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Commercial Portfolio Manager III -Middle Market Banking-logo
Commercial Portfolio Manager III -Middle Market Banking
Huntington Bancshares IncDetroit, MI
Description Summary: The Commercial Portfolio Manager III - Middle Market Banking will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area in a Commercial lending relationship, i.e. Syndications, Large Corporate or ABL. Duties & Responsibilities: Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. Perform other duties as assigned. Basic Qualifications: Bachelor's Degree 7 or more years of Commercial Banking Portfolio Managment experience Preferred Qualifications Bachelor's degree in Finance, Accounting or other business related field 5 or more years of underwriting, portfolio administration and credit analysis Middle Market Portfolio Managment experience Syndication and/or complex deal structuring #LI-MK1 #LI-ONSITE #Huntingtonproud #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

Treasury Digital Banking Specialist-logo
Treasury Digital Banking Specialist
Camden National CorporationBerlin, NH
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Prior experience in banking or treasury management is required, particularly in support, administrative, or client service functions. The primary purpose of this position is to provide customer support for all Treasury Management products and services and to assist the Treasury Management services team with daily functions and tasks. This may also include support to bank employees as well as customers including training, technical support and new service requests. TM products and services include, but are not limited to Online Banking, e-statements, online wires, ACH processing, Remote Deposit Capture, Positive Pay and Account Reconciliation, EDI Reports, Enhanced Account Analysis, and Lockbox services. Essential Duties and Responsibilities: Answer phone and email support inquiries for all Treasury Management products and services. Research requests as needed by engaging appropriate departments to provide a thorough response to the client. Implement new services as requested by the Treasury Management sales team and provide follow up training to the client. Most training will be completed over the phone. Review documents to ensure all necessary authorizations are received and are properly completed. Use bank systems to appropriately file documentation. Complete annual RDC and ACH operational reviews. Assist sales team with relationship reviews by gathering product and services usage by customer. Basic Qualifications: Working knowledge of Treasury Management products and services listed above. Two plus years' experience in customer service, treasury management or operations related position. Preferred Qualifications: Associates or Bachelor degree preferred, but not required. Professional certifications or prior experience may offset higher education. Skills and Abilities: Excellent verbal, written and interpersonal communications skills. Courteous and tactful due to the type, nature and frequency of contact with clients. Ability to train customers over the phone or in person. Adequate computer and technical skills to be able to do simple troubleshooting such as browser updates and resolving other technical issues with Online Banking or Remote Deposit Capture. Strong customer service and problem solving skills. Strong time management skills, the ability to multi-task, prioritize workload and maintain accuracy. Capacity to learn new computer systems and software. Supervisory Skills: This job has no supervisory responsibilities. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 1 week ago

Banking Ops Associate-logo
Banking Ops Associate
PayoneerNew York, NY
Location: NYC Hybrid Full-time Role summary We are looking for a highly motivated Banking Operations Associate to be at the forefront of supporting core activities that keep our global transfers running smoothly. The role is a unique blend of both daily operational execution and relationship management. The ideal candidate must be exceptionally detail oriented and comfortable in a fast-paced, multi-tasked, high-energy environment. What you'll do: Daily handling of processing global bank transfers to our customers Local point of contact for managing relationships with partner banks & providers, including daily communication via email and phone Processing and monitoring our global bank payments and transactions with banks and providers aiming at avoiding any kind of delay/error - statuses, volumes, duplicates, rates, fees, technical issues, etc. Execute workflows with speed and accuracy and providing insights and suggestions on improvements and optimizations of our various workflows Supporting internal and external customers regarding the Global Bank Transfer product Owning and maintaining ongoing communication cadence with internal and external banking relationship contacts Actively engage with cross-functional partners to resolve issues, identify trends, and find creative solutions using technology and opportunities for automation Who you are: 2+ years of experience in the Banks/FX industry Bachelors Degree Advanced proficiency in Microsoft Excel and Outlook required Professional experience working with SQL preferred Ability to thrive in ambiguity, organizing effectively and asking the right questions Ability and willingness to "get your hands dirty" and take ownership of issues to drive them to resolution Excellent written and verbal internal and external communication skills Ability to multi-task and work with many systems and different global teams within the company Curious and creative thinker, proactive, problem solver Strong communication and customer service skills What we offer: Discounted medical, dental, and vision insurance (coverage starts on day one) HSA and FSA 401K with employer match Employee Stock Purchase Plan (ESPP) Fitness/Wellness reimbursement Generous PTO, paid holidays, and parental leave Learning and development opportunities Flexible work from home schedule Volunteer activities Fun office culture with supportive leadership In accordance with New York City Law, below is the annual base salary range for this position. Actual annual base salary is based on, but not limited to: experience, education, professional licenses, location and business needs. The position is eligible for health insurance, disability insurance, life insurance, 401k plan, paid-time off, and sick (and where applicable safe) leave. This position is also eligible for a discretionary year-end bonus. The annual base salary range for this position is: $70,000 - $90,000. #LI-JE1

Posted 2 days ago

Sr. Risk Analyst - Private Banking-logo
Sr. Risk Analyst - Private Banking
Brown Brothers HarrimanBoston, MA
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Senior Risk Analyst As a Senior Risk Analyst you will be responsible for the execution of risk and control best practices for the Private Banking line of business. The position works closely with Relationship Managers and staff, CP Administration, Investment Operations, Global Financial Crimes Compliance, OGC, Compliance and Internal Audit. The position has primary responsibility for providing oversight/ support for Risk processes such as reporting, account lifecycle, Risk training and other initiatives that arise. Some of your key responsibilities include: Risk Management/Risk Mitigation Provide guidance to the line of business on new clients and account lifecycle issues Critically assess the Capital Partners control infrastructure as well as help design, recommend and implement change Actively participate in working groups and projects to ensure that the appropriate risk mitigation is applied to business initiatives and operating arrangements Assist with the ongoing analysis for risk events to develop solution-driven risk reduction Support driving a culture of risk awareness, which promotes transparency and escalation Assist with periodic risk management training and awareness sessions Perform risk management responsibilities in collaboration with broader Enterprise Risk Management team to ensure execution of best practices Reporting Support the development of metrics and reporting to measure, monitor and manage key risks across Capital Partners Assist with the analysis of periodic risk oversight reporting as well as presentation to the various stakeholders Contribute to the preparation and presentation to oversight committees on risk topics Qualifications: Bachelors' Degree required Minimum of 6+ years of related experience Understanding of risk management policies and methodologies Team management experience, preferred Understand private wealth management, corporate lending and private equity businesses Demonstrated ability to exercise independent judgment Exceptional interpersonal skills and ability to collaborate successfully Strong communication (both verbal and written) and presentation skills Strong analytical skills and the ability to identify patterns and trends Strong attention to detail This role can be based in either our Boston or NYC locations and is a hybrid role, with a minimum of three days per week in office. Salary Range $110k-$130k base salary + annual bonus target BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Posted 4 weeks ago

Senior Counsel, Open Banking-logo
Senior Counsel, Open Banking
MasterCardSan Francisco, CA
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Counsel, Open Banking Overview: Mastercard is searching for a technology and transactional lawyer to provide product development and commercial sales legal support and counsel to the Mastercard Open Banking Americas team. The role will act as an advisor for Mastercard Open Banking's product and sales teams by partnering with the business to deliver on commercial objectives and strategy. The role will report to the Vice President for the Mastercard Open Banking Americas legal team. Role: The key responsibilities for the role include: Provide legal and business risk assessment and analysis on matters including new product constructs, sales agreements and go-to-market strategies related to Mastercard's open banking products in the Americas. Advise from the concept through development to launch stage and beyond of various solutions and services. Structure, draft, review, and negotiate a wide range of contracts with various partners in the open banking ecosystem. Provide legal advice to the business on a wide range of commercial and contractual matters. Collaborate with product and legal teams (including regulatory, compliance, and data privacy) to advise holistically on product constructs and commercial agreements to ensure that they are consistent with business strategy, internal policies and procedures and applicable laws and regulations. Work with internal and external regulatory counsel relating to the impact of local laws, government regulations and directives relating to Mastercard's open banking solutions. Develop strong relationships with product development, business and sales teams, and senior management within the company. Ensure compliance with company policies and procedures. Support initiatives of the open banking team in Americas and globally; provide support to international colleagues as needed. Take responsibility for special projects while continuing to handle a steady stream of day-to-day matters. All About You US qualified lawyer with solid transactional training and experience (preferably including both law firm and in-house work experience). Experience with product development and open banking or other regulated products is a specific plus. Strong drafting and negotiating skills with the ability to understand and simplify complex concepts, issues, technologies, and deal structures. Keen business insight and strong communication skills to interact confidently and effectively. Fast learner who can gain rapid familiarity with complex and evolving products and solutions and navigate complex legal and regulatory challenges. Thorough and detail-oriented, able to prioritize, and juggle multiple projects and demands. Team player and willing to take on a variety of responsibilities and roles that support the team, department and the company. Able to work independently and collaboratively, including with our global colleagues, but also take direction from manager and other team members, as appropriate. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more. Pay Ranges Purchase, New York: $187,000 - $300,000 USD Arlington, Virginia: $187,000 - $300,000 USD Atlanta, Georgia: $163,000 - $261,000 USD Boston, Massachusetts: $187,000 - $300,000 USD Chicago, Illinois: $163,000 - $261,000 USD O'Fallon, Missouri: $163,000 - $261,000 USD Salt Lake City, Utah: $163,000 - $261,000 USD San Francisco, California: $196,000 - $313,000 USD Seattle, Washington: $187,000 - $300,000 USD

Posted 1 week ago

Group President - Senior Managing Director, Commercial Banking (C + I Mid-Market)-logo
Group President - Senior Managing Director, Commercial Banking (C + I Mid-Market)
Old Second Bancorp, Inc.Chicago, Illinois, United States, IL
Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview The Group President, Senior Managing Director of Commercial & Industrial Banking is a highly experienced commercial banker with prior leadership and sales management experience. The Group President leads the Middle Market C & I group with a focus on growing and retaining profitable relationships within the Mid-Market segment (companies with annual revenues generally above $25 million). Incumbent focuses on the delivery of value-added financial solutions and marketing of ancillary bank services to clients and prospects that will help them reach their goals and maximize the Bank's revenues over the life of the relationship. Incumbent is responsible for generating leads and opportunities to lead team in company growth objectives and is expected to oversee commercial bankers with portfolios of $50 to $100 million and prospect for loans in the $5 million and above range. This individual leads others who are expected to book a minimum of $20 million-$40 million in C&I related business, with the emphasis on full relationship opportunities. The Group President is also responsible for C&I administration inclusive of meeting CRA and regulatory requirements, meeting credit risk mitigation expectations, participates in Loan Committee, interacts with other members of executive leadership and business partners within Compliance, Credit, Wealth & Retail Management, and others. Serves on Bank Committees as appropriate and fosters Community relationships. Essential Job Functions Leads C & I Group in building relationships with customers and prospects to thoroughly evaluate their commercial banking needs. Major focus will be lending with additional emphasis on cross-selling Cash Management products, Retail Banking and Mortgage products, and Wealth Management services. Oversees final assessment of the groups' business opportunities to ensure that the potential business follows prescribed profitability standards. Creates and executes comprehensive business/calling/prospecting plan to maximize business opportunities and relationships. As a seasoned lender, incumbent is expected to prospect for solid credits and relationships in markets that are inside and outside the Bank's historical footprint. Ensures Commercial regulatory requirements including CRA and general compliance standards are achieved. Develops strategies in concert with Compliance to achieve these expectations. Expands Centers of Influence base via ongoing, results-oriented community networking. Builds internal relationships with non-Commercial business unit representatives by inviting them out on appropriate client calls and working collaboratively to meet the banking needs of middle market customers. Coach/mentor/supervise a team of lenders. Supervisory Responsibilities This role has direct supervisory responsibilities and carries out responsibilities in accordance with the company's policies and applicable laws. Responsibilities include planning, assigning and directing employee's work; evaluating performance; rewarding and disciplining employees; addressing complaints, performance coaching, and resolving issues; interviewing, hiring and training. Minimum Requirements Bachelor's degree in Business, Finance, or related field and ten or more years of experience in Commercial Lending with a proven track record of successful business deals that feature total relationships. MBA preferred. Must have direct and extensive experience/knowledge within the Greater Chicago market. Competencies Excellent leadership skills; ability to attract and retain talent to grow the C&I Group. History of making sound decisions that produce quality results and mitigate risk exposure. Proven relationship management skill and the ability to establish rapport with business owners. Quantifiable credit skills and a proven sense of discernment about credit quality. Experience working within and meeting commercial regulatory and CRA requirements. Comprehensive understanding of the bank/financial needs of current and prospective customers. Proven record of developing comprehensive, results-oriented business plans that emphasize calling, prospecting and customer retention. Excellent written and verbal communication skills as well as strong listening skills. Location Details This position requires a regular onsite presence, however, offers flexibility to work remote or offsite dependent upon business needs. Business needs may require a variation to the regular schedule as needed. The preferred onsite location is the Wacker office in Chicago. Compensation & Benefits Base pay: $205,000 - $280,000 Officer Bonus Eligible: Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 50% of base salary based various performance components. Equity: May be eligible for consideration to receive equity in the form of Restricted Stock Units; Equity grants are discretionary based on a variety of factors including Bank and personal performance and are not guaranteed. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Benefits: How We Support You - Old Second Thanks for considering Old Second!

Posted 6 days ago

Software Engineer Backend, Credit Cards And Banking-logo
Software Engineer Backend, Credit Cards And Banking
RobinhoodNew York, NY
Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role The Credit Cards & Banking team imagines, designs and builds the technical bedrock of our banking products, such as the Robinhood Gold Credit Card and our new Private Banking offering. Payments, transactions, money movement - it's a complex and high-dimensional space where inspired execution has an outsized impact on the team. We seek a software engineer hungry for growth, real impact, and looking for a place where they can do their best work. 2025 will be a year of both new build and unprecedented scale. Join us and be part of history. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Join a high-impact team that's scaling to meet Robinhood's growth and evolving product needs. In this role, you'll: Build and launch major new systems that power Robinhood's flagship Credit Card and Private Banking offerings. Solve complex engineering challenges, from scaling distributed systems to optimizing for rock-solid reliability. Design systems that will support millions of users while enabling seamless integrations with world-class financial partners. Drive innovation at the intersection of software engineering and financial technology, shaping the backbone of our products' success. Join a team of best-in-class engineers who will both challenge and inspire you to reach potential and exceed it. Get your next 2 years of career growth in 6 months. What you bring You're a creative problem solver with a passion for building reliable, high-performance systems that scale. You thrive in fast-paced environments and are excited about taking on complex challenges. You have: A track record of designing, building, and shipping highly scalable and secure systems. You tackle challenges with tenacity and creativity. You take pride in executing excellently and quickly. You can balance strategic thinking with execution, making thoughtful trade-offs to deliver results. A life philosophy of continuous improvement: you are always pushing yourself and your peers to raise the bar. You are passionate about building cultures of excellence, trust, and shared success. Prior experience with financial systems and related third parties a plus. The ability to balance strategic thinking with execution, making thoughtful trade-offs to deliver results.. What we offer Highly engaged management team with an established history of developing engineers Provide a work environment for you to perform at your best Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Ample time away including company holidays, paid time off, sick time, parental leave, and more! Catered meals, fully stocked kitchens, and geo-specific commuter benefits Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $157,000-$185,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $139,000-$163,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $122,000-$144,000 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

