November 7th, 2024
Texas – DFW Area – Sr. Bank Information Technology Manager
- Years of Related Experience: 10
- Minimum Salary: $100K
- Work Area: Dallas/Fort Worth, Texas
- Experience:
- Developed and implemented a comprehensive IT program, supporting core banking operations and ensuring reliable IT infrastructure.
- Collaborated with executive leadership to establish a five-year strategic IT roadmap, including budget planning, technology upgrades, and cybersecurity improvements.
- Established and maintained the bank’s Cybersecurity Program, DRP, and BCP, with a focus on minimizing risks from emerging threats.
- Conducted annual risk assessments and IT audits to ensure regulatory compliance (GLBA, FFIEC) and address vulnerabilities promptly.
- Coordinated third-party audits and state and federal exams, utilizing their findings to enhance controls.
- Led cybersecurity initiatives to implement the FFIEC framework backed by their cybersecurity assessment tool, CAT, to assess program maturity.
- Strengthened risk management posture to align with industry standards and organization strategic plan.
- Oversee incident response activities coordinating vendors and internal efforts.
- Managed relationships with third-party technology service providers, overseeing contract negotiations, performance reviews, and SLAs to ensure vendor alignment with bank objectives.
- Led implementation and upgrades of critical IT systems, coordinating with vendors and cross-functional teams to complete projects on time and within budget.
- Coordinated third-party service providers to support key operations. `
- Perform testing of plans and procedures.
- Responsible for training bank employees at all levels, including senior management, to minimize cybersecurity exposure.
- Acted as subject matter expert during procedural development and training.
- Other Attributes: Certified in Comptia A+ and Network+, CompTIA Security+, ITIL Foundations, Bank Technology Management, and ISC2 CISSP is in progress
- Education: Bachelor’s Degree in Public Relations
- Reference #: 418357
- Send Candidate’s Resume: Click Here
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November 7th, 2024
Idaho – Sr. SBA Credit Manager
- Years of Related Experience: 12
- Minimum Salary: $140K
- Work Area: Idaho
- Experience:
- Strong SBA background, commercial credit, SBA lending, and special assets management.
- Managed SBA operations, SBA underwriters, and loan processing while building and managing a high-performing team of eight.
- Supervised a commercial portfolio of over $1B, ensuring oversight and consistency in reporting functions (past due, maturity reports).
- Optimized team efficiency and streamlined loan origination, underwriting, and administration processes.
- Directed $25MM criticized portfolio management, including high-exposure commercial and SBA loans.
- Drove SBA loan production growth for consecutive years, enhancing efficiency and accuracy through process optimization.
- Recovered over $500MM in previously charged-off loans and restructured $5MM in criticized assets, enhancing portfolio health and mitigating losses.
- Compliance with policy standards through structured workouts, rehabilitations, and liquidations.
- Address complex and distressed assets, overseeing criticized loans with a focus on risk mitigation, portfolio quality, and compliance.
- Established asset identification and special assets transition processes, standardizing collection actions and legal engagement criteria to fortify policy compliance.
- Other Attributes: Certifications in Credit Risk Certification (CRC) and Risk Management Association, Systems expert on nCino origination software
- Education: Bachelor’s Degree
- Reference #: 418325
- Send Candidate’s Resume: Click Here
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November 7th, 2024
Louisiana – New Orleans Area – Sr. Commercial Credit Analyst
- Years of Related Experience: Five
- Minimum Salary: $85K
- Work Area: New Orleans, Louisiana
- Experience:
- Experienced with all types of loans and extensive experience with ABL loans.
- Average loan size analyzed is $25MM-$30MM and up to $100MM.
- Portfolio management portfolio includes 16-18 deals totaling over $200MM.
- Create loan presentations and present credits to the Credit Committee with the relationship manager.
- Create credit packages to make lending decisions for new, renewed, and modified loans.
- Analyze financial statements and prepare succinct reports and brief opinions on the credit facts and projections.
- Assist several portfolios in underwriting, spreading, formatting, and reviewing capacities.
- Maintains a portfolio of 15-17 relationships with careful monthly monitoring of borrowing bases and financials.
- Handle deals with bank relationships up to $50MM, adjusting risk grading profiles.
- Guide analysts through new tasks and loan approval software.
- Managed a team of five people for a project updating the new analyst handbook.
