Capital Bancorp, Inc. dba Windsor Advantage, LLC
Structuring Analyst
Capital Bancorp, Inc. dba Windsor Advantage, LLC, Chicago, Illinois, United States, 60290
Overview
Capital Bank N.A. is headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states.
Windsor Advantage , an affiliate of Capital Bank N.A., is the nation's leading lender service provider with more than 150 years of cumulative in-house SBA 7(a) and USDA experience, cutting edge systems and rigid controls. Develop an innovative and sustainable SBA and USDA platform without hiring staff or incurring capital expenditures. Windsor Advantage is uniquely qualified as a lender service provider to support its clients to develop and execute thoughtful and comprehensive SBA and USDA lending programs.
Essential Functions & Basic Duties
Support the intake of borrower and broker opportunities through the BankLink platform, ensuring accurate and timely data entry.
Review and validate borrower application materials and supporting documentation for completeness prior to structuring.
Maintain and update CRM and BankLink records, including leads, opportunities, accounts, and contacts.
Assist the Vice President in preparing structured debt opportunities for lender review, including gathering financials and borrower details.
Coordinate with internal team members to ensure efficient handoff of structured opportunities to Windsor's lending partners.
Conduct preliminary research and analysis on applicants, markets, and referral sources to support intake and structuring activities.
Monitor pipeline activity, provide status updates, and flag issues or gaps in borrower submissions.
Provide administrative support for reporting, scorecards, and performance tracking related to intake and structuring.
Uphold KPIs related to accuracy, turnaround time, and responsiveness in managing incoming opportunities.
Additional Responsibilities
Adheres specifically to all Company policies and procedures, Federal and State regulations, and laws.
Completes online and other regulatory compliance training by the specified due dates.
Opens cases/tickets with vendors and suppliers as needed.
Performs other duties as required.
Working Arrangements
This is a hybrid role expected to work in office Monday, Wednesday, and Thursday. You will be able to work remotely on Tuesday and Friday.
Compensation
Base Salary Range:
$60,000 - $85,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description
Additional Compensation:
This role will include a yearly annual target bonus based on individual and company performance.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package
including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks:
Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
Windsor Advantage , an affiliate of Capital Bank N.A., is the nation's leading lender service provider with more than 150 years of cumulative in-house SBA 7(a) and USDA experience, cutting edge systems and rigid controls. Develop an innovative and sustainable SBA and USDA platform without hiring staff or incurring capital expenditures. Windsor Advantage is uniquely qualified as a lender service provider to support its clients to develop and execute thoughtful and comprehensive SBA and USDA lending programs.
Essential Functions & Basic Duties
Support the intake of borrower and broker opportunities through the BankLink platform, ensuring accurate and timely data entry.
Review and validate borrower application materials and supporting documentation for completeness prior to structuring.
Maintain and update CRM and BankLink records, including leads, opportunities, accounts, and contacts.
Assist the Vice President in preparing structured debt opportunities for lender review, including gathering financials and borrower details.
Coordinate with internal team members to ensure efficient handoff of structured opportunities to Windsor's lending partners.
Conduct preliminary research and analysis on applicants, markets, and referral sources to support intake and structuring activities.
Monitor pipeline activity, provide status updates, and flag issues or gaps in borrower submissions.
Provide administrative support for reporting, scorecards, and performance tracking related to intake and structuring.
Uphold KPIs related to accuracy, turnaround time, and responsiveness in managing incoming opportunities.
Additional Responsibilities
Adheres specifically to all Company policies and procedures, Federal and State regulations, and laws.
Completes online and other regulatory compliance training by the specified due dates.
Opens cases/tickets with vendors and suppliers as needed.
Performs other duties as required.
Working Arrangements
This is a hybrid role expected to work in office Monday, Wednesday, and Thursday. You will be able to work remotely on Tuesday and Friday.
Compensation
Base Salary Range:
$60,000 - $85,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description
Additional Compensation:
This role will include a yearly annual target bonus based on individual and company performance.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package
including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks:
Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr