4 jobs found in Westlake

Description Syndicated Loan Specialist Summary This role is responsible for the administration and servicing of syndicated leveraged loan transactions, with a primary focus on Term Loan B (TLB) structures and secondary market trade settlements. It involves managing complex loan closing and servicing activities, interpreting credit agreements, and ensuring timely and accurate execution of secondary loan trades in coordination with trading desks, counterparties, and settlement platforms. Additionally, the role includes oversight of portfolio activities, processing of payments and advances, handling incoming and outgoing wire transactions, managing investor settlements, and ensuring accurate loan balancing, all while maintaining a high level of operational efficiency and attention to detail in a fast-paced environment. Job Description/Key Responsibilities Complete all incoming loan transactions within...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Small Business Unit Commercial Account Manager Location: Ohio or Kentucky Employment Type: Full-Time and Hybrid based in one of our locations Job Summary Are you an organized, detail-driven insurance professional who thrives in a fast-paced service environment? As an SBU Commercial Account Manager (SBCAM ), you’ll support and retain a high-volume portfolio of small business commercial lines clients. You’ll handle day-to-day servicing needs, ensure policy accuracy, process transactions efficiently, and deliver the responsive, relationship-focused service our clients rely on. This role is ideal for a licensed insurance professional with at least one year of commercial lines experience who enjoys problem-solving, managing multiple priorities, and helping small businesses feel protected and supported. Responsibilities Build & Maintain Client Relationships Develop strong working relationships with clients, underwriters, and producers Maintain high...

Standard Commercial Account Manager Location: Ohio Employment Type: Full-Time and Hybrid Job Summary Are you a relationship-driven insurance professional who thrives on delivering exceptional service? As a Commercial Account Manager (CAM ) you’ll play a key role in supporting and retaining a diverse portfolio of commercial lines clients. You’ll be the go-to expert for coverage placement, policy maintenance, problem resolution, and overall client satisfaction. This position is ideal for a licensed insurance professional who enjoys building meaningful client relationships, navigating complex coverage needs, and helping businesses feel confident and protected. Responsibilities Build & Maintain Strong Relationships - Develop trusted partnerships with clients, underwriters, and producer - Maintain high satisfaction within your assigned book of business - Collaborate with carriers and specialty markets to find the best placement for clients Support...