Assist the Bancorp Controller in resolving critical technical accounting and operational accounting issues on a timely basis. These responsibilities include Development of alternative potential solutions to issues. Participating in the final decision making process. Preparation of memoranda supporting the issue resolution. Communicating resolutions to both internal and ex

Manage 275 FCL cases, initiation through acquisition, including FHLMC, FNMA, FHA/VA & Private Investors with a total financial exposure of $25M. Follow up on all FCL actions monthly to ensure investor guidelines and monthly status requirements are met to prevent fines & reduce errors found during investor audits. Analyze & manage FCL timeline performance to ensure that no

Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals. Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process. Demonstrate ability to simplify and communica

#Analyze the borrower situations and requests. Responding to all borrower inquiries in a timely manner. #Commitment to a sound customer experience and dedication to assist the borrower with any loan questions including but not limited to Loss Mitigation, Foreclosure, Bankruptcy, Escrow or related Customer Service issues when applicable. # Knowledge of all Loss Mitigation

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Within appropriate timeframes, answer users' inquiries via telephone and email in a professional and courteous manner concerning system problems. Diagnose system hardware, software, and operator problems and. instruct end users in the use ofequipment,software, and/or reference materials. Serve as a liaison between the user and Information Technology ensuring issue resolut

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of

Do software development, design and implement technology and software solutions as part of an agile squad. Develop software meeting code. Do test driven development. Automate processes and write testable code. Use Java/J2EE, IBM Infosphere MDM, relational databases, SQL development, IBM BPM. Use web service integration technologies (webMethods, APIgee and/or MuleSoft) rel

Support platform which combines Salesforce applications and point of sales systems. Work on the definition, implementation, delivery and maintenance of the Salesforce platform. Supervise the administration, configuration and development of the platform. Collaborate on new features. Use Apex and entire salesforce platform. Use various databases, tools, languages and cloud

Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Receives Reviews and analyzes draft and final credit approval/credit memo from underwriter or portfolio manager and determines due diligence requirements. Analyzes and interprets the loan approval to determine borrower, collateral, guarantor and loan requirements. Control point to confirm evidence of sufficient lending authority obtained on the credit approval. Manages wo

. Build and understand complex financial models. . Perform complex financial analysis with minimal oversight. . Create high impact presentation materials using PowerPoint, Excel, Word and other relevant presentations to support the effort of the team. . Work well as part of a team in a high stress environment. . Develop good working relationships with peers and seniors in

Client Service Frequent direct communication with client Support Senior Trust Advisor with all decision making aspects of trust administration Partner with Trust Advisor to retain client base Partner with Trust Advisor to optimize effective and efficient process and client service Account Administration Review daily trust activity Ensure compliance with all processes and