Amalgamated Bank

Operations

• Responsible for successful daily operations of Small Business and Retail Online Services
• Develop online services supporting Bank’s market segments
• Establish and implement department controls and reconciliation procedures
• Manage all aspects of Wire Transfer processing including Risk Management
• Ensure compliance with Bank policies pertaining to wire transfers
• Troubleshoot and resolve discrepancies
• Conduct audits of internal Bank departments

Small Business & Retail Operations Officer

Manager

• Provide ongoing daily management of assigned climate loan relationships within bank policy and customer service standards.
• Request, analyze, and assess borrower financial reporting and project performance information on a timely basis.
• Underwrite and recommend loan modifications, renewals, waivers, and amendments.
• Review financial models, collateral reporting, third-party reports, and appraisals; escalate issues as appropriate.
• Prepare credit memoranda, risk rating recommendations, and approval packages in compliance with Bank guidelines.
• Coordinate with legal counsel on documentation for borrower execution.
• Work with third-party vendors (e.g., independent engineers, O&M contractors, consultants) as required.
• Communicate clearly with internal partners and borrowers regarding portfolio issues and requirements.
• Monitor covenant compliance and document exceptions.
• Maintain accurate and complete credit files and portfolio documentation.
• Prepare reporting for internal portfolio reviews and loan quality meetings.
• Respond to information requests from internal stakeholders and auditors.
• Identify emerging risks within assigned portfolio and escalate concerns to management.
• Provide secondary approval for advances after determining that all conditions to advances have been met.
• Support team members through collaboration and knowledge sharing.
• Provide input on process improvements and workflow enhancements.
• Maintain proactive communication with relationship managers and internal partners.
• Demonstrate accountability for individual deliverables and deadlines.
• Recommend ways to improve the organization.
• Proactively manage loan relationships by setting appropriate client expectations and meeting deadlines.
• Proactively keep management, commercial bankers and other team members informed on the progress with client requests and other deliverables.

Climate Portfolio Manager

Analyst

• Prepare investor presentations
• Assist with external requests from Bank analysts
• Assist with public regulatory filings
• Closely follow the Bank’s stock performance and identify/analyze market trends or anomalies and report to senior management
• Assist with the quarterly financial reporting process
• Assist with the generation of the company budget
• Perform ad hoc requests (analysis and reporting) for functional leaders and senior management
• Collaborate with various departments, including finance, legal, and marketing, to gather and analyze financial and non-financial data for investor reporting purposes
• Collaborate with internal communications and marketing partners to ensure consistency in messaging and alignment of internal and external communications
• Perform other duties as directed

Small Business & Retail Operations Officer

Climate Portfolio Manager

Investor Relations Analyst