- Excellent communication skills.
- Other Attributes: Proficient in Excel, Ncino, and Salesforce
- Education: Bachelor’s Degree in Finance and a minor in Economics
- Reference #: 418371
- Send Candidate’s Resume: Click Here
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October 30th, 2024
Illinois – Chicago Area – Sr. Treasury Management Officer
- Years of Related Experience: 20
- Minimum Salary: $130K
- Work Area: Chicago, Illinois Area
- Experience:
- Certified Treasury Professional.
- Responsible for the strategic vision and planning for all products under Payments and Cash Management.
- Rich background in both treasury management sales and TM operations.
- Strong business development skills representing all TM product families.
- Excellent Cash Management sales acumen.
- Directly supervises 6 employees and has supervised up to 300.
- Skilled in training, mentoring, and coaching staff.
- Expertise in process improvement.
- History of exceeding budgetary expectations for both deposit growth and fee income.
- Strong cash management sales acumen.
- Provides fraud and risk management.
- Education: Bachelor’s Degree
- Reference #: 317036
- Send Candidate’s Resume: Click Here
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October 30th, 2024
Florida – Chief Risk Officer
- Years of Related Experience: 20
- Minimum Salary: $150K
- Work Area: Florida
- Experience:
- Managed the response and tracking of all identified audit and exam issues.
- Developed and managed reporting to ensure appropriate training was completed by staff.
- Acted as liaison for the Institution and OCC regulatory exams, all BSA independent audits, and model validations.
- Requested, collected, and provided documentation for all exams, audits, and validations.
- Managed the risk-based expansion of the quality assurance function for the BSA/AML/OFAC function of the Institution.
- Enhanced the account closure process through the development of forms, templates, and reporting designed to streamline the execution, and reporting of BSA/AML and fraud account closures.
- Coordinated closures with appropriate levels of management based on the account size and complexity.
- Education: Master’s Degree in Business Administration in Finance and Master’s degree in Mathematics, Bachelor’s degree
- Reference #: 105167
- Send Candidate’s Resume: Click Here
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October 30th, 2024
Tennessee – Knoxville Area – Sr. Trust Officer
- Years of Related Experience: 19
- Minimum Salary: $100K
- Work Area: Knoxville, Tennessee
- Experience:
- Manages a $150MM personal trust portfolio.
- Trust Regulations and Compliance expert with excellent communication skills.
- Supervised three FTE employees and managed the production of paralegals and associate attorneys.
- Implemented strategic asset allocation strategies to optimize client investment portfolios.
- Managed wealth for high-net-worth individuals by providing personalized financial advice and solutions.
- Created detailed financial plans to help clients reach their long-term goals and objectives.
- Administered trusts under legal guidelines in beneficiaries’ best interests.
- Cultivate strong client relationships through clear communication and proactive service.
- Facilitate estate planning discussions and collaborate with legal professionals to ensure client wishes are met.
- Expertise in Account Reconciliation, Appeals, Asset Management, Documentation, Estate & Gift Tax Planning, Estate Law, Estate Planning, Income Tax, Internal Audit, Judicial, Litigating, Paralegal Reconciling, Tax Return Preparation, Trust Management, Will and Estate Law.
- CTFA Certification.
- Proficient in Accounting Software.
- Education: Juris Doctorate Degree, Bachelor’s Degree.
- Reference #: 418302
- Send Candidate’s Resume: Click Here
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October 30th, 2024
Indiana – Marshall County Area – Sr. Commercial Credit Officer
- Years of Related Experience: 20
- Minimum Salary: $125K
- Work Area: Marshall County, Indiana
- Experience:
- Experience in CRE, C&I, and SBA loans.
- Manage a team of six credit analysts and four documentation specialists.
- Underwrite complex, multi-player deals up to $20MM.
- Average commercial deal size was $2MM to $5MM.
- The largest commercial deal size was $35MM.
- Has a single loan authority of $2MM.
- Negotiate and structure deals.
- Exercise individual loan authority of $350M and a voting member of the committee that approves up to $4MM.
- Redesigned credit memo and risk rating system.
- Reduced turnaround time by 15 days by creating extension, courtesy (10%) approval, credit limit (pre-approved amount), and credit scoring (small business) approval processes.
- Implemented a credit pipeline, borrowing base, and financial tracking reports to monitor the $400M portfolio.
- Created a training program for analysts and lenders to grow their skills and make better lending decisions.
- Instituted appraisal-related compliance processes.
- Re-wrote the commercial guidelines.
- Re-aligned job duties with the appropriate job function.
- Reduced the time spent ordering and reviewing appraisals from days to minutes by engaging a third-party appraisal service.
- Led successful implementation of the Baker Hill loan origination system for the commercial lending group.
- Serve as administrator and troubleshooter for users.
- Developed the testing plan and coordinated user testing of the system.
- Wrote procedures for Baker Hill.
- Develop reports and documents using Web Intelligence and Windward.
- Other Attributes: Credit Risk Certified (CRC).
- Education: Bachelor’s degrees in Economics and a Master’s degree in Business Administration in Accounting
- Reference #: 316577
- Send Candidate’s Resume: Click Here
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October 30th, 2024
Connecticut – Danbury Area – Bank Marketing Director
- Years of Related Experience: 20
- Minimum Salary: $135K
- Work Area: Danbury, Connecticut Area
- Experience:
- Employs expert strategy and design to collaboratively craft branding solutions that capture a company’s corporate personality, convey its message, and resonate with its target audience.
- Employs a solutions-oriented, strategically based approach to marketing that produces powerful, measurable, and cost-effective programs specifically designed to grow a client’s business.
- Managed all internal and external marketing activities for the Institution for eight years, and helped the institution grow immensely.
- Promoted the Institution’s brand’s dedication to diversity, equity, and inclusion by executing a plan that increased business banking activity by 20%.
- Boosted brand loyalty and improved reputation by recognizing trends in how local consumers and businesses select brands based on how their corporate values aligned with their own.
- References are available.
- Other Attributes: Proficient in Fiserv and Jack Henry, Holds an Advanced Advertising Studies Certificate.
- Education: Bachelors Degree in Communications
- Reference #: 417154
- Send Candidate’s Resume: Click Here
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October 30th, 2024
Illinois – Decatur Area – Sr. Consumer Lender
- Years of Related Experience: five
- Minimum Salary: $65K
- Work Area: Decatur, Illinois
- Experience:
- Strong consumer lending background, including auto, boats, home equity, and unsecured.
- Manage all aspects of the banking process.
- Hire personnel and train.
- Responsible for the vault and ordering money.
- Oversees USDA loans, incoming and outgoing wires, and teller drawers.
- Responsible for collections, both mortgage and consumer.
- Oversees ACH, CDs, and share loans.
- Responsible for opening and closing the Institution.
- Manages the cash handling and training videos.
- Process both mortgage and consumer loans.
- Verify employment and title search.
- Responsible for appraisal, underwriting, approve and deny paperwork, closings, and dispensing funds.
- Strong references are available.
- Reference #: 417151
- Send Candidate’s Resume: Click Here
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October 30th, 2024
California – Sacramento Area – Sr. SBA Credit Underwriter
- Years of Related Experience: 20
- Minimum Salary: $120K
- Work Area: Sacramento, California Area
- Experience:
- Manages a $65MM SBA loan portfolio.
- Average commercial SBA loan deal size underwritten $1MM and up to $5MM.
- Single loan approval authority of $1.5MM.
- Extensive SBA, USDA, FDIC, and commercial lending experience.
- Seven years of management experience with up to six FTE employees.
- Responsible for preparing summaries, credit approval reports, documenting credit Analyses, and recommendations for credit decisions to approve authority.
- Presentation of facts, opinions, and recommendations of applicant’s creditworthiness to Business Development Officers (BDOs).
- Review commercial and real estate loan documents for accuracy, completeness, and adherence to approval conditions.
- Prepared summary and credit approval reports, documenting credit analyses and recommendations for credit decisions to approve authority.
- Review financial information and analyze the risk associated with the borrower’s financial condition, recommending risk rating when appropriate.
- Follow up with customers to obtain all necessary information and clarification on financial analysis materials and resources.
- Collaborate with attorneys, the SBA, and USDA financial and legal resources to fully obtain correct and accurate documents to protect the bank’s interests in the credit relationship.
- Sat on the Loan Committee.
- References are available.
- Reference #: 418347
- Send Candidate’s Resume: Click Here
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