The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

Portfolio Management Monitors portfolio for completeness of documentation, accuracy of credit grading, and potential exposures. Performs other tasks related to the servicing and management of assigned portfolio, including any facility modifications. Promote additional fee generation. Client Service Maintains ongoing communication and contact with assigned loan clients. Fo

Training The foundation of the Associate Development Program is our hands on training curriculum. It's a building block approach to develop the skills you'll need to support our dynamic and rapidly growing clients. The training consists of a combination of classroom style instruction intermixed with case study based exercises and live work with our various in house facili

Service Handles complex, escalated, or time sensitive issues and requests. Determines target needs and provides resolution while maintaining a high standard of service. Manages workflow queue to ensure transaction and maintenance requests are processed within allotted SLA (Service Level Agreement) times. Accountable for performing assigned functions efficiently while ensu

Business Strategy Evaluates current plans, processes, and requirements to identify factors negatively affecting the business unit. Develops expert strategies and solutions to address identified issues, coordinating business efforts to achieve success. Team Leadership Leads special projects, serving as a resource to wider business unit or organization. Utilizes expertise t

Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in the technology sector. Essential Functions Underwriting Financial Modeling generates projection models based on financial sponsor or internal assump

Responsibilities Develop, enhance and periodically review methodologies and models for internal liquidity stress tests (ILSTs) and liquidity cash flow forecasting for on and off balance sheet exposures and associated documentation of ILST model. Perform product level stress testing calibrations and cash flow impacts based on strong collaboration and engagement with partne

Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls as required. Documentation Support and Accuracy Originates, processes, and ensures accuracy of loan documentation for clo

Data Analysis Sources, compiles, and interprets data. Performs data analysis at the most advanced level, effectively communicating and directing analysis output. May handle special projects or direct the analytics efforts of the work group. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project pla

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Engage in all aspects of a portfolio management, including quarterly reporting, annual company reviews, amendment memo preparation and presentation, legal documentation, and deal closing. Complete in depth analysis of borrowers' business models, identify key potential investment risks and analyze financial trends as part of the quarterly/annual review process Participate

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Training The foundation of the Associate Development Program is our hands on training curriculum. It's a building block approach to develop the skills you'll need to support our dynamic and rapidly growing clients. The training consists of a combination of classroom style instruction intermixed with case study based exercises and live work with our various in house facili

Originate new business by identifying, sourcing, and closing Factoring opportunities across a variety of industries, with an emphasis on certain assigned geographic territory. Responsible for independently developing and implementing a sales strategy, identifying appropriate potential clients and referral sources, and maintain consistent calling effort to enhance long ter

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa