Commercial Banker
Remote job
Job Description
An exciting position is now available at America's Socially Responsible Bank! Amalgamated Bank is seeking an experienced Commercial Banker to join our team. In this role, you will be responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in banking products, coupled with strong sales abilities, will be essential in creating tailored proposals to meet customer needs and enhance the region's market share.
By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.
Essential Job Functions:
Perform tasks in line with the Bank's mission, vision, and core values, ensuring the delivery of prompt and excellent service to labor, sustainability, political, non- profit, philanthropic, and social advocacy clients.
Acts as the principal relationship manager for new and existing clients.
Develop and implement middle markets sales strategy for commercial banking products and cash management services that will result in the attainment of assigned goals including year over year loan, deposit, and non-interest income growth.
Identify, analyze, structure and internally advocate for commercial credit opportunities.
Execute regional and company-wide sales objectives and goals.
Work with commercial banking teams across the company to prospect and effectively on-board new clients.
Work closely with the portfolio management team within the Bank to ensure that existing loans within the assigned portfolio are in compliance.
Establish and maintain a thorough prospect file and business strategy.
Keep updated on changes to the banking environment, bank competition, and customer's business environment.
Understand the Bank's treasury management products.
Adhere to general bank regulatory procedures.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements:
Bachelor's degree in business, finance, or a related field.
Minimum of 7 years of commercial credit experience. Formal credit training is a plus.
A strong working knowledge of credit, intermediary lending, underwriting, non-profit accounting, tax credits.
Results oriented with strong relationship management and business development skills, with successful track record in coalition building and partnership execution.
Ability to structure loans and monitor credit performance.
Well-developed analytical, credit and problem-solving skills with knowledge of credit administration, analysis, and credit policy/procedure.
Excellent verbal/written communication and presentation skills
Interpersonal and supervisory skills
Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $160,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
Chase Auto Commercial Banker - Virginia
Remote job
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
Manage the profitability and performance of assigned portfolio.
Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
Analyze and document the effectiveness of sales performance and results as related to KPMs.
Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
Bachelor's degree
10+ years of experience in commercial banking or business banking.
Strong knowledge and understanding of Deposits and Treasury products and solutions.
Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
Knowledge of accounting principles and financial statement analysis
Strategic thinker who supports the goals and direction of the firm
Ability to partner across lines of businesses and leverage internal resources.
Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
MBA
Knowledge of consumer lending
Formal credit training
Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
Auto-ApplyChase Auto Commercial Banker - Virginia
Remote job
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
**Job responsibilities**
+ Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
+ Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
+ Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
+ Manage the profitability and performance of assigned portfolio.
+ Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
+ Analyze and document the effectiveness of sales performance and results as related to KPMs.
+ Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
+ Adhere to the firm's Code of Conduct and controls/compliance.
**Required qualifications, capabilities and skills**
+ Bachelor's degree
+ 10+ years of experience in commercial banking or business banking.
+ Strong knowledge and understanding of Deposits and Treasury products and solutions.
+ Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
+ Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
+ Knowledge of accounting principles and financial statement analysis
+ Strategic thinker who supports the goals and direction of the firm
+ Ability to partner across lines of businesses and leverage internal resources.
+ Strong knowledge of regulatory and control framework
**Preferred qualifications, capabilities and skills**
+ MBA
+ Knowledge of consumer lending
+ Formal credit training
+ Automotive industry
**THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.**
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Commercial Loan Officer - Tampa
Remote job
At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.
Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams.
Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states:
AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.
Some of our Benefits/Perks:
Medical/Dental/Vision Insurance
Employee discount on loans Team members qualify for a discount on consumer and loans.
Professional Development Reimbursement of up to $5,250 per year for full-time team members.
Paid Time Off 15 days/year & over 10 Paid Holidays
Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
Retirement Benefits (401K) Grow matches up to 8% for team members.
Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Responsibilities
The Commercial Loan Officer will be responsible for the development, growth and retention of the business loan and deposit portfolio. Responsible for the overall commercial lending efforts of the credit union including, but not limited to:
Recruiting potential clients and building this segment of business.
Developing and implementing competitive loan products and depository products.
Training financial center staff in all manner of business lending.
The origination, processing, presentation, closing and tracking of business loan applications and closed loans.
Ensures product and portfolio compliance with NCUA and other applicable laws and regulations.
This position will cover the Greater Tampa Bay area.
Qualifications
Required Skills & Experience
High school diploma or equivalent required. Bachelor of Arts/Science degree in Business, Finance, Accounting or related field from an accredited university is preferred.
Minimum of three (3) to five (5) years commercial loan and business service skills required, or one (1) year of commercial lending experience within the credit union required.
Must have excellent communication skills both verbal and written.
Must have good analytical skills.
Must have thorough knowledge of the current software systems or experience on related systems.
Must have thorough knowledge of all laws related to commercial lending as well as laws and regulations that govern the operation of Federal Credit Unions.
Must possess a valid driver's license.
Physical Demands
Ability to move freely (standing, stooping, walking, bending, pushing and pulling) and lift up to a maximum of twenty-five (25) pounds without assistance.
Must be able to sit for extended periods of time.
Must be able to read, write, speak and type English.
Must be able to hear and use a telephone.
Use of computer requires repetitive keystrokes.
Work Environment
This is a hybrid role with the flexibility to work remote and report to Grow Headquarters and/or retail locations.
Local travel to retail stores, existing, and prospect member accounts about 50% of the week.
Apply Online Now!
An Equal Opportunity Employer Minorities/Females/Veteran/Disabled
Auto-ApplyCommercial Settlement Officer
Remote job
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
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:
Join our team! Successful and leading title insurance agency seeks a highly self-motivated, detail-oriented, and experienced Commercial Settlement Officer with a positive attitude to be a part of our team.
Qualified candidates must have the ability to multitask, portray excellent verbal and written communication skills and be computer proficient.
Responsibilities:
Responsible for creating and sending out settlement statements for either sale or financing statements and uninsured files. With directions from the Borrower, Lender and Seller they include adding invoices, adding lender fees, payoffs, prorations and any other items directed by the parties to the statement and circulating drafts to the parties, managing correspondence throughout the transaction with the parties and updating statements accordingly as changes come over and working with the parties to finalize and send around executed statements once the parties agree to the costs.
Responsible for verifying wire instructions, creating and sending funding packages to our accounting team, making sure checks, invoices and FedEx labels are created and saved to the files for the accounting team to send out as well.
Once wires are initiated the settlement coordinators are also responsible for sending out confirmations of the wires to the parties with the Fed Reference numbers for their files.
Settlement is also engaged when deposits or funds need to be sent if a deal is cancelled or a deposit needs to be sent for Post-Closing items, or if another company is funding a closing.
Other duties as assigned.
Requirements:
Candidates with experience and strong knowledge of Title Insurance are encouraged to apply.
10+ plus years of experience in a commercial settlement role or similar
Knowledge of SoftPro Select a plus
Great time management skills
Outstanding work ethic with the ability to work in both team oriented and self-directed environments.
Detail-oriented and professional; able to handle confidential information.
High level of accountability
Customer service oriented
Creative problem-solving skills
Ability to communicate effectively (written and verbal).
Ability to work in a fast-paced environment and handle multiple tasks simultaneously
About Kensington Vanguard National Land
Kensington Vanguard National Land Services is one of the largest independent full-service national title insurance agencies in the country providing:
• Commercial & Residential Title Insurance• Real Property & Cooperative Lien Searches• Settlement Services• Escrow Services• Recording Services• 1031 Exchange Services
Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time
Benefits:
Health insurance
Dental insurance
Vision insurance
Employer Paid Life insurance
Employer Paid LTD
Paid Time Off
401(k)
401(k) Employer Match
Flexible Spending Account
Health Savings Account
Employee Assistance Program
About Kensington Vanguard National Land
Kensington Vanguard National Land is one of the largest independent full-service national title insurance agencies in the country providing:
• Commercial & Residential Title Insurance• Real Property & Cooperative Lien Searches• Settlement Services• Escrow Services• Recording Services• 1031 Exchange Services
Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time
Benefits:
Health insurance
Dental insurance
Vision insurance
Employer Paid Life insurance
Employer Paid LTD
Paid Time Off
401(k)
401(k) Employer Match
Flexible Spending Account
Health Savings Account
Employee Assistance Program
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyRemote Commercial Loan Officer
Remote job
Job DescriptionJob Summary:We are seeking a motivated and experienced Commercial Loan Officer to join our team. The ideal candidate will be responsible for originating and managing commercial loan portfolios, building relationships with clients, and providing expert financial advice to meet their commercial lending needs. This role requires a deep understanding of the commercial lending process, strong analytical skills, and the ability to work collaboratively in a team-focused environment.Key Responsibilities:
Loan Origination: Identify and develop new commercial lending opportunities by networking, cold calling, and leveraging existing relationships.
