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The Middle Market Loan Administration Specialist is responsible for reviewing and processing middle market loans while ensuring compliance with established policies and standards. Supports Loan Officers with administrative, operational, and issue resolution activities. Being a Middle Market Loan Administration Specialist maintains current knowledge of commercial loan products, services, and policies. Assists with client relationship management and business development. In addition, Middle Market Loan Administration Specialist may require a bachelor's degree. Typically reports to Loan Officer. more...
The Middle Market Loan Officer performs analysis of applicant's financial data to evaluate credit worthiness and makes decisions on loans based on established guidelines. Makes and services middle market loans and lines of credit. Being a Middle Market Loan Officer monitors loan activity and compliance with established policies and standards. Builds new and existing client relationships and cross sell opportunities. In addition, Middle Market Loan Officer requires a bachelor's degree. Typically reports to team leader. The Middle Market Loan Officer typically manages through subordinate manager more...
Supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Keeps abreast of lending products, services, and more...
Makes and services middle market loans and lines of credit. Performs analysis of applicant's financial data to evaluate risk and creditworthiness. Develops loan structures that maximize profitability and meet the needs of the client. Establishes good client relationships and potential for future referrals or cross-sell opportunities. Monitors loan portfolios and compliance with lending terms and policies. Requires a bachelor's degree. Typically reports to a director. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department more...
Designs and develops the system administration objectives, strategies, programs, and policies of an organization. Establishes and directs the department's strategic long-term goals. Defines and prioritizes department needs, manages initiatives, and drives strategies. Responsible for the overall maintenance and technical support functions of operating system environments and various computer systems for an organization. Utilizes system performance reports to identify potential issues and develop potential solutions. Develops department budget, monitors and allocates resources, and researches an more...
The Chief Market Research /Competitive Intelligence Officer evaluates current sales, industry, and consumer data and predicts future trends. Directs and oversees an organization's market research function. Being a Chief Market Research /Competitive Intelligence Officer uses testing to gather data on market potential for new product concepts. Ensures that marketing efforts are focused on markets with high potential. In addition, Chief Market Research /Competitive Intelligence Officer requires a bachelor's degree. Typically reports to top management. The Chief Market Research /Competitive Intell more...
The Small Business Administration Loan Officer II reviews required customer financial information and coordinates with SBA to provide a lending solution for the customer. Develops and structures loans and markets other banking products and services to Small Business Administration (SBA) eligible small and medium sized businesses. Being a Small Business Administration Loan Officer II requires a bachelor's degree. Structures the SBA loan proposals, completes initial underwriting, and prepares credit package that complies with all applicable regulations and SBA guidelines. In addition, Small Busi more...
The Trust Portfolio Administration Officer I facilitates internal service coordination to resolve issues and respond to client requests. Assists in the administration of a trust account portfolio or administers a small portfolio of simple accounts and develops business relationships with clients. Being a Trust Portfolio Administration Officer I typically requires a Bachelor's degree. Provides consultation on financial and wealth management matters. In addition, Trust Portfolio Administration Officer I typically reports to a manager or head of a unit/department. Being a Trust Portfolio Administ more...
The Trust Portfolio Administration Officer II identifies and develops new business relationships and cross selling opportunities with existing clients. Administers trust accounts and manages relationship with clients. Being a Trust Portfolio Administration Officer II requires a bachelor's degree. Advises clients on tax, investment or other financial matters. In addition, Trust Portfolio Administration Officer II typically reports to a manager or head of a unit/department. Being a Trust Portfolio Administration Officer II occasionally directed in several aspects of the work. Gains exposure to s more...
The Trust Portfolio Administration Officer III facilitates internal service coordination to resolve issues and respond to client requests. Administers a portfolio of complex and large trust accounts and develops business relationships with client. Being a Trust Portfolio Administration Officer III generates new business with existing clients. Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues. In addition, Trust Portfolio Administration Officer III provides consultation on financial and wealth management matters. Typically requires a bachelo more...
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