Jobs at Beacon Bank

Supports regional marketing campaigns, projects, events, sponsorships, advertising, and promotional initiatives. Creates and proofreads marketing materials, coordinates deliverables and deadlines, collaborates with agencies and vendors, and ensures consistent branding, messaging, policies, and regulatory compliance. The role also assists with event logistics and maintains marketing assets across bank locations and channels.

Analyzes and underwrites commercial credit requests, evaluates financial statements, cash flow, collateral, and compliance, and prepares credit analyses. Maintains and monitors loan portfolios, conducts annual reviews, identifies problem loans, performs market research, and supports relationship managers and customers. May oversee workflow or mentor junior analysts.

Lead organic growth and new client acquisition for a private wealth advisory firm. Build relationships with high-net-worth prospects, founders, executives, business owners, centers of influence, and strategic partners. Develop growth strategy, create referral and engagement opportunities, manage the prospect pipeline and CRM process, establish KPIs, represent the firm at events, and partner with wealth advisors to convert qualified prospects into long-term client relationships.

Maintains the general ledger and prepares financial statements in accordance with GAAP. Responsibilities include fixed asset and prepaid accounting, reconciliations, journal entries, variance analysis, regulatory and SEC reporting support, audit assistance, and maintaining accounting policies and procedures.

Performs credit risk monitoring, analysis, reporting, and data quality support for a bank portfolio. Uses Excel, Power BI, Python, R, and SQL to produce actionable insights, maintain reporting, investigate data inconsistencies, and support governance, audit, SOX, and regulatory requirements. Collaborates across credit risk, finance, lending, and analytics teams, assists with custom reporting and onboarding, and ensures compliance with banking policies and regulations.

Manage and underwrite commercial loan portfolios: analyze credit risk, prepare loan memoranda, perform annual reviews and property inspections, monitor portfolio risk, assist with due diligence and loan closings, and interact with customers and financial professionals.

Leads the internal audit function, developing and executing COSO/IIA risk‑based audit plans, reporting to the Audit Committee, liaising with regulators and external auditors, managing anonymous reporting investigations, conducting quality assessments, overseeing audit budget, and developing an audit team to strengthen controls across operations, compliance, and finance.

Analyze and underwrite commercial credit requests, including commercial and investment real estate; perform due diligence; prepare loan memos and presentations; manage and monitor a portfolio of customer loans, renewals, and compliance; liaise with relationship managers, customers, and external advisors to identify and address problem loans.

Lead workout strategies for high-risk commercial lending relationships to minimize losses and maximize recoveries. Serve as primary officer for problem loan portfolios, prepare restructuring/forbearance memoranda, coordinate legal counsel and internal stakeholders, monitor borrower performance, estimate loss exposure, and produce required credit risk reports while ensuring regulatory compliance.

Manage day-to-day RIA operational functions including client onboarding, ACAT transfers, money movement, account maintenance, and custodial requests via Charles Schwab. Prepare and review new account documentation, troubleshoot rejected requests, interact with custodian daily, coordinate with client service, and provide timely status updates to ensure compliant, accurate account processing and excellent client experience.

Analyze and underwrite commercial and investment real estate credit requests, prepare loan memoranda and term sheets, support loan closings, monitor portfolio performance, ensure covenant compliance, assist relationship managers, and prepare materials for audits and approvals.