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Back Audit Officer - Audit #51-8496 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience. Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred. Information Technology audit or operational experience preferred. Industry certification (i.e. CIA, CISA, CPA, etc.) preferred. Job Description SUMMARY: As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works under the supervision of the Audit Managers. Provides leadership and limited supervision of staff auditors on audit engagements. Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing). Conducts audit testing of assigned areas within established/modified timelines. Establishes or assists in the completion of risk-based audit programs through audit planning processes. Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes. Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation. Prepares work papers that record and summarize assigned audit procedures. Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance. Develops and assists to develop recommendation(s) for corrective action/improvement. Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management. Maintains and adheres to information security and confidentiality requirements. OTHER REQUIREMENTS: 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 in a timely manner. High level of analytical abilities and skills. High level of written/verbal communication, interpersonal and relationship building skills. Ability to adapt to corporate-wide systems routinely utilized by internal audit staff. Ability to adapt to change timely, and to multi-task. Possesses basic leadership and supervisory skills. Display personal initiative to foster professional development through formal education and cross training of department functions. Ability to complete multiple tasks while meeting assigned deadlines. Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules. Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work. Ability to utilize information systems hardware and information systems applications. Proficient in Microsoft Office including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Audit All Locations Wheeling, West Virginia, United StatesUniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesChattanooga, Tennessee, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesFranklin, Tennessee, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesYoungstown, Ohio, United StatesKnoxville, Tennessee, United States Show more

Asset Recovery Officer I Primary Job Role: Responsible for the collection and maintenance of delinquent accounts. Functions and Responsibilities: Contact delinquent members by telephone and mail, determine the reason for delinquency, and take appropriate action to bring accounts current. Place appropriate codes, holds, and blocks on delinquent accounts and recommend action on those accounts that cannot be reached or make satisfactory arrangements. Manage 5-59 days past due collection queue to ensure work gaps and proper collection efforts have been performed. Maintain history files indicating all collection activity. Research and resolve credit-reporting disputes. Cross-sell Credit Union services when appropriate. Perform other duties as assigned. Requirements Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism. Knowledge of the legal regulation (FDCPA) pertaining to collections and lending preferred. Prompt and regular attendance required. Experience: One to three years experience in a financial institution or other collections organization preferred. Education: High school diploma or GED. *This role may be performed remotely by candidates residing in the state of Alabama. Please note - submitting a resume does not guarantee any future action by Avadian Credit Union. Avadian Credit Union is an Equal Opportunity Employer. Apply Avadian Credit Union - Remote Opportunities Jobs View All Jobs

Back Audit Officer - Audit #61-8497 Bowie, Maryland, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Mid-Atlantic Work Hours per Week 40 Requirements Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience. Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred. Information Technology audit or operational experience preferred. Industry certification (i.e. CIA, CISA, CPA, etc.) preferred. Job Description SUMMARY: As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works under the supervision of the Audit Managers. Provides leadership and limited supervision of staff auditors on audit engagements. Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing). Conducts audit testing of assigned areas within established/modified timelines. Establishes or assists in the completion of risk-based audit programs through audit planning processes. Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes. Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation. Prepares work papers that record and summarize assigned audit procedures. Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance. Develops and assists to develop recommendation(s) for corrective action/improvement. Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management. Maintains and adheres to information security and confidentiality requirements. OTHER REQUIREMENTS: 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 in a timely manner. High level of analytical abilities and skills. High level of written/verbal communication, interpersonal and relationship building skills. Ability to adapt to corporate-wide systems routinely utilized by internal audit staff. Ability to adapt to change timely, and to multi-task. Possesses basic leadership and supervisory skills. Display personal initiative to foster professional development through formal education and cross training of department functions. Ability to complete multiple tasks while meeting assigned deadlines. Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules. Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work. Ability to utilize information systems hardware and information systems applications. Proficient in Microsoft Office including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Audit All Locations Bowie, Maryland, United States

A leading global financial institution in Washington is looking for a Compliance Line of Business Sanctions Digital Assets Officer Associate. The role involves providing guidance on compliance with U.S. sanctions regulations, supporting initiatives related to digital assets, and addressing sanctions compliance issues for various business lines. Ideal candidates should possess a strong background in compliance, risk management, and experience in the digital assets space. The position offers an opportunity to impact compliance culture across the organization. #J-18808-Ljbffr

Special Assets Officer I Location: Bloomington, IL At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Responsible for managing a portfolio of Classified Assets within established bank policies and procedures to minimize losses and maximize recoveries on loans, repossessed assets and Other Real Estate Owned. Applying those collection efforts in a fair and ethical manner, consistent with applicable regulation and law is critical to the bank and minimizes the inherent risks. The Special Assets Officer I generally works with small to mid-size loans with low to medium complexity. Responsibilities include, but are not limited to: Responsible for identifying and minimizing potential losses and maximizing recoveries on assigned loan portfolios, through collection activities, developing/negotiating/execution of workout action plans including proposing loan restructures, managing negotiations and legal actions, evaluating bank collateral and documentation, and recommending alternative solutions as well as judgment/foreclosure litigation, asset liquidation and bankruptcy. Make recommendations for additional approval where necessary. Determine and report the appropriate risk classification and recommended reserve for problem loans where applicable. Review delinquency, maturity and unpaid tax reports and follow up with borrowers and loan officers as necessary. Responsible for assigned monthly and quarterly reports such as Delinquent Mortgage Loan Reports, Bankruptcy Reports, and Problem Loan Reports, as applicable. Maintain client contact records. Review for loss mitigation alternatives if collection cannot be resolved in short order. Prepare loss mitigation documents in compliance with applicable guidelines. Monitor and manage accounts in bankruptcy, engage bank attorney when necessary, and oversee preparation of bankruptcy proof of claims when prompted by the courts. Prepare documents for repossessions and legal actions against debtors. Engage bank attorney to foreclose or repossess collateral, when necessary, execute required documents, coordinate foreclosure or repossession process, review and maintain legal records. Maintain bank-owned property according to bank policy, review and execute sale documents, and participate in the closing of the asset. Recover past due balances, judgments or in the alternative, negotiate recovery with the appropriate approval. Assist with routine audits. Completed required training associated with job function. All other duties as assigned. Qualifications Education/Experience: Bachelor's degree or equivalent of two to four years related experience and/or training; or equivalent combination of education and experience. Skills: Good communication skills, both verbal and written, are preferred. Ability to meet tight deadlines, work independently, problem solve, set and achieve priorities and goals. Analytical skills sufficient to conduct analysis of problem loans and make recommendations and/or act upon the workout plan. High level interpersonal skills to interact with customers, other departments, and bank attorneys in a professional manner. High working knowledge of both internal policies and procedures and the laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Thorough understanding of loans and loan systems. Strong computer skills and proficient knowledge of word processing and spreadsheet functions. First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 #LI-POST Pay Range: $61,300 - $76,600 per year Apply for this Position

Back Audit Officer - Audit #51-8496 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Wheeling Work Hours per Week 37.5 Requirements Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience. Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred. Information Technology audit or operational experience preferred. Industry certification (i.e. CIA, CISA, CPA, etc.) preferred. Job Description SUMMARY: As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards. ESSENTIAL DUTIES AND RESPONSIBILITIES: 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, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works under the supervision of the Audit Managers. Provides leadership and limited supervision of staff auditors on audit engagements. Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing). Conducts audit testing of assigned areas within established/modified timelines. Establishes or assists in the completion of risk-based audit programs through audit planning processes. Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes. Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation. Prepares work papers that record and summarize assigned audit procedures. Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance. Develops and assists to develop recommendation(s) for corrective action/improvement. Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management. Maintains and adheres to information security and confidentiality requirements. OTHER REQUIREMENTS: 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 in a timely manner. High level of analytical abilities and skills. High level of written/verbal communication, interpersonal and relationship building skills. Ability to adapt to corporate-wide systems routinely utilized by internal audit staff. Ability to adapt to change timely, and to multi-task. Possesses basic leadership and supervisory skills. Display personal initiative to foster professional development through formal education and cross training of department functions. Ability to complete multiple tasks while meeting assigned deadlines. Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules. Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work. Ability to utilize information systems hardware and information systems applications. Proficient in Microsoft Office including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Audit All Locations Wheeling, West Virginia, United StatesUniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesChattanooga, Tennessee, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesFranklin, Tennessee, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesYoungstown, Ohio, United StatesKnoxville, Tennessee, United States Show more

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Documentation Officer (DO) is an onsite position and does not have remote opportunities. The Documentation Officer (DO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The Documentation Officer will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The Documentation Officer will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also assist the Documentation Manager with projects and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent required. College Degree preferred. Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of LaserPro. Experience Required: Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Special Assets Officer I Location: Grapevine, TX At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Responsible for managing a portfolio of Classified Assets within established bank policies and procedures to minimize losses and maximize recoveries on loans, repossessed assets and Other Real Estate Owned. Applying those collection efforts in a fair and ethical manner, consistent with applicable regulation and law is critical to the bank and minimizes the inherent risks. The Special Assets Officer I generally works with small to mid-size loans with low to medium complexity. Responsibilities include, but are not limited to: Responsible for identifying and minimizing potential losses and maximizing recoveries on assigned loan portfolios, through collection activities, developing/negotiating/execution of workout action plans including proposing loan restructures, managing negotiations and legal actions, evaluating bank collateral and documentation, and recommending alternative solutions as well as judgment/foreclosure litigation, asset liquidation and bankruptcy. Make recommendations for additional approval where necessary. Determine and report the appropriate risk classification and recommended reserve for problem loans where applicable. Review delinquency, maturity and unpaid tax reports and follow up with borrowers and loan officers as necessary. Responsible for assigned monthly and quarterly reports such as Delinquent Mortgage Loan Reports, Bankruptcy Reports, and Problem Loan Reports, as applicable. Maintain client contact records. Review for loss mitigation alternatives if collection cannot be resolved in short order. Prepare loss mitigation documents in compliance with applicable guidelines. Monitor and manage accounts in bankruptcy, engage bank attorney when necessary, and oversee preparation of bankruptcy proof of claims when prompted by the courts. Prepare documents for repossessions and legal actions against debtors. Engage bank attorney to foreclose or repossess collateral, when necessary, execute required documents, coordinate foreclosure or repossession process, review and maintain legal records. Maintain bank-owned property according to bank policy, review and execute sale documents, and participate in the closing of the asset. Recover past due balances, judgments or in the alternative, negotiate recovery with the appropriate approval. Assist with routine audits. Completed required training associated with job function. All other duties as assigned. Qualifications Education/Experience: Bachelor's degree or equivalent of two to four years related experience and/or training; or equivalent combination of education and experience. Skills: Good communication skills, both verbal and written, are preferred. Ability to meet tight deadlines, work independently, problem solve, set and achieve priorities and goals. Analytical skills sufficient to conduct analysis of problem loans and make recommendations and/or act upon the workout plan. High level interpersonal skills to interact with customers, other departments, and bank attorneys in a professional manner. High working knowledge of both internal policies and procedures and the laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Thorough understanding of loans and loan systems. Strong computer skills and proficient knowledge of word processing and spreadsheet functions. First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 Pay Range: $61,300 - $76,600 per year Apply for this Position

