California – Los Angeles Area – Commercial Credit Analyst

• Years of Related Experience: Two
• Minimum Salary: $65K 
• Work Area:  Los Angeles, California
• Experience:
  • Experienced credit underwriting in CRE & C&I credit facilities
  • Experienced with Fiserv, CashSuite, and Encino.
  • Performed credit underwriting on loan applications based on credit rating, borrowing history, and other specific financial data.
  • Utilized ratio and cash flow analysis to evaluate liquidity, solvency, and profitability to assign credit risk ratings.
  • Evaluated loan documents to ensure accuracy and completeness when preparing credit memos.
  • Experienced with Microsoft Word, Excel, Outlook, and PowerPoint.
• Education: Bachelor’s Degree in Economics.
• Reference #:  418231
• Send Candidate’s Resume:  Click Here

Georgia – Atlanta Area – Bank Information Technology Director

• Years of Related Experience: 16
• Minimum Salary: $130K 
• Work Area:  Atlanta, Georgia
• Experience:
  • Developed and maintained NIST framework-based IT security program; exceeded regulatory requirements.
  • Designed and sustained IT Risk Assessment, IT Controls, Cybersecurity, Business Continuity, and Incident Response Plans.
  • Implemented Velocloud platform providing enhanced bandwidth and redundancy.
  • Led IT team of six FTE.
  • Advised the Board of Directors, CEO, and executive leaders of emerging technologies and action plans to maintain pace.
  • Served as liaison officer for regulatory audits.
  • Led initial creation and annual review and refresh of IT Security Awareness and Training programs.
• Education: Bachelor’s degree in Business Administration
• Reference #:  209759
• Send Candidate’s Resume:  Click Here

Louisiana – Lafayette Area – Bank Branch Manager

• Years of Related Experience: 12
• Minimum Salary: $65K 
• Work Area:  Lafayette, Louisiana
• Experience:
  • Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
  • Experienced in HELOC, HEL, Unsecured, Direct Auto, RV, Motorcycle, and Indirect lending.
  • Assisted with four branches as a trainer and filled in when there was a shortage of staff.
  • Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
  • Strong knowledge of BSA/AML OFAC compliance regulations.
  • References are available.
• Education: Master’s degree in Business Administration
• Reference #:  418434
• Send Candidate’s Resume:  Click Here

New York Area – Chief Credit Officer

• Years of Related Experience: 20
• Minimum Salary: $180K 
• Work Area:  New York
• Experience:
  • Drafted a business plan, collaborating with risk, credit, and relationship managers, identifying acceptable collateral, and creating pricing policy, a liquidation plan, margin, and stress testing capabilities using Intex.
  • Onboarded over 25 clients, including hedge funds, portfolio managers, and significant REITs, negotiating financing terms across pricing, tenor, haircuts, and collateral eligibility.
  • Responsible for clients with a secured loan portfolio, delivering term and extendible financing to banks and hedge funds, with assets including IG corporate, high yield, JGB’s, Muni’s, and agency residential whole loans.
  • Grew business to 30% of market share as part of a team that built a FICC-sponsored membership program, trading front-end and working within risk parameters, and first to trade agency MBS through CGF tri-party platforms.
  • Expanded an offering from overnight to term.
  • Onboarded over 100 clients across 20 jurisdictions, providing financing/leverage to hedge funds, sovereign wealth funds, and insurance companies, and liquidity to significant money funds and beneficial owners.
  • Oversaw integration and development of a front-end trading system, working with IT to improve trade flow, produce exposure reports, and capture and track all risk limits.
• Education: MBA in Business Management.
• Reference #:  367580
• Send Candidate’s Resume:  Click Here

California – Sacramento Area – Commercial Loan Underwriter

• Years of Related Experience: six
• Minimum Salary: $95K 
• Work Area:  Sacramento, California
• Experience:
  • Expertise in credit analysis and underwriting for C&I and CRE loans.
  • Average commercial loan deal size underwritten ($750K-$1.5MM) and up to $4MM.
  • Managed a diverse commercial loan portfolio which included performing annual reviews, file maintenance, and renewal processes for maturing loans.
  • Evaluated commercial loan applications, assessed eligibility and creditworthiness, and collaborated closely with loan officers to identify client needs and explore suitable options.
  • Conducted comprehensive cash flow analyses for loan requests up to $6MM.
  • Utilized customer financial statements, tax returns, and credit reports, resulting in reduced credit risk exposure.
  • Recommended credit approval requirements, including the establishment of financial performance covenants, monitoring requirements, and other loan provisions to ensure accurate grading of new and existing credit relationships.
  • Ensured strict adherence to company policies, security protocols, and government regulations, resulting in satisfactory compliance ratings during bank audits.
  • Coordinate third-party reports and engage with borrowers to support informed lending decisions.
  • Committee Member.
  • Proficient in QuickBooks, Salesforce, and nCino platforms and experience with Moody’s Analytics and Loan Vantage systems.
  • Certificate in Business and Commercial lending.
• Education: Bachelor’s Degree in Accounting.
• Reference #:  164195
• Send Candidate’s Resume:  Click Here

Tennessee – Nashville Area – Commercial Loan Portfolio Manager

• Years of Related Experience: 20+
• Minimum Salary: $100K 
• Work Area:  Nashville, Tennessee
• Experience:
  • Outstanding commercial loan credit skills
  • Performs financial analysis on CRE & C&I Loans.
  • The average commercial loan deal size closed is $5MM and up to $30MM.
  • Manages a loan portfolio of $10MM.
  • Spreads own financial statements and create the loan presentation.
  • Underwrite over $500K and manage loan portfolios (contractors, real estate, healthcare & restaurants).
  • Interpret and apply loan and risk rating policies to ensure loans are compliant.
  • Analyze individual and company financial statements and company projections and provide industry analysis.
  • Build cash flow models and analytical data for budget costs.
  • Perform trend financial analysis of internal F/S, tax returns, and CPA audited/reviewed F/S to assess risk for liquidity, profitability, leverage, EBITDA cash flow, and collateral position.
  • No non-compete agreement.
  • Formal credit training.
  • Proficiency in MS Office, Lending Cloud, and Moody’s.
• Education: Bachelor’s Degree in Finance, Master’s Degree in Business Administration.
• Reference #:  167420
• Send Candidate’s Resume:  Click Here

Minnesota – Minneapolis Area – Bank Controller

• Years of Related Experience: 20+
• Minimum Salary: $100K (flexible)
• Work Area:  Minneapolis, Minnesota
• Experience:
  • Certified Public Accountant (CPA).
  • Prepares regulatory agency and SEC reports, as well as schedules for external audit firms, including 401(k) plan.
  • Coordinates the monthly close process.
  • Review reports daily to ensure the financial integrity of the general ledger chart of accounts.
  • Completes all call reporting for the bank.
  • Assists with setting rates for deposits and loans.
  • Member of the ALCO.
  • Strong background in bank financial accounting, treasury operations, asset/liability reporting, and forecasting.
  • Proficient with Excel.
• Education:  Master of Business Administration degree.  Bachelor’s degree in Accounting.
• Reference #:  317279
• Send Candidate’s Resume:  Click Here

Texas – Dallas/Fort Worth Area – Commercial Loan Portfolio Manager

• Years of Related Experience: 20+
• Minimum Salary: $105K
• Work Area:  Dallas/Forth Worth, Texas
• Experience:
  • Manages an $80MM commercial loan portfolio of CRE and C&I loans.
  • Commercial loan deals up to $5MM.
  • Annual loan volume between $22MM-$25MM.
  • Experienced in making and underwriting commercial and industrial loans, commercial real estate loans, bank stock loans, business loans, residential mortgages, and consumer loans.
  • Underwrites and presents deals to loan committees and increases bank profitability by establishing new business relationships.
  • Develop new business from existing customer relationships, strategic partners, and competitors of the bank.
  • Sells different credit and non-credit products to existing and new relationships.
  • Manages special projects of the bank, including internal and external audits.
  • Performs risk assessment of commercial loan portfolio and presents early signs of deteriorating credits and changes in customer financial conditions to the bank’s senior management. 
  • No non-compete agreement.
• Education: Bachelor’s Degree in Finance/Accounting.
• Reference #:  37813
• Send Candidate’s Resume:  Click Here

Kentucky – Louisville Area – Commercial Loan Processor 

• Years of Related Experience: 15
• Minimum Salary: $65K
• Work Area:  Louisville, Kentucky
• Experience:
  • Experience with CRE, C&I, SBA 7a, SBA 504, and SBA Express Loans.
  • Commercial Loan Processor with loans to $7MM.
  • Schedule loan closings and coordinate document delivery with loan officers and attorneys.  
  • Assign loan files to team members and monitor workflow.  
  • Quality review of commercial loan documents for new loans and extensions/modifications.  
  • Monitor and review disbursed loan funds and fees paid at closing to various accounts using loan system and paper tickets.  
  • Approve checks and wires to be sent to pay invoices.  
  • Order supplies for the department.
  • Design PDF worksheets and training tools.  
  • Reconcile general ledger accounts.  
  • Train new associates.  
  • Maintain training logs and monitor for additional training opportunities.  
  • Provide feedback and additional support as needed.  
  • Prepare and maintain all training material, department procedures, and quick reference guides.
  • Test upcoming changes and updates to the document system.  
  • Provide backup support for the department manager.
  • References are available upon request.
• Reference #:  368525
• Send Candidate’s Resume:  Click Here

South Carolina – Charleston Area – Commercial Loan Portfolio Manager 

• Years of Related Experience: Seven
• Minimum Salary: $80K
• Work Area:  Charleston, South Carolina
• Experience:
  • Expert Portfolio Manager and credit analyst for commercial capital groups and lender finance with a typical portfolio deal size of 14-15 loans totaling around $1B.
  • Expertise in CRE and C&I with an average commercial loan deal size closed at $50MM-$75MM and up to $125MM.
  • Collected internal data, validated inputs, and compiled reports for timely presentation to management.
  • Generating both routine and ad hoc loan asset quality reports for senior management and regulatory bodies.
  • Provided examination of credit exposures and portfolio performance while also identifying potential risks and opportunities for enhancement.
  • Contributed to the optimization of credit administration processes by reviewing credit procedures and collaborating with cross-functional teams.
  • Conducting targeted credit file reviews and portfolio stress testing exercises.
  • Spreads own financial statements and creates the loan presentation, growing the portfolio each year.
  • Open communication channels, addressing borrower inquiries and concerns and facilitating effective resolution of issues.
  • Strong credit and financial analysis with precise knowledge of conventional and government lending guidelines.
  • Specialize in analyzing loan portfolio data to deliver comprehensive credit risk assessments.
  • Maintained strong relationships with borrowers, ensuring transparency and trust, facilitating smoother interactions and enhancing overall portfolio management.
  • Strong sales ability, excellent verbal and written communication skills, and strong organizational skills.
  • Not subject to a non-compete Agreement.
• Other Attributes:  Proficient in Microsoft Office, ABLsoft, Velocify, Stata, FIS IBS & ACBS
• Education:  Bachelor’s Degree in Economics
• Reference #:  417448
• Send Candidate’s Resume:  Click Here