Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Test Lead is responsible for managing and coordinating testing activities across projects, ensuring software and system quality through structured test plans and execution. This role mentors and guides test teams on best practices, oversees test activities for complex initiatives, and partners with project stakeholders to optimize testing resources and execution cycles. The Test Lead ensures accurate documentation, defect tracking, and reporting of testing outcomes to support project success and operational excellence.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Develop, manage, and execute comprehensive test plans for projects across multiple lines of business.
Analyze project requirements to define testing scope, strategies, and resource needs.
Coordinate all testing roles and responsibilities within project teams, ensuring alignment with project timelines and objectives.
Oversee the execution of test scripts, validate results, and track defects or issues to resolution.
Mentor, train, and guide test team members in test methodology, best practices, and tools.
Organize and lead test status meetings; communicate progress, risks, and results to project stakeholders.
Utilize test management tools to document testing coverage, results, and performance baselines.
Collaborate with project managers, developers, and business analysts to mitigate testing risks and improve overall project quality.
Recommend process improvements for test planning, execution, and automation to enhance efficiency and quality.
Stay current with emerging testing technologies, methodologies, and industry standards.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Associate's degree required; Bachelor's degree in Computer Science, Information Technology, or related field preferred.
2-5 years in software or hardware testing.
2-5 years coordinating mid- to large-sized projects.
3+ years in test automation experience is a strong indicator of capability.
Strong analytical, problem-solving, and communication skills; familiarity with test management tools, automation frameworks, and project coordination techniques.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$82k-97k yearly est. Auto-Apply 10d ago
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Summer Intern- Bank Secrecy Act
Hancock Whitney 4.7
Hancock Whitney job in New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
Intern - Bank Secrecy Act
JOB FUNCTION / SUMMARY:
The Bank Secrecy Act Analyst Intern is responsible for assisting in the monitoring and reporting of customer and transaction information in accordance with the requirements of the Bank Secrecy Act and related laws and regulations. Specific duties may include the preparation and review of Currency Transaction Reports and monetary instrument recordkeeping requirements, monitoring of Customer Identification Program (CIP) compliance through validation and exception reporting, and/or support of day-to-day BSA operations related to Office of Foreign Assets Control and Sanctions screening.
The Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff and external clients.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Examines system generated reports to determine if situations meet the established criteria for filing of CTR's or recordkeeping requirements.
Conducts analysis on transactional data to make determinations of irregular activity through understanding of industry norms, historical customer activity and regulatory definitions of suspicious activity.
Conducts investigations of suspect account activity using the Bank's resources (i.e., system software, reports, databases, and system applications).
Reviews Customer Identification Program (CIP) exception reports and automated verification alerts to determine if exceptions to regulatory requirements and/or Bank policy have occurred, distributes notification of exceptions to responsible bank associates, and monitors responses to insure timely and effective resolution of exceptions.
Reviews system generated alerts and referrals from Operating Units of the bank involving customers and transactions that may represent violations of OFAC sanctions and other watch lists utilized by the bank, and refers potential risk issues to management for further action.
Participates in meetings with management to learn about the company's objectives and processes.
Proactively seeks knowledge and mentorship from team members and leaders to develop a thorough understanding of banking products, services, programs and systems.
Responsible for participating in the development, planning, or execution of assigned projects or programs.
Supports team members with scheduled daily tasks, reporting and ad hoc requests.
Provides administrative support by preparing executive summary reports, proposals, presentations, or related tasks.
Participates in special projects or other assignments, as needed, to support the department.
Participates in the department's various continuous improvement initiatives.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Minimum preferred cumulative GPA of 3.0 or higher.
Currently pursuing a Bachelor's or Master's degree required.
Business majors preferred.
Be a highly motivated self-starter who takes initiative.
Demonstrates strong analytical and problem-solving skills.
Possesses critical thinking, communication and teamwork skills.
Authorized to work in the U.S. on a permanent basis. Note, Hancock Whitney will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT).
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform the essential job functions.
Ability to read and interpret a document if required to perform the essential job functions.
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$46k-70k yearly est. Auto-Apply 60d+ ago
Customer Service Specialist II (100% Remote)
Wesbanco 4.3
Remote or Columbus, OH job
Schedule is 9 am to 6 pm, Monday through Friday, including some Federal Reserve holidays (MLK day, President's Day, Juneteenth, Indigenous People Day and Veteran's Day)
Responsible for identifying, responding to, and resolving customer requests related to bank products and services in the Bank's call center. The Customer Service Specialist II is often the primary interaction a customer may have with the bank and provides professional and courteous customer support while adhering to required metrics. Customer inquiries are expected to be responded to and resolved within established departmental service levels.
Essential Function
Banking is a highly regulated industry and will be expected to acquire and maintain a proficiency in the Bank's policies and procedures and adhere to all laws, rules and regulations that are applicable to conduct, and the work being performed. All assigned training is expected to be completed timely.
Essential Duties and Responsibilities include the following:
Personally, models the standards of the Bank's Mission, Vision, and Pledge.
Processes inbound calls from all queues, including account questions, product and service information, digital banking services, debit card processing, bank policy and various customer requests. Uses the training and reference materials provided to work and resolve an issue or question independently.
De-escalates situations when necessary or escalates call to supervisor after de-escalation attempt.
Assists customers with various computing environments, including both Apple and Android products, browsers and operating systems to support and promote our digital banking services on all supported devices.
Accepts ownership of the customer request and follows it through to resolution.
