Junior Compliance Officer/Auditor SGI Global, LLCJunior Compliance Officer/AuditorNewark, NJFull timeAssist Auditors and Criminal Investigators with evaluation of Employment Eligibility Verification Form I-9.Assist with drafting audit reports and associated administrative fine paperwork to support the issuance of Notices of Intent to Fine, Final Orders, Warning Notices and other related documentation for HSI audits related to the employment eligibility verification process. Education is preferred to be in Business, Accounting, Finance, Information Systems or a similar field.1-3 years experience preferred Junior Compliance Officer TasksAt a minimum, the Junior Compliance Officer shall perform the following tasks:Responsible for inputting and evaluating data.
Senior Trust Officer Midland States Bancorp, Inc.Senior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
NewSVP, Chief Financial Officer BerkleySVP, Chief Financial OfficerParsippany, New Jersey$185,000–$295,000 / yearThe company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role includes: Base Salary Range: $185,000-$295,000 The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. The SVP, CFO leads accounting, financial reporting, budgeting, forecasting, expense management, cash flow, compliance, billing, and strategic financial planning to advance BLG’s operating priorities and long-term financial strength.
F80 Security Officer - BrooklynQueens Area Hss IncF80 Security Officer - BrooklynQueens AreaBrooklyn, NYWhile performing the duties of this job, the employee must be able to sit, stand, and walk for variable amounts of time throughout an assigned shift; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; occasionally stoop, kneel, or crouch. You will conduct the following responsibilities upholding Tarian's commitment to safety and security while supporting the values and culture of the client and community: Security Officers are responsible for maintaining security and safety throughout the organizaion - and serve as a visible deterrent to illegal activities.
Part-Time Weekend Overnight Unarmed Security Officer - Secaucus NJ Maximal Security ServicesPart-Time Weekend Overnight Unarmed Security Officer - Secaucus NJSecaucus, NJFull timeTo expedite the hiring process, please email a copy of your active NJ SORA Card and a state-issued photo ID (Driver's License preferred) to hr@maximalsecurityservices.com . Complete all required digital reports, including patrol scans, Daily Activity Reports (DARs), and incident documentation using the company's mobile reporting application.
Off Duty Officer NJ (60729) Inter-Con Security Systems, Inc.Off Duty Officer NJ (60729)Newark, NJMust possess above average computer skills and must hold all necessary and required licenses, permits and certifications required by the of assignment to perform security officer duties. We are seeking Off-Duty and Retired Police Officers to join our team as Retail Officers at a retail store located in Boston, MA.
NewFull Time Security Officer IPS Corporate SecurityFull Time Security OfficerNew York, New York$21–$22Your role as a Security Officer will be to provide exceptional customer service to our clients and guests, monitor and report any activity, and work hand in hand with the other staff members. In order to be successful in this role, you must have open availability, have good communication skills both orally and written, and have strong customer service skills.
Security Officer Code and Theory LLCSecurity OfficerNew York, NY$140,000–$175,000 / yearSDLC: partner with delivery teams to embed security and privacy into how we build, with clear expectations, practical review gates, and patterns for common risks (identity, access, data handling, multi-tenancy, logging, and auditability). Project Delivery: establish a repeatable client engagement security plan for client work (environment segregation, access provisioning and deprovisioning, client data handling, incident coordination, and delivery requirements).
Security Officer IPS Corporate SecuritySecurity OfficerParsippany, New Jersey$16Your role as a Security Officer will be to provide exceptional customer service to our clients and guests, monitor and report any activity, and work hand in hand with the other staff members. In order to be successful in this role, you must have open availability, good oral and written communication skills, and strong customer service skills.
NewSenior Commercial Loan Officer C&I & CRE Lending Madison-DavisSenior Commercial Loan Officer C&I & CRE LendingWhite Plains, NY$150,000–$200,000 / yearThis is a Senior Commercial Loan Officer opportunity within the Loan Department of a well-established community bank, offering senior-level ownership across C&I and commercial real estate loan origination, underwriting, portfolio management, and business development. Interview loan applicants and collect and analyze financial data to determine the general creditworthiness and appropriateness of loan requests across C&I and commercial real estate transactions.
