New York – New York City Area – Commercial Credit Analyst

• Years of Related Experience: Seven
• Minimum Salary: $70K 
• Work Area:  New York City, New York
• Experience:
  • Strong Commercial Credit (CRE and C&I) loans with SBA (7a/504) experience.
  • The average loan size analyzed is $500K-$1MM and up to $1.3MM.
  • Analyze, assess, and approve small business loans up to $1.3 million.
  • Assess financial statements, and credit history and manage risk exposure of CRE and C&I loans.
  • Serves as liaison between the US SBA and under-secured businesses to provide credit to emerging entities.
  • Create CRE and C&I loan presentations.
• Leadership Experience:  Train newly onboarded portfolio managers and underwriters using Abrigo Sageworks Lending Software.
• Other Attributes:  Formal credit training and proficiency in Sageworks
• Education:  Bachelor’s Degree
• Reference #:  315368
• Send Candidate’s Resume:  Click Here

Wisconsin – Milwaukee/Waukesha Area – Commercial Lender

• Years of Related Experience: 13
• Minimum Salary: $130K 
• Work Area:  Milwaukee/Waukesha, Wisconsin
• Experience:
  • Grew diverse lending portfolio exceeding $60MM, incorporating CRE, C&I, and SBA relationships, driving consistent revenue growth and market expansion.
  • Strong sources of commercial (C&I) referrals sources throughout Waukesha and Milwaukee counties.
  • Consistently approved and managed high-value commercial loans, averaging $15MM weekly, while maintaining 25% of the portfolio in SBA-approved loans to balance risk and profitability.
  • Excellent commercial lending credit underwriting skills (CRE/C&I).
  • Liaison for offices without dedicated lenders, fostering collaboration and bridging service gaps in commercial banking.
  • Built strategic partnerships with business affiliates and community organizations, significantly expanding the commercial client base and increasing market presence.
  • Built and maintained strong business relationships within the community as an active member of multiple chambers.
• Leadership Experience:  Mentored and developed portfolio managers and credit analysts, enhancing team capabilities and aligning expertise with the bank’s strategic lending objectives.
• Education: Bachelor’s Degree
• Reference #:  1844
• Send Candidate’s Resume:  Click Here

Texas – Dallas/Fort Worth Area – Bank Compliance Officer

• Years of Related Experience: 14
• Minimum Salary: $140K 
• Work Area:  DFW, Texas
• Experience:
  • Certified Anti-Money Laundering Specialist (ACAMS) and licensed attorney.
  • Certified Regulatory Compliance Manager (CRCM).
  • Certified Information Systems Auditor (CISA).
  • Certified Project Manager (PM).
  • Experience in BSA / AML, KYC, HMDA, CRA, Fair Lending, Sarbanes-Oxley, Deposit Regs, and Electronic Banking.
  • Knowledgeable of OCC.
  • Develop, implement, and manage all aspects of the Institution’s wholesale lending compliance risk management program to ensure compliance with U.S. federal laws and regulations.
  • Perform analysis of data and validation of results for compliance-related risk identification and issue escalation.
  • Improve processes, controls, and efficiencies, assess risk when business decisions are made, and safeguard the Institution, its clients, and assets, by driving compliance with applicable laws, rules, and regulations.
  • Serve as a subject matter expert on the Institution’s lending compliance risk reporting framework, standards, and procedures.
  • Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
  • Ensure that the quality of data, controls, and processes performed meet internal policies, regulatory requirements, and expectations.
  • Appropriately assess compliance risk when business decisions are made, demonstrating consideration for the Organization, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
  • Assist in external audits and examinations by regulatory bodies, conduit banks, and securitization parties.
  • Assist in the creation of audit work papers for compliance and regulatory audits.
  • Analyze the audit results and determine the impact and risk to the business.
  • Review and analyze the internal controls in place and report on the effectiveness of these controls.
  • Execute compliance reviews, report findings, and make recommendations for risk mitigation, all while coordinating periodic risk assessments in line with regulatory guidelines.
  • Keep abreast of regulatory changes, new regulations, and internal policy changes to further identify new key risk areas.
• Leadership Experience:  Manages 5 employees.
• Education:  Juris Doctorate Degree, Bachelor’s Degree in Psychology.
• Reference #:  209529
• Send Candidate’s Resume:  Click Here

New York – Credit Union Chief Lending Officer

• Years of Related Experience: 19
• Minimum Salary: $195K 
• Work Area:  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:  Holds a Master’s of Business Administration in Finance and a Bachelor’s degree in Business Economics.
• Reference #:  417974
• Send Candidate’s Resume:  Click Here

Illinois – Chicago Area – Bank Marketing Director

• Years of Related Experience: 20
• Minimum Salary: $125K (flexible)
• Work Area:  Chicago, Illinois Area
• Experience:
  • Develops and executes customer acquisition, activation, cross-sales, and retention efforts for Retail, Mortgage, Insurance, and Investment business lines.
  • Created multi-channel programs to defend deposit base against non-local, rate-driven digital disrupters; drove retention of 99%+ of total deposits and increased market share against local competitors by 49 basis points over two years.
  • Leveraged customer research and data overlays to develop programs to drive cross-product adoption, identify and retain at-risk customers, and improve customer experience.
  • Achieved all results with marketing budgets 10% below the industry average benchmark.
  • Channels included content marketing, SEO, email, direct mail, newsletters, advertising (PPC, print, radio, cable TV), events, websites, and community events.
  • Strong background in social media marketing.
  • Expertise in multicultural markets, consumer insights/analytics, and product launches.
• Other Attributes: Bilingual: English and Spanish
• Education:  Holds a Bachelor’s degree in fine arts.
• Reference #:  104805
• Send Candidate’s Resume:  Click Here

Texas – Houston Area – Commercial Credit Executive

• Years of Related Experience: 20
• Minimum Salary: $170K
• Work Area:  Houston, Texas Area
• Experience:
  • Strong CRE, C&I, and SBA (7a and 504) credit underwriting and credit approval experience.
  • Manages a diverse commercial (CRE/C&I/SBA) loan portfolio of $300MM.
  • Manages the credit policies for the bank.
  • Responsible for setting and following credit policy to reduce loan losses while enabling loan growth.
  • Lending authority up to $25MM with a major regional bank.
  • Serves as Chairman of the bank’s Credit Committee.
  • Works closely with the bank’s senior management to ensure that loan pricing adequately drives returns.
  • Interfaces with examiners during their reviews.
  • Works with internal and external auditors during routine exams.
  • No non-compete agreement.
• Leadership Experience:  Develops Junior Lending Officers and Credit Analysts for the bank.
• Education:  Master’s Degree in Business Administration, Bachelor’s Degree in Economics.
• Reference #:  210250
• Send Candidate’s Resume:  Click Here

Florida – Fort Lauderdale Area – Commercial Lending Portfolio Manager

• Years of Related Experience: 13
• Minimum Salary: $110K
• Work Area:  Fort Lauderdale Area
• Experience:
  • Managed complex CRE and C&I commercial loan client relationships
  • Developed and cultivated strategic relationships with new and existing clients to provide solutions and develop new opportunities. 
  • Spearheaded performance and delinquency management for loan and lease portfolios, consistently exceeding performance targets.
  • Leveraged data-driven decision-making to maintain and improve portfolio performance, resulting in operational efficiency.
  • Managed the performance of the loan portfolio totaling $160MM, consistently exceeding performance benchmarks.
  • Excellent commercial loan deposit generation skills
• Education:  Masters Degree in Business Management and a Bachelor’s Degree in Business Administration 
• Reference #:  368467
• Send Candidate’s Resume:  Click Here

