This position leads underwriting efforts by servicing Energy portfolios at the highest level of ability and complexity. Supports the Energy lending team with expertise in structuring, analysis, and credit documentation for Energy credit actions. Establishes viability of repayment sources and prepares credit approval memos. Identifies, gathers, and reviews financial inform

Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities. Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities. Mentor the associate staff. Utilizes moderate decision making and independent judgement in negotiations and building relationships. Influen

Sales Accomplishes mortgage loan production goals by initiating sales calls, conducting presentations, participating in networking activities, and other sales techniques. Utilizes referral sources to create sales opportunities, solidifying relationships with bank partners and enhancing the referral process for all involved parties. Loan Processing Interviews applicants to

Compliance Review Conducts Enhanced Due Diligence reviews of high risk clients that include composing a comprehensive written narrative explaining the business structure and risks the business presents. The ability to write, think critically and make sound judgments independently is imperative. As part of the due diligence review you would identify and escalate unusual ac

Compliance Review Conducts Enhanced Due Diligence reviews of high risk clients that include composing a comprehensive written narrative explaining the business structure and risks the business presents. The ability to write, think critically and make sound judgments independently is imperative. As part of the due diligence review you would identify and escalate unusual ac

Compliance Review Conducts Enhanced Due Diligence reviews of high risk clients that include composing a comprehensive written narrative explaining the business structure and risks the business presents. The ability to write, think critically and make sound judgments independently is imperative. As part of the due diligence review you would identify and escalate unusual ac

Compliance Review Conducts Enhanced Due Diligence reviews of high risk clients that include composing a comprehensive written narrative explaining the business structure and risks the business presents. The ability to write, think critically and make sound judgments independently is imperative. As part of the due diligence review you would identify and escalate unusual ac

In this role, you will Be part of a dynamic team with interesting projects. Accountabilities can and may include areas such as research, analytics, projects, strategy, process review and improvement, as well as technology enhancements and support. Attend professional development sessions, informational sessions, networking and community service events. Have a dedicated ma

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Research Maintains a strong knowledge of banking services, as well as knowledge of the CAB industry and markets served. Conducts and documents fundamental and relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Builds relationships with external sources to support research efforts. Portfolio Management Reviews an

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr