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Generate property tax reports. Audit transaction details submitted by funding department. Book transactions in on boarding database (LeasePlus). Complete AR tasks as assigned through the AR Task Queue. Complete Title Review Requests submitted via Title Review Task Queue. Prepare invoices for upload and proper coding into Avid/Ascend system. Invoice customers for a variety
Posted 1 day ago
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,
Posted 1 day ago
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,
Posted 1 day ago
Initiates lead generation and prospecting businesses Creates and nurtures business relationships Structures equipment financing and working capital transactions Manages database system in Salesforce Required Knowledge, Skills and Competencies Understanding of Salesforce Relationship building with prospects Working knowledge of equipment financing Industry and Work Experie
Posted 2 days ago
Analyzes incoming loan documentation to ensure satisfaction of company underwriting guidelines. Obtains and/or provides any missing information to complete required file documentation Meets processing time frames (within 48 hours of receiving signed PFA) Works across departmental lines to handle requests from clients and carriers for policy changes and underwriting inform
Posted 3 days ago
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,
Posted 3 days ago
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Supervises the operations of the branch including the lobby and teller line, establishing staffing schedules, performing audits, evaluating employee performance, and monitoring compliance Recruits, trains, coaches, leads, schedules, motivates, and evaluat
Posted 3 days ago
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,
Posted 3 days ago
Manage day to day accounting activities to ensure compliance with U.S. GAAP, internal policies, and external audits. Assist in managing the preparation of monthly financial reporting for management and U.S. GAAP presentation, including tie outs to underlying detail. Develop and implement the necessary checks and balances and maintaining important controls over general led
Posted 4 days ago
Preparation or review of general ledger entries. Maintenance of automated recurring general ledger entries. Preparation or review of consolidating/eliminating entries. Preparation or review of general ledger account reconciliations. Prepaid expenses. Accrued liabilities. Assist with management of month end close process. Variance analysis and other financial analysis of r
Posted 4 days ago
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Implements strategy, assesses and monitors performance, motivates and manages a team to meet and exceed service and sales and service goals objectives as outlined by Bank leadership Recruits, trains, coaches, leads, schedules, motivates, and evaluates the
Posted 4 days ago
Review both Application Only and Financial Statement transactions. Analyze and research multiple lease requests at a time. Communicate with various departments and syndication partners. Work with secondary lenders on credit applications. Make independent business credit decisions and provide appropriate solutions. Required Knowledge, Skills and Competencies Thorough under
Posted 4 days ago
Initiates lead generation and prospecting businesses Creates and nurtures business relationships Structures equipment financing and working capital transactions Manages database system in Salesforce Required Knowledge, Skills and Competencies Understanding of Salesforce Relationship building with prospects Working knowledge of equipment financing Industry and Work Experie
Posted 4 days ago
Individual producer focused on prospecting new opportunities. Achieve Calling, Prospecting and Originations and or Gross Margin based objectives. Working with small and mid size businesses to assist in securing financing. Calling on campaigns through Salesforce and building a vendor or end user customer database. Communicate with other managers and department leaders. Est
Posted 4 days ago
Individual producer focused on prospecting new opportunities. Achieve Calling, Prospecting and Originations and or Gross Margin based objectives. Working with small and mid size businesses to assist in securing financing. Calling on campaigns through Salesforce and building a vendor or end user customer database. Communicate with other managers and department leaders. Est
Posted 4 days ago
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