Job Title:         Senior Salesforce Administrator

Department:    Sales Operations / Business Development

Location:         Pittsburgh, PA or Cleveland, OH

Summary of the Position:

The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform.  The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC’s Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.

Primary Functions of the Position:

• Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
• Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
• Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
• Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
• Organizes and performs system training and demonstrations to internal and external users
• Creates documentation of new system processes
• Gathers business requirements to create process improvements using Salesforce technology
• Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management

Education and Experience Requirements:

• Bachelor’s Degree
• Salesforce Administrator certification
• 3+ years of Salesforce Administration experience
• Strong communication skills and experience working with functional leadership
• Creative and analytical thinker with strong problem-solving skills
• Demonstrated ability to meet deadlines and prioritize simultaneous requests

Preferred Experience:

• Ability to write APEX triggers
• Experience in banking and/or financial services

Essential Skills and Abilities:

• Strong presentation, collaboration, and communication skills
• Intellectually curious to gain deeper understanding of processes and requirements
• Self-starter and a team player capable of driving projects to fruition
• Familiarity with technical project methodologies and the software development lifecycle
• Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
• Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Job Title:          Equipment Finance Operations Specialist

Department:    Loan Operations

Location:          Pittsburgh, PA

Summary of the Position:

The Equipment Finance Operations Specialist performs quality review of equipment loan and lease documents and monitors the Aspire system to ensure that all transactions are in compliance with TriState Capital Bank policies.  Prior to documentation, the Equipment Finance Operations Specialist completes all required customer and collateral due diligence (including KYC, ordering good standing, ordering and reviewing UCC lien searches, etc.).

Primary Functions of the Position:

• Reviews all documentation and determines that terms and conditions align with the Credit Approval and verifies that equipment invoices are accurate and complete
• Prior to funding, verifies that all required loan/lease documents are signed and received, proof of payment is satisfied, collateral is properly insured, and all required lien perfection documents have been completed accurately
• Works with vendors and customers to ensure that all equipment and vehicles are titled properly in a reasonable timeframe
• Assists customers with invoice and account questions
• Processes funding and payments, prepares payoffs and releases all collateral, monitors and follows up on exceptions, completes modifications or maintenance requests on existing deals

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and work experience
• Minimum of 5 years of experience preparing commercial equipment loan/lease documents

Essential Skills and Abilities:

• Knowledge of various lease structures
• Demonstrated knowledge of loan documentation and lending regulations
• Demonstrated ability to effectively interface with clients and internal and external partners, including members of the sales and credit teams, internal and external legal counsel, vendors, and insurance companies
• Ability to work independently and proactively while exercising sound judgement
• Excellent organization skills and strong attention to detail
• Ability to prioritize effectively in a fast-paced environment
• Willingness to work additional hours during peak periods to meet service level
• Experience with Aspire and pricing software (such as TValue and SuperTRUMP) is a plus

Summary of the Position:

TriState Capital relies on Project Managers to deliver projects that meet business objectives within time, scope, and budget. The Senior Project Manager is responsible for project origination, planning, execution, and finalization in accordance with bank procedures to achieve timelines, milestones, and budgets.  This includes requirements development, resource planning, and coordinating project team members (internal and external) to complete project deliverables. TriState Capital relies on PMs to deliver projects that meet business objectives within time, scope, and budget.

Primary Functions of the Position:

• Directly manages 4-5 enterprise projects, facilitating the project through its lifecycle
• Manages changes to project scope, schedule, and costs using appropriate verification techniques.
• Measures project performance using appropriate tools and techniques.
• Holds periodic project stand ups and project status meetings (daily to weekly)
• Completes project status reports, escalates to various levels of management as needed.
• Maintains projects in the TriState Capital Bank’s PMO system.
• Assists in the definition of project scope, requirements, and objectives involving all relevant stakeholders and ensuring technical feasibility.
• Ensures resource availability and allocation and coordinate internal and external (third parties/vendors) resources for the flawless execution of projects.
• Develops project plans to monitor and track progress.
• Works with team members to perform risk management assessment to minimize project risk.
• Establishes and maintains relationships with third parties and vendors, and successfully manages the relationship with the client and all stakeholders throughout the project
• Creates and maintains comprehensive project documenting.
• Develops and maintains templates within the bank’s project management system
• Mentors internal and external team members to PMO standards.