Completes customer transactions and corrects account information by engaging correct business partners.
Identifies and resolves customer issues and complaints promptly and accurately.
Attends a weekly quality review meeting for ongoing development including coaching, career development, call metrics, updates on policy and procedure.
Attends a monthly departmental meeting.
Adheres to agent metric standards for calls handled, adherence to schedule, call quality score, ready/not ready time and customer satisfaction.
Maintains knowledge of deposit, loan, digital banking services and other banking products.
Provides service and support thru multiple communication channels (phone, chat, and/or email) and demonstrates proficiency in the channel.
Contacts potential customers regarding products and services, focusing on customer needs, explaining benefits and advantages of the services or products and closing the sale. May be required to read from a prescribed script.
Supports all outbound campaigns assigned and meets Key Performance Indicators set by the customer service center in a productive manner.
Identifies financial needs of customers and submits referrals accordingly.
Accepts other assigned job duties and or responsibilities with or without prior notice.
Qualifications
To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Technical Requirements
Expertise in using a personal computer and managing one's own home networking infrastructure needed to support reliable access to the Bank's virtual environment.
Possesses knowledge and experience using Android and Apple products and Bank supported web browsers and operating systems.
Ability to type with speed and accuracy.
Ability to operate standard office equipment, including phones, computer and peripherals.
Other Skills and Abilities
Demonstrates strong time management skills.
Ability to work independently and multi-task in a fast-paced environment, with an emphasis on resolving most customers' issues during the call with minimal follow up.
Adhere to communication protocols with supervisors when unable to adhere to schedule or perform duties as expected.
Willingness to work a flexible schedule, with frequent adjustments to hours and able to work additional hours if needed.
Ability to work outside of normal banking hours.
Possess an ability to work under pressure, minimizing distractions and maintaining a positive attitude.
Adapt quickly to change and learn readily in a remote environment.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Ability to build and retain customer relationships against competition.
Accepts ownership of the customer request and follows it through to resolution.
Identifies customer concerns or needs, resolves the inquiry or recommends best solution, expedites the correction or adjustment and follows up to ensure resolution.
Demonstrates effective communication skills, showing empathy and active listening skills.
Maintains professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Exhibits clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Firm grasp of spelling, grammar and email and phone etiquette.
Collaborates with co-workers and employees.
Maintains confidentiality.
Ability to build rapport with potential customers and engage in financial journey conversations.
Achieve proficiency and certification in one or more customer service skills.
Physical Demands
This position requires long periods of sitting in one area while on the telephone and in front of a computer screen. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$29k-34k yearly est. 4h ago
Project Manager II - Strategy and Transformation - Bowie, MD
Wesbanco Bank Inc. 4.3
Remote or Bowie, MD job
Back 32d Project Manager II - Strategy and Transformation #61-8659 Bowie, Maryland, United States Apply X Facebook LinkedIn Email Copy Location
is 100% Remote.
Market Mid-Atlantic Work Hours per Week 37.5 Job Description
As a Project Manager II within the Enterprise Strategy & Planning team you will be responsible for driving strategy and leading key projects for complex, cross-functional initiatives across multiple line of business. You will be heavily involved in organizing, directing, managing, coordinating, and executing key activities to ensure operational readiness and that staff is prepared to manage changes with high quality and sound controls and you will also handle executive communication. Manages moderate and high complexity projects from request through the archive phase. Requires extreme discretion and confidentiality while showing a high degree of professionalism.
ESSENTIAL FUNCTION:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Business Insight:
Understands the strategic goals of the organization and align project objectives accordingly
Analyzes market trends and business data to inform project decisions and strategies.
Manage Complexity:
Navigates and manage moderate to high-level projects with multiple stakeholders and interdependencies.
Develops and implement effective project plans to handle intricate project details and challenges.
Resourcefulness:
Identifies and leverage available resources to achieve project goals efficiently.
Innovates and adapt to overcome obstacles and ensure project success.
Accountability:
Takes ownership of project outcomes and ensure timely delivery within scope and budget.
Monitors project progress and implement corrective actions as needed.
Collaboration:
Fosters a collaborative environment by working closely with cross-functional teams.
Builds strong relationships with stakeholders to ensure alignment and support.
Effective Communication:
Communicates project status, risks, and issues clearly and effectively to all stakeholders.
Facilitates meetings and presentations to keep the team informed and engaged.
Adaptability:
Adjusts project plans and strategies in response to changing circumstances and feedback.
Stays flexible and open to new ideas and approaches to improve project outcomes.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OTHER SKILLS & ABILITIES:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to multitask.
Excellent communication, time management and problem-solving skills.
Ability to maintain trust, discretion, and confidentiality.
COMPUTER SKILLS:
Proficient in Microsoft Office products which includes Word, Excel, PowerPoint, SharePoint, OneNote, and Outlook.
Ability to learn Project Management and web-based software applications.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ADDITIONAL INFORMATION:
The wage range for the Project Manager II position is between $100,000 - $115,000 annually. The position includes 22 Days of PTO (Paid Time Off), 5 days of STD (Short Term Disability), 11 annual paid holidays, and 1 floating holiday.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
Full-Time/Part-Time Full-time Area of Interest Operations All Locations Bowie, Maryland, United States
$100k-115k yearly 2d ago
Mortgage Loan Originator
Capital Bank Md 4.3
Remote or Rockville, MD job
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Capital Bank Home Loans, a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators.
Position Purpose
We are currently hiring experienced Mortgage Loan Originators (MLO) or Teams who proactively identify, develop and maintain a quality network of external relationships and COI's that serve as a source of referrals for new mortgage lending opportunities. The Mortgage Loan Originator performs a wide range of duties related to the origination of residential mortgage loans while providing excellent customer service and effectively managing the pipeline.
Position Responsibilities
Market residential mortgage loan products to real estate agents, prospective homebuyers and/or builder sales representative.
Spend 25% or more of the workday conducting marketing activities and closing business outside of the work-site (including home office).
Originate loan applications ensuring correct pricing, fulfillment of investor guidelines, compliance with federal and state banking credit, and non-discrimination regulations.
Assist the processor in securing needed documentation as required for loan approval.
Constantly review investor guidelines, in order to remain current with agency (FNMA, FHLMC, GNMA, MHF) and individual investor guidelines.
Maintain high levels of customer service while managing each applicant's and support staffs expectations.
Minimum Education & Experience
A minimum of 3 years' work experience originating residential mortgages.
Experience in originating loans for sale to FNMA, FHLMC, GNMA and/or CDA preferred.
Experience using a mortgage loan management system is required; Encompass experience highly preferred.
Technical Knowledge and Skills
Strong interpersonal, communication and customer service skills.
Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook.
Working Arrangements
100% remote role
We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC).
Compensation
This is a 100% commission-based role.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$35k-48k yearly est. 2d ago
SBA Sales Team Leader
Northwest Bank 4.8
Remote job
The Small Business Administration Sales Team Leader is responsible for coordinating and supervising the lending activities, calling efforts, quality of deal submission and development of a team of geographically disbursed SBA Bankers. The SBA Team leader will be responsible for accurate pipeline management and projections and will serve as a SBA resource for the Bank overall. The SBA Team Leader will also be responsible for generating personal SBA lending production.
Essential Functions
Complete working knowledge of all SBA programs, eligibility requirements and proper structuring to ensure guarantee validation.
Develop team of SBA Bankers located across the footprint, who show a year over year improved performance
Identify skill gaps within team and align training opportunities to mitigate
Manage team pipeline reporting to provide accurate forecasting on weekly/monthly basis
Evaluate calling activity to determine if it meets assigned metrics, work to ensure there is consistency in behavior as assigned
Ensure lead activity is being managed on an individual basis
Ensure CRM input is meeting expectations of senior management and is consistent
Review team deals to assist with structuring, pricing and completeness of deal package
Develop new and expanding existing business banking relationships
Follow current loans to ensure complete compliance with terms
Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
Develop partnerships with branch Managers, Treasury Management Advisors and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Prospecting and personal production to be 25% of overall goal
Achieve and exceed budget goals
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Manage SBA portfolio clients
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure any ongoing review of SBA portfolio is properly documented and meets SBA guidelines for individual and team member portfolios
Ensure noncredit clients have appropriate treasury management and other related commercial services by partnering with Treasury and Merchant advisors
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts. Support team members in their efforts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc.
Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Cross sell credit and noncredit products as appropriate
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
Serve as a leader within Region and within Line of Business
Work with Leadership to provide targeted training and support as needed- within branch network and within Regional Business Banking team
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Education and Experience preferred
Bachelor's degree in business, accounting, finance, economics or marketing
8-12 years of SBA Banking Relationship Management experience
8-12 years of Prior Leadership experience
Formal Credit Training
Experience consistently delivering strong sales performance and ability to lead a team towards similar results
Strong Prospecting experience
Strong negotiating skills in terms loan structure and pricing
Excellent verbal, written, and interpersonal communication skills
Ability to multitask and effectively prioritize responsibilities
Ability to develop Business Banking team within Region and convey best practices to teammates
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$37k-46k yearly est. Auto-Apply 60d+ ago
VP SBL Business Development Officer I (Remote)
The Bancorp 4.3
Remote or Austin, TX job
and can be located anywhere in the U.S.A.***
The Bancorp's Small Business Lending team is a leader in helping businesses across the country secure the impactful SBA loans that drive growth. Deliver tailored financial solutions and contribute to the success of small businesses nationwide as a part of this dynamic team.
Originate business for the bank suitable for loan generation of Small Business Administration 7a, Express, 504 and USDA loans. Gather applications, perform financial analysis of required cash flow, and present the package within credit policy requirements. Directly interact with and manage client relationships.
Responsibilities
Essential Functions
Generates new Small Business Administration (SBA), Express, 504, and USDA loans from small business clients in accordance with established annual goals and objectives. Originates new paid and non-paid referrals and face-to-face contacts.
Identifies main client groups and audiences, determine the best way to communicate information to them, and develop and implement a communication plan.
Manages client relationship on originated loans through closing. Makes periodic site visits to clients, within defined market region, to assist Portfolio Management Group and to provide compliance with Annual Review Documentation from borrowers. Cross-sells bank services to existing loan relationships and manage relationships.
Pre-screens loans with knowledge of SBA and USDA for proper structure, conformity, and eligibility with respect to the applicable loan program. Follows up on any exceptions or account matters.
Gathers complete underwriting packages, and present for acceptance Commitment Letter with clients. Assists team with obtaining from clients the documentation required to close the transaction.
Works with Small Business Lending division on all loan submissions, presentations and qualification matters. Manages client relationship and expectations of new accounts by taking loan applications, attending closings and providing customer service. Works with borrower/applicant to facilitate convert loan opportunities. Acts as primary liaison with the client and handle any issues/problems. Participates Loan Committee presentations.