Job ID 2025-14456 The Appraisal Officer serves as a business partner and consultant to the areas assigned to support. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities Manage an active pipeline of appraisals and evaluations Analyze appraisals as to content, USPAP compliance, FIREEA compliance, and credibility of value indications Perform written evaluations on real estate Maintain and enhance the relationships with the bank's customers and referral sources Participate in setting organizational and departmental goals and expectations where appropriate Monitor new developments in appraisal policies and compliance with appropriate regulations and suggest changes in appraisal review policy Provide guidance for lending personnel Participate in community activities and events Perform other related duties as assigned Qualifications High School diploma or equivalent Minimum of 4 years of job related experience Certified General Real Estate Appraisal License required Completion of all necessary continuing education for a Certified General Appraisal license Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, and procedure manuals Ability to effectively present information and respond to questions from groups of managers, lenders, customers and the general public Ability to apply concepts such as discounted cash flow models, direct capitalization, sales comparison, cost approach and proportions to practical situations within the review and evaluation process Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form Ability to communicate orally and electronically with lenders and others as to the appraisal review and evaluation process Knowledge of Federal and State laws and regulations involving real estate appraisals Proficient in Microsoft Office suite of products including Outlook, Word and Excel Physical Demands The physical demands described 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. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Job ID 2025-14456 The Appraisal Officer serves as a business partner and consultant to the areas assigned to support. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities Manage an active pipeline of appraisals and evaluations Analyze appraisals as to content, USPAP compliance, FIREEA compliance, and credibility of value indications Perform written evaluations on real estate Maintain and enhance the relationships with the bank's customers and referral sources Participate in setting organizational and departmental goals and expectations where appropriate Monitor new developments in appraisal policies and compliance with appropriate regulations and suggest changes in appraisal review policy Provide guidance for lending personnel Participate in community activities and events Perform other related duties as assigned Qualifications High School diploma or equivalent Minimum of 4 years of job related experience Certified General Real Estate Appraisal License required Completion of all necessary continuing education for a Certified General Appraisal license Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, and procedure manuals Ability to effectively present information and respond to questions from groups of managers, lenders, customers and the general public Ability to apply concepts such as discounted cash flow models, direct capitalization, sales comparison, cost approach and proportions to practical situations within the review and evaluation process Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form Ability to communicate orally and electronically with lenders and others as to the appraisal review and evaluation process Knowledge of Federal and State laws and regulations involving real estate appraisals Proficient in Microsoft Office suite of products including Outlook, Word and Excel Physical Demands The physical demands described 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. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Documentation Officer (DO) is an onsite position and does not have remote opportunities. The Documentation Officer (DO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The Documentation Officer will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The Documentation Officer will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also assist the Documentation Manager with projects and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent required. College Degree preferred. Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of LaserPro. Experience Required: Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Primary Office Location:101 Autumn Hall Dr Suite 110. Wilmington, North Carolina. 28403.Join our team. Make a difference - for us and for your future. Senior Special Assets Officer Business Unit:Credit Reports to:Manager of Special Assets Position Overview: This position is primarily responsible for managing a loan portfolio consisting of commercial borrowers exhibiting well defined or potential weaknesses (i.e., criticized loans). Special Assets Officers develop strategies to resolve problem loans while preserving Bank capital. Also integrates with the Commercial and Business Banking teams to assist with credit management and strategies to improve the credit weakness on a consultive basis. Transactions are generally more complex in nature and limited managerial oversight is needed. Primary Responsibilities: Manages an assigned portfolio of problem loans. Meets with customers and recommends strategies to improve likelihood of repayment while minimizing risk of loss to the Bank. Disposes of repossessed assets in an efficient and timely manner with a goal of maximizing value. Meets or exceeds established performance goals. Negotiates workout agreements with customers to protect or improve the likelihood of repayment or minimizing risk of loss to the Bank.Engages and directs the actions of inhouse counsel, outside counsel and other vendors in an efficient and timely manner. Reviews all assigned commercial loans with the Manager of Special Assets.Reviews all assigned "shadow" loan relationships with Loan Officers.Ensures loans are properly rated and reviewed for appropriate accrual/non-accrual status.Recommends specific impairments and charge offs on a timely basis. Reports pertinent information to the immediate supervisor as requested or according to an established schedule, compiles information as necessary or as directed and provides data to appropriate Bank personnel. Presents problem loan strategies to the Special Attention Credit Committee in a clear and concise manner. Reports will be submitted in the timeframe requested and will include recommendations for both loan risk rating and accrual status. Coordinates specific work tasks with other personnel within the department and with other departments to ensure the smooth and efficient flow of information.Responds to inquiries relating to Special Assets or requests from customers, other company personnel, etc. within given time frames and within established policy. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience related to Special Assets preferred and familiarity with customary loan documentation Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Responsible for leading and managing all aspects of executive protection operations for the organization. This role ensures the safety and security of senior executives and high-profile personnel. The Manager will develop, implement, and oversee security strategies, risk assessments, and operational protocols to mitigate threats and maintain a secure environment for those under protection. This role combines strategic leadership with hands-on protective operations, requiring a unique blend of tactical expertise, discretion, and executive presence. Responsibilities Conduct advanced work, site surveys, route planning, and threat mitigation Coordinate with local law enforcement, venue security, and international agencies Maintain readiness and discretion 24/7 in all operational environments Design and implement a scalable Executive Protection strategy aligned with corporate risk posture Serve as a trusted advisor to C-suite executives on physical security, travel safety, and threat intelligence Monitor global events, social media, and open-source intelligence (OSINT) for emerging risks Conduct threat assessments and develop mitigation strategies for executives and key personnel Collaborate with Legal, HR, IT Security, and Facilities to ensure holistic protection Develop and enforce SOPs, emergency response protocols, and travel security standards Manage EP budget, vendor relationships, and security technology procurement Maintain detailed incident reports, travel logs, and performance metrics Ensure compliance with all federal, state, and local laws, as well as internal policies Uphold the highest standards of confidentiality, ethics, and professionalism Office-based with frequent travel, including evenings, weekends, and holidays as required. Exposure to sensitive and potentially high-risk situations. Must be able to respond quickly and effectively in emergencies. Perform other duties as assigned Qualifications Prior service in the U.S. Secret Service, NCIS, DSS, FBI, or equivalent federal protective agency Active or recent Law Enforcement Firearms Certification (LEOSA HR-218 preferred) State-specific Personal Protection Specialist (PPS) license (e.g., Virginia DCJS) FEMA ICS 100/200/700/800 or equivalent emergency management training Defensive Tactics and Close Quarters Combat (CQC) certification Non-lethal force training (e.g., OC spray, baton) Tactical Emergency Casualty Care (TECC) or Tactical Combat Casualty Care (TCCC) CPR/AED and First Aid Certification (American Red Cross or AHA) Advanced Defensive/Evasive Driving Certification (e.g., Tony Scotti's VDI, ESI, or EPI) Vehicle dynamics and motorcade operations training Behavioral Threat Assessment Certification (e.g., ATAP) OSINT (Open-Source Intelligence) training and digital risk monitoring Workplace Violence Prevention Certification HIPAA and privacy compliance training Proven ability to operate independently and manage complex protection logistics Exceptional judgment, discretion, and interpersonal skills Desired Qualifications Experience operating in international environments and coordinating with foreign security services Executive Protection Certification from a recognized institution (e.g., EPI, ISA, GDBA Academy) Active security clearance Strong analytical skills and ability to synthesize intelligence into actionable plans Familiarity with security technologies (e.g., GPS tracking, surveillance systems, encrypted comms) Bachelor's degree in Security Management, Strategic Security and Protection Management, and Global Security & Intelligence Studies Hours: Office-based with frequent travel, including evenings, weekends, and holidays as required (On-site, not hybrid role) Location: 820 Follin Lane, Vienna, VA 22180 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Primary Office Location:101 Autumn Hall Dr Suite 110. Wilmington, North Carolina. 28403.Join our team. Make a difference - for us and for your future. Senior Special Assets Officer Business Unit:Credit Reports to:Manager of Special Assets Position Overview: This position is primarily responsible for managing a loan portfolio consisting of commercial borrowers exhibiting well defined or potential weaknesses (i.e., criticized loans). Special Assets Officers develop strategies to resolve problem loans while preserving Bank capital. Also integrates with the Commercial and Business Banking teams to assist with credit management and strategies to improve the credit weakness on a consultive basis. Transactions are generally more complex in nature and limited managerial oversight is needed. Primary Responsibilities: Manages an assigned portfolio of problem loans. Meets with customers and recommends strategies to improve likelihood of repayment while minimizing risk of loss to the Bank. Disposes of repossessed assets in an efficient and timely manner with a goal of maximizing value. Meets or exceeds established performance goals. Negotiates workout agreements with customers to protect or improve the likelihood of repayment or minimizing risk of loss to the Bank.Engages and directs the actions of inhouse counsel, outside counsel and other vendors in an efficient and timely manner. Reviews all assigned commercial loans with the Manager of Special Assets.Reviews all assigned "shadow" loan relationships with Loan Officers.Ensures loans are properly rated and reviewed for appropriate accrual/non-accrual status.Recommends specific impairments and charge offs on a timely basis. Reports pertinent information to the immediate supervisor as requested or according to an established schedule, compiles information as necessary or as directed and provides data to appropriate Bank personnel. Presents problem loan strategies to the Special Attention Credit Committee in a clear and concise manner. Reports will be submitted in the timeframe requested and will include recommendations for both loan risk rating and accrual status. Coordinates specific work tasks with other personnel within the department and with other departments to ensure the smooth and efficient flow of information.Responds to inquiries relating to Special Assets or requests from customers, other company personnel, etc. within given time frames and within established policy. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience related to Special Assets preferred and familiarity with customary loan documentation Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The Data Governance Officer is responsible for providing data governance/data management support to the data domains and business units. Under minimal supervision, the Officer will create data governance training materials, document procedures, process flows, as well as Enterprise-standard templates to be used in the execution of data governance requirements by the data domains. ESSENTIAL FUNCTIONS Other responsibilities of the Data Governance Officer include: Produce data governance dashboards on a recurring basis. Manage documentation as well as remediation of key data issues. Execute a reliable Second Line of Defense (2LOD) review and challenge process via documented processes, controls, templates, and rigors. Contribute to the creation and maintenance of data governance documentation including (but not limited to) enterprise governance standards, related training materials, and compliance reporting. Document various governance roles and responsibilities then educate data stewards, data owners and data custodians. Assist in the rollout of the Enterprise Data Governance Program Assist data domains in measuring their compliance to Enterprise Data Policy and its standards via annual compliance assessments. Assist in the rollout of the data risk assessment for applicable domains and/or divisions. QUALIFICATIONS Education: Bachelor's degree or equivalent work experience Data Governance certification (CDMP, CIMP, DGSP, etc.) a plus Experience: Minimum 2 - 3 years of work experience. Process documentation experience or equivalent. Experience creating training materials / modules a plus. Skills/Ability: Excellent written and verbal communication. Strong interpersonal skills. Proficient in MS Office applications: MS Visio, MS PowerPoint, MS Excel, and MS Word. Ability to work independently with light to moderate supervision in various areas of responsibility. OTHER DETAILS $100K - $107K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Primary Office Location:101 Autumn Hall Dr Suite 110. Wilmington, North Carolina. 28403.Join our team. Make a difference - for us and for your future. Senior Special Assets Officer Business Unit:Credit Reports to:Manager of Special Assets Position Overview: This position is primarily responsible for managing a loan portfolio consisting of commercial borrowers exhibiting well defined or potential weaknesses (i.e., criticized loans). Special Assets Officers develop strategies to resolve problem loans while preserving Bank capital. Also integrates with the Commercial and Business Banking teams to assist with credit management and strategies to improve the credit weakness on a consultive basis. Transactions are generally more complex in nature and limited managerial oversight is needed. Primary Responsibilities: Manages an assigned portfolio of problem loans. Meets with customers and recommends strategies to improve likelihood of repayment while minimizing risk of loss to the Bank. Disposes of repossessed assets in an efficient and timely manner with a goal of maximizing value. Meets or exceeds established performance goals. Negotiates workout agreements with customers to protect or improve the likelihood of repayment or minimizing risk of loss to the Bank.Engages and directs the actions of inhouse counsel, outside counsel and other vendors in an efficient and timely manner. Reviews all assigned commercial loans with the Manager of Special Assets.Reviews all assigned "shadow" loan relationships with Loan Officers.Ensures loans are properly rated and reviewed for appropriate accrual/non-accrual status.Recommends specific impairments and charge offs on a timely basis. Reports pertinent information to the immediate supervisor as requested or according to an established schedule, compiles information as necessary or as directed and provides data to appropriate Bank personnel. Presents problem loan strategies to the Special Attention Credit Committee in a clear and concise manner. Reports will be submitted in the timeframe requested and will include recommendations for both loan risk rating and accrual status. Coordinates specific work tasks with other personnel within the department and with other departments to ensure the smooth and efficient flow of information.Responds to inquiries relating to Special Assets or requests from customers, other company personnel, etc. within given time frames and within established policy. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience related to Special Assets preferred and familiarity with customary loan documentation Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Under the supervision of the SBA Closing Manager, the SBA Closing Officer supports various functions of SBA lending, including loan packaging, and primarily the closing and post-closing process, as well as ensuring compliance with SBA rules and regulations. Under minimal supervision and following established department policies and procedures, prepares and analyzes loan closing, servicing, liquidation; and participates in problem resolution. ESSENTIAL FUNCTIONS Prepare and review the SBA, GP, CLP, and PLP loan submission packages. Ensure SBA Terms and Conditions are consistent with approved credit memo. Prepare and review Closing Checklist and SBA closing documents. Prepare and review Lender's Escrow Instructions. Review Prelim Title Report, Purchase