Hancock Whitney

Analyst

• Independently prepares credit packages for specialized or highly complex commercial loan requests.
• Prepares various reports including concentration reports, committed/unfunded reports and total exposure reporting, etc. and presents the information to appropriate committee.
• Performs structured financial analysis of customer financial statements and related material.
• Prepares financial statement pro forma analyses when requested by loan officers.
• Acts as an advisor to lines of business with regard to specialized portfolios and segment information.
• Works with management on special projects, providing recommendations and suggestions on presentation formats and content.
• Gathers information and prepares reports regarding exposure in the loan portfolio as needed by management and presents the information to appropriate committee.
• Acts as secretary to committees such as Wholesale Credit Admin. Comm., Consumer Finance Credit Administration Committee, Mortgage Loan Credit Administration Committee.

Senior Credit Analyst

Bilingual

• Verifies information received is accurate
• Reviews loan application file for completeness
• Reruns AUS to ensure the automated decision is applicable
• Calls companies to obtain property details
• Assembles electronic files and reviews for accuracy

Senior Mortgage Loan Processor – Bilingual, English/Spanish

Manager

• Define and maintain Business Banking digital priorities across lending, onboarding, SBA, deposits, treasury management, merchant services, and payments.
• Partner with cross-functional teams to enhance workflows that improve speed, consistency, scalability, and client experience.
• Drive deeper and more effective use of existing platforms and digital solutions including nCino and related tools.
• Lead an integrated Business Banking payments strategy spanning Treasury Management and Merchant Services.
• Define how payments capabilities fit within the Business Banking relationship model and end-to-end client journey.
• Partner on payments onboarding, activation, training, and field readiness to drive adoption and revenue impact.
• Support scalable SBA intake, tracking, and portfolio management through digital platforms while reducing manual workarounds and process friction.
• Coordinate Business Banking-driven enhancements with Technology, Legal, Risk, Compliance, and Operations partners.
• Establish and monitor adoption, usage, performance, and outcome metrics across digital and payments initiatives.
• Identify gaps and opportunities for continuous improvement to strengthen execution discipline and scalability across the Business Banking journey.

Senior Manager, Business Banking Digital & Payments Strategy

IT Support

• Provide loan decisions and/or credit recommendations based on a review of all underwriting criteria, including loan structure, collateral, interest rate, and fees within assigned loan authority.
• May recommend loan approval terms, conditions and structure that exceed assigned loan authority.
• Responsible for reviewing financial statements, identifying project cash flow and income potential on information provided in loan application that renders an accurate global cash flow.
• Provide specific due diligence conditions required to approve loan including application of local knowledge of the commercial real estate market of the borrower.
• Evaluates all commercial loan requests, using a thorough knowledge of credit policy, guidelines and procedures.
• Exhibits thorough knowledge of fair lending issues, HMDA, rules, and various regulations that directly impact the commercial lending areas.
• Exhibits the ability to utilize judgmental commercial credit underwriting skills to render a decision within assigned loan authority.
• Summarizes and adjudicates final credit decision, within credit authority, on a credit processing system, which will be monitored and reviewed by management.
• Refers and recommends loans above approval limits to a more Senior Loan Credit Specialist or Team Leader.
• Ability to perform in a dynamic production environment and meet unit productivity goals.
• Responsible for making accurate decisions in granting loan requests within specified limits.
• Demonstrates an understanding of credit scoring and risk management concepts.
• Communicates effectively and interacts with all levels of management.

Loan Credit Specialist

• Independently underwrites and analyzes complex criticized loan relationships, including restructures, forbearances, extensions, renewals, and modifications.
• Serves as a senior technical resource; provides informal guidance, quality review, and coaching on underwriting practices and policy requirements.
• Works as a core member of the Workout Delivery Team with Asset Managers, Credit Officers, Legal, Collateral Specialists, and Relationship Managers.
• Leads the collection and assessment of financial statements, collateral information, legal documentation, and third-party reports to support transaction structuring.
• Independently prepares and presents detailed loan requests and risk assessments to Credit Officers with limited guidance.
• Conducts advanced borrower, industry, and market analyses to identify emerging risks and recommend risk mitigation strategies.
• Monitors covenant compliance, collateral performance, and borrower reporting; proposes corrective actions as exceptions arise.
• Supports Asset Managers in negotiating borrower communications, including action plans, conditions, and documentation requirements.
• Identifies deteriorating situations early and contributes to the formulation of problem-loan strategies.
• Reviews and validates legal documentation associated with criticized actions to ensure alignment with approval terms and bank standards.
• Tracks and resolves document exceptions; ensures accurate and timely system updates.
• May lead special projects, process improvements, or portfolio analytics initiatives.
• Secures and safeguards all customer information according to Bank guidelines.
• Participates in civic, community, and industry activities as needed.
• Performs other duties and special projects as assigned.

Special Credits Portfolio Manager

• Responsible for reviewing diversified loans to ensure acceptable credit standards are maintained
• Identifying potential loan losses to help establish an adequate loan loss reserve calculation
• Preparing loan review reports for distribution to account officers and management
• Proficiently extracts and reviews samples of various segments of the portfolio
• Analyzes results regarding asset quality of the portfolio as a whole and/or various aspects thereof
• Assembles raw loan portfolio data from diverse sources into reporting information
• Prepares and distributes formal reports derived from the review and analysis of information
• Uses credit and financial information to verify continuing credit worthiness of the client
• Reviews collateral documentation, if necessary
• Evaluates the adequacy of loan risk codes and accrual status
• Recommends changes as appropriate
• Informs supervisor of discrepancies in perceived risk ratings
• Assists with gathering information, preparing reports, and completing special projects
• May serve as a member of the Due Diligence team for future acquisitions
• Serves as a Team Lead for two or more annual portfolio reviews
• Assigns reviews and assists team members with loan reviews
• Ensures the team’s work is consistent and completed within allocated time frame

Senior Credit Review Analyst

Financial Planning and Analysis

• The Investment Portfolio Specialist provides portfolio support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, strategy implementation, trading, performance reporting, marketing and compliance.
• Works directly with the asset allocation and manufacturing teams to implement investment strategy decisions across multiple LOBs.
• Works directly with Senior Portfolio Managers to invest client accounts according to risk tolerance and investment strategy.
• Provides portfolio support by deciding which securities to buy and sell to fulfill requests, such as withdrawals, contributions, or tax harvesting.
• Develops a basic knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis.
• Populates and maintain databases with firm and strategy level updates for asset retention and new business development.
• Works directly with equity and fixed income traders for trade entry, execution and reporting.
• Provides data to various LOB’s for client retention and new business development.
• Works directly with Trust Compliance and Portfolio Managers to monitor and correct account exceptions.
• Other duties and special projects as assigned by Senior Management may include but proxy voting, corporate actions, vendor management liaison, soft dollar and broker dealer analysis.

Investment Portfolio Specialist

Administration

• Handle complex client inquiries, account transactions, and documentation, ensuring prompt and accurate resolution.
• Prepare, review, and coordinate required loan documentation, using platforms such as nCino and Salesforce.
• Serve as a liaison between Relationship Managers, Lending Services, and other bank areas to coordinate workflows and resolve issues.
• Monitor and analyze account activities, proactively addressing risks or discrepancies.
• Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.
• Identify opportunities to sell ancillary services like treasury management, merchant services, and wealth management, and assist with internal Relationship Reviews.
• Participate in joint calls with clients at the invitation of Relationship Managers.
• Provide advanced administrative support, including managing deposit relationships, setting up accounts, and assisting with loan payments and transfers.
• Ensure compliance with all applicable regulations and internal policies.
• Mentor and assist junior Commercial Client Administrators as needed.

