Massachusetts – Boston Area – Commercial Lender

• Years of Related Experience: 25
• Minimum Salary: $170K
• Work Area:  Boston, Massachusetts
• Experience:
  • Produces $30MM to $50MM / year in mostly C&I volume
  • Excellent sources of business leads – centers of influence
  • Strong background in CRE and C&I, 50% C&I and 50% CRE.
  • Excellent commercial credit skills
  • Extensive knowledge of SBA 7A, SBA 504, and Industrial Revenue Bond (taxable/nontaxable) programs.
  • No non-compete agreement – open to lending in the Boston area.
• Education:  Master’s Degree in Business and a Bachelor’s Degree in Management
• Reference #:  368285
• Send Candidate’s Resume:  Click Here

West Virginia – Charleston – Commercial Credit Analyst

• Years of Related Experience: 17
• Minimum Salary: $80K
• Work Area:  Charleston, West Virginia Area
• Experience:
  • Prepared financial spreads using company and personal tax returns, personal financial statements, and credit report data.
  • Prepared written commercial loan analyses using the Loan Request Summary document.
  • Assisted with updating and maintaining organized credit files and updating Commercial Loan Tracking, Access Credit Files Data Base, and Premier Director.
  • Maintained communication with Loan Officers and Credit managers on assigned credits to ensure accurate and timely financial spreads and credit analysis.
  • Participated in Commercial Group calls and all ELC/BOD calls by providing supportive information on individual credits that are assigned
• Education:  Bachelor’s Degree in Finance
• Reference #:  209533
• Send Candidate’s Resume:  Click Here

Washington – Seattle – SBA Loan Processor

• Years of Related Experience: Two
• Minimum Salary: $70K
• Work Area:  Seattle, Washington Area
• Experience:
  • Knowledgeable in SBA 7a and 504 loans.
  • Experienced with CRE and C&I loans.
  • Has an average commercial loan deal of $550K up to $1.5MM.
  • Supports three lenders.
  • Processing commercial loans such as purchases, refinances, C&I, LOC, SBA 7a, and 504 loans.
  • Order and review title commitments, order appraisals, and inside valuations.
  • Gather information on the properties, entities, borrowers, and guarantors, and review loan documents.  
  • References are available.
• Reference #:  418331
• Send Candidate’s Resume:  Click Here

Missouri – Saint Louis – Sr. Trust Officer

• Years of Related Experience: 20+
• Minimum Salary: $125K
• Work Area:  Saint Louis, Missouri Area
• Experience:
  • Responsible for the entire trust department.
  • Experience with personal trust and corporate trust accounts
  • Responsible for administration and expansion of trust relationships, increasing AUM by 30% in 15 months.
  • Assumed responsibility for remediation of the findings.
  • Completed various assessments including fee calculation reviews, discretionary distributions, net income distributions, and general data entries to the trust accounting system that resulted in finding serious weaknesses in following procedures, and evaluating financial and reputational risk to the Institution.
  • Introduced comprehensive new account acceptance and annual review processes.
  • Experienced in FDIC and OCC involvement for trust issues.
  • Experienced in Acutech, Cheeta, Infovisa, HWA, and FIS.
  • Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner (AEP).
  • References are available.
• Education:  Bachelor’s degree in Finance
• Reference #:  161144
• Send Candidate’s Resume:  Click Here

Louisiana – New Orleans – Commercial Loan Portfolio Manager

• Years of Related Experience: 10
• Minimum Salary: $130K (flexible)
• Work Area:  New Orleans, Louisiana
• Experience:
  • Manage a $500MM loan portfolio of 30+ borrowing relationships and 100+ entities.
  • Support 10+ relationship managers to coordinate renewals, new money requests, amendments, and waivers.
  • Provide teaching and support to credit analysts and fellow portfolio managers when challenges arise.
  • CRE and C&I background with extensive experience in cash flow analysis and interest rate derivatives/hedging.
  • Serve on special project/cohort groups to share best practices, hone processes, and implement new technologies.
• Education:  Master’s Degree in Business Administration and Finance
• Reference #:  367916
• Send Candidate’s Resume:  Click Here

New Jersey – Middlesex County – Commercial Loan Processor/Closer

• Years of Related Experience: 20
• Minimum Salary: $75K
• Work Area:  Middlesex County, New Jersey
• Experience:
  • Experience in CRE, C&I, and SBA.
  • Has an average commercial deal size of $1MM up to $20MM.
  • Supported six commercial lenders.
  • Reviewed underwriting approval for each loan file.
  • Collected all required documentation for the loan package.
  • Ensured all closing conditions and all title issues had been satisfied.
  • Prepared file for closing (reviews legal documents for accuracy, prepares closing figures and other required documents).
  • Prepared loan booking package and submitted it to Loan Operations within three days of closing.
  • Prepared documentation in the nCino system to ensure proper processing of funding, interest rate settings, and billings.
  • Processed all CRE and C&I loan modifications.
  • Performed all due diligence as required for new loans such as corporate status, judgment searches, UCC, and property searches.
  • Assisted in daily department responsibilities including customer inquiry and problem solving.
  • Proficiency in MS Office (MS Forms, Word, PowerPoint, Laser Pro, nCino, Excel, SharePoint, and Outlook), calendar management and email systems.
  • References are available.
• Reference #:  418193
• Send Candidate’s Resume:  Click Here

Illinois – Chicago Area – Bank Accounting Manager/Controller

• Years of Related Experience: 15
• Minimum Salary: $100K
• Work Area:  Chicago, Illinois Area
• Experience:
  • Perform data analysis and deliver weekly and monthly financial reports for the Controller and CFO.
  • Director of operations for the daily reconciliation of the Federal Reserve general ledger up to $600MM per day ensuring account balances.
  • Supervise two Sr. Accountants and an Accounting Analyst while managing ATM and vault balances.
  • Manage $52MM monthly expenses across
  • Review reports, identify, investigate, and reconcile discrepancies of missing money to ensure complete balancing to the cent by working with the ATM department, Brinks, and Transportation).
  • Review, research, and communicate with the Federal Reserve resolving any currency and coin discrepancies while addressing branch manager questions and completing reports, posts, and entries.
  • Streamlined month-end close process to within five business days, ensuring 100% compliance with GAAP and internal objectives.
  • Automated key accounting functions saving 14 monthly hours (on preparation, submission, and error detection) for the department employees and streamlined AP processes, saving four hours daily.
  • Implemented IT-driven improvements for vendor management and ensured GAAP compliance through rigorous auditing of high-value transactions.
  • Led cross-functional collaboration with Planning & Analytics, Legal, Compliance, IT, and Audit teams to implement robust financial reporting systems ensuring timely and accurate internal, management, and financial reports, meeting all regulatory requirements, and enhancing decision-making processes across the organization.
  • Managed the transition of a finance integration project from an inefficient in-house system, eliminating manual processes, eradicating errors, automating processes driving efficiencies, and reducing employee time on manual processes.
  • Board Member with NCUA experience and CPA completion in 2025.
  • Proficient in Jack Henry, QuickBooks, Power BI, SAP Concur, Excel, PowerPoint, Outlook, Access, Word, Symitar Core, WorkDay, Enterprise, Blackline, and Kronos.
  • References are available.
• Education: Master’s Degree
• Reference #:  418328
• Send Candidate’s Resume:  Click Here

Arizona – Tucson – BSA/AML Compliance Manager

• Years of Related Experience: 19
• Minimum Salary: $85K
• Work Area:  Tucson, Arizona
• Experience:
  • Certified Regulatory Compliance Manager (CRCM).
  • Knowledgeable in all areas of compliance, deposit, and loans (BSA / AML, KYC, HMDA, CRA, Fair Lending, Sarbanes-Oxley, Deposit Regs, and Electronic Banking).
  • Experience with bank operations, all lines of business, and regulators experience (FDIC, State, OCC, OTS).
  • Develop, implement, and administer all aspects of the compliance management program to address and prepare for future risks.
  • Ongoing and disciplined involvement in HMDA, CRA, fair lending, BSA/AML, fraud, loan and deposit account disclosure, and operating regulatory requirements.
  • Principal lead in compliance examinations and outsourced audits.
  • Advise directors, senior management, and personnel on emerging compliance issues guiding in establishing controls to mitigate compliance risks.
  • Collaborate with senior management in the administration of compliance directives.
  • Planned, organized, and controlled daily administrative and operational compliance activities.
  • Balance a quality risk-based compliance program with sensitivity to the organization’s plans for profitability and growth.
  • Chaired the compliance committee and contributed to the enterprise risk management committee and its sub-committees.
  • Proficient in Finastar, LaserPro, DepositPro, Mortgage Bot, BSA Verifin, and Questsoft. 
• Education: Bachelor’s Degree
• Reference #:  418305
• Send Candidate’s Resume:  Click Here

Tennessee – Commercial Credit Analyst

• Years of Related Experience: Five
• Minimum Salary: $70K
• Work Area:  Tennessee
• Experience:
  • Experienced with CRE loans and some C&I credit analysis
  • Originated and managed approximately a $65MM loan portfolio, including consumer and commercial real estate.
  • Experienced with complex commercial real estate transactions.
  • Manage branch members from loan officers to tellers.
  • Participated in strategic planning for the bank and branch.
  • Has an average loan size of $250k-$500k.
• Education: Masters Degree
• Reference #:  418423
• Send Candidate’s Resume:  Click Here

Indiana – Bank Chief Financial Officer

• Years of Related Experience: 10+
• Minimum Salary: $140K plus bonus opportunity
• Work Area:  Indiana
• Experience:
  • Directed the ALCO committee
  • Strong investment portfolio and AML modeling background.
  • Supervises 3 accountants.
  • Manage day-to-day accounting activities, and oversee monthly, quarterly, and annual financial close processes, ensuring the accuracy, and completeness of financial statements.
  • Review monthly financial packages including balance sheets, income statements, and cash flow statements, with full accountability for trial balance components such as EBITDA and capex.
  • Conduct thorough reconciliation procedures, comparing financial records to ensure the accuracy and validity of transactions through meticulous matching with corresponding documentation.
  • Manage cash flow by monitoring, analyzing, and optimizing cash receipts minus expenses, ensuring organizational liquidity to meet short-term obligations and invest effectively in operations.
  • Administer the company’s financial borrowing and extension of credit, managing terms of repayment and policies to mitigate credit risk associated with customer accounts receivable.
  • Develop and enforce internal controls, such as segregation of duties, to protect company assets and ensure adherence to policies and procedures, reducing the risk of fraud and errors while increasing operational efficiency.
  • Organize information and statements for external auditors.
  • Contribute to the development of company growth by providing financial analyses and the financial impact of the Company.
  • Monitor financial performance metrics, analyze budgeted projections against actual performance, implement corrective actions to address variances, and provide financial analysis, forecasting, and modeling to support operational and strategic initiatives while reporting significant budget differences and recommending improvements.
  • Guide annual budgeting process by establishing and communicating schedules, managing templates, and providing support to prepare forecasts, operating budgets, and capital budgets.
  • Direct the administration of timely and accurate payroll processing, ensuring precise calculation of wages, benefits, and deductions while maintaining compliance with tax regulations.
• Education: Bachelor’s degree in Business Administration in Finance and Accounting
• Reference #:  165016
• Send Candidate’s Resume:  Click Here