Client Relationship Management: Build and maintain strong relationships with business owners, veterans, and other clients, ensuring a deep understanding of their financial needs and objectives.
Loan Analysis: Conduct thorough financial analysis and risk assessment to evaluate the creditworthiness of loan applicants. Review financial statements, credit reports, and other relevant documents.
Loan Processing: Guide clients through the loan application process, ensuring timely and accurate completion of all required documentation. Collaborate with underwriters to secure approval.
Portfolio Management: Manage and monitor a portfolio of commercial loans, ensuring timely payment, compliance with loan terms, and proactive identification of potential risks.
Compliance and Regulations: Stay informed about industry regulations, company policies, and market trends to ensure all lending activities are in full compliance.
Team Collaboration: Work closely with other team members, including underwriters, loan processors, and sales representatives, to provide seamless service to clients.
Market Analysis: Conduct market research to identify new business opportunities and stay updated on economic trends that may impact lending activities.
Qualifications:
Experience: Minimum of 3-5 years of experience as a Commercial Loan Officer or in a similar role.
Education: Bachelor's degree in finance, business, economics, or a related field is preferred.
Skills:
Strong understanding of commercial lending practices and financial analysis.
Excellent communication and interpersonal skills.
Ability to manage multiple tasks and work under pressure.
Proficient in Microsoft Office Suite and loan management software.
Licensing: Relevant state licenses for loan origination are required.
Veteran Status: Military experience or a strong connection to the veteran community is highly valued.
Commercial Surety Underwriter
Remote job
IAT Insurance Group is seeking a highly skilled Commercial Surety Underwriter to join our team in Anaheim, California. For the ideal candidate, we are open to remote work from Washington or Oregon, or from our Bellevue location. This position supports our Pacific Northwest book of business and involves occasional travel. Key responsibilities include collaborating with regional office underwriters, home office personnel, agents, and principals. This role follows a hybrid schedule, reflecting our commitment to ownership, collaboration, and teamwork. You will work from the Anaheim office Monday through Wednesday, with the option to work remotely on Thursday and Friday. This is an excellent opportunity for professional growth and development within a dynamic and supportive environment. Responsibilities:
Financial and account analysis of pertinent financial data, authority, and referral requirements for consideration of new, existing, and renewal business
Requesting and gathering financial information on assigned accounts
Bond renewal preparation and determination on whether bonds should be canceled
Maintain Agency relationships and provide exceptional service and support. May have authority to underwrite low-value bonds and renewals
Provide general direction to the Account Managers for bond processing.