Participates in community and business functions/groups to provide a positive image for the bank within the region's marketplace. Establish referral contacts within the community. Maintains strong working relationships with referral contacts. Educates clients of advantages and create brand recognition in the market. Attends local SBA functions to establish Banks presence and cultivate CDC relationships.
Perform other duties as assigned.
Qualifications
Education/Experience Requirements
Undergraduate degree in a related field or an equivalent combination of training and experience.
Five years Marketing, sales, and business development experience, including two years Finance/Lending background.
Preferred Requirements
Demonstrated prior business success in Small Business Administration Lending/Sales.
Excellent verbal, written, and interpersonal communication skills.
A team player able to work effectively in a team fostered, multi-tasking environment.
Proficient in Microsoft Office suite, e.g. Excel, Word, Outlook.
Strong working knowledge of financial analysis including: cash flow, balance sheet, financial ratios, industry analysis, audit, etc.
No travel required.
Additional Information
This job will be open and accepting applications for a minimum of five days from the date it was posted.
Salary Range: $95,000 - $115,000 Plus Incentive
This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process.
Working at The Bancorp Bank, N.A. and Benefits Information: *********************************************
Company Culture & Background Screening
Company Culture at The Bancorp Bank: ***************************************************
The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment.
Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history.
#LI-CB1
#LI-Remote
#BancorpRemote
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Responsible for reviewing assigned general ledger accounts and other special projects as assigned by management.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Reviews reconciliations prepared by others within Department.
Reconciles assigned General Ledger accounts.
Ensures appropriate balances exist in assigned accounts.
Researches stale items to cause resolution of outstanding issues.
Analyzes general ledger balances monthly to ascertain correctness of balances and communicates necessary adjustments to appropriate department personnel.
Performs periodic review of accounts reconciled outside the Department as well as review analysts' review of outside reconciliations.
Manages storage and retrieval of company files.
Trains personnel on General Ledger and Reconcilement duties as they relate to assigned duties to include reconciling correspondent bank accounts and assisting branches/departments with out-of-balance conditions.
Responds to inquiries regarding policies and procedures as related to the Controller's group.
Initiates and tracks resolution of exceptions to Branch Bank account, and performs research as required.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Associates Degree or Vocational Certification in Accounting preferred.
2+ years related experience and/or training.
Exhibits strong verbal and written communication skills.
Proficient operation of Microsoft Office Products such as Word and Excel.
Excellent verbal and written communication skills in order to communicate effectively with customers and bank personnel.
Ability to establish and maintain a high level of credibility with all levels of internal and external customers.
Detail oriented.
Excellent organizational/planning/project management skills.
Ability to formulate sound conclusions and recommend optimal course of action based on analysis.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines.
Ability to operate a keyboard if required to perform the essential job functions.
Ability to read and interpret a document if required to perform the essential job functions.
Ability to travel if required to perform the essential job functions.
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$36k-69k yearly est. Auto-Apply 14d ago
Portfolio Manager - Cash Flow Lending
Northwest Bank 4.8
Remote job
The Portfolio Manager, Cash Flow Lending role is responsible for the ongoing monitoring process for the Bank's commercial loans within the Cash Flow Lending vertical to ensure timely portfolio monitoring, accurate risk ratings, and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring, working under limited supervision.
Essential Functions
Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate
Responsible for the timeliness and accurate aggregated reporting of the Cash Flow Lending portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance
Engage with customers to gain a thorough understanding of the borrowers' business model, financial performance, and industry trends to effectively evaluate sources of repayment and accurately assign risk ratings
Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information
Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate.
Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements
Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance
Present analysis or address questions during credit discussions or presentations
Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds, including industry concentrations and leveraged finance exposure
Coordinate and conduct quarterly portfolio reviews to assess the overall performance and risk profile of the cash flow lending portfolio including leveraged lending exposure and distribution, asset quality metrics and trends, industry concentrations, top exposures, maturity profile, and pipeline.
Ensure compliance with Northwest's policies and procedures and applicable regulations
Complete other related duties as assigned in support of Credit Management's support function
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Education and Experience preferred
Bachelor's degree Accounting, Finance, Economics, or related degree
3-5 years of Commercial underwriting, public accounting, financial analysis, or credit risk management
This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.
INDEPENDENCE, OH
6480 Rockside Woods Blvd S
Suite 345
Independence, OH 44131
COLUMBUS, OH
HQ
3 Easton Oval
Columbus, OH 43219
BUFFALO, NY
375 Essjay Road
Suite 100
Buffalo, NY 14221
MOUNT JOY, PA
101 East Main Street
Mount Joy, PA 17552
WARREN, PA
100 Liberty Street
Warren, PA 16365
ERIE, PA
800 State Street
Erie, PA 16501
PITTSBURGH, PA
Bellevue
532 Lincoln Avenue
Bellevue, PA 15202
FISHERS, IN
11 Municipal Drive
Suite 150
Fishers, IN 46037
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$102k-194k yearly est. Auto-Apply 60d+ ago
Business Banker
Hancock Whitney 4.7
Hancock Whitney job in Zachary, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
This position is responsible for proactively growing and deepening relationships with both existing and new small business clients. These clients are typically companies with up to $2 million in annual revenues. This position will deepen the client relationship by presenting product and service solutions that meet the client's needs and financial goals, including consumer and small business. These products and services include deposits, treasury and credit solutions, as well as referring related banking products and services. In addition, the position will reach out into the community by visiting businesses, making outbound calls to clients and may conduct educational seminars in the community.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Follows the sales management process ensuring a regular calling program to clients and prospects is in place in order to generate high quality new deposits and loan business from existing clients and prospects
Meets with existing clients and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions to all their financial needs.
