassing $250MM through diligent oversight and comprehensive servicing techniques, leading to a stable and high-performing loan portfolio.
  • Led and expedited the commercial lending process including origination, underwriting, funding, monitoring, and servicing by applying quality control measures and best practices, ensuring consistent loan quality and successful outcomes.
  • Rendered expertise as a member of the Asset-Liability Committee by providing data-driven recommendations on deposit products and lending rates aimed at strategically aligned financial products and rates.
  • Chaired the Lending Committee by leading meetings and directing key initiatives, supporting the execution of valuable lending plans. 
  • References are available.
• Education:  Master’s Degree in Business Administration
• Reference #:  417974
• Send Candidate’s Resume:  Click Here