Tennessee – Bank Chief Financial Officer

• Years of Related Experience: 20
• Minimum Salary: $150K 
• Work Area:  Tennessee
• Experience:
  • Responsible for the management of all finance and accounting functions including financial planning and analysis, accounts payable, investments, treasury management, risk management, and compliance.
  • Manage monthly closing of the books, and preparation of all monthly reports for executive management, and the Board of Directors.
  • Responsible for Regulatory reporting, including the Call report.
  • Responsible for a $1 billion annual budget creation.
  • References are available.
• Education: Master’s degree in Business Administration in Finance
• Reference #:  160808
• Send Candidate’s Resume:  Click Here

Tennessee – Memphis Area – Bank Branch Manager

• Years of Related Experience: 10
• Minimum Salary: $75K 
• Work Area:  Memphis, Tennessee area
• Experience:
  • Perform branch opening and closing procedures.
  • Monitor all cash balances of tellers and vault.
  • Performs 6K teller transactions per month.
  • Supervises the teller line and personal bankers and fills in as needed.
  • Conduct mandatory daily huddles.
  • Experienced in HELOC, HEL, unsecured, and mortgage loan servicing.
  • Garners new small businesses for account openings and community outreach.
  • Develop and implement policies and procedures to maintain compliance with regulatory financial service standards.
  • Assist in creating a strong sales, service, and operation culture, fostering an environment where associates and partners can excel and achieve scorecard goals
• Leadership Experience:  Manages a team of 7-10 FTE employees, setting goals and expectations for the entire team.
• Other Attributes: NMLS, Notary Public
• Reference #:  637834
• Send Candidate’s Resume:  Click Here

Kentucky – Lexington Area – Sr. Commercial Loan Processor

• Years of Related Experience: 20
• Minimum Hourly Rate: $24/hour 
• Work Area:  Lexington, Kentucky area
• Experience:
  • Worked in all stages of the loan process – Commercial Lending (CRE/C&I).
  • Input loans into the system, process loan payments, and provide customer service.
  • Communicate with the attorney and the clerks’ offices, as well as the loan officers and their assistants.
  • Prepare cashier’s checks, balancing loans, and G/L tickets, as well as release documents for paid-out loans.
  • Prepare denial letters and produce loan closing documents.
• Other Attributes: Utilizes LaserPro
• Reference #:  417347
• Send Candidate’s Resume:  Click Here

Florida – Tampa Area – Chief Credit Officer

• Years of Related Experience: 20
• Minimum Salary: $190K 
• Work Area:  Tampa, Florida
• Experience:
  • Experienced in SBA 504, SBA 7a, C&I, and CRE credit management
  • Has a single-signing approval authority of $3MM.
  • Responsible for the credit function of the Institution. 
  • Member of Loan Committee, Asset Liability Committee, and Risk Management Committee.
  • Seasoned in Special Assets Management as well.
  • Manage all of the credit underwriting, loan approvals, credit policy, credit training, loan review, CECL, workout and recovery of problem loans, disposition of foreclosed assets, board reporting, and represent the Institution with regulatory agencies. 
• Leadership Experience:
  • Manages 60 commercial credit underwriters and has managed up to 15 employees.
  • Trained all credit personnel.
• Education: Master of Business Administration in Finance.
• Reference #:  163764
• Send Candidate’s Resume:  Click Here