Assists in planning the portfolio growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives.
Coordinates with internal business partners to ensure the client consumer and small business needs and financial goals are met.
Maintains up-to-date knowledge of competitors' products and pricing in the market served.
Reviews deposit profitability analysis and outlines strategies to bring unprofitable accounts back to profitable status.
Works with borrowing clients to procure updated financial information on an ongoing basis.
Communications lending decisions to clients.
Follows up on loan exception to ensure timely clearing, while controlling the volume of exceptions.
Serves as a representative in various civic and community functions to further enhance its image and develop additional business.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree for a four-year college or university or equivalent years of experience
1-2 years of related banking experience including the sale of financial products and services
Experience in meeting sales goals, including credit products and internal business partner referrals
Ability to proactively source, acquire, build and maintain relationships with clients and co-workers
Basic Microsoft Office skills including Word, Excel and Outlook
Prior experience in a role as a business advocate
Basic knowledge and understanding of retail and/or small business products and strategies
Basic knowledge and understanding of banking products and services
Experience sourcing small business clientele
Demonstrated understanding of basic financial accounting and analysis
Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapter of national organizations such as the United Way.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Effective organizational, multi-tasking and prioritization skills
Excellent verbal, written and interpersonal communication skills
Ability to work independently without supervision
Ability to provide exceptional customer satisfaction to retain and grow client banking relationship
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$33k-65k yearly est. Auto-Apply 37d ago
Senior Programmer Analyst
Hancock Whitney 4.7
Hancock Whitney job in New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Provides technical direction and support in developing business systems software and procedures; Responsible for analysis, design, programming, and implementation of complex programming projects involving a sizable group of users by performing the following duties. This job may be a specialist in one (or more) of three areas. Please see the “Specialties” section for specifics.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Plans and conducts analyses of complex and unique business systems projects.
Devises new sources of data and develops new approaches and techniques for use by others.
Conducts reviews of computer technology developments applicable to systems design and prepares long range forecasts.
Studies broad areas of work processes that cut across organizational information systems.
Acts as an internal consultant providing technical guidance on business systems projects.
Determines and resolves problems with other systems analysts, programmers, and systems users.
Maintains, develops, modifies and documents programs according to general specifications and guidelines.
Provides guidance to lower-level programmers and systems specialists
Trains entry level coworkers in programming and program coding.
Consults with internal clients to analyze and understand functions to be automated, client needs, objectives, desired features and input and output requirements.
Analyzes, defines, and documents system requirements for data, workflow, logical processes, hardware and operating system environment, interfaces with other systems, internal and external checks, and controls and outputs.
Researches and evaluates software and hardware to assist in programming or to use as program platforms.
Consults with internal client to prototype, refine, test and debug programs to attain client approval.
Performs all other duties as assigned.
POSITION SPECIALTIIES:
A. Web Specialist
.Net, SharePoint, HTML, java script, VB script
Ability to create and modify graphics in Photoshop
Fundamental PC knowledge and navigation
Visual Basic a plus
Argo a plus
Crystal a plus
asp.net and J# and C# a plus
Knowledge of relational databases using SQL language and ODBC connectivity a plus
B. Core Banking Systems Specialist
Cobol
CA-Easytrieve
JCL
CICS
TSO/ISPF
VSAM
Fidelity Banking Applications a plus
API and RPI a plus
CICS Cobol a plus
Assembler a plus
C. Electronic Delivery Specialist
Cobol
CA-Easytrieve
JCL
CICS
TSO/ISPF
VSAM
Networking
Server a plus
Tandem a plus.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree and at least five years programming experience and a developed expertise in a particular area or function of programming; or equivalent combination of education and experience
Knowledge of Accounting software, Database software, Design software, Development software, Human Resource systems, Internet software, Payroll systems, Project Management software, Spreadsheet software, and Word Processing software.
Knowledge of Microsoft Office products including Microsoft Word, Excel, PowerPoint, Access, and Outlook email program
Ability to code in COBOL and Easytrieve computer languages
Ability to use spreadsheet software, word processing software, email systems and network systems
Ability to code IBM MVS JCL
Ability to learn or knowledge of coding in Assembler, Argo Data Systems proprietary GUI Customizer Toolset, DB2/SQL, VBSCRIPT, HTML, JAVASCRIPT, FRONTPAGE, and/or DreamWeaver
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Excellent communication and client service skills
Ability to manage time and competing priorities in a retail environment
Strong interpersonal skills with the ability to interact with all levels of an organization
Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives
High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term
Ability to understand and interpret a P&L and financial statements
Adaptability, flexibility and ability to work branch hours, including weekends and some evenings
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$85k-101k yearly est. Auto-Apply 17d ago
Training Specialist
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Denham Springs, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Serves as the primary facilitator of coursework for associates within an assigned region or segment. Training specialists provide timely and effective delivery of training content to their internal clients. Responsible for managing and maintaining labs, as well as working with appropriate leadership and our learning design resources to schedule and deliver training.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Schedules, notifies, and delivers assigned training, either in person or via virtual instructor led tools, to intended audience according to established service level agreements or project plans.