Chief of Staff, Office of the CEO K-Dimensional Holdings Inc.Chief of Staff, Office of the CEONew York, NY$175,000–$225,000 / yearIn a given month you might drive the leadership team''s operating cadence, pressure-test an executive''s plan on the CEO''s behalf, prepare and help run a board meeting, own a company-critical special project end to end, or step into a stalled cross-functional effort and get it moving again. Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country''s 500,000 commercial fleets, 40 million commercial vehicles, and many millions of commercial drivers.
NewAnalyst, Office of the CEO CastleOak Securities, L.P.Analyst, Office of the CEONew York, NY$70,000–$95,000 / yearThe position is ideal for someone who is eager to learn how a financial services business operates, comfortable working with senior leaders, and interested in building strong skills in executive support, business analysis, communication, project management, and cross-functional follow-through. Support project management across CEO office initiatives by helping define next steps, track owners and deadlines, monitor deliverables, organize status updates, and keep cross-functional projects moving forward.
Part-Time Weekend Unarmed Security Officer - Union & Elizabeth NJ Maximal Security ServicesPart-Time Weekend Unarmed Security Officer - Union & Elizabeth NJElizabeth, NJPart timeTo expedite the hiring process, please email a copy of your active NJ SORA Card and a state-issued photo ID (Driver's License preferred) to hr@maximalsecurityservices.com . Complete all required digital reports, including patrol scans, Daily Activity Reports (DARs), and incident documentation using the company's mobile reporting application.
Part-Time Weekend Unarmed Security Officer - Secaucus NJ Maximal Security ServicesPart-Time Weekend Unarmed Security Officer - Secaucus NJSecaucus, NJFull timeTo expedite the hiring process, please email a copy of your active NJ SORA Card and a state-issued photo ID (Driver's License preferred) to hr@maximalsecurityservices.com . Complete all required digital reports, including patrol scans, Daily Activity Reports (DARs), and incident documentation using the company's mobile reporting application.
Full time Unarmed Security Officer - Millburn NJ Maximal Security ServicesFull time Unarmed Security Officer - Millburn NJMillburn, NJFull timeMaximal Security Services LLC is seeking a reliable, professional, and customer-focused Unarmed Security Officer to join our team in Millburn, New Jersey . Provide excellent customer service to clients, employees, and visitors.
Full-Time Unarmed Security Officer - Secaucus NJ Maximal Security ServicesFull-Time Unarmed Security Officer - Secaucus NJSecaucus, NJFull timeJoin a growing security company that values professionalism, reliability, and exceptional customer service. Provide excellent customer service to clients, employees, and visitors.
Security Officer I - Full Time - Nights - 11P-7A - Atlantic Health Chilton Medical Center, NJ Atlantic Health System IncSecurity Officer I - Full Time - Nights - 11P-7A - Atlantic Health Chilton Medical Center, NJNJAtlantic Health scored four "A" grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm. Maintain logs of daily activities to include patient scans, helicopter arrivals, property reports, contraband reports, panic button testing, and forensic patients.
Security Officer TKO Group Holdings, Inc.Security OfficerStamford, CTTKO owns iconic properties including UFC, the world's premier mixed martial arts organization; WWE, the global leader in sports entertainment; and PBR, the world's premier bull riding organization. This role includes greeting and screening individuals entering the facility, monitoring security systems, responding to emergencies, and supporting special assignments as needed.
NewSecurity Officer NYU Langone Medical CenterSecurity OfficerMineola, NY$67,630.65–$83,983.64 / yearNYU Langone Hospital—Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery. Additionally, all employees have access to our holistic employee wellness program, which focuses on seven key areas of well-being: physical, mental, nutritional, sleep, social, financial, and preventive care.
NewSecurity Officer I NYU Langone Medical CenterSecurity Officer IMineola, NY$67,630.65–$83,983.64 / yearNYU Langone Hospital—Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery. Additionally, all employees have access to our holistic employee wellness program, which focuses on seven key areas of well-being: physical, mental, nutritional, sleep, social, financial, and preventive care.
CFO - Construction All In One Accounting IncCFO - ConstructionNY$140,000–$165,000 / yearAs a CFO, your role in growth is to deepen the value AIOA delivers to your existing clients - identifying expansion opportunities, strengthening relationships, and ensuring every client on your book sees AIOA as indispensable. We're seeking a strategic Manufacturing CFO to own a book of client relationships and provide executive-level financial leadership to small and mid-sized manufacturers.
CFO - Nonprofit All In One Accounting IncCFO - NonprofitNY$140,000–$165,000 / yearAs a CFO, your role in growth is to deepen the value AIOA delivers to your existing clients - identifying expansion opportunities, strengthening relationships, and ensuring every client on your book sees AIOA as indispensable. We do that by supporting profitable growth, protecting assets, and amplifying impact - bringing financial clarity and strategic leadership to the clients who need it most.
CFO Corporate Real Estate US BankCFO Corporate Real EstateNew York, NY$194,225–$228,500 / yearThe CFO, Corporate Real Estate (CRE) is the senior finance leader accountable for the financial strategy, planning, and analytics of one of the largest and most strategically important physical footprints in U.S. banking - a nationwide portfolio spanning bank branches, office hub locations, and a broad network of client centers and ancillary sites. Within the first year, this leader will have established a trusted partnership with the Head of Corporate Real Estate, stood up a credible and reusable portfolio and location-economics modeling capability, and become the go-to financial voice on the strategic real estate plan for senior leadership.
Part Time Security Officer- HPN (51900) Global Elite IncPart Time Security Officer- HPN (51900)White Plains, NYAs a condition of obtaining airport credentials, candidates must successfully pass all required pre-employment and airport security screening requirements, including: A comprehensive 10-year background investigation, including verification of employment, education, criminal history, and other information as required by airport and federal regulations. Global Elite Group is hiring Airport Security Officers (Unarmed Security Guards) to provide access control security at Westchester County Airport (HPN) in White Plains, NY.
Loss Prevention Officer Metro One Loss Prevention Services Group (Guard Division NY), Inc.Loss Prevention OfficerForest Hills, NYFull timeOur employees are largely security officers, unarmed and armed, concierge officers, special event security, and trained and licensed personnel who work in retail, logistics, corporate, education and other industries and settings. Metro One is the nations premier Loss Prevention and Security Organization, with more than 100 National Clients and 3,000 security personnel.
NewChief Revenue Officer Waste Solution ServicesChief Revenue OfficerLawrence, NYFull timeWe do not haul trash — we sit between clients and haulers to audit invoices, optimize contracts, right-size service, and manage vendor issues. This person will work directly with the Managing Partners and have significant influence over the company's growth strategy, organizational structure, technology, hiring, and go-to-market strategy.
Enhanced Security Officer PT (62541) Inter-Con Security Systems, Inc.Enhanced Security Officer PT (62541)Soho, NYFounded in 1973, Inter-Con Security Systems, Inc. is a leading US-owned security company, providing integrated security solutions to government and commercial customers on four continents. Inter-Con employs over 35,000 personnel world-wide, trained and managed by a team of professionals with unsurpassed military, law enforcement, and security experience.
Chief Sustainability Officer Amalgamated BankChief Sustainability OfficerNew York, NY$215,000–$235,000 / yearThe Bank is seeking a strategic, externally credible leader who can build on that legacy-shaping market narrative, advancing advocacy priorities, overseeing high-quality disclosures, supporting the credit process on sustainability-related matters, and expanding the Bank's impact as it grows. This role works across management, employees, customers, regulators, investors, and other stakeholders to strengthen the Bank's leadership position, support transparent and credible sustainability reporting, and deepen relationships in the environmental and sustainable business sector.
Executive Assistant to the CEO and EVP Marlene Meyerson JCC ManhattanExecutive Assistant to the CEO and EVPNew York, NY$70,000–$80,000 / yearFull timeIn a fast-paced environment involving board members, major donors, community leaders, staff, and external partners, the Executive Assistant must be able to navigate competing priorities, manage sensitive information, communicate with confidence and tact, and represent the Office of the CEO with professionalism and warmth. Rooted in Jewish values, it is a cornerstone of the Upper West Side that provides something for every stage of life through a multifaceted array of offerings, spanning comprehensive children's and family programs, cutting-edge health and wellness, thought-provoking arts and culture, and vital social services.
Security Officer PT (44905) Inter-Con Security Systems, Inc.Security Officer PT (44905)Croxton, NJDuties: The Contractor's Airport Security Agents shall perform the services specified herein at all LGA, JFK, EWR, TEB and SWF parking lots, aeronautical guard access areas, construction sites, fire watch and other posts and areas, as shall be directed by the Manager from time to time. Report to appropriate personnel (e.g., Contractor supervisor, Manager, etc.) hazardous conditions identified during the performance of their duties, including but not limited to ice, snow conditions, holes in fences, defective lighting and/or light outages, opened, unlocked or broken gates and sounding of alarms.
Security Officer, Security, Per Diem, Night The Valley HospitalSecurity Officer, Security, Per Diem, NightParamus, New Jersey$20.86–$26.07 / hourIn our commitment to high performance and reliability, we encourage and recognize exceptional individual performance through our industry leading compensation practices including a starting salary and benefits in accordance with your role, experience, education, and licensure. This applies to all areas of employment, including recruitment, hiring, training and development, promotion, transfer, termination, layoff, compensation, benefits, social and recreational programs, and all other conditions and privileges of employment.
Mortgage Lending Officer SAFE Act - BROOKLYN Citigroup IncMortgage Lending Officer SAFE Act - BROOKLYNNew York, NY$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Security Officer Armed-38489 Harvard Protection Services, LLCSecurity Officer Armed-38489New York, New YorkPart timeWe are recognized by our customers and the industry as a dynamic, employee-centric organization that empowers our team to deliver leading edge service and solutions that creates value for our customers. Harvard Protection Services is one of the fastest growing, privately owned providers of high-quality security services in the United States.
Mortgage Lending Officer - Safe Act - 399 Park Ave Citigroup Inc.Mortgage Lending Officer - Safe Act - 399 Park AveNew York, NY$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Mortgage Lending Officer Safe Act - B11 - NEW York Citigroup Inc.Mortgage Lending Officer Safe Act - B11 - NEW YorkNew York, NY$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Security Officer -38711 Harvard Protection Services, LLCSecurity Officer -38711New York, New YorkPart timeWe are recognized by our customers and the industry as a dynamic, employee-centric organization that empowers our team to deliver leading edge service and solutions that creates value for our customers. This position plays a critical role in managing deliveries, monitoring inbound and outbound traffic, and ensuring compliance with security protocols and facility procedures specific to each site.
Mortgage Lending Officer SAFE Act - UNIONDALE Citigroup IncMortgage Lending Officer SAFE Act - UNIONDALEUniondale, NY$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Mortgage Lending Officer Safe Act - Brooklyn Citigroup Inc.Mortgage Lending Officer Safe Act - BrooklynNew York, NY$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Trade Compliance Officer Bloomberg LPTrade Compliance OfficerNew York, NY$180,000–$215,000 / yearPartner with Engineering, Product, Chief Technology Office (CTO), Chief Information Security Office (CISO), and other relevant technical teams to ensure accurate export classifications of products and solutions and implement controls to restrict access for prohibited or export-restricted parties. We'll Trust You To: Manage and support regional trade compliance activities, including: o Conduct Export Control Classification Number (ECCN) (particularly with a focus on software, technology, and related items), and Harmonized Tariff Schedule (HTS) determinations.
Chief Product Officer AppGate CybersecurityChief Product OfficerNew York, New YorkThe Chief Product Officer is responsible for defining AppGate's long-term product vision and translating that vision into market leadership, customer adoption, and revenue growth. 10+ years of product management experience, with at least 5 years in a senior product leadership role at a B2B security, infrastructure, or SaaS company.
SBA Franchise Loan Officer ConnectOne Bancorp, Inc.SBA Franchise Loan OfficerNew York, NY$100,000–$120,000 / yearAbout this role: The SBA Franchise Loan Officer will play an integral role in supporting our lending efforts by working with internal and external referral sources, identifying new SBA Lending opportunities in the Franchise space, cultivating relationships with potential clients, and assisting in the SBA loan origination and underwriting process. In this role you will: Support the Bank's "People First" focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB "A Better Place to Be".
Commercial Loan Officer - C&I Lending ConnectOne Bancorp, Inc.Commercial Loan Officer - C&I LendingMelville, NY$180,000–$220,000 / yearAbout this role: The Commercial Loan Officer (CLO) is responsible for developing new business, broadening existing relationships, underwriting, structuring,closing of commercial loans (including asset classes for land, site and construction transactions and/or C & I and owner occupied transactions), as well as maintaining and managing an existing portfolio. Maximize bank profitability through appropriate pricing of new loan originations, fee income and selling of all bank products and services; advising clients regarding the advantages and disadvantages of different financial products.
Vice President, Global Privacy Officer Sirius XM Radio IncVice President, Global Privacy OfficerNew York, NY$254,000–$310,000 / yearWho We Are: SiriusXM and its brands (Pandora, SiriusXM Media, AdsWizz, Simplecast, and SiriusXM Connect) are leading a new era of audio entertainment and services by delivering the most compelling subscription and ad-supported audio entertainment experience for listeners -- in the car, at home, and anywhere on the go with connected devices. As the senior subject matter expert in privacy, this role oversees how personal data is handled by business stakeholders and external parties across all lines of Sirius XM businesses and brands, including audio subscription services, connected vehicle services, marketing, data analytics, advertising sales and technologies, and engineering.
NewChief Information Officer PDIChief Information OfficerWoodcliff Lake, NJ$285,000–$355,000 / yearAt PDI, we are also committed to helping our associates maintain a healthy and sustainable work/life balance and are proud to provide associates with paid time off programs including: sick & safe leave, vacation, company & floating holidays, paid parental leave, and depending on the position we also offer summer hours and flex place/flex time options. The Chief Information Officer (CIO) is a strategic executive responsible for leading PDI's information technology strategy, digital transformation, cybersecurity, enterprise systems, data governance, and technology-enabled business capabilities.
Commercial Loan Officer - Asset Based Lending ConnectOne BancorpCommercial Loan Officer - Asset Based LendingMelville, NY$180,000–$220,000 / yearAbout this role: The Commercial Loan Officer (CLO) is responsible for developing new business, broadening existing relationships, underwriting, structuring,closing of commercial loans (including asset classes for land, site and construction transactions and/or C & I and owner occupied transactions), as well as maintaining and managing an existing portfolio. Maximize bank profitability through appropriate pricing of new loan originations, fee income and selling of all bank products and services; advising clients regarding the advantages and disadvantages of different financial products.
NewBusiness Development Officer ConnectOne Bancorp, Inc.Business Development OfficerEnglewood Cliffs, NJ$100,000–$150,000 / yearIn this role you will: Support the Bank's "People First" focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB "A Better Place to Be". About this role: The Business Development Officer will secure new clients for the Bank by developing and maintaining a strong banking relationship.
Director/Senior Director - Accounting Advisory, Office of the CFO Ankura Consulting Group LLCDirector/Senior Director - Accounting Advisory, Office of the CFONew York, NY$85,000–$200,000 / yearInterim Management: Fill an interim or surge resource need specifically in a leadership or executive role, including positions such as Chief Accounting Officer, Controller, Financial Reporting Director; provide solutions to leverage human capital and experience when appropriate. Our focus is on enabling the CFO's success by delivering holistic, tailored solutions to drive business performance, enable operational efficiency and effectiveness, and transform data into insights, and position the finance function as a strategic partner to the business.
C&I Credit Risk Officer - Climate Focus Amalgamated BankC&I Credit Risk Officer - Climate FocusNew York, NY$180,000–$200,000 / yearThe sectors of focus will include the following areas of climate / renewable energy project finance: commercial solar, battery energy storage (BESS), landfill gas treatment, wind, geothermal, etc. 10+ years of relevant experience including former Credit Officer / Underwriter / Portfolio Manager positions; combination of large and small bank experience will be considered a plus.
Business Management CFO, Equity Platform Apollo Global Management IncBusiness Management CFO, Equity PlatformNew York, NY$140,000–$205,000 / yearThe Business Management CFO plays a key, hands-on leadership role coordinating budgeting and forecasting exercises across the Equity platform and is responsible for partnering across the firm to ensure a deep understanding of fund management & performance, capital deployment, realization activity, and management company economics. The ideal candidate will have experience at a leading alternative asset manager or global financial institution in a senior finance leadership role, working cross-functionally on business building initiatives, new product launches, technology enhancements, and complex transactions.
Associate, COO - Industry Research Apollo Global Management IncAssociate, COO - Industry ResearchNew York, NY$175,000–$200,000 / yearThe business strategy associate will work cross-functionally with senior portfolio managers, research analysts, and business leadership across Apollo's credit investment platform to drive operational excellence, shape how the business measures and reviews its performance and ensure the platform's processes, research infrastructure, and technology evolve as the platform scales. Coordinate across research, portfolio management, data engineering, product, and technology teams to ensure business needs are understood and prioritized correctly, particularly efforts to systematize processes such as credit agreement parsing, covenant tracking, borrower financial monitoring, & pipeline data infrastructure.