Senior Commercial Client Administrator

• Provides support to Relationship Managers by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.
• Works closely with Relationship Managers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation.
• Coordinates with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues.
• Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents; clears loan exceptions.
• Serves as a liaison between the Relationship Manager and Lending Services during document preparation.
• Coordinates document workflow as appropriate.
• Closes complete loan packages in conjunction with or in the absence of the relationship manager.
• Ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures and regulations.
• Responsible for making certain our loan document image repository is accurate and correct; diligence in performing necessary tasks to update and maintain our image files is required.
• Responsible for the monitoring and maintenance of multiple reports; keeps Relationship Managers apprised of any issues/problems that may arise and need attention.
• Assists Relationship Managers in identifying opportunities to sell ancillary services like treasury management, merchant services, and wealth management.
• Participates in joint calls with our clients at the invitation of the relationship manager.
• Assists Relationship Managers in managing the deposit relationship and associated services, i.e. wires, account set up, NSF management, approvals, signatures, etc.
• Assist clients with draws, transfers and loan payments with appropriate authorization.
• Monitors past due reports and coordinates the collection of past due principal and interest payments.
• Conducts periodic reviews of the past due report and alerts Relationship Managers as applicable.
• Opens and services commercial deposit accounts.
• At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts.
• Other duties as assigned.

• Performs analytical tasks related to system enhancements and maintenance
• Serves as the liaison between the business unit and the programming/technical units
• Makes recommendations to management for system enhancements
• Creates detailed project plans and tracking documents to track a project from start to finish
• Plays a key role in communicating issues related to projects/request to the business unit and programming/technical staff
• Creates documentation related to projects and/or system changes
• Confers with personnel of businesses in a merger or acquisition
• Analyzes current operational procedures
• Writes detailed description of user needs, program functions
• Reviews computer system capabilities, workflow, and scheduling limitations
• Conducts studies pertaining to development of new information systems
• Plans and prepares technical reports, memoranda, and instructional manuals
• Upgrades system and corrects errors to maintain system after implementation
• Assists Computer Programmer in resolution of work problems
• Prepares time and cost estimates for completing projects
• Directs and coordinates work of others to develop, test, install, and modify programs
• Works with Hancock University and Retail Services to create detailed training, policy, and procedures as the need arises.

Business System Analyst 3

Sales

• Markets and sells the bank’s full suite of merchant services and core banking products to existing and prospective clients, including business management value-added applications.
• Partners with Retail, Business, and Commercial Banking teams to source referrals, develop proposals, and deliver presentations.
• Provides consultative support to clients and internal partners; independently manages moderate-complexity merchant accounts.
• Educates internal and external partners on merchant offerings and supports sales enablement activities.
• Maintains up-to-date knowledge of technology trends, payment acceptance tools, pricing models, and compliance requirements.
• Uses CRM and reporting tools to manage pipeline, forecast revenue, and track activity and engagement.
• Represents the bank in community and business events to strengthen brand presence and drive new business.
• Responsible for sourcing at least half—often the majority—of sales pipeline activity.

Merchant Services Sales Specialist

Director

• The Director of the Enterprise Project Office (EPO) leads a team of relationship managers, project managers, and business analysts responsible for governing, prioritizing, and delivering strategic initiatives across the Bank.
• This role ensures consistent project execution, strong business and technology partnership, disciplined prioritization, and measurable value delivery.
• The Director also introduces emerging best practices—such as enhanced intake processes, value‑focused prioritization, modern tooling, and continuous improvement—to mature the Bank’s delivery capability while preserving essential governance, regulatory control, and execution stability.
• Oversees the enterprise project portfolio, ensuring alignment to corporate strategy, revenue optimization, risk reduction, operational improvement, and regulatory priorities.
• Chairs Project Committee and Project Steering Committee; provides clear, consistent visibility into project status, risks, capacity constraints, and resource needs.
• Maintains and continuously improves project management methodology, introducing lightweight, modern practices such as enhanced intake, risk‑based prioritization, and benefits realization.
• Partners with business and technology leadership to ensure the portfolio is prioritized based on value, risk, regulatory need, and capacity.
• Develops and executes a three‑year EPO strategy aligned to corporate goals, incorporating modern delivery concepts (e.g., outcome measures, increased transparency, streamlined processes).
• Acts as a key liaison between business units and technology teams to ensure clarity of needs, alignment of priorities, and delivery of business value.
• Plays a primary leadership role in merger and acquisition integration to ensure timely, controlled conversion with minimal customer impact.
• Provides leadership across project planning, coordination, and execution, ensuring predictable delivery of scope, schedule, and budget.

Director, Enterprise Project Office

• Prepares, supervises preparation, and reviews complex tax returns and other filing requirements.
• Reviews income and expense postings for accuracy and determines their proper tax character.
• Reallocates mutual fund income among the various types of taxable and nontaxable income.
• Supervises calculation of quarterly estimated tax payments for all fiduciary accounts.
• Reviews and prepares tax return extension forms.
• Reviews and responds to IRS notices and correspondences in a timely manner and ensures a resolution of the issue.
• Reviews and interprets relevant tax laws.
• Researches and reviews research of Trust, estate and nonprofit tax law issues, applying research results, and writing tax memoranda.
• Recognizes tax related issues on all personal Trust accounts.
• Properly addresses special issues of deceased individuals and reviews preparation of date of death valuation reports for basis step-up.
• Maps data from the Trust accounting system to the Trust tax preparation system.
• Uses knowledge of Trust accounting and tax systems to ensure proper account coding.
• Provides advice and guidance to relationship managers and administrators on personal Trust accounts.
• Uses understanding of Trust tax and Financial Accounting rules to perform financial analysis and solve accounting problems as needed.

Supervisor, Trust Tax

• Provides sales support for Treasury Management Sales Specialists
• Assists the sales team with soliciting, implementing and on-going delivery of cash management products
• Assists with problem resolution for customers with complex treasury systems
• Prepares marketing information packages and assists with preparation of proposals, pro formas and presentations
• Identifies sensitive situations and escalates appropriately to ensure customer satisfaction and retention

Treasury Services Sales Associate

Marketing

• The Senior Manager, Marketing is responsible for planning and managing the successful implementation of marketing programs to achieve stated revenue growth goals.
• Based on strategic guidance from the Director or Manager, Segment Marketing, senior marketing managers create campaign or program briefs to define specific outcomes and activities necessary to achieve those outcomes.
• Develops in depth understanding of features and benefits of financial products offered to the segment.
• Contributes to the definition and refinement of client segment positioning strategies.
• Contributes input and ideas to help achieve segment marketing goals and program ROI.
• Helps define and update marketing plans for specific marketing channels under the direction of the Director or Manager, Segment Marketing.
• Generates ideas for future improvement based on discussion with stakeholders and results from previous campaign tracking.
• Ensures that marketing programs adhere to brand standards and contribute to building brand equity in addition to short term sales.
• Coordinates with appropriate internal and external centers of excellence to execute campaigns and programs including: Current external agencies include creative, media buying, digital design, direct marketing, and boutique providers.
• Current and planned internal resources include client analytics, market research, corporate communications, community engagement, digital channel, branded content creation, merchandising, and marketing automation.
• Creates content as directed including but not limited to articles, blog posts, emails, letters, presentations, etc.
• Uses internal and external resources to understand the impact of marketing programs on the entire buying funnel down to incremental sales, revenue, and ROI.
• Based on results and discussion with the Director or Manager, Segment Marketing contributes ideas and recommendations for future planning.
• Contributes to building recommendations to adjust resources and goals based on quantitative understanding of impact and learning from campaigns.
• Builds relationships across the company to maintain and enhance high standards of internal reputation.
• Actively seeks to learn about new trends and opportunities in order to build a knowledge base to prepare for future thought leadership.
• Follows established department policies, procedures, and workflow practices.
• Serves as a first line of defense in implementing appropriate risk controls.

Senior Credit Analyst

Senior Mortgage Loan Processor – Bilingual, English/Spanish

Senior Manager, Business Banking Digital & Payments Strategy

Loan Credit Specialist

Special Credits Portfolio Manager

Senior Credit Review Analyst

Investment Portfolio Specialist

Senior Commercial Client Administrator

Senior Commercial Client Administrator

Business System Analyst 3

Merchant Services Sales Specialist

Director, Enterprise Project Office

Supervisor, Trust Tax

Treasury Services Sales Associate

Senior Marketing Manager