Provide administrative and client relationship support for the Banking team. Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting. Identify, collect and/or order required due di

Review and process accounts payable invoices and payments, ensuring timely and accurate processing and reporting. Partner with business owners and vendors to ensure the timely submission of accounts payable invoices. Setup and review prepaid expenses in compliance with the Company's accounting policies and procedures. Perform vendor call backs for vendor onboarding. Respo

Provide administrative support and serve as primary support for the Bank President on a daily basis. Schedule and organize complex activities such as meetings, travel, conferences and team and client activities. Provide calendar management; meeting planning, scheduling, and coordination on behalf of executives and others, as needed. Ensure all executive verbal and written

Underwrite quality SBA 7a and SBA 504 loan applications to comply with SBA guidelines. Exercise sound credit underwriting skills to recommend a credit decision including SBA eligibility. Maintain working knowledge of the bank's lending policies and procedures of a range of loan types including, but not limited to, SBA loans and owner occupied commercial real estate loans.

Model our corporate values of Character, Competence, Commitment and Connection. Motivate and lead a high performing Construction Administration team; attract, recruit and retain team members. Mentor team members utilizing Strength Based Leadership objectives. Manage the Construction Administration team by planning, organizing and coordinating team workflow and activities.

Attract, recruit, train and retain a high performing team while demonstrating a Servant Leader mindset. Develop and maintain positive relationships with all teams. Provide strategic guidance on implementation and execution of team goals. Foster a success and results oriented environment that safeguards accountability. Mentor and lead a high performing team utilizing Stren

Provide administrative and client relationship support for the Banking team. Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting. Identify, collect and/or order required due di

Open, extract, and process Wholesale and Retail remittance payments. Input and key required data fields on client remittance transactions with a high degree of accuracy. Process account transactions in accordance to each clients' specified handling instructions. Identify process improvements to create efficiencies and improve accuracy of processing. Complete work in a tim

Resolve client issues and own the issue through the resolution process; provide appropriate notification to Bankers and Partners regarding issues. Complete all steps of standard operating procedures when performing client account updates to minimize errors, ensuring an extraordinary client experience. Respond to internal and external client inquiries in a timely manner; c

Prospect, structure and originate new SBA 7(a) and SBA 504 loans. Drive new business development through consistent and focused calling activity. Build relationships and maintain a referral network of commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers to solicit SBA loan opportunities. Structure SBA loan proposals, c

In collaboration with a Business Banker, complete the loan application memo, prepare financial spreadsheets and analysis, and provide a written summary analysis for loan committee and review. Complete comprehensive credit analysis and underwriting on larger and more complex credit relationships in a professional, timely and efficient manner. Identify and assess key risks

Design, develop, and implement engaging and scalable training content across various modalities, including, but not limited to e learning, instructor led and performance support tools with an emphasis on technical/systems documentation. Perform in depth needs analysis to uncover learner and organizational needs, identify performance gaps and changes in work processes, pro

Develop and maintain favorable relationships with current clients. Identify and capture opportunities to cross sell additional loan and other bank products to clients; including but not limited to partnering with and referring business to internal business partners and related experts to drive Bank profitability and efficiency. Assist in the sales proposal process, includ

Develop, administer and monitor the BSA/AML program to ensure compliance with laws, regulations and rules governing operations and product offerings, appropriate for the size, complexity and risk profile of the Bank. Design and execute the annual BSA/AML and OFAC risk assessments. Utilize the risk assessment to drive resource allocation and continuous improvement in the B

Drive new business development through consistent and focused calling activity. Meet or exceed all performance goals and targets related to the identification, solicitation, and acquisition of new clients. Structure products and service solutions to maximize opportunities for the Bank as well as meet individual client needs. Tracking prospecting efforts through our sales