Collaborate with analysts, engineers, delivery teams and system owners in the design of new technology solutions and upgrades to existing technologies; lead efforts with analysts, engineers, delivery teams and system owners to resolve architecture and design issues.
Experience as a commercial lender focused on the C&I market including experience with clients that have annual revenues between $10 and 50 million; strong relationships in the Dallas business and charitable communities.
Develops strategic sales plans and executes in co-ordination with Market Leadership, Line of Business Managers, and Relationship Managers; builds portfolio by partnering with Relationship Managers and sourcing outside opportunities.
Create an effective servicing monitoring program to proactively identify and address potential compliance violations by internal and third party servicers of GSE servicing requirements; identify, initiate, and drive both cultural and infrastructure change to ensure industry standard InvestorReporting core competency development by the institution.
Responsible for defining and maintaining a formal Vulnerability Management Program and framework that defines the vulnerability priorities aligned with business criticality; provide governance, guidance, and setting priorities for risk-based vulnerability management, mitigation and remediation.
Build strong relationships with both internal (such as IT, Risk, Treasury Operations, Strategy, Treasury Product Management, Reporting and Analytics) and external clients; gather, understand, and document technical requirements and process flows.
Create and maintain a Continuous Process Improvement environment that openly addresses challenges and opportunities for improvement; act as a liaison with various internal business partners to facilitate client on-boardings.
Lead vendor management activities with assigned vendors for the applications owned / supported including, for upgrades, enhancements and implementations; manage change control process including running and being an active participant in User Acceptance Testing to support r new code releases.
Participate in the credit approval process for new business opportunities, including gaining an immediate understanding of prospective customer's financial performance, analyzing available collateral, and reviewing compliance with Bank credit policy.
Design, develop, modify, and implement reports using SSRS, Tableau, and Power BI; deliver accurate and timely ad-hoc extracts that support different business requirements; communicate with business owners and project managers defining report requirements and creating effective solutions for those requirements.
Collaborate and build partnerships with key stakeholders to understand and deliver on requirements for sourcing, vendor partnerships, and Third Party Risk Management/Legal requirements; responsible for IT sourcing strategy and negotiating contracts for multiple IT categories with a focus on delivering costs savings, enhancements, supporting the business, and value/service level improvements.
Work in conjunction with Loan Syndications and Lines of Business across the Bank's different markets to identify and pursue new debt opportunities with both existing and prospective clients; analyze the bank's loan portfolio to unearth potential transactions in M&A and other opportunistic transactions.