John Marshall Bank jobs - 93 jobs

John Marshall Bank is seeking a Credit Administration Manager to oversee credit risk assessment, loan monitoring and policy compliance for the Bank. Primary responsibilities include managing the loan portfolio stress testing, CRE concentration reporting, annual loan reviews, and the allowance for credit losses process. Responsibilities: Commercial Real Estate (CRE) Reporting & Analysis * Prepare and maintain the CRE Concentration Report. * Conduct CRE audits, ensuring balances align with the General Ledger (GL). * Leverage advanced Excel skills (VLOOKUP, Pivot Tables) to analyze data and present findings. * Generate Co-Star reports and transform raw data into meaningful trend analysis by call code. * Research and interpret market data tied to call codes, preparing Board-ready reporting. Stress Testing Bottom-Up Stress Testing (Abrigo): * Audit CRE loan data, updating with NOI/appraisal information as needed. * Perform loan sample testing (amortization, appraisal, P&I) to verify accuracy of core-to-Abrigo data feeds. * Run tests, identify high-risk loans, and analyze drivers of risk. * Produce balance sheet insights and compile Board reports. Top-Down Stress Testing (Abrigo): * Update top-down models with data from Accounting. * Ensure Abrigo is current with quarter-end financials. * Run analyses, interpret results, and deliver Board-level reporting. Current Expected Credit Loss (CECL) Program * Reconcile CECL balances to both the GL and Abrigo. * Generate reporting from Abrigo, incorporating the qualitative framework. * Confirm reserve amounts monthly in partnership with Accounting. * Prepare quarterly Board and Steering Committee materials, including PowerPoint presentations, detailed minutes, and supporting memos. * Develop and present Excel-based charts for Board communication. * Manage annual CECL refresh process * Manage any audits - internal or external * Manage Validation process, including vendor selection and approval Annual Review Process Management * Implement procedures for annual reviews * Assign and manage the annual review process to ensure completion Vendor Management & Governance * Lead vendor evaluations and due diligence for CECL validation * Negotiate Abrigo contract renewals * Draft recommendation memos for senior management and Board consideration Covenant Compliance * Monitor and review the covenant mailbox daily to ensure timely assessment and resolution Special Assets * Assist the Chief Credit Officer in the management of watch list loans either directly with borrowers or indirectly with lenders Cyclical Responsibilities: Monthly: CoStar - uploading monthly data into the Lender Platform Loan Production Reports Package: * This reports package consists of 7 reports. * All of the reports in this package are derived from H360 data reports and other data reports provided by Accounting and Loan Operations which are utilized to validate the H360 reports. * All of the underlying data is compiled utilizing various excel spreadsheets with that compiled data then being fed into separate excel spreadsheets to produce the final report outputs which are then assembled into the reports package. Loan Quality Reports Package: This report package consists of 8 or 9 reports derived from H360 data reports, some of which were utilized in the Loan Production Reports, but most of which are completely separate. * Largest Borrower Exposure Report, * manual adjustments of the filters within the underlying H360 reports to reflect changes in the list * It is also required for this report that all cell references be manually verify cell references * periodic review of the relationships captured on the report to determine whether the relationship IDs that we have been tracking to determine accuracy Quarterly: Loans Maturing & Repricing (LMAR) * Analyze approximately 40 loans that have upcoming maturity or repricing dates (within 18 months) * Provide details on loans with projected DSCR under 1.10x * Provide details on any loans that fit the criteria above that have repriced or matured since the last report Office & Multi Family Monitoring * Analyze our multi-family and office (investor owned and owner-occupied) portfolios to provide summary on balances, area concentrations, and concentrations by maturity date * This is included in press releases Watch List Meeting * Coordinate the preparation of the Criticized Asset Reports for the meeting * Conduct the meeting * Review and sign off on the minutes prepared by the Credit Administration Administrator Quarterly Board Reports: * The credit quality reports package consists of 5 reports derived from data provided by the construction team, H360 data reports, and Ceris Reports. * Quarterly CRE Policy Concentrations Guidelines Test Report * Additional reports as requested Annual: Office Portfolio Report * Analyze information on our entire Office portfolio above $1MM in balances (investor-owned and owner-occupied) * Provide details on loans with LTV, debt yield, DSCR, etc. outside of the average range of the rest of the portfolio * This position will not have immediate supervisory responsibilities; however, the scope of the role and responsibilities may change in the future. Requirements Qualifications: * Bachelor's Degree * Ten years to fifteen years of similar or related experience * Previous loan approval authority preferred * Ability to spread and analyze financial statements, tax returns and other financial and non-financial data: to calculate and interpret financial ratios and metrics; evaluate alternative methods, concepts and ideas of others; summarize data for analysis by others; possess and demonstrate knowledge of accounting principles and practices; apply basic accounting principles in the interpretation of customer financial statements. * Ability to exercise the use of discretionary judgment within clearly guided law, regulation, company policy or operating standards John Marshall Bank is an Equal Opportunity Employer At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: * Medical * Dental * 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions - this is highly competitive compared to other organizations) * Vision * Employee Assistance Program * Flexible Spending * Transit Reimbursement * Dependent Day Care * Long Term Care * Paid Time Off * Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.

