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 (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

Minnesota – Minneapolis Area – Commercial Portfolio Manager

• Years of Related Experience: 18
• Minimum Salary: $105K
• Work Area:  Minneapolis, Minnesota
• Experience:
  • Managed loan portfolios of $15MM and up to $25MM.
  • Compiled all prior month closed loans above $1MM. 
  • Ordered and analyzed all third-party reports including CRE and RE appraisals and Phase I & Phase II environmental reports.
  • Assure compliance within the SBA SOP.
  • Worked with the Credit Manager to review deals submitted by the lending group, including ensuring all documents have been received for underwriting, spreading the financials, and documenting collateral position.
  • Assisted with training new employees in the credit department to use all systems and documents required to underwrite credit summaries.
  • Completed a thorough in-depth analysis of new credit requests, credit change requests, renewals, and annual relationship reviews. 
  • Completed requested reports for Management and the Board of Directors.
• Leadership Experience:  Reviewed work of assigned Credit Analysts, offering corrections and suggested changes to the write-ups, assisted with training new employees in the credit department 
• Reference #:  418263
• Send Candidate’s Resume:  Click Here

Minnesota – Minneapolis Area – Bank Controller

• Years of Related Experience: 20+
• Minimum Salary: $105K
• Work Area:  Minneapolis, Minnesota
• Experience:
  • Serves as both Controller and CFO
  • Serves on the ALCO Committee and reports AML strategy to the Board.
  • Managed all aspects of financial reporting, including preparation of monthly, quarterly, and annual financial statements.
  • Implemented and maintained internal controls to ensure the accuracy and integrity of financial data.
  • Led the budgeting process, working closely with department heads to develop accurate forecasts and monitor performance against targets.
  • Oversaw accounts payable and receivable functions, ensuring timely processing of invoices and collections.
  • Collaborated with external auditors during year-end audits to provide necessary documentation and resolve any issues identified.
  • Prepared cash-flow projections to effectively manage the liquidity needs of the organization.
  • Analyzed variances between actual results and budgeted amounts, providing insights on areas for improvement or corrective actions needed.
  • Developed comprehensive financial models to support decision-making processes related to capital investments or business expansion plans.
  • Ensured compliance with all applicable accounting standards, regulations, and tax laws.
  • Prepared financial forecasts and projections to support business planning initiatives.
  • Responsible for the Call Report.
  • Utilized Vantage for interest rate sensitivity
• Education: Master’s degree in Business Administration in Accounting, Bachelor’s degree in Business Administration
• Reference #:  418178
• Send Candidate’s Resume:  Click Here

Alabama – Birmingham – Sr. Credit Administrator

• Years of Related Experience: 14
• Minimum Salary: $115K
• Work Area:  Birmingham, Alabama
• Experience:
  • Extensive experience with SBA 7(a) & 504 loan programs, asset-based lending (ABL), loan workout, and underwriting C&I and CRE with an authority of up to $1MM.
  • Quarterly reviews to senior management on all sensitive assets ensuring precise reporting for risk evaluation.
  • Collaborate with lending units, plan and implement effective workout strategies, and maximize recovery of principal and interest for commercial relationships ($30MM).
  • Improved the bank’s equity standing by renegotiating credit terms, strengthening collateral positions, or establishing recourse to other borrower assets.
  • Safeguarded protection of assets by identifying and evaluating legal aspects of commercial lending including loan documentation, financial statements, and collateral to determine the bank’s legal standing.
  • Enhanced recovery of non-performing loans by engaging with legal counsel, court-appointed receivers, and other stakeholders during enforcement actions.
  • Guaranteed accurate asset valuation during recovery processes by partnering with appraisers, liquidators, and other professionals to assess and confirm the liquidation value of collateral.
  • Supported ongoing credit administration and compliance activities by overseeing maintenance and regular updating of credit reports and files with all required documentation.
  • Reports to the CCO
• Education: Bachelor’s Degree (Major in Business Administration – Finance)
• Reference #:  418237
• Send Candidate’s Resume:  Click Here

Massachusetts – Boston Area – Bank Financial Analyst

• Years of Related Experience: 20+
• Minimum Salary: $90K
• Work Area:  Boston, Massachusetts Area
• Experience:
  • Responsible for budgeting, forecasting, and reporting to the board.
  • Strong financial analysis and reporting skills.
  • Created and managed the corporate annual budget in partnership with business unit heads and senior leadership, balancing departmental needs against overall corporate goals.
  • Managed a team that created and maintained the reporting and governance for all board, management, and ad hoc reporting needs and requests.
  • Managed balance sheet and rates committee to help determine deposit and loan rates.
  • Spearheaded project to build reporting and budgeting needs post-conversion to new GL (Oracle), Core Banking Solution (COCC), and budgeting system (Profit STARS)
• Other Attributes:  Expert knowledge of Excel
• Education:  Master’s Degree in Business Administration in Finance, Bachelor’s Degree in Economics
• Reference #:  418270
• Send Candidate’s Resume:  Click Here

Illinois – Chicago Area – Commercial Lender

• Years of Related Experience: 20+
• Minimum Salary: $150K
• Work Area:  Chicago, Illinois Area
• Experience:
  • Strong CRE, and C&I loans with an extensive SBA background.
  • Average commercial loan deal size closed $2MM-$5MM up to $9mm
  • Manages a $50MM portfolio with an annual loan production of $24mm-$30mm.
  • Supervised three analysts with a junior portfolio manager reporting to him.
  • Provide leadership and direction for the bank’s nationwide commercial sales and portfolio management.
  • Developed and managed a portfolio (CRE, C&I) generating an annual revenue of up to $8MM.     
  • Actively manage broker and COI relationships to maintain a stable pipeline of qualified transactions to generate over $20MM of annual production.  
  • Direct report to the bank CEO on all commercial lending matters and assist with all FDIC regulators’ annual reviews. 
  • Analyzed complex credits and prepared clear, complete written and oral credit approval memorandums for the loan committee.
  • Reviewed and structured complex lending projects including acquisition of real estate, construction, and expansions.
  • Visit clients, inspect collateral assets nationwide, and negotiate and price all contracts.
  • Provided outstanding customer service and actively educated clients in all areas of finance and business trends.
  • Presents loans to the loan committee.
• Other Attributes:  Formal credit training, proficient in Oracle, Adobe Connect, SalesForce, Microsoft Project, Access, and Excel
• Education: Bachelor’s Degree in Business Management
• Reference #:  107631
• Send Candidate’s Resume:  Click Here

Texas – Houston – Commercial Loan Processor/Closer

• Years of Related Experience: 20+
• Minimum Salary: $70K
• Work Area:  Houston, Texas
• Experience:
  • Experience in CRE, C&I, SBA, Agriculture, mortgages, and construction real estate, average commercial deal size of $10MM up to $150MM
  • Supported 40 commercial lenders, responsible for commercial, real estate, consumer, mortgage, participation and syndications, report writing, and loan system administration
  • Oversees SBA 1502 reporting and monitors SBA loans.
  • Responsible for the new and renewed consumer, commercial, and real estate loan boarding and servicing, including review, board, and fund loans, responsible for loan collateral documentation review, boarding and servicing of commercial, consumer, mortgage loans
  • Handles participations, and syndications, review loan documentation for participated and syndicated loans, pay and advance for drafts, update and maintain floor plan, responsible for loan construction funding, appraisal, inspections, and servicing, quality control and loan documentation review.
• Other Attributes:  Proficient in Ncino, Jack Henry, Shaw, CLCS, Fiserv, Cognos, SalesForce, Microsoft Office, SWAPS, and SOFR
• Leadership Experience: Has managed 6 employees
• Education: Attended Community College
• Reference #:  418018
• Send Candidate’s Resume:  Click Here