Celtic Bank

Financial Planning and Analysis

• Lead credit analysis and underwriting of leveraged finance loans, including due diligence, risk evaluation, deal structuring, and preparing credit approval requests
• Manage a portfolio of leveraged finance loans and investor facilities (NAV, Secondaries, Participations), monitoring performance, covenants, and reporting potential credit deterioration
• Act as first-level escalation for documentation/closing and servicing issues and collaborate with operations to ensure consistency with approved terms
• Maintain strong relationships with clients and stakeholders, providing customer service and resolving issues
• Collaborate with internal teams to streamline processes and improve portfolio performance
• Stay updated with market trends and regulatory changes to ensure portfolio alignment with industry standards and compliance

Portfolio Manager, Corporate Finance

Compliance

• Assist management in ensuring regulatory compliance at Strategic Lending Partnerships (SLP) and the Bank.
• Monitor Bank and SLP products and processes for compliance with applicable laws and regulations.
• Conduct targeted reviews of Bank and SLP products and processes for compliance with applicable laws and regulations.
• Keep abreast of emerging compliance risks and report identified deficiencies and gaps to management.
• Research and understand industry compliance regulations and policies.
• Evaluate compliance risk across Bank and SLP products and processes.
• Assist with development and execution of test scripts to evaluate Bank and SLP compliance with laws and regulations.
• Analyze and review Bank and SLP policies, procedures, and documentation of operational controls for compliance.
• Communicate with employees and management across Bank and SLP business units to understand and evaluate compliance processes and controls.
• Communicate identified deficiencies, gaps, and/or issues to Bank and SLP stakeholders.
• Assist with reporting to management of monitoring and testing activities, conclusions, and action plans.
• Assist in preparation for Regulatory Exams.
• Keep up with compliance requirements and amendments to regulations.
• Complete additional projects and duties as directed by Management.

Compliance Analyst, Testing

Product Manager

• The Strategic Lending Partnerships (SLP) Card Product Manager is responsible for implementing, managing, and coordinating operations related to the Bank’s fintech card programs, including implementation, integrations, reporting, relationship management, evaluation of opportunities, and ongoing oversight of programs.
• Coordinate and manage the implementation of new card programs with card networks, fintech partners, and processors.
• Develop processes and procedures to collect, maintain and continually update necessary documentation for existing card programs.
• Develop processes and procedures for managing, tracking, and executing required initiatives from card networks.
• Serve as subject-matter expert within the bank on card products, trends, developments, and opportunities.
• Interact with Compliance and other bank departments and third-party resources for oversight, product testing, and monitoring of bank-sponsored card programs.
• Prepare product-level performance and tracking reports on a monthly basis.
• Coordinate and manage billing and invoicing of applicable network fees with the bank’s accounting functions.
• Manage resolution and reporting of customer complaints related to the bank’s card programs with Compliance, card networks, and Strategic Partners.
• Support bank management during regulatory exams or internal audits.
• Engage in research, ongoing training, and industry engagement to maintain card industry knowledge and source technologies to drive efficiencies and oversight capabilities.
• Participate in special projects and new bank initiatives as needed.
• Physical/other requirements: work in a professional office environment using standard office equipment; occasional standing, walking, and light lifting (up to 10 pounds); occasional movement between work sites; regular communication in fluent English.
• Work model: fully onsite or hybrid; Utah-based employees eligible for hybrid after initial training, and may be required to travel to Salt Lake City office for meetings or events.