Investment Banking Associate, Consumer (Gaming) KeyCorpInvestment Banking Associate, Consumer (Gaming)Cleveland, OH$128,000–$268,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Associate Banker - Equipment Finance- Associate JPMorgan Chase & CoAssociate Banker - Equipment Finance- AssociateCleveland, OHThe Associate will serve as a key partner to Senior Originators, Portfolio Managers, bankers, and internal teams, while continuing to build technical expertise, client-management capabilities, and leadership skills within the equipment finance business. As an Associate Banker in Equipment Finance, you will support end-to-end deal execution and ongoing portfolio and client needs, helping drive transactions forward through effective coordination, strong attention to detail, and responsive client service.
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorCleveland, OHFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsCleveland, OHRemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Personal Banker - R-37173 KeyBankPersonal Banker - R-37173Westlake, Ohio$20.67–$31.25Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Investment Advisor OC Federal Credit UnionInvestment AdvisorGarfield Heights, OhioOhio CU Financial Services is a wholly owned CUSO (Credit Union Service Organization) of OC Federal Credit Union based in northeast Ohio with branch locations in Cuyahoga, Summit and Stark counties. The Investment Advisor works in a team-based setting working closely with licensed Bankers to look out for our 14,000 members.
Regional Compliance Analyst - Key Investment Services (KIS) KeyCorpRegional Compliance Analyst - Key Investment Services (KIS)OH$57,000–$87,000 / yearKIS primarily operates out of KeyBank retail bank branches and provides KeyBank retail customers brokerage, insurance, and investment advisory services through KeyBank National Association's retail bank branch across the United States. KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.
Private Client Banker KeyCorpPrivate Client BankerStow, OH$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Licensed Private Client Banker KeyCorpLicensed Private Client BankerMentor, OH$25–$38.46 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Mobile Branch Banker The PNC Financial Services Group IncMobile Branch BankerCleveland, OH$41,250–$68,750 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Personal Banker KeyCorpPersonal BankerPainesville, OH$20.67–$31.25 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Senior Banker, Income Property Group KeyCorpSenior Banker, Income Property GroupCleveland, OH$128,000–$268,000 / yearExcellent business development skills Deep knowledge of bank products Outstanding credit skills, analytical skills, and financial acumen Excellent communication, listening, and interpersonal savvy - able to build rapport and effectively communicate at multiple levels within the client organization and with COIs and internal partners Idea generator Able to develop and stand up for their point of view Demonstrates strong bias for action Proactive, intuitive thinker (knows how things will work before all the facts are in) Business acumen beyond financial acumen. 10+ years of real estate lending experience, including through a real estate downcycle (required) A proven understanding of the importance of balancing business development and asset quality/risk management (required) Demonstrated ability to work effectively on a team to maximize the skills and capabilities of all team members to both deliver comprehensive solutions to our clients and achieve team's financial and risk management goals (required).
