Windsor Advantage, LLC
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 a lender service provider that supports clients in developing SBA and USDA lending programs. Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer. 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 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. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Business Development and Sales Industries: Banking Referral information and additional page content are not necessary for the job description and have been omitted to maintain focus on the role.
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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 a lender service provider that supports clients in developing SBA and USDA lending programs. Windsor Advantage LLC is an Affirmative Action, E-Verify, and Equal Opportunity Employer. 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 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. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Business Development and Sales Industries: Banking Referral information and additional page content are not necessary for the job description and have been omitted to maintain focus on the role.
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