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The purpose of this job is to review the Retail and Wholesale Correspondent closed loan files. This position is an entry level training position for reviewers with little, if any, formal experience in auditing mortgage loans.
The purpose of this job is to train to assist borrowers within low to moderate and majority-minority census tracts with lending products to encourage applications.
To be responsible for the overall management of the branch and its personnel and operations in a manner which maximizes growth and profitability through effective sales, service, and lending activities.
The purpose of this job is to satisfy the customer by providing quality customer service through the processing of a variety of cash and non-cash transactions and to be responsible for the safekeeping of any cash or cash equivalent items in their possession.
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
This job’s main focus is to service existing clients, Plan Sponsors, and plan participants and develop new clients as well as develop and cultivate relationships with internal bank partners, external advisors, and centers of influence. All tasks are to be performed within the limits and expectations of the current policies and procedures, in collaboration with the Firm Operations unit, and the expectations and instructions of the managing supervisor.
This position may be filled as a Level I, II or III. Additional...
The Vendor Relationship Owner position is assigned responsibility for managing the third-party relationship throughout an engagement lifecycle. This includes gathering due diligence materials on the service provider, coordinating with key stakeholders for risk assessments to occur, monitoring and managing the risk, assessing performance, and ensuring compliance with Policy and reporting requirements. They must also be able to monitor any changes in the status of the service provider, along with the Service Owners (SOs), and escalate any material issues that may arise over the duration of the relationship.
The Vendor Relationship Owner position is assigned responsibility for managing the third-party relationship throughout an engagement lifecycle. This includes gathering due diligence materials on the service provider, coordinating with key stakeholders for risk assessments to occur, monitoring and managing the risk, assessing performance, and ensuring compliance with Policy and reporting requirements. They must also be able to monitor any changes in the status of the service provider, along with the Service Owners (SOs), and escalate any material issues that may arise over the duration of the relationship.
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
The purpose of this job is to operate under the guidance of Commercial Relationship Managers in the day-to-day activities of the Commercial Lending Department, while developing/building a personal portfolio and the skills necessary to progress as a Commercial Relationship Manager. Other purposes are to assist in commercial portfolio management, the preparation of loan packages, and to conduct special projects as required.
**This position may be filled as an Associate, Level I, II or III. Additional responsibilities and qualifications...