12397 South 300 East, Suite 250
Draper, UT 84020
Tel: 888-976-0150
RockBridge Search & Recruitment is the premier executive recruiting firm specialized in the Financial Services Industry with an emphasis on Banking, Accounting, Risk and Compliance. We pride ourselves with being the largest recruiting firm focused on Banking in the Western United States. We dare you to ask around, bankers know who we are!
Responsibilities Keep track of development and deliver with improvement strategies. Consistently inspect for and maintain standards of excellence in safety, quality, and pr ...
Responsibilities Perform comprehensive analysis of new and renewed commercial loan applications and accompanying financial documents to determine the potential borrower&rsquo ...
Responsibilities Provide leadership and oversight for the following areas: Lead the finance team to provide timely delivery of accurate monthly internal reporting, quarterl ...
Responsibilities Solicits business from potential and existing customers to include loans and deposits. Takes applications and prepares documentation for commercial loan b ...
Responsibilities Strengthens relationships and educates agents within agency plant to maximize opportunities and achieve profitable growth Achieves new business premium, re ...
Responsibilities Prospect and close new merchant accounts consistently month after month. Provide after-sales service for the duration of a merchant relationship. Trave ...
This is a leadership position where you will be required to supervise other Credit Risk Managers and will analyze loan data and credit requests that have been recommended on new or ...
Responsibilities Analyzes and evaluates loan requests and approves loan within specified limits. Helps review construction loan advances on commercial properties. Condu ...
Responsibilities Prospect and close new merchant accounts consistently month after month. Provide after-sales service for the duration of a merchant relationship. Trave ...
Responsible for conducting audits of corporate Information Technology (IT) functions, applications and systems, monitoring business technologies system development and project mana ...
At a high level, this Compensation Manager role will assist with the company’s commission management system processing, creating/modifying incentive plans, evaluating/imp ...
Responsibilities Implements and Enforces the Bank's loan policy and procedures Identify developing trends in the loan portfolio and lending practices Responsible for ...
Responsibilities Oversee all aspects of the market operation with a particular focus on revenue generation across multiple media and entertainment platforms. Create a visio ...
We are looking for somebody innovative, skilled, and detail-oriented to join our Special Assets team! In this role, you'll be responsible for supporting the Senior Vice Pre ...
Located in Novato, CA Responsible for the ordering of third-party reports (flood, environmental, title) and for coordinating loan closings for commercial real estate loans. Wo ...
Located in Novato, CA Assembles proper loan documentation for real estate loan packages Essential Job Functions: Maintains financial institution loan records. Proc ...
Located in Novato, CA In a team-oriented environment, the Loan Documentation Associate supports the loan documentation/quality control functions of the Bank by preparing loan ...
Located in Novato, CA In a team-oriented environment, the Loan Boarding Associate will be responsible for accurately and efficiently inputting all required information into th ...
Located in Novato, CA In a team-oriented environment, the Loan Documentation Specialist-Senior supports the loan documentation/quality control functions of the Bank by prepari ...
Located in Manhattan Beach, Arcadia, and Pasadena, CA The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial bus ...
Located in Los Angeles and Arcadia, CA Responsibilities Oversees the operation of the entire branch including loans, deposits, other referral products, and service quality ...
This leadership role is responsible for the management of our closed investor funds for our syndications platform as well as leading a team as effectively and efficiently as possib ...
2 separate locations: Phoenix, AZ and Denver, CO For more information, please contact one of the following: Jason Amsler jason@rockbridgesearch.com 801-893-2907 ...
Lead, motivate, measure, and coordinate relationship management and business development activities of a high performing commercial banking team. Ensure achievement of financial ob ...
Responsibilities Manages operations activities for assigned functional areas and provide direct oversight to department managers. Establishes performance standards, goals, an ...
Responsibilities Oversees the operation of the entire branch including loans, deposits, other referral products, and service quality while managing a complement of exempt and ...
The Production Analyst will be responsible for functions related to providing effective implementation of the customer's production needs. Working with internal clients to driv ...
