Hancock Whitney

Director

• Oversees the development of methodologies for investment strategies and the ongoing process of reviewing and modifying existing methodologies.
• Ensures our team has professional sales and retention presentation materials for all client engagement opportunities.
• Monitors and maintains appropriate account book sizes for portfolio management team.
• Assists in asset management product development.
• Helps in raising the visibility of HW Asset Management through planning and development of programs to write or speak about our firm and market and economic related topics to both internal and external audiences.
• Meets with current and potential high net worth and industrial clients to discuss and determine an appropriate investment strategy and asset allocation for the client.
• Executes strategies in accordance with the process, policies and procedures of the Wealth Management Group.
• Makes investment decisions regarding security selection and asset allocation for client portfolios.
• Evaluates, studies, and effectively communicates current economic and market conditions.
• Formulates and reviews the investment process and change as conditions warrant.
• Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results.
• Audits accounts, records and certifications to ensure compliance of workers with standard procedures of Wealth Management.

Director, Wealth Portfolio Management

Administration

• Responsible for the technical administration and support of production storage systems and services.
• Participates in the development and implementation of high-performance, high-availability, and enterprise-class storage strategy and data life cycle management processes.
• Performs storage Logical Unit Number-LUN creation/destruction and allocation/de-allocation via Storage Area Network-SAN Management software.
• Executes SAN Fabric director/switch zoning for new servers and storage devices.
• Manages storage related servers, software and devices.
• Responsible for the overall design and capacity planning for the consolidated storage environments implemented by the Operations and Technology Division as well as assisting with related budget planning.
• Troubleshoots and resolves problems relating to storage devices and connectivity to servers.
• Assists in the documentation of current and future storage environment.
• Manages storage-related database related environments.
• Ensures all storage related technologies are installed, configured and maintained in accordance with government regulations and bank policies/procedures governing day-to-day operations.
• Keeps abreast of storage laws, trends, and issues including current and emerging technologies and best practices; and educates and advises management on their relative importance and impact on bank operations.
• Recommends changes as appropriate.
• Incumbent is required to comply with all applicable federal, state and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
• Incumbent is responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment to any applicable subordinates.
• Performs all other job related duties and special projects as assigned.
• Incumbent may have access to cash, customer accounts and/or sensitive and confidential information.

Storage Administrator

Manager

• Manages and develops a complex portfolio of specialty assets and large client relationships for Trust and Asset Management accounts.
• Provides specialty assets management and client services for a complex portfolio of specialty assets in accordance with the terms of governing documents, client investment needs, applicable federal, state, and local laws and regulations, and Bank/Trust Department policies and procedures.
• Acts as the specialty assets management representative for internal partners focusing on exceptional service delivery and new business development in a specific or regional geographic area.
• Analyzes, studies, and gains full understanding of governing and legal documents.
• Assures the specialty assets management and account activities are in compliance with Bank/Trust Department policies, procedures, and any applicable federal/state laws and regulations.

Trust Specialty Asset Manager

Documentation Specialist

• Prepares loan documentation for any complex consumer or commercial purpose loan, in a multi-state environment.
• Analyzes loan request for loans of various complexity and prepares documentation in compliance with bank policy, federal and state regulations.
• Reviews application/approval for completeness, accuracy and proper approval.
• Produces documentation for all types of loans, ranging from simple consumer to real estate secured, to highly complex commercial loans.
• Ensures all required documentation is prepared to properly perfect the bank’s lien and that all documentation requirements are met, to include titles, UCC’s, mortgages, deeds and title commitments.
• Coordinates with outside vendors, attorney, etc. as necessary to obtain documentation.
• Communicates to lender any issues affecting loan closing; identifies any legal, documentation or policy deficiencies and assists in correction of issues impacting closing.
• Places high degree of emphasis on providing outstanding customer service.
• Mentors and provides training assistance to Documentation Analysts.

