The Portfolio Analyst monitors borrower performance, conducts financial analysis, maintains data integrity, and collaborates with portfolio management teams to assess financial needs.

The VP, Business Development Officer is responsible for originating SBA loans through establishing client relationships, analyzing financial documents, and structuring loan transactions. The role requires collaboration with underwriting and adherence to regulations.

The VP, HOA Regional Account Executive is responsible for business development in the HOA market, cultivating relationships, and cross-selling bank products to community associations.