Pennsylvania – Philadelphia Area – Chief Lending Officer

• Years of Related Experience: 15+
• Minimum Salary: $185K plus bonus
• Work Area:  Philadelphia, Pennsylvania
• Experience:
  • Responsible for CRE / C&I / SBA / AG / Mortgage / Consumer Direct / Indirect Consumer 75% CRE, 15% C&I, and 10% Construction with an average loan size of $3MM to $10MM.
  • Received recognition for being the top-performing lending group for the bank.
  • Instrumental in updating the construction lending, monitoring, and funding process’ resulting in more accurate data tracking which improved efficiencies and reduced expenses.
  • Cultivated and trained Interns, credit analysts, and portfolio managers for enhanced positions within the bank.
  • Instrumental in training four lenders to Senior Vice President status through coaching.
  • Oversaw the workout and recapture of principal for the bank’s construction loan portfolio.
  • Oversaw the implementation and use of interest rate hedge swaps including the training and oversight of relationship managers.
• Leadership Experience:  Responsible for developing and leading successful top-performing commercial lending teams
• Education:  MBA in Corporate Finance
• Reference #:  316545
• Send Candidate’s Resume:  Click Here

Wisconsin – Milwaukee/Waukesha Area – Commercial Loan Processor/Closer

• Years of Related Experience: 20
• Minimum Salary: $65K 
• Work Area:  Milwaukee/Waukesha, Wisconsin
• Experience:
  • Processed and closed the CRE, C&I and SBA commercial loans
  • Prepared loan documents, using LaserPro.
  • Has a strong loan servicing background (payoffs, etc).
  • Accountable for processing and documenting all new units, recaps, and refinances, including preparing all necessary documentation, ordering floods, requesting payoffs, and modifications as needed.
  • Worked with the borrower as the main point of contact until the loan was closed and funded. 
  • Accountable for processing and documenting all commercial loan requests, including acquisitions, construction, and SBA loans.
  • Responsible for ordering and scheduling appointments with the title company/customer, and closing the loan.
  • Servicing all SBA 7a and SBA 504 loans, processing any payments received, maintenance requests, and paid loan requests.
  • References are available upon request.
• Reference #:  417544
• Send Candidate’s Resume:  Click Here

California – Fresno Area – Sr. Commercial Loan Processor

• Years of Related Experience: 10+
• Minimum Salary: $75K 
• Work Area:  Fresno, California
• Experience:
  • Extensive experience in CRE, C&I, and AG commercial loans, expertise in LaserPro with the largest loan closed at $30MM.
  • Led the review and management of complex documents, including deeds, easements, credit packages, and preliminary reports, ensuring 100% accuracy and strict adherence to compliance standards.
  • Trained and mentored junior staff in agricultural loan documentation procedures, enhancing team expertise and ensuring adherence to best practices.
  • Overseeing documentation related to environmental, zoning, and legal requirements.
  • Maintained full compliance with federal, state, and local regulations for agricultural lending.
  • Spearheaded the documentation process by collaborating with internal teams, external stakeholders, and legal counsel.
  • Support lenders nationwide, streamline workflows, resolve issues, and ensure timely project completion.
  • Achieved a high level of accuracy by conducting thorough reviews of financial reports, including income statements, balance sheets, and cash flow statements.
  • Identifying discrepancies and ensuring precision in financial assessments.
  • Proactively identify and mitigate potential risks in entity documentation and property reports.
  • Offering strategic solutions that safeguard compliance and minimize financial exposure.
  • Formal Bank training.
• Other Attributes:  5 years of LaserPro experience
• Education: Bachelor’s Degree
• Reference #:  418235
• Send Candidate’s Resume:  Click Here

Florida – Miami Area – Sr. Commercial Credit Officer

• Years of Related Experience: 20+
• Minimum Salary: $105K 
• Work Area:  Miami, Florida
• Experience:
  • Performed underwriting and analyzing of new and existing business loans (CRE) (C&I), assessing financial condition, operating performance, repayment capacity, financial analysis, industry analysis, and projections. 
  • Review financial statements, cash flow, trend analysis, operating analysis, and debt service calculation to develop an initial assessment by identifying borrower’s strengths and weaknesses.
  • Proficient in Microsoft Word, Excel, PowerPoint, QuickBooks, Modeling, P&L analysis, Financial Reporting and Account Reconciliation, Moody’s Credit Lens, and SAP.
  • Assist the Credit Risk Manager in maintaining the loan rating system.
  • Created and monitored monthly portfolio reports, Quarterly portfolio review reports, five-year forecast reports, and special asset reports.
  • Pull credit reports, OFAC, and background checks to evaluate and examine credit references for consistency with the information provided.
• Other Attributes:  Bilingual in Spanish and English
• Education: Holds a Bachelor’s Degree in Finance
• Reference #:  417082
• Send Candidate’s Resume:  Click Here

Connecticut – Danbury Area – Bank Marketing Director

• Years of Related Experience: 22
• Minimum Salary: $105K 
• Work Area:  Danbury, Connecticut
• Experience:
  • Specializes in digital advertising, branding, campaign development, event promotion, SEO, and Budget Management.
  • Management of all company-wide events, including employee programs and activities, while successfully managing four FTE employees.
  • Development of customer retention, conversion, and acquisition through strategic campaign efforts.
  • Manage department budget, including media buy spending and community development funding while expanding new outreach opportunities.
  • Design and implementation of media advertising (print, digital, social media, radio, and television).
  • Planning and design of corporate rebranding (deliverables, merchandising, and campaign initiatives).
  • Development of retail and business campaigns through digital efforts meeting measurable targets, including KPI and ROI measurement.
  • Non-profit liaison for sponsorship funding, corporate support, and donation management.
• Other Attributes:  Proficient in Fiserv, Communication Software (Constant Contact, HubSpot, Customer Relationship Management Systems), Design Programs (Adobe Creative Suite, Photoshop, Illustrator, InDesign, Metrics Analysis (SEO Marketing, Google Ads, Microsoft Excel, Microsoft PowerPoint, Segment) and Compliance (iDentifi).
• Education: Bachelor’s Degree in Communication
• Reference #:  163073
• Send Candidate’s Resume:  Click Here

Texas – Houston Area – Commercial Credit Executive

• Years of Related Experience: 20+
• Minimum Salary: $140K 
• Work Area:  Houston, Texas Area
• Experience:
  • Strong CRE and C&I credit background with a single signing authority of $10MM.
  • Strong background in building relationships, assessing corporate financial and portfolio risk, monitoring ongoing performance, and contractual compliance.
  • Maintained a C&I ($650MM) and CRE ($65MM) portfolio with a loan loss rate under 0.01% over several years.
  • Commercial lending experience in underwriting, managing portfolios, and structuring complex syndications and middle-market commercial credits with deal sizes ranging from $5MM to $50MM.
  • Responsible for originating, underwriting, documenting, and closing new credit facilities, including equipment lines for commercial contractors.
  • Contributor in writing the team’s credit policy and served as subject matter expert providing training to colleagues on new technology systems and lending platforms.
  • Trained and mentored junior credit officers, up to five analysts, relationships, managers, and the team’s summer internship program.
  • Provided timely credit guidance to relationship teams, collaborating with clients, and timely loan approvals and annual reviews.
  • Managed and prepared all departmental reporting, including semi-annual portfolio reviews, past due reports, reporting covenants, problem loans, and CCAR.
  • Consistently demonstrated strong risk analysis and portfolio management skills.
  • No non-compete agreements.
• Education: Bachelor of Science in Business Administration in Finance
• Reference #:  110075
• Send Candidate’s Resume:  Click Here

Illinois – Chicago Area – Sr. Personal Banker

• Years of Related Experience: 15
• Minimum Salary: $60K 
• Work Area:  North Suburban Chicago, Illinois Area
• Experience:
  • Experience in personal banking, retail banking, and teller experience.
  • Served as both a Universal Banker and Personal Banker
  • Experience in consumer lending sales.
  • Knowledgeable in small business lending sales.
  • Meeting with new and current customers of the Institution to help with their current and future financial needs.
  • Follow up with Salesforce and set appointments.
  • Collaborating with partners of the Institution for customer needs, such as mortgages and financial advisors.
  • Cross-selling bank products to help customers such as lending and online banking tools.
  • Identifying and mitigating potential risks associated with clients’ investments.
  • Experience in CRM software (Salesforce), sales forecasting, data analysis, and contract negotiation.
  • References are available.
• Education: Bachelor’s degree
• Reference #:  417473
• Send Candidate’s Resume:  Click Here

Massachusetts – Boston Area – Commercial Credit Executive

• Years of Related Experience: 25
• Minimum Salary: $125K 
• Work Area:  Boston, Massachusetts
• Experience:
  • Strong CRE, C&I, and SBA (7a and 504) credit underwriting and credit approval experience.
  • Single signing approval authority up to $500K.
  • Review all others’ credits prior to closing up to $10MM.
  • Review and critique credit analyses, and provide reviewing officer sign-off on completed analyses.
  • Support and advise relationship managers on appraising, structuring, and documenting loan transactions.
  • Train and assist credit staff in analyzing credit requests and writing credit reports.
  • Formulate and administer credit policies and procedures.
  • Voting member of the bank Asset Quality Committee and Commercial Credit Committees.
• Other Attributes:  Extensive bank credit training experience
• Education:  Master’s Degree in Business Administration and a Bachelor’s Degree in Business Administration
• Reference #:  368286
• Send Candidate’s Resume:  Click Here

Minnesota – Minneapolis Area – Commercial Loan Underwriter

• Years of Related Experience: 10
• Minimum Salary: $85K 
• Work Area:  Minneapolis, Minnesota
• Experience:
  • Developed and prepared spreadsheets and models to support the analysis of new and existing CRE and C&I credit applications- Deals to $20MM.
  • Managed credit underwriting for an assigned commercial loan AR portfolio.
  • Reviewed credit applications and performed in-depth credit analysis and underwriting
  • Analyzed and assessed existing and potential clients’ financial statements and credit history.
  • Structured deals and performed risk assessments.
  • Ability to make informed decisions backed by sound assessment.
  • Evaluated and determined the creditworthiness of commercial applicants.
  • Performed cash flow analysis of businesses to determine the risk involved in extending credit.
  • Performed annual reviews, financial spreads, and global debt service calculations.
  • Conducted a thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing, and annual due diligence.
  • Analyzed financial and guarantor statements, prepared cash flow model, and performed collateral analysis to ensure loans meet requirements.
  • Reconciled credit files and identified discrepancies and variances.
  • Making Risk Rating decisions and communicating the decision with the RM or PM.
  • Assisted RM with completing various scenarios of financial forecasts and projections.
  • Ensured loans conformed to the company’s credit manuals and cited policy or guideline exceptions as needed.
  • Worked with a Financial analyst, credit coordinator, and relationship manager to maintain a high-quality business loan portfolio.
• Reference #:  368424
• Send Candidate’s Resume:  Click Here

Pennsylvania – Philadelphia Area – BSA/AML Compliance Officer

• Years of Related Experience: 20+
• Minimum Salary: $80K 
• Work Area:  Within 30 miles of Philadelphia, PA
• Experience:
  • Complete comprehensive reviews of customer activity to identify potential financial crime risks.
  • Conduct internet and other research concerning the customers and counterparties involved with transactions, as appropriate.
  • Review complex and multi-tiered relationships to determine if account activity is suspicious and requires the filing of a SAR.
  • Write a comprehensive analysis of the account activity to support the disposition to close/escalate an alert, close/escalate a case, and file a SAR when required while meeting Management-defined productivity and quality control requirements.
  • Thoroughly document alert and case investigations, including supporting data, research, analysis, and rationale for the recommendation within the case management system in a timely manner and in compliance with regulatory guidelines and AFC procedures.
  • Provide recommendations for off-boarding customers who pose a heightened risk to the Institution as directed by the Head of the Financial Intelligence Unit.
  • Prepare summaries of customers with multiple SARs and high-risk investigation cases to the Head of the Financial Intelligence Unit, BSA Officer, and SAR Committee, as needed.
  • Maintain a high degree of relevant knowledge with respect to BSA/AML laws and regulations, including monitoring new and proposed BSA/AML-related legislation, regulatory requirements, key enforcement actions, key trends, and emerging issues, as directed by the Head of Financial Intelligence Unit.
  • Knowledgeable in the USA PATRIOT Act, Bank Secrecy Act, OFAC, and related AML regulations.
  • Experience with external compliance screening databases (World-Check, Lexis/ Nexis, Actimize, PACER, KYC).
• Other Attributes:  Proficient in Microsoft Word, Excel, PowerPoint, PeopleSoft, and Fingerprinting.
• Education: Bachelor’s Degree in Criminal Justice
• Reference #:  417336
• Send Candidate’s Resume:  Click Here