Forbright Bank

General

• Provide friendly, expedient, and professional customer service to Forbright Bank customers via telephone and/or written correspondence
• Support a customer service environment that is focused on Forbright’s mission, vision, and core values
• Handle inbound and outbound customer calls, secure messages, and/or emails in a fast-paced contact center environment
• Use effective communication and probing questions and critical thinking skills to identify customer needs and provide relevant solutions which may include offering banking products
• Manage multiple tasks such as efficiently navigating between systems and resources
• Advise and educate customers on available Forbright's digital tools and resources to improve the user experience
• Assist in application research and customer communication around applications
• Intake/process Reg E claims in accordance with Federal Guidelines
• Support fraud analysts by gathering information and logging findings within various systems
• Frequent communication with fraud analysts and other customer service representatives
• Answer all inbound calls by welcoming callers in a polite, friendly, and professional manner
• Provide outstanding customer service by demonstrating empathy, active listening, and professionalism
• Embrace continuous improvement and development through coaching and collaboration with manager and team members
• Is knowledgeable of and adheres to established policies, procedures and processes and exercises appropriate approval authority
• Identify solutions leading to the retention and the building of member relationships while consistently maintaining a high level of customer service
• Assist in training new and existing employees, in conjunction with Contact Center management and the Training Department
• Perform other duties as assigned

Service Specialist, Digital Banking

Product Manager

• Define and execute the overarching vision for digital banking servicing, aligning platform strategy and improvements with business goals and customer needs
• Own and prioritize the servicing product backlog, translating requirements from business, operations, and customers into actionable user stories and acceptance criteria
• Work closely with the servicing tech lead and engineering teams to deliver robust features and enhancements; facilitate agile processes and ensure smooth sprint execution
• Gather, interpret, and champion feedback from a broad group of stakeholders—operations, customer support, compliance, and end users—to inform product decisions and strategy
• Oversee ongoing improvements to servicing capabilities, focusing on scalability, reliability, and user experience
• Maintain clear, up-to-date documentation for servicing requirements, release notes, and process flows; communicate progress and challenges transparently to all stakeholders
• Partner with QA and technical teams to establish acceptance criteria, support user acceptance testing (UAT), and ensure high standards of delivery
• Keep abreast of digital banking trends, competitor servicing platforms, and regulatory changes impacting servicing operations
• Coordinate with platform vendors and SI partners to manage projects, resolve issues, and align on roadmap priorities; ensure vendor deliverables meet established timeframes and support the Bank’s servicing strategy
• Perform other duties as assigned

AVP, Servicing Product Lead – Digital Banking

Associate

• Responsible for maintenance of checklists, reviews of submitted exhibits, and detailed organization of collected documents
• Coordinate information flow between borrower, borrower representatives, broker, and third-party vendors
• Coordinate third-party invoices and contracts for each transaction
• Maintain Forbright proprietary ‘Portal’ system and electronic control binder for each transaction
• Prepare correspondence necessary to facilitate workflow
• Maintain and organize market and industry data necessary for comprehensive underwriting
• Assist with closings, as requested
• Complete post-closing requirements in connection with Forbright’s HUD Quality Control Plan and/or Forbright internal requirements
• Comply with all facets of Forbright’s HUD Quality Control Plan
• Perform other duties as assigned

Senior Associate, FHA/HUD Processor, HUD Lending

• Develop and execute the strategic roadmap for commercial deposit, treasury management, and payments products serving middle market businesses
• Own the end-to-end product lifecycle, including business case development, product requirements, commercialization, enhancements, and retirement
• Own product P&L, pricing strategy, profitability, utilization, adoption, and key performance indicators (KPIs) to drive commercial growth and portfolio performance
• Translate client, business, and market needs into product, operational, and technology requirements
• Lead vendor evaluation, implementation, and ongoing relationship management
• Lead cross-functional collaboration across Treasury Sales, Commercial Banking, Operations, Technology, Compliance, Risk, Marketing, and Finance to successfully develop, launch, and enhance products
• Serve as the voice of the customer by partnering with clients, Relationship Managers, Treasury Sales, and frontline associates to identify product opportunities, improve the client experience, and support business development efforts
• Develop product training and sales enablement materials to support successful product launches
• Stay informed on industry trends, emerging technologies, and competitive offerings to identify opportunities.
• Perform other duties as assigned

SVP, Treasury & Payments Product Manager

Compliance

• Serve as the primary first line control leader for Commercial Lending Operations, including creating and maintaining procedures to ensure consistent execution of credit policies and applicable regulatory requirements
• Oversee control activities across commercial lending with a focus on reducing credit and operational losses through adherence to underwriting standards, collateral/valuation documentation, and data accuracy
• Design, implement, and maintain first line controls, key control indicators, and monitoring routines focused on credit quality drivers (exceptions, overrides, documentation defects, covenant compliance, etc.)
• Partner with second line functions (Enterprise Risk Management, BSA, and Compliance) and internal/external audit to support control testing, regulatory exams, and remediation tracking for commercial lending processes
• Execute first line risk management responsibilities in accordance with the Bank’s Risk Management Framework, including performance of risk assessments, business continuity planning, and third‑party risk reviews; adherence to risk appetite; timely identification and escalation of issues; and clear reporting to governance forums
• Lead issue identification, root cause analysis, remediation planning, and validation of corrective actions for credit policy exceptions, documentation gaps, booking errors, and process breakdowns
• Provide guidance to lending, underwriting, and operations teams on control execution, documentation standards, and regulatory expectations
• Support change initiatives (new products, process enhancements, system implementations, growth) by performing control impact reviews and confirming credit requirements (data, documentation, approvals, and monitoring) are built into the design
• Prepare and deliver clear, timely reporting and metrics on control performance, exceptions, remediation status, and credit process health to senior management and governance committees
• Promote a strong control culture by reinforcing ownership, accountability, and consistent execution of credit processes across Commercial Lending Operations
• Perform other duties as assigned

VP, First Line Risk and Compliance

Financial Planning and Analysis

• Analyze potential direct loan origination opportunities and loan participation opportunities to providers of healthcare services and owners of healthcare real estate
• Model financial projections and run sensitivity analyses to assess a firm’s potential to repay its loan under various economic scenarios
• Perform financial due diligence on target companies
• Prepare and present loan investment screening memos to Healthcare Finance leadership
• Actively engage with various transaction parties (e.g., borrower, broker, etc.) during such diligence
• Prepare loan investment approval write-ups to present to the Bank’s credit committee
• Coordinate loan closings with the Portfolio Management and Operations team
• Work with portfolio management team to monitor and track the financial performance of companies in the loan portfolio and prepare performance update memorandums
• Assist in ad hoc/special projects and other duties on an as needed basis
• Perform other duties as assigned

Associate/Senior Associate, Underwriting, Healthcare Finance

• Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company
• Prepare and review the following:
• Materials including confidential investment memorandums, management/lender presentations and other documents
• Third-party diligence reports including quality of earnings, industry/market studies, operational diligence, environmental diligence, and others
• Financial statements, sponsor models and all other relevant financial information to understand business trends including segment performance, customer growth, etc.
• Participate in the process for amendments, waivers and restructurings of borrowers within the assigned portfolio
• Identify attributes of a company which support the investment thesis as well as factors which pose a risk to the business. Identify and describe mitigating factors present in the business, structure of the credit, etc. which offset the risks identified
• Perform industry research to understand macro trends that impact a company and the competitive environment that it operates in
• Create and write detailed investment memorandums which outline the opportunity
• Assist in reviewing legal documents to ensure the Bank’s understanding of key business terms. Work with external legal counsel to document final investment terms
• Actively monitor the assigned portfolio on an ongoing basis. Participate in real-time credit discussions as well as scheduled quarterly reviews throughout the life of the loan
• Ensure timely receipt of deliverables and manage the credit file for the assigned portfolio
• Support the activities of BancAlliance, a network of community banks advised by Alliance Partners, a subsidiary of Forbright Bank
• Perform other duties as assigned