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

Kentucky – Louisville Area – Commercial Loan Processor (CRE/C&I/SBA)

• 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.  
  • 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

California – Los Angeles Area – BSA/AML Compliance Officer

• Years of Related Experience: 19
• Minimum Salary: $115K
• Work Area:  Los Angeles, California Area
• Experience:
  • Experience in EDD review of high-risk customers, anti-money laundering (AML) investigations, preparation and filing of suspicious activity reports (SAR), and MSB site visitation for analysis and evaluation of BSA / AML compliance programs.
  • Complete in-depth review of customers’ account transactions prompted by AML alerts or any suspicious activity generated by bank systems or, as referred by the bank’s account monitoring team.
  • Investigate cases that originated from law enforcement requests, government subpoenas, and escalations from other bank department units.
  • Conduct research on bank systems, databases, and the internet and properly document the results to support the resolution of investigations.
  • Determine SAR/NO SAR action as a result of the investigation.
  • Write a Suspicious Activity Report (SAR) recommending relationship retention or termination and track account closures as required.
  • Guide Junior BSA / AML Investigators in conducting investigations, writing and preparing Suspicious Activity Reports (SARs).
  • Contribute, support, and lead efforts to achieve department and business unit goals, including recommendations for changes in policy and procedures resulting from reviewing findings and leadership-level meetings.
  • Assist management with additional duties, special projects, time-driven deliverables, and customer escalations.
  • Proficient in Hogan, ACTIMIZE, CLEAR by Thompson Reuters, TransparINT, Banker’s Toolbox (BAM), Synergy, Jack Henry, Microsoft Applications: Word, Excel, Powerpoint, and Outlook Express.
  • Certified Anti-Money Laundering Specialist (CAMS).
• Education: Bachelor’s Degree in Information Systems.
• Reference #:  163609
• Send Candidate’s Resume:  Click Here

Tennessee – Chief Risk Officer

• Years of Related Experience: 20
• Minimum Salary: $190K
• Work Area:  Tennessee
• Experience:
  • Develop and execute strategic plans for enterprise risk management in support of the overall strategic plan and business plan of the Institution for a $2B bank.
  • Oversight includes Third-Party Risk Management, Compliance Management, Corporate Insurance, Legal, Fraud, deposit operations, loan operations, physical security, and Collections.
  • Chair the Institution’s Executive and Management Risk Committee and serve on the Board of Directors Enterprise Risk Committee.
  • Heads up risk for the bank and reports to the Executive Committee
  • Strong working relationship with various regulators
  • Manage all aspects of regulatory and safety and soundness exams.
  • Developed good working relationships with federal and state examiners.
• Leadership Experience:  Manages 22 employees representing various areas of bank risk.
• Other Attributes:  Holds multiple risk management certifications spanning over a decade.
• Education: Bachelor’s degree 
• Reference #:  418408
• Send Candidate’s Resume:  Click Here

California – Orange County Area – Treasury Management Officer

• Years of Related Experience: 17
• Minimum Salary: $95K
• Work Area:  Orange County, California
• Experience:
  • Responsible for all TM sales, service, and support.
  • Write or review bank policies and procedures for Treasury Management.
  • Produced fee income of $120K and $120K in the last 2 years.
  • Manage a high-performing team with diverse backgrounds and skill sets.
  • Perform Treasury Management product and services training presentations for all internal employees, clients, and prospective clients.
  • Assist in developing and implementing new and enhanced Treasury Management products and services.
  • Establish relationships with vendors to ensure competitive pricing.
  • Identify areas of improvement within existing systems or procedures to improve workflow processes.
  • Review policies and procedures to meet the bank’s objectives, needs, and regulatory requirements.
  • Support annual audits by preparing requested documents and reports accurately and timely.
  • Perform annual review of all Treasury Management services.
  • Work closely with relationship bankers to identify new product and service opportunities to add fee income and deepen customer relationships.
  • Perform daily reviews, monitoring, and analysis of various reports, logs, and transaction data, track trends, and report unusual or suspicious activity.
  • Review and analyze client statements to prepare client pro forma and proposals for relationship bankers.
• Leadership Experience:  Managed six FTEs, up to nine, and started the Treasury Department for the bank.
• Other Attributes:  Proficient in all Microsoft Applications, bilingual in Spanish.
• Education: Associate’s Degree in Finance.
• Reference #:  418378
• Send Candidate’s Resume:  Click Here

Not everyone is cut out to be a mortgage processor. Find out if you or a team member has what it takes to be a dynamic processor.  Check out this article we found in AdvancingWomen.com by clicking the link below.

5 Characteristics of a Dynamic Loan Processor

The banking experts at The Symicor Group are not only available to help you find a loan processor position, but to provide guidance on your career path.  Submit your resume for review today and let our experts provide you some ideas as to which banking positions might be best for you and your career.