Heritage Bank NW

Fraud Specialist

• Performs analysis of assigned accounts and activity.
• Triage risk and determine appropriate action using internal tools and information sources.
• Obtains and provides detailed documentary evidence to support confirmed fraud activity necessary to prepare cases or alerts for a criminal prosecution, referral to law enforcement, and collections, as appropriate.
• Documents daily review and analysis of suspicious transactions, communicates a summary to appropriate parties.
• Ensures compliance to appropriate Federal Regulations and SAR reporting requirements.
• Actions assigned accounts based on established department procedures to mitigate and minimize risk and risk-related exposure.
• Partners with internal/external customers, business partners, peer groups, management, law enforcement and other issuing parties to ensure effective communication on fraud related cases and concerns.
• Builds and maintains relationships with contacts throughout the industry.
• Contributes to the success of the department with willingness to share in all department responsibilities, as required or assigned.
• Gains working knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to assigned area.
• Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.

Fraud Investigation Specialist

Controller

• Responsible for managing, planning and coordinating the accounting and financial reporting functions of the company
• Overseeing the preparation and timely filing of quarterly (10-Q) and annual (10-K) reports with the SEC
• Maintains appropriate internal controls and ensures controls are designed to be in compliance with SOX
• Establishes, approves, and oversees accounting policies, procedures, and practices
• Manages the daily accounting processes including investment security accounting, accounts payable, fixed assets, income taxes, prepaid expenses, and accrued expenses
• Analyzes transactions to determine the appropriate accounting treatment
• Provides accounting guidance, leadership and direction to company’s operating units
• Oversees the preparation of FDIC, Federal Reserve, Security and Exchange Commission quarterly and annual reports and schedules
• Works closely with internal and external auditors to coordinate audits
• Assists with the development of complex financial projections involving acquisitions, mergers and business combinations
• Ensures Bank activities are performed in compliance with the Bank’s Policies and Standards

Sales

• Personally originate mortgage loan applications including conventional, government, construction, and home equity products
• Maintain an active pipeline and personal production goals
• Conduct financial analysis and guide customers through the mortgage process
• Build and maintain relationships with Realtors, builders, financial advisors, and other referral sources
• Work assigned online and digital lead opportunities
• Recruit, onboard, coach, and develop Virtual Branch Mortgage Loan Originators
• Establish production goals, activity expectations, and performance standards
• Conduct regular one-on-one coaching sessions focused on sales performance, pipeline management, lead conversion, and professional development
• Review team production metrics and implement strategies to improve effectiveness and profitability
• Foster a positive, accountable, and results-oriented sales culture
• Monitor branch production, lead conversion, pull-through rates, and overall team performance
• Ensure effective distribution and management of digital leads
• Collaborate with Marketing, Operations, Secondary Market, and Credit teams to optimize production results
• Drive execution of sales campaigns and strategic initiatives
• Ensure team members consistently deliver exceptional customer service
• Promote cross-selling and referrals to other areas of Heritage Bank
• Resolve customer concerns and support team members in complex situations.

Sales Manager

Mortgage Loan Originator

• Qualifies and originates mortgage loan applicants
• Initiates compliance process with applicable standards, policies, and procedures
• Conducts business development
• Builds relationships with Realtors, Builders, and other referral sources
• Provides exceptional service to existing customers while cross-selling and referring to other departments
• Facilitates the loan closing process

Financial Planning and Analysis

• Leads the bank's liquidity management and funding operations
• Oversees daily liquidity positioning and maintains funding strategies
• Ensures compliance with internal policy limits and regulatory expectations
• Partners with finance leadership and ALCO to align treasury activities
• Provides expert analysis, reporting, and recommendations for liquidity and interest rate
• Monitors daily liquidity position and manages funding sources
• Prepares liquidity forecasts and performs stress testing
• Supports ALCO process and assists with interest rate risk modeling
• Analyzes deposit trends, loan growth, and cost of funds
• Supports month-end and quarter-end processes through financial reporting

Senior Financial Analyst

Security Analyst

• Monitor SIEM systems and alert on anomalies, threats, and policy violations
• Define detection rules and policies for IDS/IPS; own EDR and email security controls
• Own the vulnerability management program: coordinate assessments, assign risk ratings, and track remediation with the Network Security Engineer
• Perform threat intelligence analysis and translate findings into defensive action
• Lead security analysis and forensic response during incidents; coordinate network-level containment with the Network Security Engineer
• Define patching strategy and standards; partner with the Network Security Engineer on execution
• Maintain the ISMS including risk register, statement of applicability, and control documentation
• Coordinate internal audits and gap analyses against applicable cybersecurity frameworks and FFIEC guidance
• Develop and maintain security policies, standards, and procedures
• Govern access control policies and conduct privilege access reviews with the Network Security Engineer
• Develop and maintain the bank's AI security framework, governing the secure adoption and use of AI/ML tools and platforms
• Conduct cybersecurity due diligence on third-party vendors and technology providers
• Maintain accurate security documentation including risk registers, incident logs, and audit evidence

Cybersecurity Analyst

Risk

• Plans and directs workflow of assigned team and monitors performance
• Supports and manages the daily operations and workflows of the service desk
• Acts as primary escalation point of contact for team members to resolve issues
• Conducts and supports investigations of suspected fraud activity
• Triages alerts and cases using established procedures
• Provides direct reports with proper tools and authority to execute their assigned functions
• Identifies and escalates control gaps, process inefficiencies, and emerging fraud risks
• Assists with monitoring fraud trends and reporting preparation for management review

Fraud Risk/Investigations Supervisor

Manager

• Leads the bank's liquidity management and funding operations
• Oversees daily liquidity positioning, develops and maintains funding strategies
• Ensures compliance with internal policy limits and regulatory expectations
• Provides expert analysis, reporting, and recommendations for executive decision-making
• Monitors daily liquidity position and manages funding sources
• Prepares liquidity forecasts and performs stress testing
• Supports ALCO process and interest rate risk modeling
• Analyzes deposit trends, loan growth, and cost of funds
• Supports month-end and quarter-end processes through balance sheet and funding-related analysis
• Assists with audit requests and regulatory examinations related to treasury and balance sheet
• Coordinates with capital markets on hedging strategies and loan sales

Treasury Manager

Security Engineer

• Design, implement, and maintain LAN/WAN infrastructure across headquarters, branches, and remote locations
• Manage routers, switches, firewalls, VPNs, and wireless networks
• Monitor network performance and proactively address capacity, reliability, and latency issues
• Implement and maintain secure network architectures aligned with banking regulatory requirements
• Conduct regular vulnerability assessments and remediation efforts
• Lead troubleshooting efforts for network outages and service disruptions
• Lead or contribute to IT infrastructure projects, including upgrades, migrations, and new branch deployments