Franchise Finance - Specialty Banking Specialist I
Greenwood Village
Wednesday, 22 April 2026
Specialty Banking Specialist I, you will manage daily, weekly, and monthly Specialty Banking trend compliance reports, team financials, pipeline reports and portfolio management reports. You will be responsible for a variety of tasks including accurately inputting data, monitoring, and processing loan data in Capital Stream, and assist Managing Directors, Relationship Managers, Portfolio Managers and Credit Analyst in monitoring maturing loans, past dues and covenant reports. You will assist Managing Directors, Relationship Managers and Portfolio Managers in all aspects of processing and booking loans, review of loan documents to insure they are accurate. You will also be asked to partner with internal groups including accounting, risk management and marketing in order to manage internal processes related to our clients and reporting. Specific duties will be provided related to regulatory exams, daily accounting, accounts payable and marketing for the assigned Specialty group. Additionally, Banking Specialist I - Is are expected to oversee the processes for: changes and updates to risk reports (including risk rating policy), operation procedures, management of client deposit operations, oversee treasury management implementations including new account set-up and ongoing administration, and to prepare and arrange weekly portfolio management meetings (including creating agendas and preparing meeting minutes, etc.). You will handle administrative details and duties and take responsibility for completing those duties on time and with a high degree of quality. Additionally, you will need to proactively develop relationships with key internal partners and external clients, gaining recognition as a team resource, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Associates degree or equivalent combination of education and related work experience. 2 years of experience providing specialty or commercial banking loan and deposit support. Strong Microsoft Office skills, including PowerPoint, Word, and Excel. Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: Bachelor's degree. 3 years of experience in specialty or commercial banking loan and deposit operations support. Prior work experience in the assigned Specialty industry. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Exceptional verbal, written and interpersonal communication skills with the ability to clearly and concisely articulate issues, to carry out instructions and instruct others, to generate reports, correspondence, and procedures. Ability to work with minimal supervision while performing duties. Effective organizational and time management skills. Absolute discretion when dealing with confidential matters. Self-directed and motivated to accomplish tasks, meet objectives and commit to timelines. Strong client service skills with the ability to interact in a professional manner with both internal and external clients. Responsive and flexible; ability to adapt to changes in the