EMPLOYMENT OPPORTUNITIES

Current Openings

• Newton, MA
• Bellevue, WA
• Scottsdale, AZ

Summary

Are you looking for a non-traditional banking opportunity? Beal Bank is seeking a full time Retail Banking Specialist. The schedule is Monday – Friday 8:00am to 5:00pm. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers.

Founded in 1988, the Beal Bank family of companies is headquartered in Plano, Texas (near Dallas), and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA – or have accounts with both banks – we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.

The Retail Banking Specialist is responsible for providing frontline support and service to current and potential customers ensuring all bank policies, procedures and regulatory compliance are adhered to.

Essential Duties and Responsibilities

• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations. This includes the opening, servicing and closing of all account products offered by the bank (CD’s, Money Market, Statement Savings and Retirement Accounts)
• Teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Performs opening, closing, and other branch servicing duties. Balancing cash drawer, assist with cash vault balancing, opening and processing of incoming mail, completing logs, reports, some audits and control checks while maintaining a neat and organized work area
• Answer incoming phone calls, address customer questions and concerns and escalate any problems, concerns, or disputes to appropriate internal resources for resolution as appropriate
• Imaging of customer documents and quality control check of documents once imaged
• Enhances customer satisfaction and the professional reputation of the Bank, by warmly greeting, engaging, and developing good professional relationships with customers
• Practices branch security procedures and protects customer confidentiality and privacy
• Actively participate in CRA activities to ensure that all required monthly goals are met
• Performs other job related duties or special projects as assigned

Qualifications

• Prior experience as a teller or new account representative preferred
• Minimum 2-4 years customer service experience
• High School Diploma or equivalent required
• Adaptability to change
• Professional appearance and demeanor
• Proficiency with 10 key touch, Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
• Demonstrated good attendance and punctuality
• Strong attention to detail with high concern for data accuracy
• Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
• Outstanding listening and communication skills, both written and verbal
• Knowledge of, or ability to quickly learn banking products, services, policies, procedures, and regulatory guidelines
• Developed critical thinking and decision making skills
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities in a fast paced environment while maintaining accuracy and attention to detail
• Self-motivated, team player with strong interpersonal skills
• Overnight and out of town travel is possible on occasion

*No relocation assistance offered

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com. 

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

CSG Investments is an affiliate of Beal Bank and Beal Bank USA, both multi-billion dollar financial institutions. CSG seeks to make direct investments in companies across the Real Estate sector. The Managing Director is responsible for directing and participating in a team's efforts to generate and/or underwrite, structure, and close lending opportunities particularly focused on Real Estate purchases of loans and/or bonds. 

Essential Duties and Responsibilities include (but are not limited to):

• Manage investment teams on multiple transactions simultaneously
• Analyze, perform due diligence, structure, document, negotiate and close deals
• Manage deal process and coordinate interactions with counterparties, consultants, advisors, lawyers, and other outside parties
• Prepare presentations and materials for senior management and committee review
• Present transactions to senior management and loan committee for review and approval
  In coordination with other internal groups, monitor existing investments/loans
• Acts effectively as part of the Bank’s Senior Management Team and works together towards achieving the Company’s overall goals
• Train and develop Directors, Vice Presidents, Senior Analysts, and Analysts
• As required, may hold other CSG duties and/or participate in projects for other areas of the banking organization

Job Requirements:

• 10+ years of investment experience in Real Estate transactions
• Degree in Business, Finance, Accounting or a quantitatively oriented field, MBA or CFA a plus
• Good management and interpersonal skills required
• Excellent verbal and written communications skills required
• Must have good research and quantitative skills and be able to come to conclusions in a fast paced entrepreneurial environment
• Performance driven, adaptable, and team-oriented
• Proven track record
• Excellent financial modeling/valuation, analytical and accounting skills
• Proficiency with Excel
• Highly organized, detail oriented and proactive
• Self-starter; ability to work well in a team environment

*No relocation assistance offered

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com. 

Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

Provide marketing and corporate communications expertise in support of the various business units’ product and communications initiatives.

Essential Duties and Responsibilities include (but are not limited to):

• Advertising and Marketing:
  • Recommend marketing programs and initiatives
  • Oversee vendors on campaigns, brand promotion, and advertising
  • Provide ongoing marketing analytics, to include results of campaigns (ROI) and analysis of results with recommendations for future campaigns
  • Implement and distribute messaging to external audiences
  • Manage, and develop if necessary, relationships with associated vendors
• Websites and Online: Edit, test, and maintain Beal websites; monitor, manage, and promote Beal’s online presence and products in news and social media, as necessary
• Internal Communications: Create and manage internal promotions, with messaging and collateral; update and maintain Beal intranet; assist with notices and presentations
• Technical Writing: Assist with file management by supporting content repositories; proof advertisements and other communications pieces; edit and proof graphics and content files; assist on writing projects as necessary. Assist with a variety of Corporate Communications projects including PowerPoint presentations, light copywriting and program/product promotions
• General: Work independently and with management and team members on all projects, and aggressively manage individual projects as assigned from inception through completion; prioritize periodic urgent projects

Qualifications:

• Minimum 2-4 years experience in a communications capacity
• Degree in marketing communications or related field
• Knowledge of current marketing and advertising techniques and methods; social media (all major applications), plus relevant software, including Excel, FrameMaker, Word, and Adobe Acrobat, InDesign, and RoboHelp

*No relocation assistance offered

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Please email your resume to jobrecruiting@bealservice.com. 

Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

CLMG manages and services commercial loan portfolios after acquisition and loan origination. In our role as a servicer of commercial loans and other assets, CLMG is highly experienced and professional, boasting an average of over twenty years of portfolio management experience per portfolio manager. Our team manages performing and non-performing loans secured by assets located across the nation and in a variety of international locales. A portion of our business includes unsecured loans. In addition to servicing these loans, CLMG also markets real estate owned (REO) properties for our lenders. We are looking for new Portfolio Managers to join our established team. 

The Portfolio Manager is primarily responsible for managing a portfolio of commercial defaulted and performing loans primarily secured by commercial real estate. The Portfolio Manager is responsible for communicating with borrowers, obligors and legal counsel. For defaulted loans, responsibility incudes collecting the loans, modifying or restructuring the debt, foreclosing on the collateral, and actively represent CLMG in bankruptcies and creditor’s rights litigation.  The Portfolio Manager maintains financial performance and covenant compliance.

Essential Duties and Responsibilities include (but are not limited to):

• Default Loans:
  • Directly manage a loan portfolio to maximize cash recovery on each loan and draft recommendations for loan resolution and present them to appropriate loan committees. 
  • Preparation of Profiles, including gathering information from servicing system, tax returns and financial statements, operating statements, rent rolls and appraisals/BPOs. 
  • Analysis of financial and operating statements, analysis of financial projections (income producing properties) and production routine and special management reports as needed. 
  • Internal/Third-Party Vendors - Interact with CLMG servicing, file administration, operations, REO Group, Appraisal Department, Litigation Group and other related personnel regarding pertinent issues, including but not limited to cash processing, payoffs, insurance/taxes escrow, ordering appraisals and BPOs, lien perfection and proper documentation, distribution of foreclosure information (when a property transfers to REO). 
  • External Communications - Communicate with borrowers and obligors, as necessary, handling direct negotiations in efforts to collect the loans, modify or restructure the debt and/or foreclose the collateral.  
  • Additionally, direct the efforts of outside legal counsel in litigation to collect defaulted loans, foreclosure of collateral or protect CLMG’s legal interests in borrower or guarantor bankruptcies. 
  • Maintain a market resource for group by product type and/or location (i.e., Industrial – Quarterly Updates, Office – Quarterly Updates, which are free reports produced by brokerage firms in major and minor markets and useful for determining cap rates, current sales and leasing activity).  Incorporating this information into Profiles, as applicable. Review credit checks, asset searches, and market information as it relates to collateral.
  • Position may lead and/or supervise others, including Administrative staff. Assure compliance with CLMG policies and procedures relating to managing and collecting commercial loans. 
• Performing Loans: ​
  • Administration and servicing of large balance credits ($1MM or greater) underwritten and originated for securitization (conduit loans), by commercial banks, private originators, or other acquisition sources. 
  • Track borrower submission of property income and expense statements and any other financial statements (collectively – “Financial Reports”) required by the loan documents. 
  • Request and obtain Financial Reports that are not submitted on a timely manner.
  • Ensure that all Financial Reports and other borrower or property information is correctly filed and indexed, both electronically and in hard copy.
  • Perform servicing responsibilities related to the underlining primary (real estate) collateral, including review and analysis of leasing activity, analysis of property damage claims, review of partial releases needed for easements, and other matters requiring lender approval as outlined in the loan documents. 
  • Perform servicing responsibilities related to the secondary collateral (cash escrow accounts held by the lender), including monitoring capital expenditure, operating, and other escrow accounts. 
  • Review, analyze and recommend approval or rejection of borrower-requested disbursements from these collateral accounts. In conjunction with loan maturities, borrower payment or other default, or non-scheduled borrower requests, order BPO’s or appraisals as needed, and review and evaluate data to recommend an estimated value for each pledged collateral property or item.
  • When needed, synthesize all available obligor and collateral information into a written loan profile to facilitate sound management decisions.
  • Review and approve all disbursements from escrow for property taxes and insurance.  Work with Escrow Services as needed to re-analyze escrow deposit amount in view of changing tax burden and insurance costs.
  • Monitor loan prepayment lockout and other prepayment features. 
  • Identify the time periods that loans are locked out and understand the loan’s defeasance requirements. 
  • Monitor loans for compliance with all covenants. 
  • In addition to the requirements listed above, other key loan requirement issues may include debt service coverage, franchise agreement compliance, payment of state and local taxes (other than real estate) and other requirements stipulated in the loan documents.
  • Work with Document Control to ensure that UCC’s are timely continued on non-real estate collateral, as needed. Analyze borrower requests to determine an appropriate response. 
  • Prepare committee profile if needed. Work with counsel and outside title companies to implement committee decisions that require changes to existing loan documents.

Qualifications:

• At least 5-7 years of experience in the field and/or in a related industry.  
• Expertise in a variety of concepts, practices and procedures.   
• A bachelor’s degree in business required.  
• Excellent written and verbal communication skills. Advanced degree preferred; brokerage, appraisal or property operations professional designations highly desired.
• Proficient business writer with the ability to organize and express extensive and complex data in narrative and tabular form.
• Oral communications skills must be superior.
• Must be familiar with normal commercial real estate valuation principles and techniques, commercial real estate operations and financial reporting techniques.
• Must be familiar with business law principles and concepts including contracts, and real estate title law concepts including conveyance, leasing, and encumbrance. 

*No relocation assistance offered

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Please email your resume to jobrecruiting@bealservice.com. 

Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

Founded in 1988, the Beal Bank family of companies is headquartered in Dallas, Texas, and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA – or have accounts with both banks – we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.

We are seeking a Senior Budget Analyst responsible for various daily, monthly and quarterly accounting tasks within the Beal Bank Accounting team. This individual will assist with analyzing and executing the company-wide budget.

