Fifth Third Bank

Public Relations

• Develop and implement strategic external communications plans for Fifth Third’s Commercial Bank
• Identify the course of action that balances strategy and execution, collaborate to implement solutions
• Proactive media relations: identify opportunities to build awareness of Commercial strategy
• Reactive media relations: protect and defend the Commercial bank’s reputation
• Create and execute award nominations for key executives and projects
• Prepare materials and implement strategies to manage a crisis
• Collaborate with leadership and peers to support business objectives
• Plan, edit, and create content for various external communications channels

Vice President, Commercial Banking

Compliance

• Leads risk identification and assessment (Fair Lending, Responsible Banking, CRA)
• Develops and executes strategies to close performance gaps
• Analyzes lending policies and procedures
• Conducts interviews with management to understand the lending process
• Develops corrective action recommendations
• Participates in meetings to maintain knowledge of compliance risk

Compliance Officer I – Testing

Operations

• The RIA Operations Analyst provides high-quality operational support focused on efficiency, data integrity, investment accounting, and senior-level operations functions.
• Partner with Operations staff and related departments to resolve issues, ensure data accuracy, and implement process improvements that enhance efficiency and control.
• Support quarterly fee processes, including generation of fee billing statements and use of custodial interfaces to post fees to client accounts.
• Review new client documentation for accuracy and completeness, adapting to shifting priorities to support team and organizational objectives.
• Participate in the review and approval of client account disbursements in accordance with established policies and procedures.
• Assess operational workflows and system enhancement opportunities to improve automation, efficiency, and risk mitigation; recommend updates to policies and procedures as appropriate.
• Collaborate with internal partners and leadership on firm initiatives, special projects, and research to support business results and client satisfaction.
• Gather data and documentation to support Internal Audits, RCSAs, and external examinations (e.g., SEC, PCAOB, Surprise Custody Exams).
• Assist with governance reporting and respond to compliance and regulatory inquiries in a timely manner.
• Adapt to new responsibilities or shifting priorities as needed to support team objectives and organizational needs.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Wealth Advisors Operations Analyst

Manager

• Provide quantitative support throughout the Risk divisions
• Development, implementation, and monitoring of quantitative models including those used for expected credit loss estimation
• Provide ongoing support for the development, implementation and validation of quantitative and statistical models and tools as well as back testing models
• Responsibility for ad-hoc reporting requests for quantitative modeling and the CECL Allowance for Credit Losses estimation

Quant Manager – CECL/CCAR

Analyst

• Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed
• Use critical thinking to identify and draft documentation
• Responsible for regularly completing indicative credit information into Banking Systems with little to no errors
• Responsible for preparing risk-rating scorecard and tickler event analysis and determining actions based on results working in collaboration with PM's
• Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations
• Identify and determine monitoring analysis activities required
• Verify covenants and define updates needed on ticklers
• Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action
• Responsible for assessing covenant compliance reporting and identifying issues
• Review covenant compliance certificates to understand performance and determine actions
• Update financial covenants and calculations as needed
• Run Probability of Default (PD) model with oversight
• Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team
• Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight
• Prepares ALSR reports with oversight
• Responsible for running risk and projection models with oversight assumptions provided
• Responsible for completing underwriting process with limited oversight
• Create and complete a CAM with little to no errors
• Review and re-write renewals for deals of limited complexity
• Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings
• Support Portfolio Managers and special projects
• Takes appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary
• May assist with training of new employees
• May work on special projects as assigned by management

Credit Analyst II – Energy

Account Manager

• Responsible for the acquisition, growth, and retention of bank customers
• Proactively contact and service customers in the sales and service of bank products
• Conduct needs-based assessment of the prospective and existing client base
• Engage partners to fulfill client financial needs
• Utilize and promote the Retail Consultative Sales process
• Work closely with internal sales partners to increase referral opportunities
• Provide needs-based solutions to the customer
• Maintain a well-developed working knowledge of the complete line of products and services offered

