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Assisting Underwriters with reviewing new investment opportunities by preparing the initial deal review, sponsor underwriting and credit risk analysis. Assisting Portfolio Manager with the collection, data imputation and analysis for the quarterly portfolio review. Assisting Underwriters and the Closing Coordinator on fund closings by supporting the preparation of credit
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Sales Accomplishes mortgage loan production goals by initiating sales calls, conducting presentations, participating in networking activities, and other sales techniques. Utilizes referral sources to create sales opportunities, solidifying relationships with bank partners and enhancing the referral process for all involved parties. Loan Processing Interviews applicants to
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Supports Identity Access management programs within the Bank at a complex level of ability. Manage the business management workstream which would include managing demand management workstream and end to end product rollout capability for the SailPoint. Entails spearheading the onboarding and application integration team. Responsible for overseeing integration resources an
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Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in Life Sciences Healthcare Services and Healthcare IT companies. Essential Functions Underwriting Financial Modeling generates projection models based
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Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in Life Sciences Healthcare Services and Healthcare IT companies. Essential Functions Underwriting Financial Modeling generates projection models based
Posted Today
Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in Life Sciences Healthcare Services and Healthcare IT companies. Essential Functions Underwriting Financial Modeling generates projection models based
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Account Servicing Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities. Business Expertise Acts as a resource in area of work. Performs process troubleshoot
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Appraisal Review Reviews commercial real estate appraisals and property evaluations prepared by independent appraisers to determine the overall quality and reasonableness of appraised values. Ensures compliance with all regulatory requirements as well as internal policies, standards, and procedures. Monitors fee appraiser responsiveness and performance through ongoing aud
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Coordination with RM partners to develop materials required to evaluate, pitch, and execute debt opportunities; Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities; Mentor the associate staff. Decisions utilizes moderate decision making and independent judgement in negotiations and building relationshi
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Market Facing Late Stage Lending & Leverage Finance Expertise Serve as the Late Stage Lending expert to Relationship Management and Credit Solutions partners, leading the evaluation, structuring, pitching and execution of debt opportunities; Act as primary CBCS coverage professional for portfolio companies; Build / maintain strong alignment across the institution (e.g. RM
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Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project plans, or other forms of documentation. Identifies issues that affect system processes, and assists in
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The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem
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The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa
Posted Today
The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa
Posted Today
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage
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