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• 7-10 years technology project management experience
• 3-5 years supervisory experienced preferred
• 5 years banking or financial industry experience a plus
• PMP certification preferred

Essential Skills and Abilities:

• Ability to use independent judgement and critical thinking
• Strong quantitative and analytical skills
• Excellent client facing and internal communication skills
• Excellent written and verbal communication skills
• Solid organizational skills and attention to detail
• Ability to multi-task and manage various projects simultaneously
• Capacity to manage high stress situations; conflict resolution skills

Job Title:         Portfolio Manager – Risk / CRE Credit

Department:    Credit CRE

Location:         Cleveland, OH

Summary of the Position:

The Commercial Real Estate (CRE) Credit Risk Portfolio Manager assists the relationship managers with the ongoing administration of loan portfolios and the underwriting of existing relationships (renewals) to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.

Primary Functions of the Position:

• Underwrites requests for credit extensions to existing clients
• Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities
• Prepares the following for presentation to Senior Loan Committee:

1. Credit Approval Request (CAR)
2. Modifications
3. Covenant Waivers/Amendments
4. Periodic Reviews
5. Assessment of Real Estate Sponsorship

• Manages / monitors assigned portfolio for:

1. Loan Performance
2. Accurate and Timely Risk Rating
3. Required Financial Reporting
4. Covenant Compliance
5. Payment Delinquencies
6. Overdrafts

• Ensures compliance with the Bank’s credit policies and procedures, identifying exceptions for approval as they occur
• Responsible for sending “Welcome Package” and schedules Post Closing Kick Off Call with client, ARM, RM and Loan Administrator.
• Facilitates Post-Closing Kick Off Call acting as liaison to ensure lines of communication and responsibility are understood by client.
• Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements and covenants contained in the loan documents
• Prepares and presents periodic financial reviews of portfolio.
• Ensures the timely spreading of financial statements provided by clients,
• Conducts site inspections as needed.

Education and Experience Requirements:

• Bachelor’s Degree in Finance, Accounting, or related field
• Minimum of 5 years of credit analysis and underwriting experience
• Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred

Essential Skills and Abilities:

• Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types
• Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
• Strong written and verbal communication skills
• Strong presentation skills
• Ability to work independently and within a team
• Proficient in various spreadsheet and word processing applications, including the use of graphs and charts

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.

Primary Functions of the Position:

• Underwrites requests for credit extensions to new and existing clients
• Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities
• Prepares the following for presentation to Senior Loan Committee by the relationship managers:
  • Credit Approval Requests (CAR)
  • Modifications
  • Covenant Waivers / Amendments
  • Periodic Reviews
• Manages / monitors assigned portfolio for:
  • Borrower Credit Trend
  • Accurate and Timely Risk Rating
  • Required Financial Reporting
  • Covenant Compliance
  • Borrowing Base Availability
  • Payment Delinquencies
  • Overdrafts
• Ensures compliance with the Bank’s credit policies and procedures, identifying exceptions for approval when they occur
• Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents
• Prepares periodic financial reviews where required
• Ensures the timely spreading of interim and annual financial statements provided by clients
• Accompanies the relationship manager on prospect / client calls when appropriate

Education and Experience Requirements:

•  Bachelor’s Degree in Accounting, Finance, or related field; MBA preferred
• Minimum 5 years of credit analysis and underwriting experience
• Completion of bank commercial credit training program

Essential Skills and Abilities:

• Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process
• Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections
• Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
• Strong written and verbal communication skills
• Strong presentation skills
• Ability to work independently and within a team
• Proficient in various spreadsheet applications, including the use of graphs, charts and Moody’s financial analysis software

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

TriState Capital Bank is an Equal Opportunity Employer.