The Senior Underwriter position is responsible for underwriting, structuring and credit analysis of complex commercial loan portfolio. Located in Newport Beach, Los Angeles, and En ...
Located in Chinatown (Los Angeles) Responsibilities Oversees the operation of the entire branch including loans, deposits, other referral products, and service quality whi ...
Seeking qualified Manager or Senior Tax Manager for a rewarding career opportunity in growing our Tax Practice. We are a 25+ YO “Family Centric” Public Accounting Firm ...
Seeking qualified Manager or Senior Audit Manager candidates for a rewarding career opportunity in our Audit Practice. We are a 25+ YO Public Accounting Firm whose emphasis is on t ...
Responsibilities Build trusting relationships with clients in order to execute the most effective strategies to help them achieve their goals Oversee the efforts of multip ...
JOB DUTIES AND REQUIREMENTS Minimum of 5 years of experience with a large local, regional, or national public accounting firm. Bachelor’s degree in accounting. Maste ...
This role supports the selling of contracts to a group of customers. The incumbent drives the efficient and profitable execution of contracts while meeting all Company policies, le ...
Responsibilities Work close with clients to understand their business objectives and develop success plans to meet those objectives. Distributing relevant client context an ...
The Loan Review Officer is responsible to assist in achieving its objectives of operating a sound and profitable financial institution by independently evaluating the credit qualit ...
Responsibilities Work close with clients to understand their business objectives and develop success plans to meet those objectives. Distributing relevant client context an ...
The Financial Reporting Manager is motivated and capable of handling multiple tasks on a timely basis, with close attention to detail in a compressed timeline. Responsibilities ...
Lead, motivate, measure, and coordinate relationship management and business development activities of a high performing commercial banking team. Ensure achievement of financial ob ...
Senior Relationship Manager is responsible for attracting and retaining loan and deposit relationships for the Bank. They will Examine, evaluate, and authorize or recommend approva ...
Responsibilities Work close with clients to understand their business objectives and develop success plans to meet those objectives. Distributing relevant client context an ...
Responsibilities Gather, interpret, analyze, and present financial data, other loan information and reports to staff and management. Provide oversight and support of compl ...
Responsibilities Gather, interpret, analyze, and present financial data, other loan information and reports to staff and management. Provide oversight and support of compl ...
The Commercial Banking Manager is responsible for growing the Bank’s balance sheet within a designated market and surrounding communities by generating new loans and growing ...
A $5 Billion bank is hiring Loan Review Manager that will supervise a team of 3 and will manage a loan portfolio to ensure the bank’s collateral position is compliant with ap ...
Responsibilities Reviews loan requests for SBA loan eligibility, ensuring loans are SBA eligible per the current SBA SOP and provides guidance to help lenders and analysts st ...
Responsibilities Negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with des ...
Responsibilities Spreads and analyzes financial statements of potential and existing customers utilizing the bank's accepted analytical credit criteria Completes a cred ...
Responsibilities Apply appropriate underwriting criteria to prospective merchant applications in accordance with credit policy to ensure financial exposure is appropriately m ...
Responsibilities Negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with des ...
The Commercial CRE Loan Officer provides a full range of CRE lending and banking services to commercial customers. They will develop and maintain a client relationship portfolio fo ...
Responsibilities Spread business financial statements and personal tax returns using credit analysis software. Identify loan purpose, source of repayment and collateral va ...
Responsibilities Work close with clients to understand their business objectives and develop success plans to meet those objectives. Distributing relevant client context an ...
Responsibilities Spread business financial statements and personal tax returns using credit analysis software. Identify loan purpose, source of repayment and collateral va ...
POSITION SUMMARY: Underwrite, document, and oversee servicing on commercial real estate, commercial construction, residential land development, and residential tract constructio ...
PRIMARY FUNCTIONS: Work with individual Loan Officers, Underwriters/Managers and Business Unit Director in assigned LOB to provide guidance and preliminary review on pending ...
GENERAL SUMMARY The Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with Team Ma ...
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