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

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