Private Banking Manager jobs in Tallahassee, FL

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Loan Processor
  • Commercial Banking Company
  • Valdosta, GA FULL_TIME
  • General Description


    Oversees the loan process from customer to closing and works closely with lending officers to ensure a smooth production process.


    RESPONSIBILITIES


    • Responsible for processing all loan requests, which includes but not limited to, preparing early disclosures, all necessary loan documents, , obtaining flood data, verifying information given by lender, completing general ledger entries, booking loans, and maintaining loan files.
    • Review loan application package and elevate concerns related to incomplete or incorrect information.
    • Accountable for preparing TRID/RESPA early disclosures and loan documents.
    • Prepare security deeds, deed modifications and HELOC deeds and send for recording.
    • Follow up with attorneys for Final Title Opinions or Title Insurance and request recorded deeds.
    • Prepare Estoppel letters, attorney letters/payments, loan proceed checks, debt consolidation checks, note and deed modifications, and payment extensions.
    • Research state internet site for recorded Deeds, Cancellations, Quitclaims, and UCC's.
    • Verifies Business Entity Information, which includes but not limited to, Partnership Agreements, LLC Operating Agreement, Corporation By-Laws, Corporation Certificates of Title, Articles of Incorporation, and Corporate Resolutions.
    • Follow Beneficial Owner requirements for Business Entities.
    • Works closely with Attorneys on real estate closings, order Title Opinions, and prepare/review Closing Disclosures.
    • Order and maintain the appraisal files, ensure payment, and balance monthly.
    • Protect the assets of the bank by verifying approval of loan exceptions and elevating those without proper approval to supervisor.
    • Process letter of credit requests and maintain the letter of credit file, ensure proper tickets have posted, and balance monthly.
    • Verify property tax and insurance have been paid and all loan collateral documents are in file.
    • Prepare escrow account disclosures, process annual analysis statement, and prepare disbursements.
    • Complete required HMDA documents and review file for proper documentation.
    • Prepare participation loan document packages for purchased and sold loans.
    • Process Non-Originated Loan Packages.
    • Maintain collateral vault documents and place required holds.
    • Complete E-Oscar disputes.
    • Prepare MV1's and process electronic title liens.
    • Assist in Operations Department with various tasks including exception management, research, statements, and customer service.
    • Assist other Loan Processors as needed.
    • Perform various tasks as assigned by supervisor or lending officer.
    • Maintains knowledge of bank policies, procedures, and operational processes.

    Commercial Banking Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, gender, sex, religion, national origin, disability, genetic information, sexual orientation, gender identity, pregnancy, veteran status, or any other characteristic protected by local, state, or federal law.


    REQUIRED SKILLS, EXPERIENCE, AND EDUCATION


    • High school diploma or the equivalent
    • Prior banking experience, preferable in loan operations and/or loan processing
    • Knowledge of banking policies, procedures, and regulations
    • Excellent interpersonal and customer service skills; good social skills
    • Demonstrates a "team" attitude toward the bank and coworkers with a constant focus on improving/protecting the bank
    • Possesses an attitude of cooperation and a continual motivation to learn
    • Ability to demonstrate high levels of accuracy and efficiency
    • Work well under stress
    • Good organizational skills and the ability to multitask efficiently
    • Proficiency with computers; good technical skills
    • Maintains a neat, well-groomed, professional appearance
    • Maintains a clean work area
    • Excellent written and verbal communication skills
    • Ability to work well in operations setting; self-motivated
    • Punctual & reliable
  • 23 Days Ago

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Leasing Agent
  • H2 Property Manager
  • Tallahassee, FL PART_TIME,FULL_TIME
  • We are looking for capable Leasing Agent to perform all aspects of the leasing processes. From starting with the first initial interaction to turning them into happy tenants! We are looking for someon...
  • 1 Month Ago

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PHP Full Stack Developer
  • Skill Elixiredge Private Limited
  • Tallahassee, FL CONTRACTOR
  • Title: PHP - FUll stack developer Duration: 6 months MOI: Phone & Video Fully Onsite Note: (Has to be local to Tallahassee, FL) Job Description: Education: Bachelor’s Degree in Computer Science, Infor...
  • 14 Days Ago

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Compliance Specialist 1 - South Georgia Regional Markets Manager
  • South Georgia Regional Markets Manager - Team Georgia Careers
  • Thomasville, GA FULL_TIME
  • We at the Georgia Department of Agriculture (GDA) take our responsibilities to you very seriously and are committed to protecting and promoting Georgia's agriculture through superior service and leade...
  • Just Posted

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VP, Fair and Responsible Banking
  • Synchrony Financial
  • Tallahassee, FL OTHER
  • Job Description: Role Summary/Purpose: The VP, Fair and Responsible Banking will design, build and implement a program to further enhance the identification, monitoring and reporting of aggregate risk...
  • 1 Month Ago

O
VP, Fair and Responsible Banking
  • OneTen
  • Tallahassee, FL FULL_TIME
  • Job Description:Role Summary/Purpose:The VP, Fair and Responsible Banking will design, build and implement a program to further enhance the identification, monitoring and reporting of aggregate risk r...
  • 1 Month Ago

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0 Private Banking Manager jobs found in Tallahassee, FL area

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 4/26/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION? A description of the business units can be found at: h...
  • 4/24/2024 12:00:00 AM

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Director of Finance
  • Highgate Hotels L.p.
  • Tallahassee, FL
  • Compensation Type YearlyHighgate HotelsHighgate is a premier real estate investment and hospitality management company w...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/22/2024 12:00:00 AM

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Supv Internal Revenue Agent (Spec Grp Mgr Examiner) 12-Month Roster, Temp NTE 1 Yr, MBE 5 Yrs, MBMP
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent - MSP, 12 Month Roster, Temp Prom NTE 1 Year, MBE, MBMP
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/22/2024 12:00:00 AM

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Supv Internal Revenue Agent (Abusive Transaction Grp Mgr)12 MONTH ROSTER,Temp NTE,MBE,MBMP
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE SMALL BUSINESS SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Tallahassee, FL
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

Tallahassee (/ˌtæləˈhæsi/) is the capital city of the U.S. state of Florida. It is the county seat and only incorporated municipality in Leon County. Tallahassee became the capital of Florida, then the Florida Territory, in 1824. In 2017, the population was 191,049, making it the 7th-largest city in the U.S state of Florida, and the 126th-largest city in the United States. The population of the Tallahassee metropolitan area was 382,627 as of 2017[update]. Tallahassee is the largest city in the Florida Panhandle region, and the main center for trade and agriculture in the Florida Big Bend and S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$161,185 to $229,519
Tallahassee, Florida area prices
were up 1.5% from a year ago

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