California – San Diego Area – Bank Controller/CFO

• Years of Related Experience: 17+
• Minimum Salary: $180K 
• Work Area:  San Diego, California
• Experience:
  • Collaborate closely with the CFO and Financial Analyst in preparing comprehensive budgets to deliver strategic financial insights.
  • Maintain financial accounting to ensure proper, complete, and accurate record-keeping of accounting transactions are performed according to Generally Accepted Accounting Principles (GAAP).
  • Transformed financial reporting by creating an Excel-based variance file for executive leadership, enabling better analysis of account changes, expenses, and income to drive data-driven decision-making, board reports, budgets, and audit preparation.
  • Streamlined month-end close process by delegating tasks, implementing a checklist, and providing tailored training, while offering expert guidance on adjusting journal entries, resulting in improved workload distribution and better staff accountability.
  • Optimized 1099 processes by streamlining new vendor procedures, providing comprehensive training for Accounts Payable Specialists, improving vendor files, and partnering with IT to update vendor records for Form 1099 reporting and Form 1096 filing.
  • Efficiently oversee the preparation of monthly financial statements, other financial and statistical reports, and month-end and year-end closing activities while coordinating and assigning duties to the accounting staff as needed.
  • Audit financial statement trends and variance analyses to help determine accuracy of financial results, and ensure general ledger accounts are properly reconciled in accordance with company guidelines.
  • Demonstrate a strong commitment to regulatory compliance by diligently ensuring the accuracy and prompt submission of regulatory call reports.
  • Serve as a liaison to outside auditors and regulators in order to facilitate the audit and examination process.
• Leadership Experience:
  • Direct full-cycle accounting operations, managing a high-performing team of associates.
  • Provide training, guidance, and direction to employees to ensure work is performed in an efficient, timely, and knowledgeable manner, regularly conducting performance reviews and salary recommendations when applicable.
• Education:  Master’s degree in Accounting and a Bachelor’s degree in Business Administration in Finance. 
• Reference #:  418006
• Send Candidate’s Resume:  Click Here

Nebraska – Omaha Area – Sr. Credit Officer

• Years of Related Experience: 10+
• Minimum Salary: $130K 
• Work Area:  Omaha, Nebraska
• Experience:
  • Over a decade of underwriting and overseeing commercial credit – CRE and C&I lending.
  • Also has underwritten commercial credits with SBA 504 and 7a loan guarantees.
  • Underwriting and credit management as the lone analyst of a $144MM credit portfolio.
  • Portfolio growth of more than $40MM over six years, while maintaining a satisfactory portfolio risk level.
  • Strong commercial credit review background.
  • Experience in commercial real estate, construction, and commercial and industrial portfolios both as a portfolio manager and underwriter.
  • Sits on the credit committee.
  • Significant exposure and experience to unsatisfactory risk credits.
• Education: Bachelor’s degree 
• Reference #:  418011
• Send Candidate’s Resume:  Click Here

Wisconsin – Milwaukee Area – Sr. Personal Banker

• Years of Related Experience: 20
• Minimum Hourly Rate: $25/hour 
• Work Area:  Milwaukee, Wisconsin
• Experience:
  • Many years as a seasoned Personal Banker in the Milwaukee and surrounding counties.
  • Excellent bank branch operations and deposit operations background
  • Strong client care and leadership skills
  • Excellent performance history with all dimensions of retail banking and personal banking duties
  • Strong bank audit and compliance background.
  • Assist customers with checking and saving deposits, IRA, consumer and home equity loans, etc.
  • Open and close the bank branch.
  • Order cash for the Institution and prepare staff schedules for the month.
  • Coach tellers and personal bankers and assist with other sales projects.
  • References are available.
• Leadership Experience:  Has managed up to 15 employees.
• Reference #:  418124
• Send Candidate’s Resume:  Click Here

Texas – Houston Area – BSA/AML Compliance Officer

• Years of Related Experience: 20
• Minimum Salary: $100K 
• Work Area:  Houston, Texas
• Experience:
  • Review high-risk activity using BSA software (Informant) for potential AML issues.
  • Opened all new business accounts and performed all due diligence for provided documentation.
  • Update policies and procedures as required to stay compliant.
  • Conduct yearly training for board members.
  • Daily review of all high-risk transaction types for potential AML concerns.
  • Responsible for training all new hires in BSA.
  • Ensure that all new approvals follow guidelines.
  • Supply all relevant documentation requested by examiners.
  • Guarantee all employees complete the BSA training administered.
  • Responsible for 314A review and 314B request.
  • Review all accounts daily for possible OFAC list hits.
  • Completed all SARs when needed and CTRs on a daily basis.
  • Onboarded all new employees for lending.
  • Established thresholds to monitor high-risk wires/ACH to and from OFAC high-risk countries.
  • Responsible for reviewing enhanced due diligence on high-risk customers to ensure that activity and business are appropriately risk-rated with no possible 314(a) list and OFAC SDN List matches.
  • Validate completion of CIP/KYC documents during account opening to comply with guidelines. 
• Education: Attended college
• Reference #:  368401
• Send Candidate’s Resume:  Click Here

