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!
There are multiple positions in Vancouver WA and Portland OR areas! A full-service financial institution with $2.2 billion in assets, over 100k members and holds #1 healthiest ...
Responsibilities Establishes preset appointments, delivers quality Financial Wellness Review conversations, identifies needs, makes recommendations, and follows up Provide ...
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 ...
CRE Lending Officer is responsible for developing new and existing CRE loan and deposit relationships to attain established goals. Responsibilities Independently meets wi ...
In this role, you will be the key banking advisor for Middle Market client relationships. You’ll be accountable for prospecting new business and working to expand existing re ...
In this role, you will be responsible for managing and leading middle market banking activity and production in an assigned market, overseeing a portfolio of approx. $500-800MM and ...
Compensation range $100-130k plus full relocation to Fresno. Responsible for overall loan operations management and oversight of the loan’s operation staff. This includes ...
(if desired you will have ability to work remotely with twice monthly in office in Santa Rosa CA) CRA Compliance: Serve as the Bank’s CRA Officer. Responsibl ...
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 ...
The Community Reinvestment Act (CRA) Risk Manager assists in engaging other Compliance and Operational Risk officers to provide comprehensive oversight of FLU/CF activities. This r ...
Chief Financial Officer directs and oversees all the financial activities of the corporation including preparation of internal and external financial reports as well as summaries a ...
Lead, motivate, measure, and coordinate relationship management and business development activities of a high performing commercial banking team. Ensure achievement of financial ob ...
Responsibilities Prospect and close new merchant accounts consistently month after month. Provide after-sales service for the duration of a merchant relationship. Trave ...
Responsibilities Follows and keeps up with the current policies, procedures, rules, and regulations. Respond to customer’s email inquiries within the allotted timefra ...
Responsibilities Prospect new banking clients and coordinate calling efforts with team members. Cross-sell lending, depository, and Treasury Management products to new and ...
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 ...
Portland OR / Vancouver WA This position will handle the largest and most complex loans & responsible for soliciting new commercial account relationships which includes loan ...
A direct rehab lender providing financing for investors who acquire and rehab properties for investment purposes is hiring for an EVP – Business Development in Fresno CA. &nb ...
This is an officer level position in Dallas, TX which requires a hunter mentality, a strong network of current commercial real estate borrower relationships, proficiency in all are ...
As a Business Relationship Banker, you will need to establish and maintain a "trusted advisor" relationship with clients based on knowledgeable advice that is aligned to ...
Want to work for a bank that has rapid expansion with a great work life balance, along with opportunity for growth!! If you have the desire to succeed, bring value and eagerness to ...
Responsibilities Develop & manage medium to large business relationships, handle workouts and solicit new business. Negotiate and follow through the preliminary credit an ...
Responsibilities Gather, interpret, analyze, and present financial data, other loan information and reports to staff and management. Provide oversight and support of compl ...
We are seeking someone for private money lender specializing in lending for Investor Rehab & Fix & Flip bridge loans. This position is executive in nature and requ ...
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 ...
The Agricultural Relationship Manager presents the critical link between customers and the company's customer facing strategy. In this role, you will leverage our broad supply ...
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 Develop reports and dashboards used to analyze the quality of the lease portfolio and monitor model performance. Support the reporting and analytical need ...
Responsibilities Develop & manage medium to large business relationships, handle workouts and solicit new business. Negotiate and follow through the preliminary credit an ...
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 Prospect and close new merchant accounts consistently month after month. Provide after-sales service for the duration of a merchant relationship. Trave ...
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 ...
Responsibilities Work close with clients to understand their business objectives and develop success plans to meet those objectives. Work with designated underwriter, loan ...
MISSION: At the direction of the team leader, participates in the successful production and administration of the lending function of the Bank. CLO is responsible for a va ...
*Full Relocation Package Included *In Search of a Commercial Lender outside of Prescott, AZ Responsibilities Solicits business from potential and existing customers to ...
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 ...
The Commercial Loan Underwriter will be responsible for supporting loan officers in the credit analysis and underwriting of commercial loan packages. They will perform assigned dut ...
Responsibilities Prospect new banking clients and coordinate calling efforts with team members. Cross-sell lending, depository, and Treasury Management products to new and ...
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 ...
Responsibilities Lead a diverse portfolio of domestic direct enterprise accounts. Achieving specific corporate objectives related to delinquency, DSO, and bad debt write-o ...
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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