Headquarters: Arlington, VA (Crystal City) Assets: $4 billion Offices: Arlington, VA | Hillsboro, OH National Reach: Serving clients across all 50 states National Cooperative Bank (NCB) is a mission-driven commercial bank dedicated to advancing community development and supporting the growth of cooperatives and socially responsible enterprises. NCB is the only U.S. bank with a specialized focus on cooperative businesses, and it stands as the nation's leading lender for housing cooperatives. Through tailored financial products and expert advisory services, NCB supports key sectors critical to community resilience, including: Renewable Energy Healthcare Community Associations Credit Unions Small Business Non-Profits and Social Enterprises Alaska and Native Corporations Food and Hardware Retailers Professional Development Program (PDP) - Overview NCB's Professional Development Program (PDP) is a highly selective, 12-month rotational training initiative designed to develop future leaders in banking and finance. The program targets high-performing recent graduates-primarily Finance majors-with a strong interest in credit analysis, relationship management, and socially impactful finance. 🎯 Program Objectives: Comprehensive training in credit analysis and risk management Exposure to banking products, financial services, and capital markets Hands-on experience with cooperative lending practices Personalized development plans, regular feedback, and mentorship Opportunities for career placement in specialized departments post-completion 🔄 Program Structure: 12-month rotational program with quarterly department changes Core rotations may include: Capital Markets Underwriting Finance/Accounting/Treasury Loan Operations Formal classroom training and real-world deal exposure Potential travel for client due diligence and training sessions 🔄 Program Qualifications: Bachelor's degree in finance required Minimum GPA 3.0 required Must be analytical, have sharp attention to detail, and good interpersonal skills Must be proficient in Excel Must have general knowledge of Microsoft Office Products ✠Why It Stands Out: Unique exposure to mission-based finance Experience across a range of high-impact industries Small cohort size for individualized mentoring and career coaching Pathway into a purpose-driven career in cooperative and community finance AA/EOE #LI-DNI

We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Consultant to contribute to the expansion of our business and commercial relationships. This role be responsible for supporting their assigned region as a Treasury Management Consultant. This includes the acquisition and growth of Treasury Management sales and related revenue as well as deposit growth of Treasury Management relationships. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serve as a TM advisor within the Bank to develop and provide education on TM products, pricing, and sales approach. Assist the Relationship Management team with TM relationship pricing, analysis proforma and proposal completion. Orchestrate customer and prospect sales calls to expand business relationships. Work closely and meet regularly with RM teams to discuss pipelines and approach for TM prospect and client meetings. Prepare RM client TM and deposit annual review presentations and attend annual review and ongoing meetings to expand upon TM and deposit business. Managing and pre-plan tasks and meeting schedule to maintain an effective support of TM clients and business units. Prepare and present comprehensive sales proposals, analysis proformas and presentations to customers in addition to participating in and leading product training for various audiences. Identify TM and related deposit product and process improvements and solutions by communicating client and prospect needs. Review, analyze and understand clients' TM needs and conduct professional demonstrations as needed. Understand any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary. Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Success in growth of Treasury Management and commercial relationships. Focus on growth in Treasury Management related revenue and deposits. Success in meeting and exceeding assigned goals and objectives. Strong relationship management and business development/sales skills and ability to work effectively with individuals and groups across the company to generate, manage and grow TM customer relationships. Expert level knowledge of deposit products and TM products and services. Solid knowledge of commercial credit and credit quality. Broad knowledge of overall bank products and services. Excellent presentation, verbal and written communications skills. Strong analytical and problem-solving skills. Stay abreast of TM related system functionality as enhancements/releases are deployed and keep up on TM product knowledge, industry trends and competitor offerings. Proven success in acquiring new Treasury Management business. Demonstrated ability to foster a collaborative environment within and across the organization as it relates to Treasury Management. Subject matter expert and working knowledge of TM products, services and systems. Advanced interpersonal, tactical and account management skills. Excellent strategic selling and oral presentation skills. Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations. Strong understanding of value propositions related to treasury service applications within corporate treasury function. Strong ongoing collaborative relationship and team building skills across departments. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience 5+ years of banking related sales experience preferably in TM sales and business development. Bachelor's degree preferred or an equivalent combination of education and experience. Support customer service activities, business development initiatives, risk management, and compliance requirements. Possess a strong sales aptitude with a proven track record of success. Possess excellent interpersonal and communication skills. Excellent computer skills, specifically Microsoft Office with advanced training in Microsoft Excel and Power Point preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Client Implementation and Support Specialist to contribute to the expansion of our business and commercial relationships. The Treasury Management (TM) Client Implementation and Support Specialist role will support the Treasury Management Consultant team and other teams selling TM services by ensuring seamless communication, implementation, onboarding and ongoing training and support for TM clients. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working closely with TM Sales teams and clients to ensure TM services are implemented timely and as expected. Assisting the TM Sales team as needed with client proposals, analysis proformas, implementation and onboarding, client training and ongoing TM related service needs. Setting up Business Online Banking, Commercial Online Banking and related Treasury Management services and pricing in the system ensuring efficient and accurate setup of services and receipt of appropriate documentation authorizing set up and related pricing. Partnering with internal implementations and operations to ensure new TM services are established correctly and timely, and that client issues are addressed in a professional and responsive manner. Meeting with TM prospects and clients either in person or by phone to assist in the sales process and providing TM training and product knowledge support. Completing set up and maintenance of services in Business and Commercial Online Banking and other Treasury related systems as requested. Ensuring an exceptional level of customer service and satisfaction in responding to TM related questions and needs from internal team members and existing and prospective clients. Assisting with ongoing TM product education and training for internal teams (Retail, Business Banking, Commercial Banking, etc.). Understanding any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary. Achieving and exceeding assigned goals and objectives. Other Duties Staying abreast of TM related system functionality as enhancements/releases are deployed and keeping up on TM product knowledge, industry trends and competitor offerings. Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. May open deposit accounts, complete related maintenance and documentation and follow up for TM related customers. Skills/Abilities Subject matter expert and working knowledge of TM products, services and systems Excellent organizational skills and attention to detail Excellent customer service skills Sufficient in all Microsoft Office products Strong written and communication skills Ability to effectively present information and respond timely to questions from internal and external clients and prospects Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations Strong ongoing collaborative relationship and team building skills within and across departments Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience 3+ years of business banking experience Experience with TM products and services, preferably in a sales and/or support role Experience with deposit account opening and maintenance Experience with client facing support, presentations and training Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Summary/Objective Under the direction of the Branch Management, performs a variety of duties related to all phases of teller work, including proper receiving and handling of deposits, checks and payments; cross-sells to customers. Supports the brand promise. Essential Functions Receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits. Adheres at all times to the “check cashing policy” and “limitation of authority policy” as indicated in Reg CC. Issues cashiers' checks and redeems Savings Bonds. Reconciles cash and transactions each day to within the “teller difference standards” and reports results through submission of teller daily balance sheet. Consistently demonstrates a helpful, friendly attitude. Maintains proper amounts of currency and coin in drawer. Understands role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures. Maintains neat and orderly work area and ensures that all negotiable instruments and confidential records are properly secured. Adheres to all security procedures. Sells and/or refers Bank products and services to customers and prospects. The duties of this position must be performed from the physical branch or bank location in order to best service the needs of the customers or support the Bank facilities Skills/Abilities Strong customer service and sales skills. Ability to communicate clearly with the public. Good math skills and must be able to perform accurate work. Understand security issues involving money and checks preferred. Good comfort level with handling United States currency. Ability to handle and count money accurately. Education and Experience High School diploma or equivalent preferred. Sales and customer service experience preferred. Experience in handling United States currency preferred. Basic Computer Skills required. This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Posting TitleCommercial Banking Executive - C&I The Commercial Banking Executive will work with all bank staff including other Commercial Banking Executives, Commercial Relationship Representatives, Branch Managers, Retail Branch Staff, Commercial Banking Administrators, Loan Processing, and Debt Management departments. The Commercial Banking Executive will work with and present loans to the Loan Committee and Board of Directors and will report to a direct supervisor. Essential Functions Develops new customer prospects and business for the financial institution. Actively participate in market events for brand awareness. Analyzes the credit history of applicants and determines their loan repayment capabilities. Negotiates credit terms, such as costs, loan repayment methods, and collateral specifications. Develops and maintains interest rate structure, with assistance of management or Loan Committee, to be consistent with Bank policies and procedures, and to be competitive with current market rate. Evaluates potential customer loan requests and makes loan recommendations to the Credit Department & Loan Committee. Reviews new laws and regulations that influence business lending within the financial institution and makes recommendations to management when necessary. Participates in training when required for the position. Other duties as assigned. Skills/Abilities Maintain working knowledge of loan systems-how to create and/or obtain loan documents through the loan system. Cross-sell and promote other bank products to customers. Follow structured calling system as set by the supervisor based on expectations and/or goals. Education and Experience Bachelor's degree in business, Finance, or related field preferred. Eight years' experience in a financial institution or loan department preferred. Knowledge of commercial real estate and commercial non-real estate lending policies and procedures preferred. Knowledge of lending services, cash management services, and related areas preferred. Good managerial, collaboration, communication, organization, and sales skills preferred. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a fast-paced clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Summary/Objective This position is responsible for planning and executing internal audits, evaluating internal controls, identifying risks and recommending improvements to enhance operational efficiency, regulatory compliance and financial integrity. The role ensures that audits are conducted in accordance with professional standards, company policies and procedures and regulatory requirements. The position will also assist the Assistant Director of Audit in mentoring junior staff and reviewing their work product. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lead and perform operational, financial and compliance audits, ensuring they are completed timely and in accordance with the annual audit plan. Mentor and review work of junior auditors and provide guidance on audit techniques and methodologies. Identify internal control gaps, process inefficiencies and risk exposures and provide actional recommendations. Prepare clear, concise, and well-documented audit workpapers and reports. Prepare clear and concise audit reports, including findings, risks and recommendations. Monitor the implementation of audit recommendations and follow up on remediation efforts. Support external audits, outsourced internal audits and regulatory reviews as needed. Maintain current knowledge of regulatory requirements, accounting principles (GAAP), auditing standards (IIA) and industry trends. Other Duties Support the testing of internal controls over financial reporting to assist management in their assessment of Sarbanes-Oxley Act 404 compliance as needed. Support the Company's Quality Assurance Improvement Program as needed. Participate in special projects, investigations, and advisory engagements as requested by management or the Audit Committee. Other duties as assigned. Skills/Abilities Knowledge of internal audit standards and testing methodologies. Knowledge of regulatory, accounting and other industry guidance relevant to the banking industry. Knowledge of laws and regulations applicable to publicly traded institutions/SEC registrants. Possess strong analytical, critical thinking and problem-solving skills. Strong written and verbal communication skills with the ability to interact effectively with all levels of management. A well-organized and self-directed individual with the ability to lead projects. Ability to generate solutions to issues identified and provide actionable feedback to management, keeping in mind the overall organizational goals of the Company. Possess collaborative decision-making skills that allow for successful partnerships across the organization. Ability to work independently or collaboratively in a team environment. Possess a high level of integrity, professionalism, and discretion in handling confidential information. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. The opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited travel may be required for this position. Education and Experience Bachelor's degree in accounting, finance, or related field required. Minimum 3 years of experience in internal or external auditing. CPA and/or CIA professional certification, or candidate actively seeking certification, preferred. Experience auditing financial institutions and knowledge of banking regulations preferred. Experience auditing within a publicly traded financial institution preferred. Experience with audit software and data analytics tools. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Summary/Objective The Imaging Specialist is responsible for preparing, scanning, indexing, and maintaining electronic records by ensuring documents are stored in the company's electronic document management systems. This role ensures the accuracy, quality, and confidentiality of scanned documents and supports efficient document management and retrieval systems. Additionally, the Imaging Specialist ensures quality control and proper indexing of documents imaged by others across the organization. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the Imaging Manager in executing the operational plans set forth by the Director of Business Support and Delivery, ensuring alignment with organizational goals. * Assist in tracking, analyzing, and reporting key performance metrics that reflect departmental effectiveness. * Prepare physical and electronic documents for imaging (i.e. removing staples, sorting, and organizing) * Digitize documents using high-speed scanners and imaging software. * Index and categorize scanned documents in accordance with established procedures. * Review and verify image quality, clarity, completeness, and proper indexing. * Monitor systems to ensure electronic documents are transferred and indexed into the imaging system. * Complete assigned document review workflows to ensure documents are indexed properly. * Review reports and updated imaged document indexes, as applicable. * Enter and retrieve data from various internal tracking systems or databases. * Resolve routine imaging-related questions and escalate complex issues as appropriate. * Maintain up-to-date knowledge of the company's operational policies, procedures, controls, processes, and regulatory requirements that impact the Imaging Area. * Coordinate with departments to ensure timely and accurate image of critical records. * Ensure all documents are scanned to the correct system location for proper retrieval. * Assist with shredding, purging, or archiving documents post-imaging. Other Duties * Comply with all policies and procedures as applicable, including the Bank's BSA/AML policy. * Assist with audits, regulatory reviews, and examinations by gathering relevant documentation requested by auditors or regulatory bodies. * Perform additional tasks, projects, and responsibilities as directed by the Imaging Manager or Director of Business Support & Delivery. Skills/Abilities * Maintain the confidentiality and security of sensitive or classified documents. * Ability to maintain confidentiality and act with professionalism in all aspects of work. * Basic knowledge of imaging/scanning equipment, software, and techniques. * Understanding of records management policies and practices. * Strong verbal and written communication skills. * High attention to detail with the ability to perform repetitive tasks accurately. * Excellent data entry skills with a low margin of error. * Basic mechanical aptitude for operating and troubleshooting imaging equipment. * Self-motivated and capable of working independently. * Ability to work occasional overtime during peak periods. * Strong time management and prioritization skills. * Collaborative attitude and ability to work with cross-functional teams. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners and filing cabinets. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited travel may be required for this position. Education and Experience Required Qualifications: * High School diploma or equivalent. Desired Qualifications: * 1+ years of experience in document imaging, data entry, or records management. * Familiarity with banking-related documentation. * Experience using scanning equipment and imaging software. * Knowledge of data protection and confidentiality regulations. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc. Meet with potential borrowers regarding their mortgage needs. Present bank's mortgage products and services that meet borrower's financial goals. Complete the borrower's application and analyze the borrowers financial and credit data. Lock rate per company and regulatory guidelines. Prepare or request all applicable loan documentation from the appropriate party or department. Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently. Maintain communication with the borrower regarding the loan status. Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements. Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.) Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service. Assist clients with monthly billing and collections cycle. Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections. Work directly with other departments to resolve any issues or concerns with any customer in your portfolio. Other Duties Look for referral opportunities within the company (insurance, deposits, etc.). Other duties as assigned. Skills/Abilities Requires strong networking and interpersonal skills. Financial/quantitative skills. Attention to detail. Strong computer skills including Excel. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Local travel is required for this position. Education and Experience Must be registered with NMLS Federal Registry. Minimum of two years residential mortgage lending experience. A four-year college degree is preferred. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

The Compliance Manager is responsible for championing the Company's proactive execution and on-going enhancement of the Compliance Management System ("CMS") and supporting efforts to prepare the organization for regulatory and operational changes associated with being an FDIC-Large Insured Depository Institution and a Covered Institution subject to the direct supervision of the Consumer Financial Protection Bureau. The Compliance Manager's primary focus is on influencing the evolution of the CMS through targeted assessment delivery, business line outreach, facilitation of exams and audits and coordination with third-party firms on complex regulatory compliance monitoring. The Compliance Manager is instrumental in ensuring the Company's adherence to regulatory requirements, collaborating with partners across the three lines of defense and fostering a culture of compliance and integrity. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide leadership, supporting the Chief Compliance Officer and Company team members through his/her thorough knowledge and understanding of deposit and lending compliance requirements, awareness of the regulatory environment and overall business acumen Engage in proactive assessment of the Bank's CMS; areas include but are not limited to policies, procedures, risk assessments, regulatory change management, training, monitoring, complaints response and audit and exam management Ensure CMS aligns with regulatory expectations, industry best practices and internal risk appetite Act as a trusted advisory, partnering with business leaders to identify, support and address potential emerging risks and issues Collaborate with business units and across the lines of defense to integrate compliance expectations into operational processes to ensure on-going compliance with laws and regulations Support on-going development and delivery of the comprehensive compliance roadmap for regulatory and operational readiness in alignment with the Company's growth strategy Provide regulatory reports and updates to senior management and business partners on compliance risks, trends and program effectiveness Seek opportunities to support on-going efficiencies through automation, process simplification and cross-functional collaboration Support a culture of accountability, transparency and continuous learning, leading by example and through peer coaching Complete his/her duties with discretion and confidentiality reflecting the sensitive nature of the work; be comfortable working under a deadline Other Duties Comply with all policies and procedures as applied to the Company's BSA/AML policy Perform other duties as assigned Skills/Abilities Thorough knowledge of deposit, lending and overall consumer compliance regulations as applicable in a large bank setting Excellent written and verbal communication skills, with the ability to work collaboratively within and across teams and with senior leaders and regulators Strong problem solving and analytical skills, with the ability to interpret complex regulatory requirements and apply them to the Company's operational needs Sound judgment and decision-making ability Effective influence and coaching skills Microsoft Office Suite experience Supervisory Responsibility This position does not have supervisory responsibilities at this time but may in the future. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing, as necessary. Travel Travel will be required for this position (approximately 10%-15%) Education and Experience 4-year college degree required; Graduate or Law Degree preferred Eight years of experience in compliance, risk management or a similar role in the financial services industry Certification through CRCM or similar preferred Experience managing a CMS and preparing for significant regulatory milestones preferred Experience working within and influencing matrixed teams Equal Employment Opportunity/M/F/disability/protected veteran status. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

The Senior Commercial Underwriter shall perform financial analysis and risk assessment on Commercial & Industrial and Commercial Real Estate transactions. This independent analysis function is designed to provide an in-depth evaluation of the strengths and weaknesses in commercial loan requests that will assist management in determining if the overall risk in a credit request is acceptable to the Bank. In addition, this position may be asked to apply their financial analysis skills to assist other areas of credit risk management. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare timely, high quality credit analysis and recommendations that accurately describe the transaction along with risk and mitigating factors associated with the loan request. Prepare detailed analysis of historical property operations to make informed decisions about future performance. Utilize financial spreading software as well as other financial analysis tools to evaluate borrower's cash flow and determine adequacy of the borrower's primary and secondary repayment sources. For real estate transactions, in-depth understanding of property operating statements, leases, rent rolls, real estate schedules and the ability to perform detailed cash flow analysis using CRE templates. Ability to perform stress testing scenarios on construction projects and stabilized income producing real estate properties. For C&I transactions, ability to understand cash flow cycles, conduct sensitivity analysis, evaluate Borrower's cash flow and its ability to provide adequate debt coverage for the proposed transactions as well as determine cushions of protections. Research and investigate applicable market data using industry related tools such as Co Star and Vertical IQ. Analyze third-party reports and appraisals. Determine and obtain missing files and/or missing documentation as needed to complete the assignment. Experience in analyzing and interpreting all levels of financial statement quality. Ability to analyze complex personal financial statements and personal tax returns of sponsors/guarantors as well as contingent debt. Assign risk rating based on risk rating metrics and Bank loan policy. Monitor and measure financial covenants as well as Borrower operating performance. Assist with preparation of loan presentations for Executive and Board Loan Committees. Perform routine annual reviews of relationships within loan portfolio. Assist with training & mentoring of commercial underwriting team members. Attend client meetings, as appropriate, to support underwriting request. Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities High level of commercial loan underwriting expertise. Extensive knowledge of spreading and analyzing financial statements. Thorough understanding of financial accounting. Knowledge of applicable local market. Ability to work well under pressure and meet designated deadlines. Full understanding of loan documentation and applicable regulatory requirements. Excellent verbal and written communication skills. Computer literate with proficiency in Microsoft Office applications. Excellent organizational skills. Strong analytical skills and attention to detail. Ability to work independently while meeting processing standards for quality and quantity. Experience with Financial Spreading software. Experience with industry related tools (Vertical IQ & Co-Star preferred). Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience Bachelor's degree (preferred Finance, Accounting, or equivalent industry experience). Formal Credit training or equivalent industry experience preferred. Minimum five years of experience in commercial underwriting/analysis role required. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Employment Opportunity Employer/M/F/disability/protected veteran status. Equal Employment Opportunity Employer/M/F/disability/protected veteran status

It is the responsibility of the Mortgage Loan Officer to be able to handle all functions of originating a loan. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Origination Requirements Develop application sources through internal and external centers of influence including but not limited to: Burke & Herbert Bank branches, realtors, builders, stockbrokers, financial planners, attorneys, accountants and past customers. Develop new business from personal and nontraditional resources. Work independently. Complete 1003 Residential Loan Application. Collect all data and documents necessary to process the application. Assign loan number. In-put or upload application information into Loan Origination System, Encompass. Submit to Desktop Underwriter™, Loan Prospector™ or other decision engine. Issue initial disclosures accurately and in a timely manner. Follow up on conditions necessary to close or decline loan as requested. Price and lock interest rate with investor, meeting Burke and Herbert Bank pricing expectations. Monitor lock expiration dates for closing and delivery. Other Banking Requirements Call on Burke & Herbert Bank branches in assigned territory. Make introduction of all market applicants to appropriate Burke & Herbert Bank personnel. Generate new leads for the Bank from outside sources. In consultation with Burke & Herbert Bank personnel, explore opportunities for cross-sell of other Burke & Herbert Bank products. Collect fees in accordance with Burke & Herbert Bank standards. Participate, as requested, in opportunities to promote the Burke & Herbert Bank. Maintains lending compliance including but not limited to: early disclosures, government monitoring, high priced mortgage loans documentation, and customer information procedures. Closed Loan Requirements Expected minimum closed loan volume of $1,000,000 per month after 60 days. Skills/Abilities A Mortgage Loan Officer must be able to communicate and work well with the public. Must have the ability to analyze credit information necessary to originate and assist in processing a residential loan application. Individual must have knowledge of lending compliance requirements and general knowledge of conventional and government loans available to the consumer. Must be resourceful and have the ability to work with secondary market investors insuring all loans meet established guidelines. Must be extremely detailed oriented to insure accuracy of data supporting loan files. Data integrity must never be compromised. Must have ability to work independently inside and outside the office, manage loan pipeline, follow-up with borrowers, Burke & Herbert Bank partners, and sources of business. Work to ensure timely loan closings. High Level of experience with FHA - VA - USDA and VHDA. Education and Experience College degree preferred. At least 1 year of mortgage loan sales and an active NMLS number Origination and sales experience. Encompass experience preferred. This position is classified as Exempt under the Fair Labor Standard Act. Mortgage Loan Officers must be customarily and regularly engaged in making sales away from the bank's places of business. Compensation for this position is 100% commission based. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Summary/Objective The Market President is a leadership role in the business development, management and public relations efforts with an assigned Region and directly responsible for the execution of commercial production/profitability goals for the assigned market. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Meet or exceed production and contribution goals for the assigned market through business development while managing a commercial banking staff. Negotiates credit terms, such as costs, loan repayment methods, and collateral specifications for overall Bank performance and profitability. Provide vision for growing the bank's footprint and market share. Evaluates potential customer loan requests and makes loan recommendations to the Regional President. Direct and oversee the production activities of commercial bankers in the market. Responsible for staff hiring, development, coaching, performance management, recognition, and disciplinary actions. Point of contact for the Bank with public relations outreach in the market. Assures effective, bank wide communication. Maintain loan and deposit portfolio for operational efficiency and overall growth. Advises on the planning and direction of the Bank marketing and advertising activities. Provide excellent customer service to existing and potential clients. Other duties Actively participate in community events. Other duties as assigned. Skills/Abilities Maintains the highest standards of ethical behavior Strong community ties and leadership experience. Good communication, collaboration, organization, and sales skills preferred. Education and Experience Bachelor's degree in business or finance, or equivalent work experience. Seven years of experience in a financial institution or loan department required. Knowledge of commercial real estate and commercial non-real estate lending policies and procedures required. Knowledge of lending services, cash management services, and related areas required. Supervisory Responsibility This position has supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. Office environment with job duties conducted via telephone, face-to-face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping, or standing as necessary. Travel Travel is required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

John Marshall Bank is looking for an experienced Credit Analyst to join our Credit Underwriting team in our Reston Headquarters. In this role you will: Oversee the review of financial, collateral, and other related documentation used to evaluate commercial loan requests to approve or deny applications for credit. Participate in credit approval process; monitors adherence to loan policy, ensures accuracy of risk rating system, ensures effective evaluation and administration of collateral. Be responsible for the completion of financial spreads and analysis; credit approval and memo review for loan presentations in conjunction with Commercial Bankers, all in an independent and objective manner. Maintain a continuing and informative record of data from which lending officers may make fully informed loan decisions. Spread and analyze, historical and projected financial statements, tax returns, and other pertinent financial information to determine overall financial performance, condition, and creditworthiness of Borrower and other obligors. Review credit files for documentation and exceptions. Submit periodic exception reports. Engage in effective and timely communication regarding credit considerations and issues with Credit Administration and Commercial Bankers. In addition to handling the normal flow of transactions, may also be assigned to handle complex transactions. Requirements Required: At least 2 years experience in commercial credit analysis, underwriting, and/or a formal credit training program Bachelor's Degree in accounting or finance or related field from an accredited four-year college or university Sound credit and analytical skills Solid understanding of balance sheets, income, and cash flow statements Proficiency with Microsoft Suite including Word and Excel Preferred: Ability to learn internal bank systems and additional software applications Advanced knowledge of commercial real estate, commercial and industrial, general business, asset-based, and real estate construction loans within respective economic market areas Strong combination of interpersonal communication skills, analytical and decision-making skills, with the ability to make recommendations and offer solutions John Marshall Bank is an Equal Opportunity Employer At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: Medical Dental 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions - this is highly competitive compared to other organizations) Vision Employee Assistance Program Flexible Spending Transit Reimbursement Dependent Day Care Long Term Care Paid Time Off Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position .

Summary/Objective Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker will rotate between the teller line and the customer service desk. Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. Open Consumer and Business Bank Accounts including loans and deposits. Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions. Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality. Other Duties Other duties as assigned. Education and Experience High School Diploma or equivalent 2-3 years teller and/or new accounts experience preferred. Universal Banker must be comfortable and confident in a sales and service environment. Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers. Highly professional with good interpersonal and problem-solving skills. Excellent computer, typing, and math skills required. Highly organized and detail-oriented. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Summary/Objective The Project Analyst uses the Critical Chain Project Management process to deliver projects with clear deliverables and within budget. The Project Analyst ensures the planning, project network building, change management and implementation of significant technology or business projects sponsored and prioritized by the SLT. The Project Analyst is responsible for ensuring identification of project impacts to Internal Controls over Financial Reporting (ICFR) and IT general controls (ITGC) and works closely with executive and senior management to coordinate resources from Information Technology (IT), internal departments and external vendors to accomplish project tasks. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works with executive sponsor and designated project lead to establish clear project deliverable(s) Responsible for project planning and works with assigned project leader to build project network, defining milestones and task duration Works with project leader to coordinate project management activities, bank resources, and information. Ensures regular status reporting with vendor(s), project leader and to executive sponsor Assists in escalating project issues, managing expectations, and proposing creative and practical solutions in order to achieve milestones consistent with the clear objective of the project Ensures feedback from and impact analysis with all areas affected by the project including end users, risk controls and the business systems impacted Ensures development of contingency and/or recovery plans with project lead as directed by executive sponsor Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Applies critical chain project management and industry-standard project management fundamentals in the accomplishment of the above essential functions. Strong interpersonal skills, including communication, presentation, persuasion, and influence. Strong organizational skills, including effective collaboration in a team environment. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience Five years of financial services and/or project management experience required. Bachelor's degree in related field (or equivalent) preferred. Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.) required. Experience with Critical Chain Project Management preferred. Banking experience preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Posting TitleCommercial Banking Executive - C&I The Commercial Banking Executive will work with all bank staff including other Commercial Banking Executives, Commercial Relationship Representatives, Branch Managers, Retail Branch Staff, Commercial Banking Administrators, Loan Processing, and Debt Management departments. The Commercial Banking Executive will work with and present loans to the Loan Committee and Board of Directors and will report to a direct supervisor. Essential Functions Develops new customer prospects and business for the financial institution. Actively participate in market events for brand awareness. Analyzes the credit history of applicants and determines their loan repayment capabilities. Negotiates credit terms, such as costs, loan repayment methods, and collateral specifications. Develops and maintains interest rate structure, with assistance of management or Loan Committee, to be consistent with Bank policies and procedures, and to be competitive with current market rate. Evaluates potential customer loan requests and makes loan recommendations to the Credit Department & Loan Committee. Reviews new laws and regulations that influence business lending within the financial institution and makes recommendations to management when necessary. Participates in training when required for the position. Other duties as assigned. Skills/Abilities Maintain working knowledge of loan systems-how to create and/or obtain loan documents through the loan system. Cross-sell and promote other bank products to customers. Follow structured calling system as set by the supervisor based on expectations and/or goals. Education and Experience Bachelor's degree in business, Finance, or related field preferred. Eight years' experience in a financial institution or loan department preferred. Knowledge of commercial real estate and commercial non-real estate lending policies and procedures preferred. Knowledge of lending services, cash management services, and related areas preferred. Good managerial, collaboration, communication, organization, and sales skills preferred. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a fast-paced clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Summary/Objective The Imaging Specialist is responsible for preparing, scanning, indexing, and maintaining electronic records by ensuring documents are stored in the company's electronic document management systems. This role ensures the accuracy, quality, and confidentiality of scanned documents and supports efficient document management and retrieval systems. Additionally, the Imaging Specialist ensures quality control and proper indexing of documents imaged by others across the organization. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Imaging Manager in executing the operational plans set forth by the Director of Business Support and Delivery, ensuring alignment with organizational goals. Assist in tracking, analyzing, and reporting key performance metrics that reflect departmental effectiveness. Prepare physical and electronic documents for imaging (i.e. removing staples, sorting, and organizing) Digitize documents using high-speed scanners and imaging software. Index and categorize scanned documents in accordance with established procedures. Review and verify image quality, clarity, completeness, and proper indexing. Monitor systems to ensure electronic documents are transferred and indexed into the imaging system. Complete assigned document review workflows to ensure documents are indexed properly. Review reports and updated imaged document indexes, as applicable. Enter and retrieve data from various internal tracking systems or databases. Resolve routine imaging-related questions and escalate complex issues as appropriate. Maintain up-to-date knowledge of the company's operational policies, procedures, controls, processes, and regulatory requirements that impact the Imaging Area. Coordinate with departments to ensure timely and accurate image of critical records. Ensure all documents are scanned to the correct system location for proper retrieval. Assist with shredding, purging, or archiving documents post-imaging. Other Duties Comply with all policies and procedures as applicable, including the Bank's BSA/AML policy. Assist with audits, regulatory reviews, and examinations by gathering relevant documentation requested by auditors or regulatory bodies. Perform additional tasks, projects, and responsibilities as directed by the Imaging Manager or Director of Business Support & Delivery. Skills/Abilities Maintain the confidentiality and security of sensitive or classified documents. Ability to maintain confidentiality and act with professionalism in all aspects of work. Basic knowledge of imaging/scanning equipment, software, and techniques. Understanding of records management policies and practices. Strong verbal and written communication skills. High attention to detail with the ability to perform repetitive tasks accurately. Excellent data entry skills with a low margin of error. Basic mechanical aptitude for operating and troubleshooting imaging equipment. Self-motivated and capable of working independently. Ability to work occasional overtime during peak periods. Strong time management and prioritization skills. Collaborative attitude and ability to work with cross-functional teams. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners and filing cabinets. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited travel may be required for this position. Education and Experience Required Qualifications: High School diploma or equivalent. Desired Qualifications: 1+ years of experience in document imaging, data entry, or records management. Familiarity with banking-related documentation. Experience using scanning equipment and imaging software. Knowledge of data protection and confidentiality regulations. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc. Meet with potential borrowers regarding their mortgage needs. Present bank's mortgage products and services that meet borrower's financial goals. Complete the borrower's application and analyze the borrowers financial and credit data. Lock rate per company and regulatory guidelines. Prepare or request all applicable loan documentation from the appropriate party or department. Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently. Maintain communication with the borrower regarding the loan status. Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements. Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.) Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service. Assist clients with monthly billing and collections cycle. Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections. Work directly with other departments to resolve any issues or concerns with any customer in your portfolio. Other Duties Look for referral opportunities within the company (insurance, deposits, etc.). Other duties as assigned. Skills/Abilities Requires strong networking and interpersonal skills. Financial/quantitative skills. Attention to detail. Strong computer skills including Excel. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Local travel is required for this position. Education and Experience Must be registered with NMLS Federal Registry. Minimum of two years residential mortgage lending experience. A four-year college degree is preferred. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status