Provide quality recommendations to Branch and Home Office Reports on assigned accounts and agents
Rate and review bonds for premium and classification accuracy
Ensure accuracy and completeness of files and verify that all necessary documentation is complete in the file
Act as the primary service contact and visit agents assigned by the Regional Manager in order to foster and maintain an ongoing relationship
Accurately communicate knowledge of assigned accounts to Branch and Home Office personnel via written and verbal means
Prioritize workflow to ensure work is done in a timely fashion and all deadlines are met
Travel on a limited basis
Perform other duties as needed
Qualifications: Must-Have:
Bachelor's degree in Risk Management, Finance, Mathematics, Business or related with at least 2 years experience in Surety or equivalent
Equivalent is defined as 6 years of relevant Commercial or Contract Surety underwriting experience
We will consider commercial or contract experience
Strong marketing skills and ability to obtain new business and work with clients
Strong competency in quantitative and financial analysis
Requires strong math aptitude, excellent verbal and written communication, interpersonal and negotiating skills
Must be customer service oriented and have the utmost integrity
Ability to travel on a limited basis
To qualify, applicants must be authorized to work in the United States and must not require VISA sponsorship, now or in the future, for employment purposes
Preferred to Have:
AFSB industry designation
Our Culture IAT is the largest private, family-owned property and casualty insurer in the U.S. I
nsurance
A
nswers
T
ogether
is how we define IAT, in letter and in spirit. We work together to provide solutions for people and businesses. We collaborate internally and with our partners to provide the best possible insurance and surety options for our customers. At IAT, we're committed to driving and building an open and supportive culture for all. Our employees propel IAT forward - driving innovation, stable partnerships and growth. That's why we continue to build an engaging workplace culture to attract and retain the best talent. We offer comprehensive benefits like:
26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
7% 401(k) Company Match and additional Profit Sharing
Hybrid work environment
Numerous training and development opportunities to assist you in furthering your career
Healthcare and Wellness Programs
Opportunity to earn performance-based bonuses
College Loan Assistance Support Plan
Educational Assistance Program
Mentorship Program
Dress for Your Day Policy
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify. Compensation: Please note, that the annual gross salary range associated with this posting is $85,000 - $100,000. This range represents the anticipated low and high end of the base salary for this position. Actual salaries will vary based on factors such as a candidate's qualifications, skills, competencies, and geographical location related to this specific role. The total compensation will include a base salary, performance-based bonus opportunities, 401(K) match, profit-sharing opportunities, and more. To view details of our full benefits, please visit **************************************************
Lead Commercial Underwriter - Federal Lending Program
Remote job
At Lenders Cooperative we are a forward-thinking group of former bankers, investment bankers, and technologists who recognize the need for better innovation and solutions to support financial institutions' commercial lending efforts. Our core mission is to help these institutions to focus on their true strengths. In addition to our SaaS technology solutions, Lenders Cooperative offers staff augmentation, credit underwriting, SBA Loan Service Provider (LSP) underwriting and support, and bank operations. If you thrive in high-pressure environments where urgency meets creativity and where every challenge is an opportunity to create impact, then continue reading....
Lenders Cooperative seeks an experienced Lead Commercial Underwriter to support a high-profile government lending initiative. This role will focus on evaluating complex $10MM to $150MM direct loan applications from private-sector companies working in critical technology sectors. In addition to underwriting responsibilities, the selected candidate may serve as project lead, with responsibility for building and overseeing a small team of underwriters or analysts as needed to meet engagement timelines and workload demands.
Location:
The position is based in the Arlington, VA area. (U.S. Citizenship Required).
Key Responsibilities:
Serve as the primary underwriter and project lead for federal program loan evaluations, overseeing all phases of the underwriting process.
Lead credit analysis for loan requests between $10MM and $150MM, including financial review, risk assessment, borrower eligibility, and transaction structure.
Draft detailed credit memoranda, including credit ratings, risk factors, and recommendations aligned with guidelines.
If needed, recruit, onboard, and manage a team of contract analysts or underwriters to support the engagement.
Act as the main point of contact for client stakeholders, legal teams, and internal review committees.
Ensure compliance with statutory and programmatic requirements and maintain audit-ready documentation.
Required Qualifications:
Minimum 7-10 years of experience in commercial lending, structured finance, or credit underwriting, ideally involving large-ticket or government-backed transactions.
Proven ability to lead underwriting projects and/or manage teams under tight deadlines.
Deep familiarity with complex credit evaluations and public-private financial structures.
Strong analytical, writing, and financial modeling skills.
U.S. citizenship required (security background check may be required for engagement).
Preferred Experience:
Experience in the defense industrial base, advanced manufacturing, or critical technology sectors.
Familiarity with federal lending or guarantee programs.
MBA, CFA, or formal credit training preferred.
Prior experience supporting federal agencies or national security-related lending programs is a strong plus.
Benefits:
Competitive salary and performance-based bonuses
Comprehensive health, free dental and vision insurance plans
Flexible work hours and fully remote work options
Unlimited PTO and company holidays
Collaborative and inclusive work environment with a diverse team
Company-sponsored events and team outings
If you're ready to take your career to the next level and be part of a team that values creativity and innovation, apply now! We can't wait to meet you and see how you'll contribute to our success.
Lenders Cooperative is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate our employees' unique differences because that drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.
Auto-ApplySenior Private Banker
Remote job
Our client is a very successful independent wealth management boutique based in New York. They advise international ultra high net worth clients, mainly in Europe, the Middle East and Asia, offering a wide selection of services including investment management, private assets and family office services (consolidated reports, philanthropy, estate planning, family governance...).
The company is looking to recruit a senior private banker to increase market share in existing regions or potentially to develop Latin America. They could consider people in the US through their SEC license and also, through an overseas office, bankers outside the US prepared to work remotely.
They are also open to less experienced profiles for someone who is a strong business developer and hungry to develop their career in an entrepreneurial, international environment.
Title Insurance | National Commercial Underwriting Counsel/Underwriter
Remote job
Godot Consulting Group is excited to announce an opening for a National Commercial Underwriting Counsel/Underwriter. This position involves working with clients on complex commercial real estate transactions, providing legal expertise in underwriting and risk assessment. The ideal candidate will have extensive experience in title insurance, commercial real estate law, and a deep understanding of the underwriting process. At Godot Consulting Group, we aim to connect talented individuals with career opportunities that allow them to shine in their fields.
Responsibilities
Advise clients on the legal aspects of title insurance and underwriting for commercial transactions
Conduct thorough reviews of title reports, surveys, and related documents to identify potential issues
Collaborate with clients, underwriters, and legal teams to develop solutions for complex transactions
Provide timely and accurate underwriting decisions and guidance
Assist in the development and implementation of underwriting guidelines and policies
Maintain strong relationships with clients and stakeholders in the real estate industry
Stay updated with industry trends, regulations, and best practices related to title insurance and commercial real estate
Requirements
5+ years of experience specifically in commercial real estate and title insurance underwriting
Strong knowledge of title insurance products and the underwriting process
Excellent analytical, negotiation, and communication skills
Ability to work in a fast-paced environment with multiple stakeholders
Strong attention to detail and problem-solving abilities
Familiarity with industry standards and legal regulations surrounding title insurance
Proficient in relevant software and Microsoft Office applications.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Work From Home
Auto-Apply
Blue Rose Research develops a wide range of cutting-edge products used by the most important progressive organizations in the country. Our research informs short- and long-term strategy for advancing progressive causes and has a trusted track record among key decision makers.
The team has a storied history and has worked with central players to develop strategy and direct hundreds of millions of dollars of resources. The work produced by Blue Rose Research is widely regarded as among the most technically sophisticated in the space. If you join us, you'll be plugging into a diverse team of decorated engineers, data scientists and political analysts who are closely connected to some of the most important decision makers in the progressive ecosystem.
If you do not see a position available that fits your skillset or would like to stay informed about new roles, please submit your information here.
Note: We can only hire candidates who are lawfully authorized to work in the United States.
Auto-ApplyBPL Underwriter - Valere Commercial
Remote job
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
About Valere Commercial:
Part of the CrossCountry family of companies, Valere Commercial is a private real estate lender built for the modern investor. We offer flexible, fast, and scalable lending solutions backed by strong capital and a commitment to long-term client success. Our platform is designed to support real estate entrepreneurs - not just for one deal, but across their entire investment journey. You'll be part of a company that's agile, well-capitalized, and built to scale. We move fast, think big, and empower our team to do the same.
Valere Commercial's core focus is on business purpose loans, including but not limited to the following products: investor bridge, fix-and-flip, ground-up construction (1-4 family and multi-family), multi-family term, cross-collateralized, and builder finance.
Position Overview:
The BPL Underwriter is an experienced mortgage professional specializing in complex transactions including fix and flip, multifamily, senior bridge, and construction loans. This role demonstrates skill in structuring deals, analyzing financial and property valuations, and ensuring compliance with company policies and regulatory standards. The BPL Underwriter collaborates cross-functionally with production, closing, and legal teams to deliver tailored lending solutions and drive successful loan execution.
Job Responsibilities:
Lead the underwriting process while managing deal timelines, developing credit recommendations, and ensuring compliance with company policies.
Work directly with production teams to develop loan structures that will meet clients' financial objectives; develop and maintain strong relationships with production and closing departments.
Prepare underwriting narratives and independent cash flow estimates, focusing on large, complex transactions, including multifamily, senior bridge and construction loan deals.
Evaluate the market competitiveness of the proposed collateral and determine the economic feasibility of transactions; conduct detailed economic and market research.
Model and review cash flows, financial statements, and analyze property valuations.
Review third party reports from vendors such as appraisers, surveyors, and engineers to ensure compliance with all requirements.
Collaborate with loan officers, loan closers, and legal counsel to move loan requests through the approval and closing process.
Conduct and participate in customer meetings and conference calls.
Present recommendations to the appropriate levels, including all key documentation. (term sheets, applications, commitments, credit memos, etc.)
Crosstrain across Valere's various products and exit strategies to cultivate ability to underwrite a variety of deal types.
Qualifications and Skills:
Bachelor's Degree in Statistics, Business, Finance, Accounting or Economics, preferred.
5+ years of experience underwriting Single, Multifamily and Commercial Real Estate Loans; experience with building or utilizing cash flow model technologies, preferred.
Completion of a formal commercial loan underwriting training program (Ex. Omega), preferred.
Experienced in high-volume environments, efficiently managing assignments to consistently meet deadlines.
Skilled in prioritizing tasks and avoiding distractions to meet deadlines without direct supervision in a remote work environment.
Experience with Moody's Credit Lens, preferred.
Advanced knowledge of commercial real estate underwriting, including the development of cash flow forecasts and pricing metrics.
Excellent oral and written communication skills.
Proficient in Microsoft Office Suite.
Ability to travel as needed to execute the expectations of the role.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Hourly Rate: $48.08-$57.69
Bonus: Eligible for discretionary bonus incentive.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplyRemote Senior BA Oracle FLEXCUBE / Corporate Banking
Remote job
Senior Business Analyst Oracle FLEXCUBE / Corporate Banking needs 8-10 years related experience
Senior Business Analyst Oracle FLEXCUBE / Corporate Banking requires:
Hands on exp on Oracle FLEXCUBE
Strong in SQL, MS Excel and Data Analysis
Good Python experience.
Good Functional knowledge of corporate banking
Good knowledge of Trade Finance, Treasury and Lending.
Exp as Business Analyst
Agile experience.
Competencies: Digital: Big Data and Hadoop Ecosystem - MapR
Private Banking Officer II
Remote job
WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
WHAT WILL YOU DO?
* Risk Management/Compliance
* Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals.
* Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank.
* Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client.
* Complete KYCs for new clients/entities/loans .
* Follow up with client for missing documentation on DARS report.
* Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity.
* Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements.
* Client Services
* Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction.
* Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach.
* Cross Sell
* Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services.
* Participate in cross sell activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required.
* Minimum 5 years of experience in a banking or financial services environment required
* Minimum 5 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
*Additional Qualifications*
* Bachelor's Degree preferred.
* Strong risk management and operations knowledge.
* Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
* Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
* Excellent analytical skills.
* Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
* Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Looking for experienced SBA Lenders who can produce a minimum of $8mm per year. Can be located anywhere in the Southeast and work from home.
Mortgage Lender-Remote Texas
Remote job
At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow.
At Amegy, the possibilities are endless - come for the job, stay for a career.
We are looking for a Residential Mortgage Lender to provide top notch customer service to our clients and customers in several areas in Texas. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
Responsible for soliciting and bringing in mortgage business for the bank through previous contacts, relationships and referrals form real estate agents, builders, developers and branches.
Ensures compliance with regulatory guidelines in the performance of loan originator duties.
Interviews potential applicants to develop information concerning their needs, desires and other information.
Obtains and review pertinent financial and credit data
Responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software.
Ensures any re-disclosures are made timely
May order appraisals through system, arrange for title search and obtain necessary documents.
Responsible to communicate with the customer throughout the process and work with processors through closing.
Originates residential home loan
Qualifications:
Requires a college degree and 4+ years of mortgage lending origination experience required, including residential construction experience or other directly related experience
A combination of education and experience may meet requirements
Advanced knowledge of mortgage lending, processing, credit analysis, mortgage laws and regulations.
Ability to successfully solicit loans
Good problem solving skills
Ability to work independently
Strong interpersonal skills
Demonstrated ability to handle multiple priorities
Strong verbal and written communication skills
Ability to work effectively in high pressure environment
Ability to work with various types of computer software, including mortgage specific software.
This position is eligible for hourly state minimum wage plus commission. Commission is calculated based on financed loans that meet customer qualifications and lender requirements.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
Bank of NY Mellon Transition
Remote job
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us.
INCO: “Cushman & Wakefield”
Auto-ApplyMortgage Banker - Orlando
Remote job
As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years.
SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
Essential Functions:
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
Interview loan applicants
Collect and analyze information regarding customer income, assets, investments or debts
Determine which bank product best fits the customer's needs
Provide advice to customer regarding advantages and disadvantages of different products
Knowledge of Fannie Mae/Freddie Mac guidelines as well as government products
Makes preliminary determination of applicant's credit worthiness and has the authority to issue prequalification statement of borrower's eligibility
Call on realtors, builders, community development corporations and other potential mortgage customers to establish relationships for loan referrals
Handle processing of loan request in accordance with bank policy and applicable regulatory requirements as well as secondary market criteria and guidelines
Adhere to Quality Customer Service parameters; Conform with and abide by written policies and procedures for the bank
Participate in community events and real estate industry functions to identify, develop and promote additional business
Attend training on all residential lending products, may require travel
Advice management of new products offered in the market to ensure the bank remains competitive
Promote and cross-sell other bank products
Perform other work-related duties as assigned by supervisor
Expertise in mortgage products and services as well as regulatory guidelines
Excellent problem-solving skills to identify client needs and resolve problems
Must have a high level of interpersonal skills to effectively communicate policies, procedures and objectives effectively throughout the bank and to represent the bank positively to the public
Must be able to quickly and effectively respond to customer inquiries and requests in demanding environments
Capable of handling customer and employee contact situations tactfully and professionally
Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
Provide assistance to other employees by liaising with them through healthy and positive interactions
Be involved in performing marketing endeavors/efforts
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the Bank
All other tasks, responsibilities or duties, as directed by management
Auto-ApplyRemote Construction Mortgage Banker - Nationwide
Remote job
Full-time Description
Hiring an experienced Construction & Purchase focused Mortgage Banker Nationwide! This position provides direct access to The Federal Savings Bank's top retail and construction lending team and the ability to immediately begin lending in all 50 states.
The Federal Savings Bank is a veteran-owned, federally chartered private bank with 35+ loan production offices nationwide. We seek experienced retail mortgage bankers who wish to take their business to the next level with our cutting edge mortgage app, digital closing software, marketing CRM, and portfolio products.
For more information please contact:
SARAH HELTON,
VP of Business Development
Phone: ************
Email: *********************************
What We Offer:
Ability to lend in all 50 states without the hassle of state licensing
Robust marketing support program(s), mobile app, custom design requests, and The Gold Standard marketing CRM powered by Total Expert, gives LOs the edge they need
Latest technology: Blend and Snap E-Close technology allows borrowers to send, receive, and sign documents digitally and securely
Experienced and highly trained operations staff (ALL 100% IN HOUSE).
Bank-sponsored Mortgage Banker Assistant and Loan Partner programs
Loan programs for every borrower: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, HECM's, Multi Family, Commercial, Personal Loans, ITIN, and more!
Exciting construction loan programs: ITIN Construction, Jumbo (1x & 2x Close), FHA (2x Close), and VA
Robust Secondary Department investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae - No agency underwriting overlays!
Competitive pricing and compensation plans
More Reasons to Join:
EVP Coaching for Mortgage Bankers and Managers looking to grow professionally. We will help you revamp your business plan!
NAHREP National sponsor, and accessibility to NAHREP 10 certified coach of the year
National Employee Appreciation Events and townhalls with operations leadership so your voice is heard!
Annual Chairman's Club trips to cultural destinations like Italy, Peru, and Spain!
Partial 401k matching & Medical, Dental, and Vision insurance plans available
The Federal Savings Bank is an
equal opportunity employer
. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Easy ApplyBusiness Banker
Remote job
Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you!
What You'll Do
* Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process
* Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time
* Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews
* Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions
* Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities
* Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals
* Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture
Requirements For Success
* Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients
* Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions
* Strong business acumen with the ability to assess and support the unique needs of small business clients
* Excellent verbal and written, communication skills, with strong organizational and time management abilities
* Proven relationship-building skills and a client-first mindset
* Proactive and self-motivated approach to sourcing and developing new business opportunities
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $60,466.00 - USD $93,119.00 /Yr.