Personal Banker I Fifth Third BancorpPersonal Banker IParma, OHThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker I - KINSMAN ROAD CLEVELAND Fifth Third BancorpPersonal Banker I - KINSMAN ROAD CLEVELANDCleveland, OH$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker I - Kinsman Rd Cleveland Fifth Third BancorpPersonal Banker I - Kinsman Rd ClevelandCleveland, OH$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker I - Broadway Ave Cleveland Fifth Third BancorpPersonal Banker I - Broadway Ave ClevelandCleveland, OH$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Retail Personal Banker Associate I Fifth Third BancorpRetail Personal Banker Associate ICleveland, OH$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I Fifth Third BancorpPersonal Banker Associate INorth Olmsted, OHThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
personal banker associate 1 Fifth Third Bancorppersonal banker associate 1Maple Heights, OHThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate II Fifth Third BankPersonal Banker Associate IINorth Olmsted, OhioThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker Associate I Mentor / Concord, OH Fifth Third BancorpPersonal Banker Associate I Mentor / Concord, OHOHThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Personal Banker I - BROADWAY AVENUE CLEVELAND Fifth Third BancorpPersonal Banker I - BROADWAY AVENUE CLEVELANDCleveland, OH$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewRetail Personal Banker Associate I - Harvard Avenue Fifth Third BankRetail Personal Banker Associate I - Harvard AvenueCleveland, Ohio$43,680–$69,900 / yearThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewRelationship Banker - Fairview Park, Crocker Parkk, 117th & Western, Ohio City and Carnegie & 79th Bank of America CorpRelationship Banker - Fairview Park, Crocker Parkk, 117th & Western, Ohio City and Carnegie & 79thCleveland, OH$25–$26.77 / hourBack to search results Relationship Banker - Fairview Park, Crocker Parkk, 117th & Western, Ohio City and Carnegie & 79th Rocky River, Ohio; Cleveland, Ohio; Cleveland, Ohio; Cleveland, Ohio; Westlake, Ohio Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
NewRelationship Banker - Euclid, Willoughby, Mentor, Mayfield Heights, Shaker Heights, Woodmere and Solon Bank of America CorpRelationship Banker - Euclid, Willoughby, Mentor, Mayfield Heights, Shaker Heights, Woodmere and SolonEuclid, OHBack to search results Relationship Banker - Euclid, Willoughby, Mentor, Mayfield Heights, Shaker Heights, Woodmere and Solon Euclid, Ohio; Solon, Ohio; Broadview Heights, Ohio; Mentor, Ohio; Willoughby, Ohio; Woodmere, Ohio; Cleveland, Ohio Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Relationship Banker - 117th and Western Financial Center - Spanish Preferred Bank of America CorpRelationship Banker - 117th and Western Financial Center - Spanish PreferredCleveland, OH$25–$27.88 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Relationship Banker - Fairview Park Financial Center Bank of America CorpRelationship Banker - Fairview Park Financial CenterRocky River, OHOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Vice President, Investment Banking Fifth Third BankVice President, Investment BankingCleveland, OhioResponsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. For IB M&A and Strategic Advisory engagements, the Principal, Investment Banking, will be the point person in the creation of high-impact pitch materials and will run the execution process including the creation of financial models, writing of the CIM and other materials, and the regular contact with our client and the list of qualified buyers.
Vice President, Renewable Energy Tax Equity Relationship Banker Huntington National BankVice President, Renewable Energy Tax Equity Relationship BankerCleveland, OhioSupport building and reviewing complex financial models for sale-leasebacks (Section 467) to optimize tax equity economics, including depreciation and cash/income waterfalls. In-depth knowledge of the renewable energy finance market and extensive transaction experience in renewable energy project finance, strong structuring, pricing, negotiation, and documentation skills required.
Investment Analyst The Townsend Group (Ohio)Investment AnalystCleveland, OhioTownsend is searching for an Investment Analyst to join the Investment Management team in its Cleveland office, focusing on portfolio management, research, and providing client support. Research: Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients.
Investment Analyst Townsend Holdings LLCInvestment AnalystCleveland, OHTownsend is searching for an Investment Analyst to join the Investment Management team in its Cleveland office, focusing on portfolio management, research, and providing client support. Research: Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients.
Senior Premier Banker Westlake Main Wells Fargo BankSenior Premier Banker Westlake MainWestlake, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Float Universal Banker 1 First Federal Savings and Loan Association of LakewoodFloat Universal Banker 1OHEmphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Universal Banker First Federal Savings and Loan Association of LakewoodUniversal BankerWestlake, OHAs needed and assigned, assists the Branch Manager in managing the specified bank branch; completes bank schedules; ensures reports are completed; ensures policies and procedures are being followed; delegates branch staff duties; maintains acceptable level of non-sufficient fund fee waivers as determined by management; approves and performs customer transactions; opens and closes the branch; oversees maintenance and security of facility; resolves customer complaints. Level 2 Duties and Responsibilities: On top of the duties listed in level 1, level 2 duties and responsibilities include: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
NewPart-Time Universal Banker 1 First Federal Savings and Loan Association of LakewoodPart-Time Universal Banker 1Lakewood, OHEmphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Vice President, Renewable Energy Tax Equity Relationship Banker Huntington Bancshares IncVice President, Renewable Energy Tax Equity Relationship BankerOH$70,000–$154,000 / yearSupport building and reviewing complex financial models for sale-leasebacks (Section 467) to optimize tax equity economics, including depreciation and cash/income waterfalls. In-depth knowledge of the renewable energy finance market and extensive transaction experience in renewable energy project finance, strong structuring, pricing, negotiation, and documentation skills required.