Agreement and Escrow Instructions. Review loan file for any missing items and follow up with loan officer/borrower. Coordinate with borrower, broker, title, escrow, CDC and outside counsel for loan closing. Review entity formation documents and submit the loan doc request to DCF via nCino. Collect all pending items, including insurance, upload all executed loan documents to nCino, and coordinate funding with DCF. Fund and service in compliance with SBA, SOP, and Bank approval conditions in a timely and accurate manner. Issue cashiers check to pay all necessary loan related fees and costs. Generate monthly production reports and prepare the G/L Account & SBA Bank Control Account Certifications. Track loan referrals within the Bank and prepare loan broker referral fee after loan closing. Assists in operational duties of the division, including supporting the required paperwork for secondary market sales. May provide training and coaching to less experienced team members in the department. QUALIFICATIONS Education: College degree in accounting, finance, or business preferred but not mandatory. Experience: Minimum 2 years independently closing and packaging SBA 7(a) and 504 loans. Skills/Ability: PC proficient and detail oriented. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) is a plus. OTHER DETAILS $28.85 - $34.75 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $19 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests. Responsibilities Support the Wealth Advisor with their client growth and retention goals, which are firm-wide goals. Build strong relationships with clients and become a point of contact for their client service needs. Obtain deep understanding of all business processes and policies to serve as the subject matter expert for your team. Coordinate with other team members such as the Client Officer and Admin Team on all client deliverables such as account opening and account maintenance. Meet with the Wealth Advisor and Client Officer team regularly to provide status updates on client requests, Client Officers are responsible for keeping the team organized and informed. Oversee all processing life cycles for account opening, account maintenance, and money movement to ensure timely and accurate execution. Participate in financial planning related activities which includes data entry in eMoney, attend or schedule planning meetings, and prepare meeting materials. Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items. Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client's Required Minimum Distributions are met. Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client for quality control. Work directly with clients on high level and complex requests such as estate re-registrations. Follow internal compliance guidelines for industry SEC requirements of new and existing client accounts. Education, Experience and Qualifications 5+ years' experience in a wealth management role Actively pursuing or aspiring to get CFP designation a plus Series 65 or similar financial industry exams A Bachelors' Degree in a business-related discipline Excellent verbal and written communication and presentation skills Excellent attention to detail, organizational skills, and ability to multi-task Excellent analytical, technical and problem-solving skills Proficient at Salesforce, DocuSign, eMoney, Orion, Excel, PowerPoint, and Word Knowledge of Fidelity and Schwab platforms a plus Proven track record of working with a high performing team Ability to work in a fast paced and growing environment Compensation The anticipated base salary range for this position is $80,000 - $120,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $19 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests. Responsibilities * Support the Wealth Advisor with their client growth and retention goals, which are firm-wide goals. * Build strong relationships with clients and become a point of contact for their client service needs. * Obtain deep understanding of all business processes and policies to serve as the subject matter expert for your team. * Coordinate with other team members such as the Client Officer and Admin Team on all client deliverables such as account opening and account maintenance. * Meet with the Wealth Advisor and Client Officer team regularly to provide status updates on client requests, Client Officers are responsible for keeping the team organized and informed. * Oversee all processing life cycles for account opening, account maintenance, and money movement to ensure timely and accurate execution. * Participate in financial planning related activities which includes data entry in eMoney, attend or schedule planning meetings, and prepare meeting materials. * Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items. * Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client's Required Minimum Distributions are met. * Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client for quality control. * Work directly with clients on high level and complex requests such as estate re-registrations. * Follow internal compliance guidelines for industry SEC requirements of new and existing client accounts. Education, Experience and Qualifications * 5+ years' experience in a wealth management role * Actively pursuing or aspiring to get CFP designation a plus * Series 65 or similar financial industry exams * A Bachelors' Degree in a business-related discipline * Excellent verbal and written communication and presentation skills * Excellent attention to detail, organizational skills, and ability to multi-task * Excellent analytical, technical and problem-solving skills * Proficient at Salesforce, DocuSign, eMoney, Orion, Excel, PowerPoint, and Word * Knowledge of Fidelity and Schwab platforms a plus * Proven track record of working with a high performing team * Ability to work in a fast paced and growing environment Compensation The anticipated base salary range for this position is $80,000 - $120,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.