Posted 5 days ago

Product Manager, Banking-logo
Product Manager, Banking
RobinhoodMenlo Park, CA
Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role Robinhood's Money team is building the next generation of money products for all Americans, starting with jaw-dropping Credit Cards. Our team members drive never-before-seen products and features from concept to launch to hyperscale. As a Product Manager, you will focus on product led growth, marketing and cross-sell for all money products, specifically Banking, etc. You will be at the core of shaping the future of our Banking product to supercharge customer operations, ultimately helping drive best-in-class customer experience. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Lead a team of engineers, designers, researchers, data scientists and marketers to better understand our customers and their most pressing needs Establishing a product vision and shared set of priorities across the team and the company, which meet the most important needs of our customers Work with cross functional stakeholders such as legal, compliance, operations, finance etc to ensure products are built the right way Deliver products are delivered on time with an extremely high quality bar Launch delightful trendsetting consumer experiences What you bring Bachelor's, Master's, or equivalent experience At least five years of product management experience building high-quality consumer products Experience in a growth product management role Superb product and business sense Excellent analytical and communication skills Delight in bringing innovation and impact to customers, particularly in complex and dynamic environments Experience in fintech products is a plus but is not required What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024. Please see the independent bias audit report covering our use of Covey here. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $166,000-$195,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $146,000-$172,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $129,000-$152,000 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

Posted 2 weeks ago

Commercial Banking Specialist-logo
Commercial Banking Specialist
Ameriserv Financial BankJohnstown, PA
DUTIES: Maintain and distribute all loan approvals. Complete the necessary Patriot Act Search, request flood and property reports, UCC searches, Credit Reports, DNBireports, Value Line reports and all other requested reports from the appropriate provider/vendor. Must review items provided to ensure correct searches/reports are ordered. Follow up to make sure reports are received. Prepare Commercial Loan documents utilizing the Bank's contracted Documentation Preparation software, Microsoft Office products, Adobe Acrobat or other programs as needed. Requires an understanding of Commercial Lending/Loan structure and how that translates to documentation preparation. Must have the ability to analyze the information provided and properly document the loans in accordance with the approval, Credit Policy, and State and Federal laws and regulations. Calculate payments and determine interest rate change details. Prepare commercial banking's Notice of Adverse Action letters and image all Denied and Withdrawn commercial loans. Fund new loans and process advances on existing loans, monitor customer's borrowing base certification and ensure that all required documentation/approvals are received prior to advance being completed. Process fees for loans including, but not limited to, commitment fees, documentation fees, and report fees. Log all required financial and documentation information received. As requested, work with branch personnel to open deposit accounts on specified commercial related accounts. Respond to internal/external customers as assigned. Assist with software upgrade testing and assist with research and communication talks with software vendors to resolve issues with system functionality. Complete commercial banking's HMDA reporting by reviewing loan approvals/rejections to determine which loans are HMDA reportable and then complete the LAR, all within the guidelines of Federal Law. Prepare, submit and track invoices for service providers (legal, appraisal, environmental, credit reporting, etc.) Reconcile general ledger accounts including, but not limited to, Loans in Process, deferred Remittance, etc. Prepare, organize and compile all Board packages as well as copy, scan and distribute credit/discount loan packages. Work with Loan Administration to research and resolve servicing errors. Perform all other related duties as assigned pertaining to the job function.

Posted 30+ days ago

Banking Operations Business Consultant-logo
Banking Operations Business Consultant
Truist Financial CorporationCharlotte, NC
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. requires strong knowledge of banking products, specifically related to FDIC and titling of accounts. may be filled in either posted location Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. Prepare detailed procedural manuals for area of responsibility. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. Provide application support, which includes problem research, analysis, resolution, and on-call support. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. Help ensure regulatory compliance as applicable. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in business or equivalent education and related experience Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst Excellent negotiation and presentation skills. Thorough analytical, planning and quality control, problem-solving and organizational skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment Thorough understanding of process and production management principles. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: Advanced degree in Business, or equivalent education and related experience General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 1 week ago

Team Leader - Commercial Banking-logo
Team Leader - Commercial Banking
The Washington Trust BankKennewick, WA
Location: Kennewick Office - 3250 W Clearwater Ave Kennewick, WA 99336 Annual salary plus performance-based incentive program. Hiring salary based on experience. Ability to develop and expand current client portfolio required. Bank Overview: Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers. Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers. We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees. Exciting Leadership Opportunity in Central Washington We are seeking a dynamic Team Leader to guide our team of professionals in the Central Washington market. This role involves managing credit and account activities to ensure profitable customer portfolios while minimizing credit risk. Key Responsibilities: Sales Management & Support: Provide strategic sales management, support, and decision-making for team members to achieve goals set by the market manager. Communication: Ensure timely communication of Bank, Division, and market strategies, goals, and objectives to the team. Compliance: Oversee the implementation and adherence to loan policies, procedures, laws, and regulations. Cross-Selling & Retention: Drive cross-selling and retention efforts among team members. Administrative Duties: Workflow Management: Oversee the daily administration of workflow for all team members, including officers and non-officers. Performance Management: Negotiate performance goals with team members, monitor progress quarterly, and conduct annual performance reviews. Managerial Functions: Perform a variety of other managerial and administrative tasks to support the team's success. Essential Functions Risk Management & Business Development: Lead risk management and business development initiatives. Credit Approvals: Approve credit accommodations within your authority and recommend larger commitments to higher levels. Delegation & Support: Delegate lending authority to team members and collaborate with relationship officers on complex credit requests, ensuring adherence to credit policies and profitability standards. Portfolio Management: Manage a portfolio of key customers, focusing on larger, more complex, or problematic relationships. Sales Management: Lead a team of relationship officers, organizing and participating in business development activities to implement prospect and customer call plans. Community Engagement: Actively engage in community activities, including evenings and weekends. Customer Interaction: Conduct customer and prospect calls, both individually and with team members, to strengthen existing relationships and attract new customers. Internal Controls: Integrate effective internal controls into work processes, maintain knowledge of key controls, and ensure timely updates to documentation when risk parameters or workflows change. Training & Development: Ensure the team's business development and product knowledge training needs are met. Cross-Department Coordination: Liaise with Bank personnel in other departments and regions to retain relationships and maximize cross-sale opportunities. Compliance & Risk Management: Perform compliance and risk management duties as required or assigned. Managerial & Administrative Functions: Conduct annual performance reviews, recommend salary actions, promotions, demotions, transfers, and salary grade changes for subordinates. Skill Development: Develop the credit, customer relations, and business development skills of team relationship officers through goal setting, delegation, training, counseling, and performance appraisals. Policy Communication: Communicate and interpret bank guidelines, policies, and programs, including the officer extra compensation plan. Strategic Planning: Participate in formulating short and long-term team plans and evaluating the team organization structure and operating procedures. Affirmative Action Support: Actively support the Bank's Affirmative Action goals. Industry Awareness: Stay updated on new financing products, methods, techniques, key industry trends, and changes in laws, regulatory policies, and accounting procedures. Administrative Oversight: Monitor the daily administrative activities of team members to minimize risk to the Bank. Budget Monitoring: Oversee the approved annual budget for supervised personnel. Qualifications: Experience: Minimum of 10 years of commercial/corporate banking experience. People Management: Strong people management techniques and knowledge of Bank personnel policies and procedures. Credit Judgment: Sound credit judgment and strong underwriting skills. Analytical Skills: High level of analytical skill to conduct loan analysis and monitor loan progress considering market trends, credit/interest rates, economic conditions, etc. Financial Needs Knowledge: Strong knowledge of the credit and non-credit financial needs of various businesses. Business Development: Strong business development and sales management experience and skills. Product Knowledge: Excellent knowledge of the Bank deposit products, treasury management services, and bank operations. Interpersonal Skills: Strong, well-developed interpersonal skills to maximize business contacts and develop working relationships with potential and current commercial loan customers. Communication Skills: Strong verbal and written communication skills. Certification: Required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS). Leadership Competencies: Strategic Alignment Versatility Credit Risk Management Customer Partnerships Communications with customers, team members and community Technical Expertise Sales Impact Team Effectiveness Managing Time, Priorities and Resources Independence/Initiative Work Quality Coaching/Developing Team Members Focus on Business Results Facilitating Teamwork Influence Feedback/Open Communication Starting Compensation: $147,866 - $221,798 The compensation range represents the low and high end of the base compensation range for this position located in Kennewick, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and quarterly incentive compensation plan. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Posted 2 weeks ago

.Net Lead With Banking Domain (Commercial Lending)-logo
.Net Lead With Banking Domain (Commercial Lending)
Synechron IncKansas City, MO
We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron's progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,500+, and has 58 offices in 21 countries within key global markets. Our challenge We are seeking a highly skilled Lead C# .NET Full Stack Developer to join our dynamic team. The ideal candidate will have extensive experience with the latest versions of .NET and Angular, along with a solid background in the commercial lending domain or general banking/financial services. This role requires a mix of technical expertise, leadership skills, and the ability to work collaboratively with cross-functional teams. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within Kansas City, MO / Dallas, TX is $105k - $115k/year & benefits (see below). The Role Responsibilities: Lead the design, development, and implementation of robust and scalable applications using C# and .NET technologies. Guide and mentor a team of developers, ensuring best practices in coding, testing, and deployment. Collaborate with business analysts, product owners, and stakeholders to gather requirements and translate them into technical specifications. Utilize Angular to develop responsive and user-friendly front-end applications. Ensure the performance, quality, and responsiveness of applications by conducting code reviews and implementing automated testing strategies. Troubleshoot and resolve technical issues related to application performance and functionality. Stay current with industry trends and emerging technologies, recommending improvements and innovations to enhance application performance and user experience. Participate in architectural discussions and contribute to the overall technology strategy of the organization. Requirements: Bachelor's degree in Computer Science, Information Technology, or a related field. 12+ years of experience in software development, with a strong focus on C# and .NET. Strong hands-on experience in OOP concepts using C#. Proficiency in the latest versions of .NET (e.g., .NET Core, .NET 5/6) and Angular. Previous experience in the commercial lending-servicing domain or banking/financial services industry is highly preferred. Strong understanding of software development methodologies (Agile, Scrum, etc.). Excellent problem-solving skills and the ability to work under pressure. Strong communication and interpersonal skills, with the ability to work collaboratively in a team environment. Experience with database technologies such as SQL Server, Oracle, or similar. Preferred, but not required: Familiarity with cloud technologies (e.g., Azure, AWS) and microservices architecture. Knowledge of DevOps practices and tools. Experience with front-end frameworks and libraries beyond Angular (e.g., React, Vue.js). We offer: A highly competitive compensation and benefits package. A multinational organization with 58 offices in 21 countries and the possibility to work abroad. 10 days of paid annual leave (plus sick leave and national holidays). Maternity & paternity leave plans. A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region). Retirement savings plans. A higher education certification policy. Commuter benefits (varies by region). Extensive training opportunities, focused on skills, substantive knowledge, and personal development. On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses. Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups. Cutting edge projects at the world's leading tier-one banks, financial institutions and insurance firms. A flat and approachable organization. A truly diverse, fun-loving, and global work culture. SYNECHRON'S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative 'Same Difference' is committed to fostering an inclusive culture - promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant's gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. Candidate Application Notice