Florida – Tampa Area – Bank Controller

• Years of Related Experience: 20+
• Minimum Salary: $135K
• Work Area:  Tampa, Florida
• Experience:
  • Controller for the bank growing through organic means and executing 6-10 portfolio acquisitions worth over $10MM-$40MM per year.
  • Generate financial and management reports, manage 4 direct reports, oversee accounting cycle, month-end closing, compliance, internal and annual audits, and collaborate to ensure successful and cost-effective results.
  • Established a systematic process for the preparation of FDIC filings and call report streamlining function resulting in a reduction from a 5-day turnaround to 24 hours.
  • Positioned the bank to implement new GAAP disclosure requirements, accounting standards related to revenue recognition, Current Expected Credit Loss (CECL) modeling and validation, and changes in accounting for leases.
  • Managed bank capitalization standards, and other key ratios with rigorous monitoring, communication, and optimization.
  • Contributed to enhancing funding strategies and positioned the bank favorably resulting in successful audits, and higher rating in compliance oversight by the Office of the Comptroller of Currency (OCC).
  • Conducted new ERP system planning configuration, integration, customization, testing, and implementation.
  • Active member of the (AICPA) American Institute of Certified Public Accountants, (CGMA) Chartered Global Management Association, and an active CPA member in multiple states and services on the ALCO committee.
• Other Attributes:  Proficient in Jack Henry shop, Sage Intacct, MS Dynamics Navision, Oracle, Summit, Great Plains, QuickBooks, SAP, and Microsoft Office Suite.  Certified Public Accountant (CPA) in Florida and Massachusetts
• Education:  Holds a Bachelor’s Degree in Accounting (Honors Graduate)
• Reference #:  418180
• Send Candidate’s Resume:  Click Here

Florida – Miami Area – Chief Lending Officer

• Years of Related Experience: 20+
• Minimum Salary: $180K
• Work Area:  Miami, Florida
• Experience:
  • Expertise in C&I and asset-based lending with a solid deposit base within the portfolio.
  • Booked $65MM in new business in 2022, and $20MM in the first quarter of 2023.
  • Managed a $200MM+ portfolio.
  • Experienced in developing new commercial clients, including negotiating, structuring, and documenting transactions.
  • Responsible for the professional development, mentoring, and performance of Relationship Managers.
  • Assisted with staff performance reviews.
  • Developed and implemented a marketing plan for the designated region.
  • Served as the C&I Product Specialist for internal bankers and developed external intermediaries such as CPAs, commercial bankers, factors, turnaround and restructuring firms, consultants, investment bankers, and private equity firms.
  • Cross-sold credit services and other products to enhance portfolio profitability, including equipment finance facilities, owner-occupied real estate, and treasury products.
  • Performed loan rehabilitation, workouts, and liquidations.
  • Stable job history
• Other Attributes: Formal credit training
• Education: Master’s Degree, Bachelor’s Degree in Banking, Finance, and Investment
• Reference #:  366495
• Send Candidate’s Resume:  Click Here

Florida (Will Relocate East of Mississippi River) – Sr. Digital Banking Manager

• Years of Related Experience: 16
• Minimum Salary: $140K
• Work Area:  East of Mississippi River
• Experience:
  • Principal in the identification, development, and strategic vision of a digital-focused department.
  • Manages vendor relationships and product lines for online and mobile banking, ATMs, interactive teller machines, mobile deposit, online loan payment portal, debit cards, and online account openings.
  • Analyzes current trends of emerging payments data for the feasibility of incorporation; forecasts payment and usage volume; and conducts long-range budget planning.
  • Performs continuous evaluation and enhancements of client digital experiences.
  • Conceptualized the paradigm shift for technology-focused branches.
  • Chair of the Digital Strategy Committee, Ventures Steering Committee, and Real-Time Payments Committee
• Other Attributes: Completed a graduate-level banking program
• Education:  Bachelor’s Degree
• Reference #:  315911
• Send Candidate’s Resume:  Click Here