Review accuracy of client submissions and reroute if necessary in Salesforce. Update or maintain priority and status of outstanding transactions daily. Record client contact and outstanding requests for internal reference and record keeping. Maintain, organize, and archive purchase documents with consistency and detail. Complete asset setup in systems consistent with inte

Manage a high volume loan pipeline. Prepare "Needs List" upon review of the loan terms and relevant information received. Create a positive customer experience by effectively communicating needs list, timelines and funding requirements. Gather the necessary paperwork and documentation required to make a complete loan file. Review all loan documentation to ensure completio

Assist with the completion of implementation forms, customer agreements, etc. Establish communication schedule with onboarding clients, which includes preparing an agenda for each client meeting to outline progress and objective for next steps toward service setup. Verify contracted services are correctly implemented within expected timeframes. Ensure accounts opened accu

Process deposits, withdrawals, check cashing, and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serves as a customer advocate

Process deposits, withdrawals, check cashing, and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serves as a customer advocate

Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie

Process deposits, withdrawals, check cash and other transactions quickly and accurately. Ensure that negotiable instruments and cash are accounted for by following proper security policies and procedures. Answer branch telephone calls and assist with customer requests or issues. Review and verify daily reports assigned by Branch Management. Perform all functions of assign

Participate in the development, implementation and maintenance of a compliance testing program to address compliance risk. Involvement in assessing compliance risk, determining risk mitigation approach, and making recommendations regarding policies and procedures to ensure compliance. Lead and/or independently perform moderate to highly complex compliance reviews in a com

Participate in the development, implementation and maintenance of a compliance testing or advisory program to address compliance risk. Involves assessing compliance risk, determining risk mitigation approach, and making recommendations regarding policies and procedures to ensure compliance. Lead and/or independently oversee moderate to highly complex compliance reviews or

Process resignation activities related to fees, promissory note maturities, and valuation updates. These transactions are usually complex in nature (prohibited transactions, alternative asset re registrations, plan distributions, unauthorized transfers/distributions). Ensure all related documentation is appropriately archived and noted in Salesforce. Perform additional ac

Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

Responsible for maintaining the daily operations of all network hardware, including routers, switches, firewalls, wireless, access control servers and other related equipment. Monitor and analyze network performance across the organization's LAN, WAN and WLAN. Test, evaluate, and recommend new and emerging technologies for consideration and adoption into the enterprise en

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs such as backups. Hardware and software inventory tracking. Perform daily backup operations, ensuring all required file systems and system data are successfu

Provide technical assistance, support and troubleshooting for Premier Property Pay Consumers and customers including but not limited general account inquiries, login assistance, payment research password resets for various systems, portal guidance. Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry,