Teams at Beacon Bank

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.

Support budgeting, forecasting, and multi-year financial planning. Maintain financial models, prepare variance analysis and management reports, track KPIs, assist profitability and pricing analysis, improve data quality, and support automation and BI reporting while partnering with senior leadership and business units.

Execute and administer trade finance products (letters of credit, standbys, guarantees); review shipping documents for discrepancies; perform AML and sanctions screening; act as operational client contact; reconcile fees, manage maturities and drawings; maintain trade system records; ensure compliance with ICC guidelines and internal controls; support audits and team initiatives.