* Partners with leadership and monitors reports to understand and stay abreast of hiring trends for applicable territory
* Manages the classroom environment to ensure each associate receives a quality learning experience. Provides feedback to management on students as needed.
* Properly documents class offerings, attendance, and course credit in the company's learning management system.
* Sends applicable post class surveys to participants and/or seeks appropriate feedback on classes taught.
* Stays current on policies and procedures for the client base they support. Participates in the process to keep coursework up to date by notifying the appropriate instructional design resources of any potential discrepancies in training content.
* Participates in train the trainer sessions as needed; maintains any necessary internal certifications in core coursework
* Reviews course materials using the provided leader guides and prepares schedules for training sessions. Ensures participant materials are accurate and available for training.
* Manages and maintains assigned computer lab(s), equipment, etc.
* Fills in for other training specialists as needed outside of normal assigned areas
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Required:
* Associate degree in a related field or equivalent experience required; Bachelor's degree preferred
* 3+ years of training experience
* Financial services training experience preferred
* Specialized financial services knowledge or experience may be considered in place of training experience
* Technical skills to operate and deliver training using company platform and technology systems (LCDs, webinar tools, surveys, etc.).
* Ability to read, comprehend, and explain company prepared regulatory and policy information
* Strong interpersonal skills; Ability to communicate orally and in writing with all levels of associates.
* Proficiency with Microsoft Office products
* Excellent communication, analytical, customer service and organizational skills
* Strong presentation and training skills
Preferred:
* Previous management experience preferred
* Prior experience in financial services and with financial services systems
* Comprehensive understanding of financial services to include applicable regulations
* Experienced in lending with knowledge of financial statements, credit analysis and business math
* Experienced in sales or knowledge of sales processes and client relationship management tools
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to work under stress and meet deadlines
* Ability to travel regionally approximately 50% of the time; travel demands are impacted by company initiatives
* Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$37k-52k yearly est. Auto-Apply 16d ago
Teller Full Time (40 hours)
Hancock Whitney 4.7
Hancock Whitney job in Baker, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
A Teller at Hancock Whitney is primarily focused on creating 5-Star client interactions. These excellent service experiences are centered on accurate cash handling, speed of service, superior problem resolution, risk mitigation through fraud detection, and personalized value-added client discussions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Works to build, maintain, and grow client relationships through quality, personalized client interactions based on 5-star client service, according to company standards.
Handles client transactional needs such as processing deposits, withdrawals, check cashing requests, credit card advances, money orders, and other forms of negotiable items.
Handles client servicing requests such as service charge clarity and account maintenance.
Maintains a working knowledge of products, services, and processes offered.
Achieves required level of outbound phone calls using client and prospect lead list to educate clients on digital solutions and financial need resolution.
Educates clients within the financial center on digital solutions such as mobile, online, and ATM offerings all centered around convenience.
Refers clients to internal business partners as client needs are discovered.
Assists with financial center morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up workstation with supplies and cash, and balancing drawer/financial center.
Assists in managing operational loss within a financial center to include seeking supervisory override for transactions outside of authority, proper hold placement for loss mitigation, and superior balancing.
Accurately utilizes equipment and remains knowledgeable of equipment functionality to perform role.
Adheres to professionalism standards to include demeanor, dress, and station orderliness.
May function in a mentor capacity offering guidance, instruction, and coaching to fellow associates enforcing policy and procedure.
Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.
Performs research for clients as needed.
Other duties and special projects as assigned by Management.
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High School Diploma or general education degree (GED)
6 months cash handling or teller experience strongly preferred
Previous sales and referral experience strongly preferred
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform the essential job functions.
Ability to read and interpret a document if required to perform the essential job functions.
Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$29k-32k yearly est. Auto-Apply 60d+ ago
Merchant Services Sales Specialist
Hancock Whitney 4.7
Hancock Whitney job in Denham Springs, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Merchant Services Banker 2 independently manages sales and support of merchant solutions and related value-added services for business clients. This role drives new business development through active prospecting, cold calling, and partnership with internal and external referral sources. The position contributes directly to portfolio revenue through recurring fee income generation and consultative selling.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Markets and sells the bank's full suite of merchant services and core banking products to existing and prospective clients, including business management value-added applications.
Partners with Retail, Business, and Commercial Banking teams to source referrals, develop proposals, and deliver presentations.
Provides consultative support to clients and internal partners; independently manages moderate-complexity merchant accounts.
Educates internal and external partners on merchant offerings and supports sales enablement activities.
Maintains up-to-date knowledge of technology trends, payment acceptance tools, pricing models, and compliance requirements.
Uses CRM and reporting tools to manage pipeline, forecast revenue, and track activity and engagement.
Represents the bank in community and business events to strengthen brand presence and drive new business.
Responsible for sourcing at least half-often the majority-of sales pipeline activity.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High school diploma or GED required; Bachelor's degree preferred.
5+ years of banking or financial services experience; merchant services/card payments experience strongly preferred.
Demonstrated success in achieving sales and revenue goals.
Strong consultative sales, communication, and presentation skills.
Proficiency with Microsoft Office Suite and CRM systems.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$27k-38k yearly est. Auto-Apply 10d ago
Property Manager
Hancock Whitney Bank 4.7
Hancock Whitney Bank job in Lafayette, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Property Manager 2 (PM 2) manages the day‐to‐day functions of the Corporate Real Estate and Facilities Management Department and functions of the Division Property Manager to which properties he/she are assigned. The PM 2 assists with leasing, lease renewals, and real estate transactions including financial analysis and preparation of business cases. Supports the Division Property Manager in all aspects of management pertaining to owned or leased properties. Serves as the liaison between tenants and the Division Property Manager for maintenance, projects, and issues at assigned properties.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Receives and assigns work order requests for work required at assigned properties; follows-up and takes appropriate action to assure adherence to current Service Level Agreements and request(s) were resolved.
Assists with leasing, lease renewals, and real estate transactions.
Assists with financial analysis and business cases.
Coordinates leasing, construction services and renovations of assigned facilities and provides oversight of contractors, vendors, performs contract administration and prepares auxiliary financial and internal approval documents. Handles internal moving services for individuals and departments.
Maintains and monitors budgets for assigned properties.
Assists in the preparation of annual budgets, variance, and reforecasting reports.
Works closely with Leasing Agent on New Leases and Lease renewals on assigned properties. Ensures that all leasable spaces are clean and in show condition.
Prepares and maintains spreadsheets and files for departmental review. Responsible for the collection, analysis, and reporting of such statistical data as may be required to provide accurate and current assessment of property management objectives.
Oversees the coordination of building space allocation, layout, and communication with Bank departments.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High school diploma or GED required; Associate's or Bachelor's degree preferred
5-7 years of property management experience preferred
Continuing education in the field through RPA or CPM certification courses, and LEED approved courses highly desirable
Working knowledge and understanding of operating costs, budgeting, and related expense control preferred
Demonstrated proficiency with Microsoft Office products to include Word, Excel, and PowerPoint required
Familiarity with ADA and OSHA preferred
Understanding of rent rolls and auxiliary leasing documents
Ability to work independently and as a productive member of a team
Experience with customer relations and satisfaction
Demonstrates ability to respond to a variety of multiple tasks/situations with both creativity and resourcefulness
Understanding of planning and basic budgeting
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$33k-49k yearly est. Auto-Apply 60d+ ago
Lending Compliance Analyst
Hancock Whitney 4.7
Hancock Whitney job in New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Performs detailed analysis of HMDA reportable originated and non-originated applications of Mortgage Lending, Retail and Commercial Loans, as stipulated by Reg C.
Performs detailed analysis of Small Business/Small Farm reportable commercial loans as defined by the Credit Reinvestment Act.
Performs detailed analysis of Dodd Frank Act Section 1071 reportable commercial loans as defined by the Regulation.
Responsible for importing/exporting monthly extract files from Host systems into reporting software, RiskExec or applicable software.
Verifies accuracy of reportable data for each regulation by comparing information on source documents to information on Host systems and within the Loan Application Registers.
Identifies exceptions associated with reviews, works closely with various LOB to clear, ascertains accuracy of specific codes and processes applicable maintenance.
Responsible for identification of geographical co-ordinates for reportable addresses and clearing validity errors within RiskExec or applicable software.
Responsible for importing review packages into imaging system for records retention.
Interprets and identifies compliance risks associated with the review. Stays abreast of regulatory changes, federal and state banking laws affecting both regulations.
Ability to meet stringent turn-around times established for regulatory timelines associated with verification and submission of data; Proficient in addressing large volumes and managing stress.
Provides support documentation and compile responses for internal and external audits; Develops procedural manuals and job aids as required.
Compiles metrics for unit-based on volume and exception ratios; Assists as needed in department special projects
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree in business administration is preferred or related work experience
3-5 years Lending Services and/or Compliance experience
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required, if applicable, once in this position:
Home Mortgage Disclosure Act (HMDA);
Credit Reinvestment Act (CRA);
Dodd Frank Act Section 1071 (1071).
Strong verbal and written communication skills to effectively communicate with a variety of audiences and multiple levels of management
Proficient operation of Microsoft Office Products such as Outlook, Word, Excel, and PowerPoint
Ability to establish and maintain a high level of credibility with all levels of internal customers
Detail oriented and ability to prioritize tasks effectively
Strong interpretative skills and ability to make autonomous decisions.
Ability to formulate sound conclusions and choose optimal course of action based on analysis
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to operate a keyboard to perform the essential job functions
Ability to read and interpret a document to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$45k-60k yearly est. Auto-Apply 8d ago
Summer Intern- Loss Prevention Unit
Hancock Whitney 4.7
Hancock Whitney job in New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff and external clients.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Participates in meetings with management to learn about the company's objectives and processes.
Proactively seeks knowledge and mentorship from team members and leaders to develop a thorough understanding of banking products, services, programs and systems.
Responsible for participating in the development, planning, or execution of assigned projects or programs.
Supports team members with scheduled daily tasks, reporting and ad hoc requests.
Provides administrative support by preparing executive summary reports, proposals, presentations, or related tasks.
Participates in special projects or other assignments, as needed, to support the department.
Participates in the department's various continuous improvement initiatives.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Minimum preferred cumulative GPA of 3.0 or higher.
Currently pursuing a Bachelor's or Master's degree required.
Business majors preferred.
Be a highly motivated self-starter who takes initiative.
Demonstrates strong analytical and problem-solving skills.
Possesses critical thinking, communication and teamwork skills.
Authorized to work in the U.S. on a permanent basis. Note, Hancock Whitney will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT).
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform the essential job functions.
Ability to read and interpret a document if required to perform the essential job functions.