Security Engineer

• Provides supervisory oversight of security controls and troubleshooting efforts of security services related to business critical applications and systems
• Plan, prioritize, and coordinate assignments of information security associates
• Design, develop, and support various security controls as part of the overall Enterprise Security Program
• Standardize, document, maintain, and automate where possible, information security controls
• Ensure compliance with Hancock Whitney’s policies, guidelines, and architecture; documenting exceptions
• Work with other bank leaders to support the mission and core values of the bank
• Provide mentoring, guidance and training to staff of information security associates
• Conduct accurate evaluation of the level of security required
• Work with auditors and examiners to assist in gathering requested information for review

Lead, Information Security

• Manages the daily operations of the Identity Management function, including identity provisioning, deprovisioning, access reviews, authentication services, and privileged access controls.
• Oversees the implementation, maintenance, and support of Identity and Access Management technologies, including Active Directory, Entra ID (Azure AD), MFA, SSO, Identity Governance and Administration (IGA), and Privileged Access Management (PAM) solutions.
• Ensures timely processing of user access requests, role modifications, and termination activities in accordance with established policies and service-level expectations.
• Monitors identity-related security controls and investigates access control issues, policy violations, and unauthorized access incidents.
• Coordinates periodic user access certifications and entitlement reviews to ensure compliance with internal policies, regulatory requirements, and audit expectations.
• Partners with Information Security, Infrastructure, Application Support, Human Resources, and business units to develop and maintain role-based access models and least-privilege access standards.
• Develops and implements procedures and standards related to identity lifecycle management, authentication, authorization, and access governance.
• Evaluates IAM technologies, tools, and service providers to improve operational efficiency and strengthen security controls.
• Supports implementation of new systems and applications by ensuring appropriate identity integration, access controls, and authentication methods are incorporated during project planning and deployment.
• Maintains documentation related to IAM processes, standards, procedures, and system configurations.
• Assists in responding to internal and external audits, regulatory examinations, and security assessments involving identity and access management controls.
• Tracks departmental metrics and key performance indicators related to provisioning efficiency, access review completion, privileged account management, and authentication services.
• Keeps current with identity security trends, emerging threats, and regulatory requirements that impact IAM operations.

Manager, Identity Management

QA Automation Engineer

• Performs Process Discovery Analysis
• Performs Business Process Management Automation design, including process flow, Coaching (user interfaces), and application of existing SOA services with BAW Automation.
• Performs management of BAW solution development teams including leading project sponsors and SME from various business perspectives to consensus, coaching participants to achieve effective process design, and serving as the "voice of the customer".
• Performs existing solution production support and realignment. (using WebPD and Visual Studios )
• Executes BAW solutions within existing toolsets (Process Designer).
• Executes Web Development Solutions within existing toolsets – ASP.Net, SharePoint.
• Effectively executes Agile Development Methodology utilizing iterative review and modification to fully capture solution requirements.
• Acts as process SME for other technology efforts.
• Performs other duties and special projects as assigned by Senior Management.

Business Automation Engineer, Web Developer

Software Engineer

• Provides technical direction and support in developing business systems software and procedures
• Responsible for analysis, design, programming, and implementation of complex programming projects
• Plans and conducts analyses of complex and unique business systems projects
• Devises new sources of data and develops new approaches and techniques for use by others
• Conducts reviews of computer technology developments applicable to systems design and prepares long range forecasts
• Studies broad areas of work processes that cut across organizational information systems
• Acts as an internal consultant providing technical guidance on business systems projects
• Determines and resolves problems with other systems analysts, programmers, and systems users
• Maintains, develops, modifies, and documents programs according to general specifications and guidelines
• Provides guidance to lower-level programmers and systems specialists
• Consults with managerial and systems analysis personnel to clarify program intent, identify problems, suggest changes and determine extent of programming and coding required
• Revises or directs revision of existing programs to increase operating efficiency or adapt to new requirements
• Trains entry level coworkers in programming and program coding
• Consults with internal clients to analyze and understand functions to be automated, client needs, objectives, desired features and input and output requirements
• Analyzes, defines and documents system requirements for data, workflow, logical processes, hardware and operating system environment, interfaces with other systems, internal and external checks and controls and outputs
• Researches and evaluates software and hardware to assist in programming or to use as program platforms

Senior Developer Analyst

Mortgage Loan Processor

• Verifies that the information received is accurate and acceptable
• Requires a basic knowledge of mortgage documents, review underwriting conditions, acquire required documentation
• Responsible for the final presentation of the loan package to an underwriter for the final decision
• Reviews and inputs incoming documents (i.e. VOE, VOD, credit, etc.) into Mortgage Loan Operating System (LOS)
• Reviews residential loan application file to verify that application data is complete and meets establishment standards
• Reruns Automated Underwriting System (AUS) to ensure same automated decision is applicable
• Recommends that loan not meeting standards be denied
• Calls specified companies to obtain property abstract, survey, and appraisal if needed
• Determines if appraisal is to be ordered and what type
• Reviews appraisal for errors and meets underwriting criteria and notifies lender of any discrepancies
• Informs supervisor of discrepancies in title or survey
• Assembles file in electronic imaging system and reviews for completeness and accuracy
• Notes the estimated closing date and type of transaction
• Reads notepad for pertinent information not obvious in file, identifies missing items and notifies appropriate party
• Orders updates to credit report
• Requests needed documentation not previously requested
• Reconciles LOS and AUS
• Gathers all required documentation prior to closing and resubmits for final approval
• Submits mortgage loan application file for underwriting approval
• Orders flood determination
• Types and mails approval and denial letters to applicants
• Confirms closing date and location of closing
• Sends out construction package if necessary to branch lenders
• Prepares closing sheet and sends file to closing department for settlement
• Notates denial or withdrawal status in LOS and prints appropriate package
• Submits denied files to underwriting for review and signatures
• Reconciles fees to determine if funds are missing
• Records data on status of loans, including number of new applications and loans approved, canceled, or denied

Senior Mortgage Loan Processor

Banker

• Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations.
• Serve as a trusted advisor to clients, matching financial products and services to meet their goals.
• Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
• Process routine financial center transactions accurately and efficiently, including deposits, withdrawals, and loan payments.
• Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience.
• Identify and refer clients to internal partners (mortgage, business banking, investments) for specialized financial needs.
• Develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.
• Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
• Participate in community outreach and business development activities to expand the client base.
• Maintain awareness of surroundings, client behavior, and potential risk indicators to ensure a safe environment.

Float Universal Banker

QA Engineer

• Develop, manage, and execute comprehensive test plans for projects across multiple lines of business.
• Analyze project requirements to define testing scope, strategies, and resource needs.
• Coordinate all testing roles and responsibilities within project teams, ensuring alignment with project timelines and objectives.
• Oversee the execution of test scripts, validate results, and track defects or issues to resolution.
• Mentor, train, and guide test team members in test methodology, best practices, and tools.
• Organize and lead test status meetings; communicate progress, risks, and results to project stakeholders.
• Utilize test management tools to document testing coverage, results, and performance baselines.
• Collaborate with project managers, developers, and business analysts to mitigate testing risks and improve overall project quality.
• Recommend process improvements for test planning, execution, and automation to enhance efficiency and quality.
• Stay current with emerging testing technologies, methodologies, and industry standards.

Enterprise Quality Assurance Test Lead

General

• Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients
• Identifies and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients
• Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members
• Collect data necessary to have financial or estate plan prepared
• Present and execute financial, estate, or tax plans
• Analyze client financial information and deliver financial advice and appropriate financial products based on client needs
• Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development
• Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
• Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
• Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tool
• Represent the bank in civic, community, and industry functions to network and develop additional business
• Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions.

Senior Wealth Advisor

Producer

• Managing a group of Mortgage originators within a Region
• Establishing and monitoring production goals
• Coaching and motivating the origination staff
• Managing relationships with other lines of business within the Region
• Acting as the primary contact for external organizations
• Assisting the origination staff with improving industry, product knowledge, and sales ability
• Developing and maintaining relationships with external referral sources
• Ensuring service level times are met on origination, processing, and closing
• Keeping current on all developments, applicable laws, and regulations within the mortgage field.

Mortgage Production Manager

Account Manager

• Manages and develops new business for large and complex Trust relationships.
• Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
• Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts.
• Analyzes, studies, and gains full understanding of governing documents.
• Coordinates management of accounts with investment officers, trust tax officers, Trust Operations, and others as required.
• Ensures accounts compliance with all applicable policies, procedures and/or federal/state laws and regulations.
• Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
• Mentors more junior RMs on all aspects of managing and developing Trust relationships.

Institutional Relationship Manager – Retirement Plan Services

• Responsible for acquiring, managing, and expanding commercial deposit relationships.
• Serve as the primary relationship owner for deposit focused clients and partner with Treasury Management Specialists.
• Market to assigned clients a broad range of financial products and services.
• Cultivate prospects through customer referrals and networking.
• Develop and execute a business development plan to achieve goals and objectives.