The Private Bank Credit Production Manager manages securities-backed line of credit (SBLOC) and insurance-backed line of credit (IBLOC) applications through the Private Bank’s underwriting process, providing provide timely and effective analysis and decision making while consistently completing a daily workload. This position reports to the Private Bank Credit Production Manager.
Primary Functions of the Position:
- In a high-volume environment, evaluates / validates defined eligible collateral, advance formulas, and supporting collateral information.
- Reviews brokerage statements and system feeds in order to value collateral assets associated with Private Bank lines of credit
- Conducts credit investigations and related due diligence
- Assists the collateral monitoring group in analyzing service requests
- When required, reviews legal and borrower-provided documentation for accuracy and completeness
- May assist in the analysis of problem accounts and propose acceptable solutions regarding customer service issues
- Performs related reporting and project support work
Education and Experience Requirements:
- Bachelor’s Degree, preferably in Business or related field
- Minimum 1-3 years of banking or securities experience, including experience in brokerage statement or credit analysis
- Financial services experience with exposure to marketable securities, collateralized or asset-based lending, or loan administration is preferred
Essential Skills and Abilities:
- Demonstrated knowledge of accounting principles and reconcilement procedures
- Proficient in MS Office, specifically Excel and Word
- Organized with strong attention to detail
- Professional interpersonal and communication skills
- Strong writing, critical-thinking, and analytical skills
The Client Services Representative – Fulfillment & Close position is responsible for the quality review of documents for the Private Banking loan process and provides exemplary service and support to our clients and internal partners. The job is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, and all other authorized parties affiliated with Private Banking loan documentation in order to deliver a premier client experience.
Primary Functions of the Position:
- Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans
- Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
- Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client requests
- Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation
- Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
- Works closely with other teams within operations and throughout the bank to enhance current processes
- Participates effectively in assigned projects
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Essential Skills and Abilities:
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Exceptional interpersonal and communication skills
- Proficiency in Microsoft Office preferred
- Keen attention to detail and understanding of loan process/system and applicable lending requirements
- Analytical problem-solving capabilities
- Strong work ethic and ability to be self-directed
- Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
The Senior Director Business Solutions Manager – Private & Commercial Banking is the executive technology leader responsible for defining, governing, and executing the technology strategy, product portfolio, and business solutions roadmap supporting Private Banking, Commercial Banking, and related banking capabilities.
This role serves as the primary strategic partner to senior business executives and is accountable for aligning technology investments with enterprise objectives, driving measurable business outcomes, and ensuring the delivery of secure, scalable, and innovative solutions. The Senior Director provides leadership across Application Managers, product and delivery teams, technology partners, and vendors while fostering a high-performing organization focused on client experience, operational excellence, risk management, and growth.
Primary Job Responsibilities:
Strategic Leadership
- Own the multi-year technology strategy and roadmap for Private Bank and Commercial Bank capabilities.
- Serve as a trusted advisor to executive business leaders and influence strategic direction, investment decisions, and prioritization.
- Develop and maintain a portfolio strategy balancing growth, operational efficiency, risk reduction, client experience, and regulatory requirements.
- Drive enterprise-wide modernization initiatives and technology transformation programs.
- Identify opportunities to leverage Artificial Intelligence, automation, analytics, and emerging technologies to improve business outcomes and delivery effectiveness.
Executive Stakeholder Management
- Establish and maintain trusted relationships with senior executives across Banking, Operations, Finance, Risk, Compliance, Legal, Architecture, Infrastructure, and Technology.
- Lead governance forums and portfolio reviews.
- Communicate strategic direction, investment recommendations, risks, and value realization outcomes.
- Align stakeholders around shared priorities and organizational objectives.
Organizational Leadership
- Provide direct leadership and coaching to Application Managers and other technology leaders.
- Define organizational structures, talent strategies, succession plans, and workforce development priorities.
- Build high-performing teams focused on accountability, innovation, collaboration, and continuous improvement.
- Mentor leaders and foster strategic thinking, executive presence, and business acumen across the organization.
Technology & Delivery Leadership
- Oversee the delivery, support, and lifecycle management of banking applications and platforms.
- Establish standards and governance for engineering, architecture, user experience, product management, and delivery practices.
- Mature software engineering capabilities, DevOps practices, solution design, and delivery excellence.
- Ensure operational resiliency, application availability, performance, and security.
AI, Innovation & Transformation
- Lead adoption of AI-enabled capabilities across product delivery, software engineering, testing, operations, and decision support functions.
- Drive organizational change management efforts that improve effectiveness and efficiency.
- Establish innovation practices that encourage experimentation and measurable value creation.
- Champion continuous improvement and modernization initiatives.
Financial & Portfolio Accountability
- Own technology investment planning, portfolio prioritization, and budget governance.
- Manage multimillion-dollar operating and project budgets.
- Oversee vendor strategy, contract negotiations, and service-level performance.
- Ensure effective resource allocation and value realization from technology investments.
Education and Experience Requirements:
- Bachelor’s degree in business administration, Finance, Information Systems, or related fields.
- 10+ years of progressive leadership experience in financial services, banking technology, product management, or business solutions leadership.
- Experience leading managers and large cross-functional organizations.
- Strong knowledge of Private Banking, Commercial Banking, Treasury Management, Deposits, Lending, and related financial services domains preferred.
- Proven experience leading digital transformation, application modernization, and organizational change initiatives.
- Experience implementing AI-enabled solutions and leveraging automation to improve business and technology outcomes.
Essential Skills and Abilities:
- Strong experience operating within a product-centric organizational model, balancing strategic vision with iterative delivery.
- Ability to foster a culture of continuous learning, improvement, and measurable value delivery within Agile teams.
- Comfortable navigating ambiguity and ensuring clarity of scope, outcomes, and acceptance criteria within fast‑moving product environments.
- Passionate about solving problems, creating efficiency, and developing solutions that are focused on the end user with a clear focus on creating routines to operationalize and control change and development.
- Demonstrates excellent critical thinking and problem-solving abilities; superb written, verbal, and presentation skills
- Ability to respond, when needed, 24/7 if system issues arise.
- Ability to work in a highly dynamic and fast-paced environment, with strong organizational skills and the ability to manage multiple deadlines and quickly adapt to changing priorities, welcome new challenges and persist in raising and working through novel and difficult issues.
The Associate Relationship Manager is an integral member of the Commercial Real Estate Relationship Management Team, providing support in managing existing loans and relationships and actively participating in the drive to accelerate the growth of new loans, liquidity opportunities, and new relationships within the group. Under guidance from members of the Relationship Management Team, the Associate Relationship Manager will have direct client responsibility and the opportunity to evolve their business development skills through calling and prospecting activities.
Primary Functions of the Position:
- Serves as a liaison between the Relationship Management Team (RMT), internal partners, vendors, and the client to allow the RMT to stay primarily externally focused
- Assists in coordinating the credit approval process and the loan closing process while complying with internal policies and procedures.
- Gathers financial and other information in conjunction with the RMT to formulate strategies to generate revenue via credit products
- Consults with customers in all aspects of servicing the portfolio, and takes appropriate action to manage and retain the portfolio
- With the RMT, proactively develops the sourcing and prospecting of existing or new clients through direct calling, referrals, centers of influence, or intermediaries
- Manages and maintains a small client portfolio with the supervision of a Relationship Manager
Education and Experience Requirements:
- Bachelor’s Degree
- Minimum 3 years of banking experience
Essential Skills and Abilities:
- Demonstrated knowledge of commercial real estate
- Highly proficient in MS Office, specifically Excel and Word
- Strong customer services skills
- Professional interpersonal and communication skills
- Strong analytical skills
- Demonstrated ability to use independent judgement
The Senior Commercial Real Estate (CRE) Loan Administrator provides ongoing administration and maintenance of an assigned portfolio of commercial real estate and/or swap loans post-closing.
Primary Functions of the Position:
- Reviews, closes, and processes modifications/extensions, payments, rate changes, payoffs, partial releases, full releases and exceptions
- Administers the construction draw process which includes reviewing budgets and ensuring that the loans are balanced (including letter of credit exposure); reviews inspection reports, identifies and resolves construction and title issues. Ensures that requests are in accordance with governing loan documents and procedures and that all required approvals have been received
- Administers swapped loans (if assigned), including onboarding new swaps, manual monthly reconcilement of billing, applying and requesting payments to the loan and swap
- As needed, coordinates the loan closing process including performing necessary due diligence, gathering client data, reviewing loan approvals and executed documents, reviewing the initial draw request, preparing funding requests and following up on post-closing exceptions
- Works closely with loan closers, relationship managers, portfolio managers, internal and external counsel, borrowers and all other authorized parties affiliated with each loan transaction
Education and Experience Requirements:
- High School Diploma or equivalent; post-secondary degree preferred
- A minimum of 4 years of financial industry experience, including 2 years of loan administration or loan operations experience
- Commercial/Construction Real Estate Loan Administration experience preferred
- Understanding of interest rate swaps preferred.
Essential Skills and Abilities:
- Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts
- Job may require additional hours of work during peak periods to meet service levels
HOURS: 4 PM – 1 AM (Monday through Friday)
The ACH Operations Specialist manages the daily processing windows of ACH file processing. In addition, the ACH Operations Specialist manages all processing exceptions, batch and file suspensions, fraud monitoring, new employee training, ongoing client support, and troubleshooting. The ACH Operations Specialist also performs daily General Ledger reconciliation of Check, ACH, Wire, Debit Card, ICS, and other Miscellaneous accounts. The ACH Operations Specialist will maintain a solid understanding of ACH batch and file processing, ACH services and back-office processes, adequate understanding of the NACHA rules, General Ledger accounting.
ESSENTIAL FUNCTIONS OF THE POSITION:
- Assists the ACH Operations team lead on daily tasks
- Assist in the training of new employees
- Manage ACH file processing windows and exception processing
- Manage transaction fraud monitoring and client communication
- Assist the ACH Team Lead on all Fraud related activity, as it relates to funds retrieval, documentation, and reporting
- Manage General Ledger balancing for Check, ACH, Wire, Debit Card, and ICS
- Responsible for covering late ACH window monitoring when required
- Work closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations.
EDUCATION AND EXPERIENCE REQUIREMENTS:
- High School diploma or equivalent; post-secondary education preferred
- A minimum of 4 years of experience, including 2 years bank operations experience in an ACH operations role.
ESSENTIAL SKILLS AND ABILITIES:
- Demonstrated knowledge of all ACH products, systems, and related processes.
- Thorough understanding of transmission processing for ACH, and understanding file layouts
- Understanding of Fraud monitoring and Fraudulent activity on ACH transactions
- Understanding of General Ledger balancing principals
- Demonstrated ability to communicate effectively with clients, Management, staff, and support vendors.
- Job may require additional hours of work during peak periods to meet service levels.
Position Summary:
The Assistant Controller plays a critical leadership role within the Finance organization, supporting the Controller in overseeing the bank’s accounting operations, and control environment and to a lesser degree financial reporting and regulatory compliance. This role is responsible for ensuring accurate, timely, and GAAP-compliant financial statements while managing accounting areas specific to the banking industry, including loan accounting, allowance for credit losses, derivatives, investment securities, and reporting results to the parent company.
On occasion, this role may include taking on certain responsibilities within the reporting team and work on certain deliverables related to regulatory filings, deliverables for the parent company and segments of the annual financial statements.
The Assistant Controller will also provide leadership and guidance to accounting team members and assist with process improvements to strengthen efficiency and effectiveness across the accounting functions.
Key Responsibilities:
Financial Close Process & Accounting Operations
- Lead and manage the monthly, quarterly, and annual financial close processes, ensuring accuracy, completeness, and timeliness
- Manage day-to-day accounting operations, including general ledger, accounts payable, fixed assets, accruals, prepaids, and reconciliations.
- Review and approve journal entries, account reconciliations, and financial analyses prepared by the accounting team
- Support the preparation and review of financial disclosures, in conjunction with other team members, for the parent company (SEC) regulatory filings, board materials, and internal management reporting
- Oversee the activities of the disbursement department, ensuring the accurate and timely processing of accounts payable, core employee expense reports, and cash movement and control,
- Assistance and participation in the preparation of the budget and financial forecasts and reporting on and understanding variances.
Banking-Specific Accounting & Technical Oversight
- Oversee accounting for loans, deposits, allowances for credit losses (CECL), investments, derivatives, equity method investments, and fair value measurements
- Serve as a technical resource on accounting matters and work with the others in the department as well as the parent company, as needed, assist with the evaluation and documentation of accounting conclusions for new products, transactions, and accounting standard changes (ASC updates)
- Monitor emerging accounting guidance and assess impacts on the bank’s financial information, general ledger and internal controls
Internal Controls & SOX Governance
- Maintain a strong internal controls in compliance with SOX, FDICIA, and other regulatory requirements
- Partner with Internal Audit and Risk Management to remediate control deficiencies and support audits
- Ensure proper design, documentation, testing, and remedy of accounting and financial reporting controls
- With others, support management’s assessment of internal control over financial reporting (ICFR)
Team Leadership & Development
- Manage, mentor, and develop team members
- Establish clear performance expectations, promote accountability, and support professional growth
- Drive improvements in accounting processes, documentation, and standard operating procedures
- Foster a culture of continuous improvement, compliance, and collaboration
Systems, Data & Process Improvement
- From time to time. partner with IT and Finance leadership on system implementations, upgrades, and automation initiatives
- Identify opportunities to streamline processes, improve data integrity, and enhance reporting efficiency
Strategic & Cross-Functional Collaboration
- Provide variance analysis and financial insights for senior leadership
- Assist Finance leadership with board presentations, strategic initiatives, and ad hoc analyses
Qualifications:
Education & Certifications
- Bachelor’s degree in Accounting, Finance, or related field (required)
- CPA certification strongly preferred
- MBA or Master’s in Accounting a plus, but not required
Experience
- 6 to 10 years of progressive accounting experience, including leadership roles
- Prior experience within banking or financial services required
- Strong background in GAAP, bank systems, regulatory and external reporting, and internal controls for financial institutions
- Experience working with external auditors and regulatory examiners
Skills & Competencies
- Expert knowledge of U.S. GAAP and bank-specific accounting standards
- Strong analytical, problem-solving, and technical accounting skills
- Proven leadership and people management capabilities
- Ability to manage multiple priorities in a deadline-driven environment; work independently.
- Excellent written and verbal communication skills
- High attention to detail with a strong commitment to accuracy and integrity; be flexible in changing work environment
The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.
Primary Functions of the Position:
- Ensure that the core loan system matches the executed legal documents, whether via input or review
- Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports
- Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues
- Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans
- Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables
Education and Experience Requirements:
- High School Diploma or equivalent; post-secondary degree preferred
- 2-4 years of experience, including previous bank operations or financial services experience
- Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus
Essential Skills and Abilities:
- Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents
- Strong attention to detail
- Ability to communicate effectively in person, through email, and over the phone
- Proficiency in basic math skills and general knowledge of office software is required
- Ability to work in a fast-paced, high-intensity work environment
- Job may require additional hours of work during peak periods to meet service levels
Summary of the Position:
The Senior Commercial Loan Closing Specialist is responsible for processing and closing all Commercial Real Estate and C&I loans (these include new loans, loan renewals, loan modifications with a variety of structures, collateral, rates and terms), ensuring quality, completeness and accuracy. The position will work closely with the assigned Loan Administrator, Portfolio Manager, Relationship Manager, Borrower, Legal Counsel and Third Parties. This Role will have a high concentration of Construction and Agented Transactions. The role will be expected to perform the necessary due diligence to successfully close these transactions with minimal supervision. Examples of this work will be to complete the necessary Flood due diligence, Review and Opine on the Plan and Cost Report, confirm the accuracy of Insurance and the creation of Pro Rata’s for Agented Transactions. This information will be reviewed and compared against loan approvals and draft documents, ensuring all closing conditions and expectations have been met and closing can occur.
Essential Functions of the Position:
- Reviews complex loan documents, initiates and drives deal closing calls that include internal and external deal team members and counsel.
- Ensures documentation accurately reflects the intentions of the credit approval.
- Facilitates teamwork and continuity.
- Proactively pursues gaining new knowledge to perform effectively in the role
- Prepares funding requests and ensure accurate and complete funding information to ensure a timely closing
- Ensures transactions are closed in compliance with the Bank’s loan policy and any other requirements designated by the credit approval.
- Works with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation is obtained for a timely closing.
- Liaises and coordinates pre-closing requirements with internal and external clients (Underwriter, Relationship Manager, Syndication Desk, Borrowers, Lenders).
- Demonstrates ability to balance required regulatory and policy requirements when making decisions.
- Ensures Know Your Customer “KYC” requirements have been met prior to closing a transaction.
- Resolves issues that might impede closing and use judgement to involve the manager and internal counsel when required.
- Completes post-closing steps to ensure that all necessary documentation is received by downstream partners.
- Monitors and clears loan exceptions
- Develops, designs, and follows inter-departmental controls and risk reducing processes.
- Positively accepts change and engages with team and relevant stakeholders.
- Engages in raining and Process Improvement Initiatives
Education and Experience Requirements:
- Post-secondary degree preferred
- Minimum 7 – 10 years of experience, including 5 years of bank operations processing, loan closings or related experience
- Commercial Real Estate experience
Essential Skills and Abilities:
- Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts
- Job may require additional hours of work during peak periods to meet service levels
- Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively
