Flagstar Bank

Financial Planning and Analysis

• Source new opportunities, advise clients on optimal financing strategies, and manage deal execution
• Originate, structure, and execute capital markets transactions
• Support the growth of existing and new clients
• Manage opportunities and pipeline with Relationship Managers and Executive Sales Officers
• Pitch FEF’s capabilities and secure client mandates
• Coordinate offering materials and required documentation
• Serve as the primary investor and client interface for efficient transaction execution
• Manage direct client and investor relationships and an annual syndicated volume and fee income budget
• Develop and maintain relationships with commercial banking partners and clients
• Lead complex transaction negotiations
• Expand relationships with institutional investors, nonbank lenders, and syndication partners
• Develop new investor relationships and sources of capital across banks, insurance companies, and nonbank/specialty finance companies
• Monitor equipment finance trends and regulatory developments
• Anticipate risk issues and partner with internal control functions to mitigate exposure
• Contribute to internal thought leadership
• Foster a high-performance sales culture focused on client solutions and market expansion
• Drive collaboration across leasing, risk, and credit teams to support deal origination and execution
• Gather client and partner feedback and provide feedback to the internal deal team
• Participate in industry associations and represent FEF at conferences, trade shows, and client events

Equipment Finance Capital Markets Syndication Manager

Head of Department

• Own the economics of the consumer deposit portfolio across products and segments, including cost of funds, mix strategy, deposit growth, retention, and margin
• Set the multiyear direction for deposit pricing and management
• Own rate strategy for standard pricing, promotional offers, and exception pricing
• Present rate recommendations to pricing governance forums and executive audiences
• Own consumer deposit portfolio P&L, including interest expense, net interest income, product and segment contribution, and performance against plan
• Establish interest expense attribution and reconciliation with Finance and Treasury
• Own deposit balance and rate forecasts, retention projections, assumptions, and scenario analysis
• Build a forecasting capability controlled by the function
• Lead insights and analytics covering price elasticity, behavioral segmentation, competitive and market insight, and portfolio reporting
• Direct data science and modeling for deposit behavior, rate sensitivity, retention, and balance migration
• Establish portfolio performance frameworks tracking cost of funds, acquisition, augmentation, and attrition
• Build and lead the function across pricing, P&L management and forecasting, and insights and analytics
• Establish accountability with Finance, Treasury, and enterprise data teams
• Manage talent, including hiring, performance evaluations, development, disciplinary actions, succession planning, and compliance
• Perform special projects and additional duties as required
• Maintain compliance with applicable laws, regulations, and policies

Head of Consumer Bank Portfolio Management

Account Manager

• Develop and maintain relationships with middle market companies with sales of $50 million or greater within New Jersey
• Generate revenue by developing relationships, generating deal flow and orchestrating a team approach
• Originate new business and coordinate approval and closing of new deals
• Grow assets and revenues while optimizing profitability (ROE)
• Engage borrowers in idea generation and identify opportunities to expand relationships
• Generate new clients, loan production and fee income through cross-sell products
• Monitor portfolio credit quality through financial statement gathering and required reporting
• Analyze financial information and take or recommend corrective actions
• Manage the bank’s risk exposure to acceptable levels
• Monitor industry trends and market conditions affecting the banking group and assigned portfolio
• Perform special projects and additional duties as required
• Adhere to regulatory and compliance policies, standards, and applicable laws
• Complete required compliance training
• Work with product specialists, portfolio managers and operational support specialists while remaining accountable for the relationship

Senior Relationship Manager – Middle Market

Risk

• Assist in creating and maintaining governance documentation, including policies, standards, controls, procedures, and testing requirements for technology and security organizations
• Work with technology team members and stakeholders to design, validate, track, and report risk mitigation
• Perform small to medium-size risk assessments, including mapping threats and controls, identifying gaps, and determining inherent and residual risk ratings
• Assist in creating formal risk assessment reports and presenting them to stakeholders
• Assist business-line and technology stakeholders in understanding risk and control requirements
• Perform special projects and additional duties as required
• Adhere to regulatory and compliance policies and standards and complete required compliance training

Technology Risk Analyst, Associate

• Manage operations of the Regional indirect business channel, including documentation preparation, documentation review, funding, and general ledger reconciliation
• Provide subject matter expertise, guidance, and direction to employees across business channels including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets
• Coordinate with departments, team members, and clients to ensure timely and efficient funding
• Monitor daily team workload completion and inform clients of progress
• Liaise between Signature Bank Group Directors and Signature Financial Executive Sales Officers regarding transaction workflow and completion
• Assist the VP and Director of Operations with creating and enforcing procedures for the regional direct business channel
• Recommend procedure improvements and assist junior staff with escalated issues, troubleshooting, and expertise
• Guide and participate in structuring complex and large transactions according to industry practices, bank standards, and departmental procedures
• Review and negotiate client-requested documentation modifications
• Approve high-level funding and documentation exceptions and waivers while maintaining internal policy consistency
• Perform quality control on transactions reviewed or prepared by junior documentation specialists
• Calculate Executive Sales Officer Incentive Credits and report to SF Executive Management and Signature Bank finance
• Make decisions using independent judgment and discretion; analyze and resolve problems
• Manage employment, performance evaluations, staff development and training, disciplinary actions, succession planning, and compliance requirements
• Perform special projects and additional duties as required
• Maintain compliance with applicable federal, state, and local laws and regulations

Documentation & Funding Manager – Equipment Finance, Capital Markets

Operations

• Develop and execute the enterprise-wide vision, strategy, and operating model for Commercial Loan Operations
• Serve as a key executive leader and contribute to bank-wide initiatives and governance committees
• Align operational capabilities with portfolio growth, product expansion, and client experience objectives
• Lead organizational readiness for mergers, acquisitions, portfolio transfers, system conversions, and transformation initiatives
• Oversee Commercial & Industrial, Commercial Real Estate, syndicated lending, construction and builder finance, specialty lending, loan boarding and funding, loan servicing, collateral and documentation management, reporting, metrics, and quality control
• Establish and enforce service level standards, KPIs, and operational performance objectives
• Drive process improvement, workflow optimization, capacity planning, and operational support for high-growth lending initiatives
• Monitor suppliers, vendors, and managed service partners for performance, service levels, and contractual compliance
• Lead regulatory compliance, operational risk management, audit readiness, control effectiveness, examinations, audits, compliance reviews, and issue remediation
• Establish governance frameworks, KRIs, operational risk assessments, and control monitoring programs
• Ensure compliance with information security, cybersecurity, data governance, and third-party risk policies
• Lead automation, digitization, workflow reengineering, technology modernization, AI deployment, system migrations, and core banking conversions
• Develop operational frameworks and infrastructure for future growth and evolving product strategies
• Use performance metrics, analytics, and benchmarking to drive operational improvements
• Manage departmental budgets, workforce planning, vendor expenditures, and cost efficiency
• Prepare executive and board-level KPI, KRI, productivity, quality, financial, and operational reports and presentations
• Lead a geographically dispersed management organization of Directors, Senior Managers, Managers, Team Leads, and Operations professionals
• Build an accountable, diverse, inclusive, and high-performing culture
• Develop succession plans and leadership pipelines; coach, mentor, and manage talent development
• Serve as senior operational liaison across Commercial Banking, Credit, Treasury Management, Finance, Technology, Compliance, Internal Audit, and Risk Management
• Build executive relationships with internal and external stakeholders, regulators, examiners, vendors, and industry organizations
• Establish methods to collect and analyze business partner satisfaction data
• Perform special projects, enterprise initiatives, governance committee participation, compliance training, and other executive-level duties as assigned
• Represent Flagstar at industry events and forums

Senior Director – Commercial Loan Operations

Analyst

• Develop and apply mathematical or statistical methods to organize, interpret, and summarize numerical data from multiple sources
• Develop credit risk rating models and other credit risk-related initiatives
• Derive well-reasoned and supportable model assumptions
• Monitor the performance and calibration of existing models
• Implement models transparently and maintainably in code within loan origination applications
• Document modeling and analysis work to meet internal, GAAP, and regulatory requirements
• Translate model theory and results for non-quantitative audiences
• Develop and support controls for the model implementation framework
• Support independent model validation, internal and external audits, and regulatory reviews
• Address model issues and remediation actions with model users, validators, and regulators
• Collaborate with Accounting, Treasury, Credit, Lines of Business, Model Risk Management, and Enterprise Technology
• Perform special projects and additional duties as required
• Complete required compliance training and maintain regulatory compliance

Senior Credit Risk Quantitative Model Analyst

Systems Engineer

• Provide day-to-day management and support for banking systems
• Support analysis, implementation, testing, and configuration for the core banking system and interfacing applications
• Partner with Retail Banking, Treasury Management, other business units, and third-level frontline support
• Upgrade, patch, troubleshoot, and install software
• Maintain knowledge of systems utilized by the team
• Perform testing and monitor quality assurance
• Coordinate product installations with implementation schedules
• Provide technical and product support to product owners and bank personnel
• Document, track, and report outstanding vendor issues
• Identify issue trends and patterns and report them to vendors and relevant teams
• Manage incidents and problems
• Provide operational expertise for process re-engineering initiatives and third-party vendor projects
• Design system solutions for online and mobile banking needs with internal business partners
• Design system solutions supporting straight-through processing with affiliates
• Ensure application configuration integrates with new processes and enterprise system interface designs
• Participate as a system subject matter expert in project meetings
• Complete special projects, additional duties, and required compliance training
• Maintain compliance with applicable federal, state, and local laws and regulations

Application Systems Analyst

Engineer

• Manage systems, configurations, and system stability
• Oversee development of M365, Azure, and AWS platform solutions to protect company assets
• Monitor and resolve alerts from Microsoft Purview, DLP, cloud security services, and certificate management systems
• Provide certificate management and maintenance for enterprise systems
• Provide final oversight on high-risk platform upgrades, migrations, and cloud deployments
• Build and maintain CI/CD pipelines across on-premises and cloud environments
• Deliver infrastructure as code and configuration management to standardize builds and reduce manual effort
• Integrate automated testing, secrets management, and policy enforcement into deployment pipelines
• Establish logging, monitoring, and alerting standards for platform reliability and incident response
• Own compliance posture for backend and cloud systems in alignment with FFIEC guidelines, audit requirements, and IT risk management policies
• Coordinate with internal audit, risk, and compliance teams on evidence and remediation plans
• Drive continuous improvement of compliance processes
• Monitor and maintain Microsoft Purview, Microsoft Defender, cloud-native security services, and corporate certificate systems
• Act as escalation point for major incidents and coordinate with leadership during crisis events
• Collaborate with infrastructure teams to align technology decisions with enterprise goals
• Champion disaster recovery planning, test execution, and after-action improvements
• Maintain accurate backend, cloud, and pipeline documentation meeting audit standards
• Review and approve operational and compliance reports before submission to leadership
• Promote documentation quality and accountability across the team
• Report team performance metrics and operational health to IT leadership
• Align IT solutions with business needs
• Oversee patching, upgrades, and system lifecycle compliance to prevent EOL exposure
• Serve as liaison between infrastructure, application, cloud, and security teams
• Delegate project work, set priorities, and track execution while contributing technically
• Perform special projects and additional duties as required

Principal Technology Engineer

General

• Serve as the primary point of contact and central coordination hub for large-scale initiatives, including the S2 strategy
• Coordinate communications, meetings, and deliverables between S2 partners and the executive leadership team
• Facilitate executive leadership team coordination, steering committees, partner executive briefings, and strategic planning sessions
• Coordinate press releases, internal communications, and announcements related to S2 partnerships
• Plan and execute partner site visits, collaboration sessions, and working sessions
• Coordinate travel arrangements, agenda planning, and logistics for conferences, executive site visits, and industry events
• Track action items and commitments across partner engagements and escalate blockers to leadership
• Support partner onboarding, executive relationship mapping, and introductions between partner leadership and Flagstar executives
• Liaise between the artificial intelligence team and business units to identify and prioritize high-value use cases
• Translate business problems into use case intake submissions through the artificial intelligence governance process
• Design and deliver artificial intelligence coaching sessions for business leaders
• Develop a network of artificial intelligence champions across business units
• Own the enterprise education program, including scheduling, content refresh, sequencing, and reusable education content
• Partner with the CIOO/CTO Executive Administrative Assistant to maintain executive calendars and optimize leadership time
• Manage confidential partner information and sensitive communications
• Perform special projects and additional duties as required
• Maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures where applicable

Technology Project Planning Lead

• Manage systems, configurations, and system stability
• Oversee development of M365, Azure, and AWS platform solutions to protect company assets
• Monitor and resolve alerts generated by Microsoft Purview, DLP, cloud security services, and certificate management systems
• Provide certificate management and maintenance to enterprise systems
• Provide final oversight on high-risk platform upgrades, migrations, and cloud deployments
• Build and maintain CI/CD pipelines for infrastructure and platform changes across on-premises and cloud environments
• Deliver infrastructure as code and configuration management to standardize builds and reduce manual effort
• Integrate automated testing, secrets management, and policy enforcement into deployment pipelines
• Establish logging, monitoring, and alerting standards supporting platform reliability and incident response
• Own compliance posture for backend and cloud systems and ensure adherence to FFIEC guidelines, audit requirements, and IT risk management policies
• Coordinate with internal audit, risk, and compliance teams on evidence and remediation plans
• Monitor and maintain Microsoft Purview, Microsoft Defender, cloud-native security services, and corporate certificate systems
• Act as escalation point for major incidents and coordinate with leadership during crisis events
• Collaborate with infrastructure teams to align technology decisions with enterprise goals
• Champion disaster recovery planning, testing, and after-action improvements
• Maintain accurate backend, cloud, and pipeline documentation meeting audit standards
• Review and approve operational and compliance reports before submission to leadership
• Report team performance metrics and operational health to IT leadership
• Align IT solutions with business needs
• Perform special projects and additional duties as required
• Oversee patching, upgrades, and system lifecycle compliance to prevent EOL exposure
• Ensure audit readiness and documentation quality
• Liaise between infrastructure, application, cloud, and security teams for shared projects and incident resolution
• Delegate project work, set priorities, and track execution while contributing technically
• Build and maintain stakeholder and client relationships and deliver tailored solutions

• Provide comprehensive, goals-based financial planning to high-net-worth and ultra-high-net-worth individuals and families
• Partner with bankers and advisors to deliver planning analyses and recommendations
• Prepare multi-scenario cash flow modeling, retirement distribution strategies, tax-efficient wealth transfer, philanthropic planning, education funding, concentrated position analysis, and liquidity event planning
• Translate client goals into actionable planning recommendations
• Participate in client meetings and present complex financial planning concepts and recommendations
• Build trusted client relationships and identify evolving planning opportunities
• Serve as a financial planning ambassador and in-house expert across the Private Bank
• Educate bankers on planning applications and timely planning topics
• Participate in external presentations, seminars, and business development initiatives
• Stay current on planning best practices and regulatory considerations
• Collaborate with the Family Advisory team and investment, insurance, and lending specialists
• Perform special projects and additional duties as required
• Complete required compliance training and maintain regulatory compliance

Senior Financial Planner, CFP® – Private Banking

Customer Support

• Manage a high volume of inbound contacts from branch personnel, providing guidance on banking operations, procedures, and retail banking products
• Support branch staff with complex inquiries involving account maintenance, transaction research, debit cards, digital banking, Trust and IRA accounts, and loans
• Document research requests and route escalated or complex inquiries to appropriate internal departments
• Identify and communicate trending branch issues to leadership
• Meet daily accuracy, productivity, quality, and service objectives
• Follow internal announcements, training updates, products, services, systems, policies, procedures, and banking regulations
• Mentor and coach new Solutions Center team members
• Participate in testing banking systems and technology platforms, documenting issues and providing implementation feedback
• Contribute subject matter expertise to branch-facing training materials, job aids, and reference guides
• Assist with delivering training content to branch personnel
• Complete assigned compliance, procedure, and product LMS courses
• Attend team huddles, scorecard reviews, continuous education sessions, and one-on-one meetings with leadership
• Maintain compliance with applicable federal, state, and local laws and regulations

Senior Banking Support Specialist

• Serve as the senior subject matter expert responsible for resolving complex operational issues and driving continuous process improvement across Commercial Loan Operations
• Provide operational oversight of commercial loan system performance and data integrity
• Lead transformation initiatives to modernize processes, systems, and workflows
• Collaborate with the lending team to ensure daily work is processed timely
• Review reports to ensure supporting systems and the AFS loan accounting system are synchronized and reconciliation is accurate
• Lead development, implementation, and maintenance of commercial loan servicing policies and procedures
• Monitor ongoing loan maintenance and lead corrective action for inaccurate loan data
• Lead team members in processing complex transactions and provide real-time guidance, issue resolution, and transaction oversight
• Identify operational trends, conduct root cause analysis, and implement sustainable solutions to reduce repeat issues
• Analyze data trends and exception reports to identify and resolve process gaps
• Champion Lean Six Sigma methodologies to evaluate inefficiencies and drive transformational improvements
• Lead training on process gaps, new products, procedures, and transformation initiatives
• Provide coaching, mentoring, and knowledge sharing to support staff development
• Serve as the primary escalation point for complex customer and operational servicing issues and manage end-to-end resolution
• Communicate resolution timelines and outcomes to internal and external customers
• Make independent decisions to correct, document, and resolve escalated issues while mitigating risk
• Perform special projects and additional duties as required
• Maintain compliance with applicable laws, regulations, policies, and standards

Equipment Finance Capital Markets Syndication Manager

Head of Consumer Bank Portfolio Management

Senior Relationship Manager – Middle Market

Technology Risk Analyst, Associate

Documentation & Funding Manager – Equipment Finance, Capital Markets

Senior Director – Commercial Loan Operations

Senior Credit Risk Quantitative Model Analyst

Application Systems Analyst

Principal Technology Engineer

Technology Project Planning Lead

Principal Technology Engineer

Senior Financial Planner, CFP® – Private Banking

Senior Banking Support Specialist

Commercial Loan Operations Lead