Massachusetts – Boston Area – Sr. Commercial Lender

• Years of Related Experience: 18
• Minimum Salary: $150K 
• Work Area:  Boston, Massachusetts
• Experience:
  • No Non-compete Agreement.
  • Experience in CRE and C&I, loans averaging $3MM to $5MM, up to $8MM
  • Has an annual loan production in EACH of the last three years of $30MM in 2021, 18MM in 2022, and $20MM in 2023.
  • Manages a loan portfolio of $55MM.
  • Lead, manage, and direct the Commercial Lending activities of the Institution in support of policies, goals, and objectives.
  • Oversee loan and credit policy, manage underwriting, assign risk ratings, and conduct periodic loan reviews.
  • Design and implement lending procedures and risk practices establishing an appropriate credit-risk environment.
  • Provide loan structure solutions to meet client’s immediate borrowing and liquidity needs.
  • Identify and quantify portfolio risk, monitor performance and credit quality, and track changes and asset mix.
  • Engage in community activities and business events fostering a positive culture within our market.
  • Serve on the Institution’s Senior Management Team, Asset Liability and Loan Committee.
  • Responsible for negotiating conditions and arranging loan participations to increase liquidity and capacity.
  • Prepare responses and corrective actions to audits or examination findings quarterly to the Board of Directors.
  • Review commercial credit policies to ensure compliance with regulatory authorities.
  • Write monthly board reports, approve credit memorandums, negotiate terms, and spread financials.
• Other Attributes:  Proficient in Excel Real Estate Acquisition and Valuation Model, Income Property Analysis, Construction Interest Calculation, Debt Service Coverage, Cash-Flow Spreads, Microsoft Office Suite, and Salesforce, certified in Financial Markets and Institutions.
• Leadership Experience:  Manages 5 employees.
• Education: Master’s degree and a Bachelor’s degree in Finance
• Reference #:  417323
• Send Candidate’s Resume:  Click Here

Tennessee – Nashville Area – Bank Controller

• Years of Related Experience: 15
• Minimum Salary: $125K 
• Work Area:  Nashville, Tennessee
• Experience:
  • Direct and manage all accounting functions for a growing community Institution.
  • Update and maintain accounting procedures and monitor a system of internal controls.
  • Provides oversight to the treasury management function and bank liquidity.
  • Coordinates the annual financial statement audit and regulatory exams.
  • Present monthly financial statement results to the Board of Directors.
  • Update and review policies for annual approval by the Board of Directors.
  • Prepare the Annual Budget based on assumptions from multiple departments.
  • Prepare the Asset Liability Committee reports which are used to develop key strategies of the Institution.
  • Manage and oversee the Institution’s BSA Program, focusing on improving compliance with regulations.
  • Serve on the Information Technology Committee and assist in developing an Information Technology Strategic Plan.
  • Improved financial reporting and key processes to ensure the accuracy of financial and operational reports.
  • Reviewed and improved bank policies and procedures to clearly communicate objectives, procedures, risks, and reporting requirements.
  • Developed procedures and processes to improve compliance with BSA regulations and laws to an acceptable level to meet regulatory standards.
  • Assisted in the implementation of risk assessments and analysis to improve the Information Technology program to an acceptable level to meet regulatory standards.
  • Led the Institution in documenting job duties and training staff to provide an adequate level of back-ups and cross-training.
  • Implemented key process improvements to reduce risks and inefficiencies amongst staff.
• Other Attributes:  Certified Public Accountant (CPA).
• Leadership Experience:  Oversees and manages a staff of 12 within the accounting, operations, and customer service departments.
• Education: Bachelor’s degree in Accounting
• Reference #:  417647
• Send Candidate’s Resume:  Click Here