ComplyRight, Inc.

General

• Partner with Relationship Managers to structure C&I and CRE loan transactions.
• Meet with existing and prospective clients to understand financial needs and credit objectives.
• Perform initial financial analysis and deal screening prior to underwriting.
• Prepare deal summaries and assist with screening and approval presentations.
• Support ongoing portfolio monitoring, including credit quality and risk identification.
• Ensure opportunities align with internal portfolio management guidelines and credit standards.
• Assist with portfolio, pipeline, and credit reporting for senior and regional management.
• Prepare Deal Memorandums for commercial loan requests.
• Analyze borrower financial statements, cash flow, global debt service, liquidity, profitability, and solvency.
• Support the end-to-end credit process, including coordination with Credit and Underwriting teams.
• Track and support timely processing of credit requests, renewals, extensions, waivers, and modifications.
• Collect and validate financial and credit information to support accurate risk assessment.
• Provide portfolio, credit, and risk guidance to support responsible portfolio growth.
• Assist with annual credit reviews and ongoing financial reviews for assigned portfolios.
• Recommend renewal terms, covenant changes, structural enhancements, and risk mitigation strategies.
• Serve as a primary point of contact for loan closings and post-closing matters.
• Coordinate with Loan Closing and Legal teams to resolve documentation and structural issues.
• Ensure data integrity within loan systems and support regulatory and compliance requirements, including Regulation B.
• Monitor industry and market trends to identify potential portfolio risks.

Lending Officer – Corporate Lending

Security Engineer

• Oversee the architecture and optimization of Microsoft Sentinel, Defender for Endpoint, and Identity Governance controls.
• Bridge the gap between high-level security strategy and hands-on execution—leading detection engineering efforts, mentoring team members, and ensuring our cloud and hybrid environments meet rigorous defensive standards through proactive threat hunting and architectural reviews.
• Collaborate with the security team on detection engineering efforts within the SIEM platform, including use case development, correlation rule tuning, and alert optimization.
• Support the management and optimization of Microsoft Defender for Endpoint, including policy architecture, strategy, and advanced investigation capabilities.
• Collaborate with the team to coordinate the technical response to significant security incidents, including root-cause analysis and control improvements.
• Conduct proactive threat hunting across endpoints, identity systems, and cloud environments.
• Define and maintain secure configuration standards for Azure, Microsoft 365, and hybrid environments.
• Lead the design and optimization of identity security controls (conditional access, privileged access management, and access governance).
• Define logging standards and improve telemetry coverage across infrastructure, cloud, and identity systems.
• Participate in architecture reviews to identify security risks early and recommend practical mitigation strategies.
• Guide vulnerability management strategy and remediation prioritization.
• Support regulatory examinations and cybersecurity audits with technical validation of control effectiveness.

Senior Security Engineer

• Administer and optimize Microsoft Defender for Endpoint and Microsoft Sentinel (SIEM).
• Triage alerts, investigate suspicious activity, and participate in full-lifecycle incident response (containment, eradication, and documentation).
• Perform enterprise vulnerability scanning.
• Validate secure configuration baselines for servers, endpoints, and cloud resources, and coordinate remediation efforts across teams.
• Support the implementation and maintenance of identity controls, including conditional access and device compliance policies.
• Partner with Infrastructure, Cloud, and End User Compute teams to improve patching, hardening, and device security standards.
• Assist in developing technical runbooks and incident response procedures.
• Provide technical documentation and evidence for regulatory audits and assessments.
• Stay current with emerging threats, vulnerabilities, and security technologies.

Business Development Rep

• Originate and develop new factoring opportunities through prospecting, market outreach, networking, and referral source relationships
• Assess client financing needs and structure factoring solutions aligned with credit, profitability, and portfolio growth objectives
• Prepare and support factoring packages for underwriting and approval
• Negotiate business terms and present factoring products to prospective clients and referral partners
• Monitor portfolio performance, client exposure, and market trends
• Partner with internal stakeholders and the Factoring Operations Team to identify emerging risks, preserve credit quality, and support sound portfolio administration
• Manage and deepen client relationships’ following onboarding by maintaining regular contact, supporting retention efforts, identifying additional factoring volume, and uncovering cross-sales where appropriate

VP – Factoring Business Development

Account Manager

• Manage a portfolio of depository accounts, corporate loan portfolio and customer’s financial needs in general.
• Provide high level of personal customer service and maintains favorable customer relations.
• Service customers by phone, e-mail or in person.
• Obtain documentation for closing loans; Organize scheduling and closings.
• Monitor overdrawn and uncollected accounts.
• Manage past due loan payments.
• Develop business to include new and existing customers from $50,000 and above.
• Negotiate deals through meetings and site visitations.
• Cross sell other products, which may be suitable to their needs.
• Respond to incoming customer inquiries and requests in a timely manner, providing a high level of service.
• Handle customer telephone questions and complaints in a professional manner.
• Perform due diligence on the BSA/KYC (Know Your Customer) write-ups and profile; conducts customer interviews to profile them as well as to comply with BSA, KYC and other bank’s policies and procedures.
• Respond to BSA requests.
• Adhere to Bank policies and procedures.
• Keep supervisor informed of area activities and significant problems.

AVP – Relationship Manager

• Design and drive a practical, multi-year security roadmap that scales with global business goals and adapts to evolving threat landscapes
• Partner closely with Privacy, Compliance, and Legal teams to build smart, automated security controls that naturally meet GLBA, FTC Safeguards, and state privacy requirements
• Mature our security governance, translating complex technical risks into clear, actionable insights for leadership to help guide business decisions
• Guide and mentor the teams handling threat detection, vulnerability management, and modern ransomware defense
• Lead collaborative, cross-functional incident response drills and tabletop exercises
• Champion 'Security by Design' across our cloud ecosystems (Azure/AWS)
• Shape our third-party risk management (TPRM) programs, collaborating with procurement to ensure vendor partnerships maintain high data protection standards without creating bottlenecks

VP, Information Security

Mortgage Loan Closer

• Manage the final stages of the loan process by auditing files.
• Prepare precise closing documents and ensure full compliance with investor guidelines.
• Gather critical closing components, including Closing Protection Letters (CPL), wire instructions, title fees, verbal verifications of employment (VOE), and payoff requests.
• Review title commitments and all regulatory loan file documents to guarantee absolute accuracy prior to closing.
• Order, prepare, and deliver closing packages efficiently.
• Input, review, and reconcile final closing and settlement fees against vendor invoices.
• Distribute preliminary and final closing packages to settlement agents and Loan Originators.
• Prepare and submit wire/funding requests to warehouse banks or investors.
• Audit executed closing packages and authorize the release of loan proceeds.
• Resolve any post-closing trailing items swiftly.

• Interface directly with new leads and customers, providing an exceptional, sales-minded onboarding experience.
• Provide seamless "out of office" and PTO coverage for your assigned LOs as needed to keep business moving.
• Help drive sales generation through marketing support, networking assistance, and lead generation activities as directed by the LO.
• Assist with prospect file work, including full application reviews, loan file structuring, product identification/research, and scenario planning using corporate/branch resources.
• Request and review client documentation.
• Responsible for complex income calculations and file structure integrity.
• Clean and "scrub" files, obtain outstanding documentation, and submit complete, accurate loan packages to the Processing team following NNE standard procedures.
• Initiate and assist with some or all third-party order requests for active files.
• Oversee files currently with the Processing and Closing teams to ensure everything moves smoothly to close according to strict branch standards.
• Proactively manage the LOs' active pipelines and conduct regular, formal pipeline review meetings with your paired LOs.
• Assist with rate locks, rate negotiations, pricing, and concessions (must be licensed or fully willing to obtain licensing immediately upon hire).

Loan Officer Assistant

• Responsible for business development and managing portfolios of deposits and commercial loans.
• Generate a business clientele and expand revenues from existing clients.
• Conduct on-site visits to assess customer needs.
• Manage corporate loan portfolio and depository accounts.
• Monitor monthly portfolio reports and missing document reports.
• Prepare commercial loans and commitment letters.

VP, Business Development Officer

Business Operations

• Create, write, and update clear, consistent documentation for company processes, system requirements, and operational changes.
• Design and build training materials tailored to different departments to help our teams grow their skills and stay aligned with company goals.
• Manage our document storage and version control so the team always has the right file.
• Ensure all written materials match our internal style guides and quality benchmarks.

Business Process & Documentation Specialist

Project Manager

• Responsible for the overall planning, management, and completion of IT projects scope on a wide variety of business units and programs
• Works with internal customers and business owners to develop project scope of work documents and project plans that include an analysis of benefit, cost, work schedule and any related risks
• Defines the responsibilities of parties involved in the project including internal customers/business owners, IT, project team, vendors, and others affected by the project
• Identifies the technical approach to be used on a given IT project and manage the system development process including system analysis, technical design, testing, and acceptance of the project
• Assigns, schedules, reviews, and monitors the project work to ensure that project is within expected guidelines, within compliance with financial regulations, and is completed on time and within budget
• Develops IT system review schedules, audits, and acceptance tests for each phase of the project (Initiation, Plan, Execute and Closure)
• Organizes and conducts project team meetings to maintain effective communication and working relationships with internal customers/business owners and project team members
• Identifies and documents opportunities to integrate IT systems and resources to fulfill project requirements
• Prepares and presents updates of the projects; oral and/or written technical reports and project presentations
• Helps to ensure project goals are aligned with the strategic plans of the department and the bank
• Works with internal customers/business owners to identify and coordinate new IT systems developments and/or enhancements.

Marketing

• Assist in managing and maintaining Ocean Bank’s social media platforms, including content scheduling, creative support, caption writing, and platform organization.
• Create graphics and visual content for social media, internal initiatives, campaigns, presentations, and promotional materials.
• Support the development of creative concepts and marketing campaigns from idea to execution.
• Assist with photography, video content, reels, and creative storytelling initiatives.
• Help maintain brand consistency across all marketing and communication materials.
• Collaborate with multiple departments across the Bank on marketing-related initiatives and creative requests.
• Assist with event preparation, signage, collateral, and promotional support.
• Stay up to date on social media trends, digital content, and creative best practices.
• Support additional marketing projects and initiatives as needed.

Creative Marketing Coordinator

Sales

• Build and scale a high-performing builder-focused mortgage business
• Define market strategy and prioritize builder opportunities
• Ensure consistent execution across the sales organization
• Evaluate and select builder partners based on financial strength and market position
• Drive growth within existing builder accounts

VP Builder Partnership, Sales

• Drive and maintain privacy and information security policies, standards, and annual manual reviews.
• Lead vendor security due diligence, risk scoring, and ongoing monitoring (including AI/vendor risk considerations).
• Perform and coordinate key regulatory/security assessments (e.g., SWIFT CSP, Fedline, GLBA/FDICIA/FACTA reviews).
• Oversee risk assessments for restricted information and ensure timely resolution of security violations.
• Collaborate closely with the CISO & Head of Security, Compliance, IT, and Marketing on incident response, breach notification, and regulatory communications, State and Federal regulators in accordance with legal and policy obligations.
• Prepare clear reporting and presentations for Management and the Board.
• Assist in developing and delivering employee training on privacy and information security.
• Serve as a point of contact for regulatory agencies and internal auditors.