Customers Bank Benefits Overview

Supports fund and lender finance activities across transaction evaluation, due diligence, underwriting, credit approval, execution, and portfolio monitoring. Responsibilities include financial statement and collateral analysis, financial modeling, LBO modeling, risk assessment, credit approval memos, covenant compliance reviews, liquidity assessments, loan reviews, and syndication support. The role collaborates with relationship managers, credit, operations, treasury, and AML/KYC teams and offers a path toward portfolio or relationship management.

Supports the bank’s business continuity and resilience program by maintaining continuity plans, conducting risk assessments and business impact analyses, defining recovery objectives, coordinating disaster recovery and crisis response activities, facilitating exercises, and educating stakeholders. The role partners with technology and business teams to prepare for disruptions, validate recovery procedures, manage incident response support, and improve resilience practices across the organization.

Owns HR Business Partner team programs, operating processes, exit interviews, performance and compensation cycle administration, talent reviews, workforce data integrity, engagement surveys, and executive communications. The role directs AI tools for reporting and workflow automation, validates outputs, manages confidential employee information, and partners with senior HR leaders on workforce planning, organizational changes, and culture initiatives.