Essential Duties and Responsibilities include (but are not limited to):

• Analyze monthly department budgeting and accounting reports to maintain expenditure controls
• Work with management to establish accurate budget forecasts
• Prepare regular and special budget reports
• Receive budget estimates from all departments and critically examine for accuracy, reasonability and completeness
• Consult with managers to ensure that budget adjustments are made in accordance with program changes
• Analyze current expenditures to ensure company is making wise expense decisions
• Study previous budget and take into consideration the benefits and losses incurred during the previous financial period
• Suggest suitable amendments to the budget
• Consolidate data for budget presentation
• Prepare detailed reports about discrepancies and amendments that occurred in the budget
• Present budget reports to higher management for further scrutiny and approval; be prepared to answer questions on each line item of the budget
• Project future financial needs, taking into consideration the various projects undertaken by the company
• Projects as assigned

Qualifications:

• Bachelor's Degree in Finance, Accounting or Economics
• 5-7 years budget experience with a mid to large size company
• Strong analytical and planning abilities
• Ability to communicate well with all levels of management
• Excellent verbal and written communication skills
• Advanced Microsoft Excel skills
• Ability to troubleshoot issues and recommend strategic changes
• Ability to manage and prioritize projects and assignments
• Proven and demonstrated initiative; team player

*No relocation assistance offered

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Please email your resume to jobrecruiting@bealservice.com. 

Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

Beal Bank is seeking a dynamic Senior Technical Accountant to take the lead in establishing best practices and researching and documenting complex accounting areas. This position is a strategic and leadership position within the Beal Bank accounting department and reports directly to the VP, Accounting and works closely with the investment teams.

As a critical member of the accounting team, the Senior Technical Accountant will be responsible for interpreting technical accounting literature, performing accounting and regulatory research and advising on the accounting implications associated with the Company's business activities. In addition, this position is responsible for tracking accounting updates and assisting the accounting department through the implementation of new accounting pronouncements, including designing any necessary training due to the implementations.

This position will also assist with regulatory research, including reporting of complex transactions and understanding the implications of regulations on the accounting department.

This position is responsible for oversight of the Company's income tax process, including the preparation of state and federal tax returns, payments, and the quarterly tax provision process.

This position is also responsible for managing the external audit, including serving as the primary reviewer of the audited financial statements, and ensuring all required disclosures are included.

Essential Duties and Responsibilities include (but are not limited to):

• Assist VP, Accounting with daily tracking and monitoring of interest rate caps for accounting purposes.
• Manage accounting for trust preferred securities.
• Research technical accounting and financial reporting requirements by the FASB, AICAP, and other standard setting bodies.
• Monitor and ensure timely identification of, and compliance with new and emerging guidance. Develop and manage implementation project plans as needed, including but not limited to CECL and Leases.
• Research technical accounting and financial reporting requirements by the FASB, AICAP, and other standard setting bodies.
• Monitor and ensure timely identification of, and compliance with new and emerging guidance. Develop and manage implementation project plans as needed, including but not limited to CECL and Leases.
• Identify financial accounting and reporting risk exposure implications that might result from proposed standards. Interpret and propose solutions, including process changes where needed.
• Prepare comprehensive white papers detailing conclusions surrounding GAAP rules and impact to company transactions, where applicable.
• Analyze the impact of alternative accounting treatments for new transactions and perform other accounting impact studies as needed.
• Perform tax research, as needed.
• Manage external audit, including serving as primary contact for auditors and preparing certain schedules.
• Serve as primary reviewer of audited financial statements, including completing the disclosure checklist.

Qualifications:

• Degree in accounting required, Master's preferred
• CPA required
• Strong knowledge of GAAP
• 7+ years’ experience in public accounting or banking industry
• Solid communication skills, both written and oral
• Attention to detail

*No relocation assistance offered

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Please email your resume to jobrecruiting@bealservice.com. 

Beal Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

The Internet Retail Operations Specialist is responsible for providing frontline support and service to current and potential customers ensuring all bank policies, procedures and regulatory compliance are adhered to. The Operation specialist also assists the retail management in the management of day-to-day operations and with various administrative functions. Primary focus on exception processing, decisioning of items, operations/transaction research, postings to ODA/Savings and general ledger, annual escheatment for all entities of the organization. Exercise maximum independent judgment under minimum supervision. 

Essential Duties and Responsibilities include (but are not limited to):

• Manage the preparation of ACS 740 federal income tax provision by ensuring complete, accurate, and timely reporting.
• Process a variety of customer transactions accurately and efficiently in accordance with bank policies and regulations. This includes opening, servicing and closing of all account products offered by the bank (CD's, Money Market, Statement Savings and Retirement Accounts), and teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Perform opening, closing, and other retail servicing duties.
• Opening and processing of incoming mail, completing logs, reports, some audits and control checks while maintaining a neat and organized work area.
• Answer incoming phone calls, address customer questions and concerns and escalate any problems, concerns, or disputes to appropriate internal resources for resolution as appropriate.
• Image of customer documents and quality control check of documents once imaged.
• Enhance customer satisfaction and the professional reputation of the Bank, by warmly greeting, engaging, and developing good professional relationships with customers.
• Practice retail security procedures and protects customer confidentiality and privacy.
• Monitor and process daily exception files for ACH and inclearing file Perform decisioning for rejected items. 
• Perform account research where necessary and assist branches or back office units when necessary as it relates to item processing or retrieval of items.
• Process manual cash letter or force-post items that cannot be sent electronically.
• Review large inclearing items and submit items requiring management review for payment.
• Perform all requirements for annual escheatment for Beal Bank, Beal Bank USA, CLMG, MGC, BSC and BNSC

Qualifications (Education, Computer Skills, Certifications, Etc.):

• Good working knowledge of retail operations and regulatory compliance, as well as policies and procedures with regard to customer service, new accounts and teller functions.
• Ability to organize a project, follow up during its process and report clearly its resolution.
• Compose letters and track responses.
• Interact well with departmental personnel, deposit customers and outside vendors.
• Key objectives include customer service and quality control.
• Ability to work well under pressure while maintaining high standards of accuracy and meeting departmental goals of customer service and compliance with laws.
• High school diploma required; some college or technical training desired.
• 2 - 4 years relevant bank experience or customer service experience
• Proficient in Excel, Microsoft Word, and Internet navigation.
• Self-directed and ability to communicate well both verbally and in writing.
• Analytical problem solver who can work well under pressure and time constraints while maintaining high standards of accuracy.
• Professional appearance and demeanor.
• Proficiency with IO key touch, Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.
• Demonstrated good attendance and punctuality.
• Strong attention to detail with high concern for data accuracy.
• Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
• Outstanding listening and communication skills, both written and verbal. services, policies, procedures, and regulatory guidelines.
• Developed critical thinking and decision making skills.
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities in a fast-paced environment while maintaining accuracy and attention to detail.
• Self-motivated, team player with strong interpersonal skills.
• Overnight and out of town travel is possible on occasion.

*No relocation assistance offered 

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

If you are interested in this position, please email your resume to jobrecruiting@bealservice.com. 

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

​Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Summary

CLMG manages and services commercial loan portfolios after acquisition and loan origination. In our role as a servicer of commercial loans and other assets, CLMG is highly experienced and professional, boasting an average of over twenty years of portfolio management experience per portfolio manager. Our team manages performing and non-performing loans secured by assets located across the nation and in a variety of international locales. A portion of our business includes unsecured loans. In addition to servicing these loans, CLMG also markets real estate owned (REO) properties for our lenders. We are looking for new Litigation Counsel to join our established team.

Essential Duties and Responsibilities include (but are not limited to):

• Manage commercial and residential litigation for CLMG clients including in-house managed cases and those from outside loan servicers.​
• Manage the day-to-day issues related to residential and commercial complex lender liability cases.
• Manage the day-to-day issues related to commercial and bankruptcy cases as well as support Portfolio Managers in loan enforcement, title and related actions.
• Defend REO citations and enforcement actions related to evictions and foreclosed properties.
• Prepare quarterly litigation watch reports.
• Supervise and direct outside counsel. Review pleadings for factual accuracy. Direct litigation strategy consistent with CLMG litigation practices and philosophy.
• Prepare litigation budgets and manage outside counsel invoices. Review and Evaluate assigned loans, obligor collectability and submit recommendations for consideration by management.
• Attend trials, depositions or mediations as the representative on behalf of CLMG Corp. and the Beal Enterprises.

Job Requirements:

• Must have a minimum 7 years litigation experience with consumer and residential loan servicing issues – including default, work-outs, modifications, bankruptcy and foreclosure.
• Must have a minimum 7 years litigation experience with complex commercial litigation, defending lender liability claims, representing secured creditors, bankruptcy claim disputes and real estate issues.
• Must have actual first chair trial experience. Jury trail experience preferred.
• Must have a working familiarity with: collection law, UFTA, UCC, FIRREA, pre and post judgment remedies and receivers.
• Must be familiar with CFPB, FCRA, FDCPA, RESPA, ECOA and TILA along with state and federal consumer privacy and protection acts.
• Ability to supervise professional-level and clerical employees.
• Bachelor’s and J.D. degree from an ABA accredited law school - Currently licensed and in good standing in at least one jurisdiction.
• Must have superior writing and presentation skills.
• Must be able to travel nationally and on short notice.

*No relocation assistance offered 

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Please email your resume to jobrecruiting@bealservice.com. 

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

​Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.

Are you looking for a non-traditional banking opportunity? Beal Bank is seeking a full time Assistant Branch Manager. The schedule is Monday – Friday 8:00am to 5:00pm.  We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Assistant Branch Manager is part of a small hands-on team and will work directly with customers.

Founded in 1988, the Beal Bank family of companies is headquartered in Plano, Texas, and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA – or have accounts with both banks – we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.

Summary:

The Retail Assistant Branch Manager is responsible for assisting the Branch Manager in overseeing the service and operations of a retail branch location. This involves performing a variety of duties to ensure quality customer service, achievement of branch objectives, efficient and effective operations, and compliance with all bank policies and procedures. This position supervises and leads the branch in the absence of the Branch Manager.

Essential Duties and Responsibilities include (but are not limited to):

• Assumes management responsibility in the absence of the Branch Manager. 
• Participate in CRA activities ensuring that all monthly goals are met or exceeded. 
• Assists in managing customer service objectives including handling exceptions, complex issues, and complaints; monitoring and coaching of branch personnel. Handling of disciplinary action in a timely manner as needed. 
• Performs and supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures.
• Motivate and encourage employees and ensure they have appropriate knowledge of all bank products. 
• Participates in personnel decisions as appropriate including hiring, scheduling, disciplinary actions and evaluating performance. 

Job Requirements:

• Minimum 5 years banking experience, with a minimum of 1 year in a management or supervisory role. 
• High School Diploma or equivalent required. 
• Adaptability to change. 
• Professional appearance and demeanor. 
• Proficiency with 10 key touch, Microsoft Office and banking software applications. 
• Demonstrated good attendance and punctuality. 
• Strong attention to detail with high concern for data accuracy. 
• Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members. 
• Outstanding listening and communication skills, both written and verbal. 
• Knowledge of or ability to quickly learn banking products, services, policies, procedures, and regulatory guidelines. 
• Developed critical thinking and decision making skills. 
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines. 
• Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines. 
• Strong leadership and interpersonal skills; ability to motivate and achieve results through working together. 
• Overnight and out of town travel is possible on occasion.
• Performs other job related duties or special projects as assigned. 

*No relocation assistance offered 

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Please email your resume to jobrecruiting@bealservice.com. 

Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against

​Notice to California Residents:  Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process.  Please see our California Consumer Privacy Act Policy at www.bealbank.com/CCPA-Policy for details.