Relationship Manager

• Accountable for managing a portfolio of accounts
• Review and recommend credit decisions
• Partners with the Relationship Manager, forming the "coverage team" to meet with clients and participate in business development calls
• Assess prospective client's viability for credit
• Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants
• Value collateral
• Generate commitment letters
• Assist in providing business partners credit lending policy interpretation
• Perform final risk rating analysis
• Capture and document credit decisions, conditions, and modifications
• Collaborates with the Credit Analyst to perform portfolio management duties
• Executes decisions to renew or modify deals
• Communicates directly with clients regarding credit events and actions as needed
• Works independently to pitch a more complex deal structure
• Focus on continuous learning to keep up with ever-changing market dynamics
• Mentor to more Junior PMs and Credit Analysts

Portfolio Manager II – Energy

Project Manager

• Identifies, manages, and drives key process and infrastructure improvements.
• Responsible for successful and on-time delivery of initiatives.
• Represents the business line in key initiatives with Finance, Operations, IT, HR, and other project partners.
• Drives or participates in the design of project scope, project plan, work assignments, target dates, etc.
• Develop skills of the team focused on core project management concepts, process improvement tools, and overall business knowledge.
• Ensure proper resources and tools are available for project tasks.
• Actively manage scope throughout the project lifecycle.
• Develop detailed project plans and timelines.
• Monitor issues within projects and assist in resolving conflicts.
• Assume additional responsibilities as assigned.

Senior Principal Project Manager

Database Administrator

• Lead the design and evolution of enterprise data/database architecture across cloud and on-prem platforms
• Act as a trusted advisor to engineering and business stakeholders
• Collaborate with platform engineering teams to support initiatives
• Define and enforce standards for data modeling, performance tuning, and database lifecycle management
• Drive modernization efforts including automation and integration of AI/ML capabilities into data platforms
• Mentor junior engineers and contribute to the Consulting Engineer community

Consulting Data/Database Architect

Financial Planning and Analysis

• Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements
• Support IB's Sr. Managing Director in managing the team's Associates and Analysts
• Ensure high-priority projects receive appropriate attention
• Create and deliver high-quality analysis and materials
• Run the execution process including the creation of financial models
• Write the CIM and other materials
• Regular contact with clients and qualified buyers
• Direct day to day supervision of IB Associates and Analysts

Vice President, Investment Banking

• Partner with Portfolio Managers in credit and underwriting
• Use critical thinking to identify and draft documentation
• Regularly complete indicative credit information into Banking Systems
• Prepare risk-rating scorecard and tickler event analysis
• Develop risk models and advise PMs on obstacles
• Verify covenants and define updates needed on ticklers
• Monitor covenant completion and track past due or out of compliance covenants
• Assess covenant compliance reporting and identify issues
• Review covenant compliance certificates to understand performance
• Update financial covenants and calculations as needed
• Run Probability of Default (PD) model with oversight
• Identify and recommend preliminary portfolio management actions
• Prepare ALSR reports with oversight
• Run risk and projection models with oversight assumptions provided
• Complete underwriting process with limited oversight
• Create and complete a CAM with little to no errors
• Review and re-write renewals for deals of limited complexity
• Responsible for portfolio analysis and development for Portfolio Reviews
• Support Portfolio Managers and special projects

Credit Analyst II – Financial Institutions

Financial Crime

• Investigates, monitors and reports on cases involving potential threats to the Bank to ensure compliance with regulatory requirements
• Responsible for filing applicable reports and escalating financial crime related matters when appropriate
• Reviews and Analyzes system activity and generated alerts in accordance with Financial Crimes Compliance expectations
• Ability to analyze Financial Crimes and Fraud related triggers related to risk activity
• Appropriately escalates matters associated with Financial Crimes activity that warrants engagement from supervisory staff
• Prepares Reports and recommends appropriate follow-up
• Provides Financial Crimes related Support and Works with the first line of defense for the bank
• May provide customer support to internal and external customers
• Works with various business units to understand the Financial Crimes and Fraud alerted activity and to ensure compliance with laws
• Performs other duties as required.

Financial Crimes Specialist – Fraud SAR Filing

• Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed
• Use critical thinking to identify and draft documentation
• Responsible for regularly completing indicative credit information into Banking Systems with little to no errors
• Responsible for preparing risk-rating scorecard and tickler event analysis and determining actions based on results working in collaboration with PM's
• Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations
• Identify and determine monitoring analysis activities required
• Verify covenants and define updates needed on ticklers
• Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action
• Responsible for assessing covenant compliance reporting and identifying issues
• Review covenant compliance certificates to understand performance and determine actions
• Update financial covenants and calculations as needed
• Run Probability of Default (PD) model with oversight
• Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team
• Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight
• Prepares ALSR reports with oversight
• Responsible for running risk and projection models with oversight assumptions provided
• Responsible for completing underwriting process with limited oversight
• Create and complete a CAM with little to no errors
• Review and re-write renewals for deals of limited complexity
• Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings
• Support Portfolio Managers and special projects
• Takes appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary.
• May assist with training of new employees.
• May work on special projects as assigned by management.

Credit Analyst II – Healthcare Real Estate

• Partner with executive and senior management to develop product management strategies
• Lead product management team within Credit Solutions
• Coordinate across senior leadership regarding objectives
• Identify usability gaps and enhancements for credit applications
• Own the application strategy for Commercial Lending platforms
• Drive product roadmap and user feedback incorporation
• Lead collaborative processes across stakeholders for product execution
• Communicate ongoing transparency with KPIs and stakeholder updates

Commercial Lending Platform Manager

• Manage the entire transaction documentation and closing process for Equipment Finance lease/loan transactions.
• Active member of the deal team working directly with the client, relationship manager, portfolio manager, asset manager, legal and pricing manager to ensure that policy, compliance and regulatory matters necessary for closing are addressed early in the process.
• Effectively manages and prioritizes work queues for new lease/loan transactions.
• Proactively manages work-in-progress within the closing calendar, balancing the needs of multiple internal and external stakeholder simultaneously.
• Ensures that transactions are documented and closed per the instructions and conditions stated in the credit and asset management approval memo(s).
• Work with their manager to determine, obtain and analyze required due diligence items including, but not limited to: Know Your Customer requirements UCC searches Proof of insurance Entity Corporate documents Assignment documents UCC-1/UCC-3 preparation Invoices/Proof of Payment MSO/Titles Confirm wire instructions provided by vendor or customer are correct and accurate.
• Prepares appropriate documentation in compliance with the terms of the request.
• Obtain all necessary approvals including accounting, tax, pricing, and legal to ensure that transactions meet the requirements of and protect the interests of Fifth Third Bank.
• Work with their manager to determine if enlisting assistance from legal counsel to advise on specific transaction issues and unresolved legal matters pertaining to transaction documentation is required.
• Promptly and accurately determine when all underwriting, pricing and/or equipment management approval conditions for funding have been satisfied.
• Take appropriate actions to resolve deficiencies and if not able to resolve themselves, escalates disputes to appropriate level.
• Prepare ACE Transaction and funding communication to ensure proper disbursement of funds via wire, deposit account and check payments.
• Ensure proper filings are made and, if applicable, 3rd party subordinations/releases obtained to perfect Fifth Third’s liens/ownership (including proper motor vehicle title work).
• Ensure effective communication and coordination with applicable departments to finalize interim draws.
• Thoroughly understand equipment lease/loan documentation and other source data to ensure proper boarding of all aspects of the transaction into the accounting system.
• Board lease/loan transactions to the accounting system.
• Take proactive steps to ensure that follow up items are received on a prompt and timely basis.
• Ensure all goals and departmental service standards are met.
• Escalate issues to appropriate personnel as necessary.
• Participate in projects as assigned.
• Present suggestions on efficiency improvements for the department.
• Transaction types include, but are not limited to: Equipment Loans, including outside counsel prepared Finance Leases Tax Leases Synthetic Leases Interim Financing Products Municipal Transactions, including outside counsel prepared Leverage Leases Rail Financing Syndicated Transactions Aircraft Financing Solar Leases