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The Account Processing Manager is responsible for overseeing the daily operations of the Account Processing Department within a community bank environment. This role ensures the accurate and timely processing of deposit account documentation, regulatory compliance, risk management, audit readiness, and team leadership. The Manager exercises a broad range of decision-making authority, supports strategic initiatives, and partners closely with senior management to enhance operational efficiency and service excellence.

Key Responsibilities

Operational Leadership & Oversight

• Oversee maintenance of existing accounts, including but not limited to title changes, product type changes, account status changes, address updates, overdraft links, combined statement, confidential accounts, employee, officer and director accounts, opt in and opt out to Reg E, deceased customers, and legal documentation.
• Ensure all account processing tasks are completed accurately and timely in accordance with the Account Matrix.
• Supervise daily Online Account Opening processing.
• Monitor the Online Account Opening for fraudulent activity and escalate as necessary.
• Responsible for quality control and creating District Exceptions for all branches and business units.
• Monitor Document Management queues and recommend or submit software updates as needed.
• Ensure all deposit account documentation is scanned into the FCM system timely and accurately.
• Coordinate weekly schedules to ensure balanced workload distribution and daily task completion.
• Oversee the processing of CD interest checks and IRA distributions.
• Handle escalated operational and balancing issues, including out-of-balance conditions.
• Review and approve internal DDA and GL accounts.
• Monitor daily Cold+ reports and work with vendors to resolve discrepancies.
• Review and prepare daily and monthly reconciliations for upper management and Finance.
• Train other business units on CD and IRA processing.
• Oversee robot implementation with the RPA team.
• Oversee the UIR-Unposted transactions for CD and IRA are processed timely and accurately.
• Oversee the interest rate exceptions and approvals.
• Calculate, approve and process interest adjustments.
• Review and approve OTE’s for staff.
• Process correspondence on a daily basis.

Compliance, Risk & Regulatory Management

• Ensure full compliance with all federal and state banking regulations.
• Oversee processing of IRS C-Notices, B-Notices, Non-Resident Alien Recertifications, and Beneficial Ownership requirements.
• Ensure CD and IRA accounts are maintained in compliance with industry regulations.
• Develop CD and IRA training materials for new or changed regulations.
• Conduct a CD and IRA training session for the branches.
• Oversee processing of IRA distributions, contributions, transfers, rollovers, beneficiary updates, and interest adjustments.
• Ensure all federal and state reporting is completed accurately and timely.
• Resolve year-end tax reporting issues.
• Assist with state abandoned property processing.
• Maintain strong audit results and satisfactory or better audit ratings.
• Coordinate compliance training as regulations change.
• Make risk-based decisions to decline accounts to mitigate fraud and losses.
• Quickly report fraud cases to the Fraud Recovery Team.

Legal & Research Processing

• Escalate non-routine legal matters appropriately.
• Collaborate with legal on complex documentation

Strategic Planning & Process Improvement

• Develop and implement strategic plans to improve departmental productivity, quality, and efficiency.
• Create, maintain, and update policies and procedures.
• Evaluate and improve business processes to enhance operational effectiveness and budget management.
• Participate in department initiatives and special projects.
• Support senior management with bank acquisitions, product launches, and system implementations.
• Coordinate Disaster Recovery and Pandemic testing for the department.
• Assist in implementation of new projects and acquisitions.

Team Leadership & Development

• Provide leadership, mentoring, coaching, and training to develop staff toward departmental goals.
• Foster a productive, team-oriented work environment.
• Maintain positive employee relations.
• Determine appropriate staffing levels; interview, hire, discipline, and terminate staff as necessary.
• Manage timecards, vacation schedules, and attendance.
• Coordinate cross-training and professional development opportunities.
• Provide additional training through seminars, webinars, and internal programs.
• Train staff in research and resolution of balancing issues.
• Communicate business goals and departmental vision clearly and effectively.

Qualifications

• Bachelor’s Degree required.
• Minimum of 5+ years of banking experience; supervisory or management experience preferred.
• Strong knowledge of banking regulations and compliance requirements.
• Knowledge of IRA regulations and deposit account operations.
• Comprehensive understanding of bank services, products, and operational functions.
• Experience with document management systems and core banking platforms.
• Proficient in Microsoft Office and strong computer/technical skills.

Core Competencies

• Strong leadership and decision-making abilities.
• Exceptional communication, organization, and interpersonal skills.
• Ability to analyze and evaluate complex information.
• Sound business judgment and problem-solving skills.
• Meticulous attention to detail.
• Ability to multitask and manage high volumes of emails and calls.
• Ability to work independently and collaboratively.
• Strong work ethic and dependability.
• Ability to work effectively under pressure and meet deadlines.
• Proven ability to establish priorities and complete tasks efficiently.
• Commitment to continuous learning and professional growth.

Work Environment

This position operates in a fast-paced community banking environment requiring collaboration across departments, regular communication with branches and customers, and interaction with external agencies and regulatory bodies.

This role is ideal for a results-driven banking professional who thrives in leadership, operational oversight, regulatory compliance, and strategic process improvement within a community banking setting.

Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Vacation Time, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an Award Winning Wellness program and much more!

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Asset Manager (Loan Surveillance Manager)

Location: Tonawanda, NY (Hybrid Schedule: 2-3 days in-office per week)

Travel: Monthly

About the Role

We are seeking a Loan Surveillance Manager to join our dynamic team and play a critical role in safeguarding the performance and long-term viability of our commercial loan portfolio. This position offers the opportunity to work with leading Investor Agencies (Fannie Mae, Freddie Mac, HUD, and conduit loans), assess portfolio quality, identify areas of risk, evaluate long-term viability and performance, and proactively mitigate potential loss. If you are a motivated professional looking to grow your career in commercial real estate finance, we want to hear from you.

What You’ll Do

As a Loan Surveillance Manager, you will:

• Monitor quality and performance of an assigned commercial loan portfolio
• Responsible for timely satisfaction and compliance with Investor requirements
• Responsible for completing quarterly financial analyses to evaluate project performance and discuss with borrowers any substantial variances noted
• Conduct Physical Property inspections to evaluate property condition and follow up on any deferred maintenance observed. Additionally, conduct joint site visits with Agency partners to ensure properties are adequately maintained.
• Conduct market research and analysis
• Loan document review and interpretation
• Identify areas of risk and evaluate the long-term viability of loans
• Complete Risk Ratings to proactively mitigate potential risk associated with each asset within the portfolio
• Develop and review Action Plans to communicate and address risk and corrective action steps being taken to mitigate that risk
• Engage in ongoing dialogue with borrowers relative to their stabilization plans and budgets. Assess the attainability of these plans and ensure borrowers timely execution of these plans.
• Engage in ongoing communication with appropriate Agency counterparts relative to issues at the properties, and borrowers’ efforts to stabilize the assets.
• Request and review documentation relative to any Escrowed Reserves to determine and recommend release of funds held in connection with property improvement projects
• Request and review documentation relative to any insurance losses, easements, partial releases, and any other issues that may arise to determine and recommend release of funds to ensure restoration
• Assist with other related projects as needed

What We’re Looking For

• Education: Bachelor’s degree in Business, Finance, Real Estate, Accounting, or related field preferred.
• 3+ years in commercial real estate, mortgage servicing, loan underwriting, credit, risk management, or financial analysis.
• Proven ability to manage complex portfolios and communicate effectively with stakeholders.
• Advanced Microsoft Office proficiency.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent organizational and time management abilities.
• Outstanding verbal and written communication skills.
• Ability to thrive in a fast-paced environment and prioritize competing demands.

Arbor Realty Trust, Inc. offers a competitive base salary and discretionary bonus. The starting base salary range for this position is $70,000 to $90,000. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the course of the year. The total compensation package for this position will also include other elements, a full range of medical, and/or other benefits including 401(k) eligibility and paid time off benefits.

We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners.

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.

*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!

Join the Equity Trust Sales team today!

As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:

- Medical, Dental and Vision coverage first of the month following start date

- 20 days PTO per calendar year (prorated based on date of hire)

-10 paid holidays plus volunteer hours

-Paid Maternity/Parental leave

-On-site gym with weekly fitness classes

-Wellbeing program including opportunity for discounts on medical insurance

JOB OVERVIEW

The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.

RESPONSIBILITIES & DUTIES

• Executes a sales plan and funnel
• Makes outbound phone calls to leads with current and past interest.
• Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
• Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
• Assists in completion of account open documentation.
• Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
• Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
• Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
• Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
• Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
• Creates leads using Salesforce and documents all interactions.
• Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
• Meets Sales objectives and business results as established by Sales Leadership
• Obtains and follows up with referrals
• Perform other duties as assigned

QUALIFICATIONS

• High School diploma or equivalent required
• Bachelor’s degree preferred
• Minimum one (1) year of sales experience preferred
• Proven track record of meeting or exceeding sales targets
• Willingness to travel (client meetings, industry conferences)

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office
• Comfort and fluency with technology platforms; ability to understand online tools and digital client experience

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail
• Time Management
• Written and verbal communication
• Organizing

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Independence Realty Trust is currently seeking a Logistics Coordinator for its design team in Louisville, KY. The Logistics Coordinator will manage projects from order creation to project completion and will be the point of contact for all orders, as it flows from order placement to installation and closing out of a project. The interior design team is fast paced and requires excellent time management, prioritization, and multitasking skills. You will be responsible for managing all logistical operations, while maintaining project timelines.

***Must be able to accommodate a hybrid work schedule and reside in or near Louisville, KY

Independence Realty Trust, Inc (NYSE: IRT) is a real estate investment trust that owns and operates Class A and Class B multifamily apartments. We’re currently managing over 36,000 apartment homes, 120+ communities, in over 30 markets and in 14 of the country’s most desirable states. IRT has a strong commitment to hiring the most talented industry professionals, which has resulted in record growth, making the Company one of the most respected and trusted within our industry.

Are you ready to join our team? To research us in more detail, visit purchasing operations related to design material orders from project handoff, from the design team

Requirements

• 1-3 years of experience in the delivery and management of procurement, purchasing, strategic supply chain
• Bachelor’s Degree in Supply Chain Management, Business Administration, Economics, or relevant field
• Ability to direct and manage the procurement process using “best in class” procurement methods
• High degree of attention to detail required
• Experience using an ERP system and/or MRP software
• Strong organizational, analytical, and problem-solving skills
• Ability to build strong relationships with internal and external stakeholders
• Excellent communication, persuasion and negotiation skills
• Proficient in MS Office Suite Applications (Word, Excel, Outlook, PP) Smart Sheets
• Must be willing to travel up to 25%.

We offer:

• Competitive Compensation Package
• Bonus Opportunities
• Stock Awards
• Paid Holidays and Paid Time Off
• BCBS PPO Health Insurance
• 401k with 4% match

Independence Realty Trust is an Equal Opportunity Employer and committed to building a diverse and inclusive culture. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.