Posted 1 week ago

Investment Banking, Associate, DCM-logo
Investment Banking, Associate, DCM
Btig, LLCNew York, NY
Job Purpose: BTIG seeks an Associate (First or Second Year) to join its Investment Banking / Debt Capital Markets Team in New York (Boston is available for the right candidate). Associates are involved in all aspects of BTIG's Debt Capital Markets business, including developing marketing materials, completing fundamental credit and technical analysis of potential issuers, conducting investor analysis, and executing debt transactions. The ideal candidate will demonstrate the potential to take on a significant role in transaction execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members. BTIG offers a unique environment that combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks. Duties and Responsibilities: Play a key role supporting origination, structuring, and deal execution, working on various assignments within Debt Capital Markets, including refinance, acquisition financing, growth capital, convertible, distressed, and refinancing transactions. Assist in leading deal execution and function as the key point of contact for the group, communicating with deal team members and clients, including industry groups, corporate executives, private equity clients, and direct lender/private capital/bond investors. Work with internal and external legal counsel regarding the preparation of documentation for private capital loans and high-yield bonds. Preparation of offering memoranda, financial models, proposals, and other written materials for meetings with clients. Conduct industry and company-specific due diligence related to transactions. Assist in the development and continued cultivation of client relationships. Identify new business opportunities and develop tailored recommendations for clients. Supervise and train junior personnel. Requirements & Qualifications: Undergraduate degree from a top-tier school with a minimum GPA of 3.5 At least 3-5 years of investment banking experience Must have strong interpersonal skills and be able to communicate effectively in presentations, as well as express complex financial strategies in an organized and articulate manner Strong work ethic, detail orientation, and a passion for excellence Strong written and oral communication skills and ability to convey ideas Ability to manage multiple projects simultaneously Highly organized, proactive, energetic, and decisive, with a high level of integrity Ability to comfortably interact with business clients and management Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases/applications (Bloomberg, CapIQ, etc.) The ability to excel in both team and self-directed settings Important Notes: Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type No phone calls please, the applicant will be contacted within two weeks if successful About BTIG: BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $160,000 - $175,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. Disclaimer: https://www.btig.com/disclaimer.aspx

Posted 30+ days ago

Co Founder - Open Banking-powered Credit Engine-logo
Co Founder - Open Banking-powered Credit Engine
Sanabil Venture StudioRiyadh, Kansas
About Us: Sanabil Venture Studio, a partnership between Sanabil Investments and Stryber, merges top-tier talent, seasoned founders, and robust funding to propel startups to unicorn status. Leveraging a blend of industry, technology, and startup expertise, we generate and evaluate visionary ideas, and take them from idea to building and launching MVPs. If an MVP we build proves to be successful, we provide targeted seed funding, ensuring each venture is equipped with the financial foundation to meet its ambitious goals. Beyond early stage development and funding, we provide ongoing support to our portfolio ventures and founders in their pursuit of scaling their startups. We are building an Open Banking-powered Credit Decision Engine venture designed to serve as a core solution for lenders across Saudi Arabia. Our mission is to revolutionize credit accessibility and decision-making in the Saudi market by harnessing real-time open banking data and advanced analytics. This innovative engine offers a streamlined, compliant, and data-driven approach to credit assessment, enabling lenders to better serve their customers and expand their reach. As Co-Founder of our Open Banking Credit Decision Engine venture , you will play a pivotal role in establishing the foundation and driving the early success of this innovative venture. With your expertise in managing and scaling businesses in the financial sector, you will guide the venture through its critical growth phase by overseeing strategy, operations, and the development of robust systems. As a visionary leader, you will focus on achieving key milestones to prepare for market launch. If you’re ready to lead this venture to success, apply now! As the Co-founder of our venture, you will play a key role in driving our success by: Developing and implementing strategic business plans and procedures Overseeing daily operations, including product, risk engine, partnerships, business development, HR, and compliance Setting the venture's short- and long-term goals, culture, vision, and mission Ensuring that branding, marketing, business development and sales initiatives are in place to achieve growth targets Managing investor relations, including presenting to the board and monitoring key performance indicators Leading the training and development of new team members and future leaders of the venture Ensuring risk management, compliance, and finance are appropriately managed Attracting, developing, and retaining top talent About you: You are based in Saudi Arabia with significant senior-level experience in the financial services sector (Banking, Fintech, Lending) You have a deep understanding of the consumer lending credit risk space, with key experience in credit risk assessment for retail loans You have worked in a startup, ideally as a co-founder, or in a senior position in a fintech startup post series A You possess a wealth of experience in the key areas of growth, marketing, and sales You have an understanding of business functions such as finance, risk management, compliance, and startup operations You have outstanding organizational and leadership abilities You can set ambitious targets while staying on top of the venture cash flow You have entrepreneurial grit and are not afraid to get your hands dirty You have seen 'greatness' in your previous experience, e.g., you have experienced what it is like to grow a startup from a few employees to hundreds, etc. You have a burning desire to scale the venture and are willing to take all the sacrifices and risks it comes with it Plus: You hold a Master's degree with outstanding academic results Benefits: The unparalleled opportunity to co-found and lead a cutting-edge product A chance to work on a game-changing venture that offers ample room for both professional and personal growth A comprehensive and streamlined onboarding process to ensure a smooth transition into your new role The support of Stryber, a premier venture building unit, for the first months of your entrepreneurial journey

Posted 30+ days ago

Audit Associate - Mortgage Banking-logo
Audit Associate - Mortgage Banking
Richey MayEnglewood, Colorado
If you are not sure that you’re 100% qualified, but up for the challenge – we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Audit Associate – Mortgage Banking At Richey May, we very much believe that our people are our promise – our promise to be the best partners to each other, our clients, and our community. As the largest independent accounting and consulting firm in the greater Denver area, we are known for our teamwork and work-life balance. If you are experienced audit talent, based remote or local, and are looking for a different kind of work experience, our Mortgage Banking team would love to talk to you! Many accounting firms claim work-life balance. Richey May Mortgage Banking has a proven record of inclusive, supportive, “we’re all in this together” team spirit that redefines the public accounting auditor experience. Our Core Value of Balance is built into our DNA; team outdoor activities and social events keep us connected to each other outside of the office. Our pets are even connected through the Pets of Richey May calendar! We are known as the Mortgage Experts and seek to solve the challenges others cannot. We create our futures as a team and celebrate every step we accomplish. Elevate Richey May is committed to creating a culture that fosters diversity, equity, and inclusion. Elevate is a cross-functional team of leaders of all levels throughout the firm working to bring different ideas, perspectives, and experiences to create a stronger, more inclusive and innovative work environment. Objectives: • To empower, promote, and mentor a diverse group of future leaders. • To educate leadership on different types of leadership and skill sets. • To utilize and leverage the talent pool at Richey May. • To attract and retain diverse pool of talented new employees. Benefits Just like our teamwork, our benefits package is also unique. We are proud to offer 27 days of paid time off and 10 paid holidays for this role to make sure you have a life outside of the office. As you progress in your career with us, we offer more paid time off. Our robust benefits package includes paid employee medical , employer health savings account contribution , life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We also offer a discretionary profit-sharing 401k plan, certification bonuses, continuing professional education and education reimbursement. Our wellness programs also include an employee assistance program, paid bereavement leave and our Mental Health First Aid team, employees trained to support mental wellness throughout the firm. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $50,000 to $75,000. Qualifications: Attained Bachelor’s degree (B.A.) from four-year College or university in Accounting, Taxation or related field preferred Knowledge of Word Processing software; Spreadsheet software and Accounting Software Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents CPA Certification or demonstrated progress towards obtaining CPA certification, including required coursework Sponsorship for nonimmigrant visas are not offered The Fun Stuff For Colorado-based team members, our technologically advanced office has gorgeous views for all (not just the few) with multiple common spaces designed to inspire innovation and collaboration. We also offer onsite locker rooms with showers and a quick-service restaurant on site with plenty more within walking distance. Firm-wide, we offer many community service activities through our Richey May Cares Foundation, regular firm socials, team-building activities and training programs to develop leaders at all levels. Don’t just take our word for it. Richey May has an enduring legacy of excellence recognized nationally. Some of our awards over the last three years includes: Inside Public Accounting “Excellence in Firm Culture” “Fastest Growing Firms” “Top 200 Firms” Accounting Today “Firms to Watch” “Fastest Growing Firms” “Top 10 Regional Leader” “Regional Leader” Housing Wire “Tech Trendsetters in Mortgage and Real Estate” “Tech 100 in Mortgage” Richey May & Co., LLP is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristic protected by law. #LI-DNI

Posted 30+ days ago

Commercial Lender - Norman Business Banking-logo
Commercial Lender - Norman Business Banking
MidFirst BankNorman, Oklahoma
The position is responsible for developing and expanding client relationships in the Metro OKC area by originating and closing real estate loans and commercial and industrial loans in the $1 million to $10 million target range. Responsible for soliciting new clients, proactively managing a client portfolio, providing exceptional customer service, and presenting full banking solutions to clients including cash management and treasury management products and services. Solicit, originate and underwrite commercial loans in the $1 million to $10 million range. Develop new customer relationships and management of an ongoing deposit and loan portfolio. Firm knowledge of cash management and treasury management products and services to complement and assist with growth of client relationships. Position Requirements: The successful candidate will possess a Bachelor's degree, extensive commensurate experience considered in lieu of bachelor’s degree Must have 7+ years banking experience with 3+ years in lending Strong credit skills and a current client portfolio to market preferred The candidate must possess strong prospecting, relationship building, loan structuring, and client retention skills and have the ability to work independently within a group of lenders.

Posted 30+ days ago

Senior Business Banking Relationship Manager-logo
Senior Business Banking Relationship Manager
KeyBankDenver, Colorado
Location: 1675 Broadway - Denver, Colorado 80202 Job Description Preview Job Summary Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships at the upper end of the Business Banking segment. Our bankers are expected to demonstrate strong risk management acumen including complex credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Business Banking client "expert" and the primary contact for most client related matters Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, payments, equipment finance, etc.) Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit as the first level sponsor for credit decisions Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the Risk Rating models to assure accurate risk assessment of assigned portfolio Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education Qualifications Bachelor's Degree Bachelor's Degree Bachelor’s degree or a minimum of 7 years of related job experience required. Experience Qualifications A minimum of 5 years of Small Business or Business Banking direct lending or related experience with a focus on business development and relationship management required. A minimum of 1 year Business Banking credit training & experience from a bank or financial institution required. Tactical Skills Trusted Advisor: Ability to build trust by taking a client centric approach Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment Risk Management: Understands Key’s risk culture and effectively manages risk/reward trade-offs Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $140,000 to $ 154,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 05/24/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Posted 30+ days ago

business banking relationship manager-logo
business banking relationship manager
U.S. Bank National AssociationSalt Lake, Utah
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and analysis - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products - Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 - $127,050.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 6 days ago

Customer Remediation Data Analyst - Consumer & Business Banking Risk-logo
Customer Remediation Data Analyst - Consumer & Business Banking Risk
U.S. Bank National AssociationMinneapolis, Minnesota
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Summary The Customer Remediation Data Analyst in Consumer & Business Banking Risk will participate in projects that require research, data compilation and analysis to ensure compliance with the bank’s Customer Remediation Policy. The analyst should have experience and a thorough understanding of bank systems/products, e.g. Demand Deposit Accounts (DDAs), CIS and MSP. Responsibilities will include, but are not limited to, the following: - Customer Remediation Support: The Consumer & Business Banking (CBB) Risk Data Team supports issue and business line management with research, data analysis, documentation, and execution - Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events. This includes confirmation to front line systems for any data created internally or obtained from an external source and verification of any component required during validation. - Maintain awareness of bank, regulatory, and industry changes and trends - Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation - Perform other duties as assigned - 6+ years of applicable experience - Bachelor's degree, or equivalent work experience Preferred Skills/Experience - SQL/SAS coding experience - Six years of experience with bank systems/products - Six years in a reporting, analytics, or technology environment - Strong problem-solving, process facilitation, project management, and analytical skills - Excellent interpersonal, written, and verbal communication skills - Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB - Advanced understanding of CBB operations, products, services, systems, and associated risks/controls - Advanced Excel computer skills and database knowledge - Experience with SharePoint or TEAMS - Comfortable working in a team environment with layers of required review/approval - Ability to work in a fast-paced environment with large workloads This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 - $136,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

AVP, Relationship Banking Associate-logo
AVP, Relationship Banking Associate
Banc of CaliforniaAnaheim, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Assist with establishing new deposit accounts, treasury services, online banking and other deposit associated products for new relationships introduced to the Bank. Provides accurate, timely and extensive information for all client inquiries and requests, ensuring retention of profitable clients. Works with various internal operational business units to facilitate timely financial reporting, accurate documentation and payment delinquencies resolutions, often serving as the liaison between the customer and the branch. Assists with sales related activities such as call preparation, pipeline and prospect database management. Individual should possess a strong operational background and have the capacity to establish relationships with customers and to proactively find solutions to operational issues to free up the Relationship Managers to pursue marketing initiatives. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Responds to account inquiries, performs account maintenance, and executes transactions. When applicable, assist with transfers, withdrawals, distributions, wires, payments, fee waivers, within delegated authority or applicable department guidelines, escalating to the assigned Relationship Manager for any requests outside specified norms or items requiring additional approvals. Where applicable, using familiarity with bank departments, products and services to offer additional product options to address client concerns, ensure optimum mix of products and services, and ultimately maintain and expand the relationship through client satisfaction. Utilizes knowledge gained through training and experience to provide timely problem research and resolution. When applicable, quotes rates on products and opens new accounts and inputs client’s data into appropriate bank computer systems. Sets-up and maintain client files, ensuring appropriate documentation and client records are kept up to date. Applies existing guidelines and procedures when proposing solutions within the department. Maintains up to date knowledge of banking services and implementation processes. Assists with loan portfolio, maintenance, including tickler system management; compliance adherence, past-due collections; financial reporting collection, ordering of credit reports, audit preparation and audit review, organization, and analysis; covenant compliance testing. Generates monthly loan and deposit reports, daily past due reports, and other daily, weekly and/or monthly reports as necessary to support the team. Works in tandem with the Market Manager to review and participate in negotiation of potentially complex legal documentation with outside counsel and specialists within the Bank. Engages with centralized communication systems (data rooms) related to syndicated and/or sponsored banking relationships. Works with loan coordinator and loan closing team to facilitate seamless loan closing experience for client. Works with deposit and treasury management operations teams to ensure positive client experience. Work with the Appraisal department to order the appraisal and environmental reports as well as preliminary title reports Performs new account system maintenance including manual boarding of loans when necessary. Provides effective customer service and assists in resolving problems within given authority. Responds to written and phone inquiries from customers and internal personnel relative to account balances, loan balances and payoff requests. Escalates customer calls and/or problem accounts as appropriate. Uses sound judgment and experience to work through potentially complex problems based on precedent, example, reasonableness or a combination of these. Calculates loan pay off amounts for all types of loans. Operates computer terminal or personal computer to process loan activity, determine balances, and resolve problems within given authority. Assist Regional Manager in preparing for sales activities and related material. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING 5 years operations experience, branch banking experience is required High School Diploma is required Bachelor’s Degree is preferred HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 30+ days ago

Huntington Bancshares Inc logo
Commercial Portfolio Manager III -Middle Market Banking
Huntington Bancshares IncDetroit, MI
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Job Description

Description

Summary:

The Commercial Portfolio Manager III - Middle Market Banking will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area in a Commercial lending relationship, i.e. Syndications, Large Corporate or ABL.

Duties & Responsibilities:

  • Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles.
  • Owns primary responsibility for the credit and monitoring of Commercial portfolio risks.
  • Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer.
  • As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers.
  • Manages delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc.
  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree
  • 7 or more years of Commercial Banking Portfolio Managment experience

Preferred Qualifications

  • Bachelor's degree in Finance, Accounting or other business related field
  • 5 or more years of underwriting, portfolio administration and credit analysis
  • Middle Market Portfolio Managment experience
  • Syndication and/or complex deal structuring

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Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.