Relationship Banker - NH Seacoast - Maine Market Bank of AmericaRelationship Banker - NH Seacoast - Maine MarketBrunswick, OhioUS - ME - Brunswick - 110 Maine ST - BRUNSWICK BC (ME1115), US - ME - Falmouth - 251 US ROUTE 1 - FALMOUTH BC (ME1139), US - ME - Portland - 39 Auburn St - PORTLAND-NORTHGATE BC (ME1132), US - ME - Windham - 772 Roosevelt Trl - NORTH WINDHAM BC (ME1141). Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
NewRelationship Banker - Speedway, Zionsville and Avon Bank of AmericaRelationship Banker - Speedway, Zionsville and AvonAvon, OhioWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Ohio City - Spanish Language Preferred Bank of America CorpRelationship Banker - Ohio City - Spanish Language PreferredCleveland, OH$25–$27.88 / hourThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
U.S. Private Bank - Program Analyst JPMorgan Chase Bank, N.A.U.S. Private Bank - Program AnalystCleveland, OHFull timeAs a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
NewMiddle Market Business Development Officer Fifth Third BancorpMiddle Market Business Development OfficerCleveland, OH$121,900–$262,100 / yearPartner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo Photon Interactive UK LtdBusiness Analyst - Banking & Wealth Management- Cleveland, Columbus, BuffaloCleveland, OHKey Responsibilities: Business Analysis & Requirement Gathering: • Collaborate with business stakeholders, including wealth managers, portfolio managers, and operations teams, to gather and document business requirements related to banking and wealth management processes. System Integration: • Work on the integration of various banking and wealth management systems, including Global Plus, Pershing(for wealth banking operations) and Charles River (for investment management), ensuring seamless data flow and process automation.
Sr Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo Photon Interactive UK LtdSr Business Analyst - Banking & Wealth Management- Cleveland, Columbus, BuffaloCleveland, OHThis role is responsible for translating business requirements into detailed functional and technical specifications, supporting testing activities, validating integrations, and ensuring successful delivery across iterative releases. The ideal candidate possesses a blend of business analysis, technical troubleshooting, data analysis, and testing expertise, along with experience in wealth management platforms and financial services applications.
Senior Analyst IRG Realty Advisors LLCSenior AnalystRichfield, OHThe ideal candidate will have experience in commercial real estate, REITs, investment analysis, asset management, or corporate finance, with a strong understanding of real estate valuation, capital structures, leasing assumptions, debt metrics, and portfolio performance. Senior Analyst The Senior Analyst will support the REIT's investment, asset management, financial planning, capital markets, and investor relations functions through sophisticated financial analysis, portfolio reporting, underwriting, and strategic decision support.
Sr Business System Analyst System OneSr Business System AnalystCleveland, OHA typical business systems analyst is responsible for analyzing user requirements, procedures and problems to automate or improve existing systems and review computer system capabilities, workflow and scheduling limitations. The main function is to analyze science, engineering, business and all other data processing problems for application to electronic data processing systems.
Underwriting Analyst - FHA KeyCorpUnderwriting Analyst - FHACleveland, OH$69,000–$105,000 / yearPrevious working experience in the commercial real estate permanent lending industry specific experience working with CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, FHA a plus. Consistently identify and assess transaction risks and appropriately document in accordance with credit approval and elevate any issues which appear to be deviating from such to assist in properly managing portfolio risks.
NewSr Fiduciary Strategist KeyCorpSr Fiduciary StrategistAkron, OH$96,000–$181,000 / yearDemonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning). 10+ years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required).
Corporate Banking Portfolio Analyst First Commonwealth Financial CorpCorporate Banking Portfolio AnalystIndependence, OHEnsures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments. Develop a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes.