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 closi

Supporting the portfolio management team , including ass istance with monthly diligence and draws on construction loans, work ing on amendment and waiver requests, involvement with upsizes and extensions for existing deals , and helping respond to internal and external audits. Assisting on deals for which we are Administrative Agent including communication of construction

Sales Determines profitability of existing and prospective banking relationships, and directs sales efforts accordingly. Participates in pre bid conferences, fact gathering analysis, and follow up calls to identify client needs and solicit new revenue. Proposal Development Prepares and presents formal written proposals for smaller corporate, municipal, and nonprofit bank

Service & Support Works directly with clients and Advisors/Partners to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process and assists in calls or presentations intended to solicit business. Uncovers sales opportunities through analysis, reporting, and daily s

Once Here You Will Mentor and coach teamofsoftware engineers andquality assurance engineerson best practices, system design principles,and software engineering industry trends Champion application development security best practices across all engineering efforts Build authentic relationships with the team and business partners that empower them to lead long term collabor

Under the direction and supervision of the Director of Fintech and Crypto Relationship Manager, as a Relationship Manager I, Fintech Compliance , you will be responsible for executing on the following Risk Assessments Execute a client risk assessment to evaluate the FinTech Client's AML/Sanctions Compliance Risk from an inherent and residual risk Controls Identification B

Solution Design CIAM & Fraud Design end to end CIAM and fraud aware identity solutions Authentication and federation (OAuth 2.0, OIDC, SAML) Okta Identity Engine for adaptive, risk based authentication Universal Directory for customer identity profiles and attributes Multi factor authentication (MFA), step up and recovery flows Design identity flows that integrate fraud s

Focus on directly originating transactions of $3MM to $100MM both for CEF's own account and in connection with syndication to other industry players Cross sell other First Citizens bank products through internal referrals Interface with C Suite level executives Solicit and origination transactions with all types of equipment types and industries including; construction, m

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

Underwriting Leads the underwriting of Energy credit actions according to applicable regulations, procedures, and guidelines. Interacts directly with customers to gather information throughout the approval process and to determine the viability of repayment. Reviews financial statements, communicates with customers or prospects, and performs analysis to recommend credit g

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 closi

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre

Once Here You Will Mentor and coach teamofsoftware engineers andquality assurance engineerson best practices, system design principles,and software engineering industry trends Champion application development security best practices across all engineering efforts Build authentic relationships with the team and business partners that empower them to lead long term collabor

Under the direction and supervision of the Director of Fintech and Crypto Relationship Manager, as a Relationship Manager I, Fintech Compliance , you will be responsible for executing on the following Risk Assessments Execute a client risk assessment to evaluate the FinTech Client's AML/Sanctions Compliance Risk from an inherent and residual risk Controls Identification B