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$23k-28k yearly est. Auto-Apply 60d+ ago
Loan Credit Specialist
Hancock Whitney 4.7
Hancock Whitney job in New Orleans, LA or remote
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Loan Credit Specialist 2 is a mid-level credit professional responsible for underwriting moderate complexity commercial loan requests and supporting the accuracy and completeness of credit decisions. This role exercises independent judgment within assigned loan authority and acts as a mentor to junior Credit Specialists. The position contributes to a high-quality loan portfolio by applying a judgmental credit approach consistent with bank policy and risk guidelines. This role has the opportunity to work from home, candidates must reside in a state within Hancock Whitney's footprint.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Independently analyze and decision commercial loan requests within assigned loan authority, including C&I and CRE credits.
Prepare financial analyses, including cash flow modeling, ratio analysis, and repayment capacity evaluation.
Recommend loan approval terms and structures when requests exceed assigned authority, ensuring alignment with credit standards.
Communicate credit decisions and conditions clearly to Relationship Managers and other stakeholders.
Mentor and support Credit Specialist 1 team members, contributing to onboarding and skill development.
Apply thorough knowledge of credit policy, regulatory standards (e.g., HMDA, ECOA), and market conditions in loan assessments.
Proactively identify alternative structures or terms to mitigate risk and enable sound loan approvals
Assist DAC and internal partners in interpreting credit-related documentation and due diligence exceptions.
Ensure credit decisions are properly summarized and adjudicated within loan systems and in accordance with audit expectations.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree in accounting, finance, economics, or a related field required.
Minimum of 2 years of experience in commercial credit underwriting, loan review, or related banking functions preferred.
Strong financial analysis skills with the ability to interpret borrower statements and assess repayment risk.
Demonstrated understanding of commercial credit policy, risk grading, and cash flow lending practices.
Proficiency with Microsoft Office; basic to intermediate Excel and Word skills required.
Familiarity with credit systems and loan documentation platforms preferred.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$34k-46k yearly est. Auto-Apply 9d ago
Loan Workout Specialist 4
Hancock Whitney 4.7
Hancock Whitney job in New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Loan Workout Specialists monitor delinquent commercial and/or consumer loans and advise, restructure/rehabilitate, collect, recover, convert and/or liquidate assets (usually adversely classified) assigned by management to limit losses.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Monitors the commercial delinquencies weekly and in conjunction with management
Works closely with officials of lending and borrowing institutions to review and restructure credit and repayment terms and to better secure collateral, attain an equity position, or otherwise establish recourse to other borrower assets
Successfully manages multiple complicated and complex troubled credits/relationships.
Develops and implements strategies to recover principal from borrowers whose non-performing loans have been charged off
Reviews files assigned and develops a plan of action according to Bank and external policy/procedure and regulations.
Communicates and coordinates with legal counsel both in-house and outside all legal activity associated with an assigned file.
Reviews and evaluates appraisals (real estate or movables) as well as environmental reports relative to assigned accounts.
Collects and incorporates all pertinent information for assembly into the department's working and bank files.
Drafts, updates, and presents watch list reports for review to watch loan and selected asset review committees.
Initiates and participates in meetings with clients and many times their advisors, counselors, attorneys and CPA's to address problems and develop solutions.
Coordinates and facilitates interactions between various departments.
Advises and assists loan officers and department managers with account deterioration and changes to approved plans of action.
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree preferably in Business Administration, Finance, or Accounting
6 years of relevant experience in credit and/or collections required
Knowledge of sound credit, underwriting, and collateral recovery methods and procedures
Knowledge of tax, legal, and Bank credit/loan policy
Thorough understanding of the legal system relating to loan collections
Ability to prevent losses and to turn around non-performing credits
Ability to understand large and complex loans
1+ years of supervisory experience preferred.
An equivalent amount of related training, education and experience may be considered
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$26k-46k yearly est. Auto-Apply 58d ago
Senior Small Business Administration Business Development Officer
Northwest Bank 4.8
Remote job
The Senior Small Business Administration (SBA) Business Development Officer is responsible for leading business development with a primary focus on SBA lending and deposit growth while maintaining market leadership presence in the local community and serving as a resource for branch and partner SBA needs. The Senior SBA Business Development Officer is responsible for aggressively soliciting and servicing prospective and current clients producing SBA 7a, 504 and USDA loans as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals.
Essential Functions
Develop new and expanding existing business banking relationships
Complete understanding of all financial products, target markets, and solutions with a strong emphasis on SBA and USDA credit, fee income, operating accounts, and treasury/cash management structure
Develop partnerships with Branch Managers, Treasury Management Advisors and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to, Call Planning and Follow-Up, Client Retention Calls, New Client Prospecting, Outbound Telephone Calling Efforts, Networking Events
Responsible for sales, initial credit analysis, proper loan structuring (SBA loan packaging and submission)
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
75% of calls prospecting new clients and relationships
Achieve and exceed budget goals as assigned by Region
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Manage Business Banking SBA portfolio of both credit and noncredit clients
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis
Ensure noncredit clients have appropriate treasury management and other related commercial services
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc.
Participate in continued sales and credit training
Complete all required Compliance training in a timely basis
Ensure compliance with all Regulatory requirements
Acts as a mentor for branch and partner SBA needs
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Qualifications
Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred
6 - 8 years SBA Banking Relationship Management experience required
6 - 8 years formal credit training
6 - 8 years experience consistently delivering strong sales performance and ability to lead a team towards similar results
6 - 8 years strong prospecting experience
Knowledge of all Treasury Management services
Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
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