Enterprise Solution Associate I

Windsor Advantage, an affiliate of Capital Bank N.A., is recognized as one of the nation’s leading Lender Service Providers (LSP). Established to support financial institutions such as banks, credit unions, and community development financial institutions (CDFIs), Windsor Advantage offers a comprehensive outsourced SBA 7(a) and USDA lending platform. This service eliminates the need for lenders to hire additional staff or invest in capital expenditures, allowing institutions to efficiently extend their lending capabilities. Since its inception in 2010, Windsor Advantage has processed over $4.5 billion in government guaranteed loans and currently services a portfolio for more than 100 lenders across the United States. With a combined experience exceeding 150 years in SBA lending, cutting-edge technology, stringent controls, and consistent processes, Windsor Advantage is uniquely poised to help lenders of all sizes implement profitable and thoughtful government guaranteed lending programs.

Capital Bank N.A., headquartered in Maryland, has been serving local communities since 1999. As a publicly traded company (NASDAQ: CBNK) with assets exceeding $3 billion, Capital Bank offers a wide array of commercial and consumer banking services primarily to clients in Maryland, Washington D.C., and Northern Virginia. The bank also operates two nationwide lending brands: Capital Bank Home Loans and OpenSky, a credit card division serving customers across all states.

The Enterprise Solutions Associate I role reports directly to the Director of Enterprise Solutions and is fundamental in fostering long-term client relationships while delivering valuable content to customers, clients, and firm partners. This role demands excellence in client onboarding by providing an exceptional level of customer service and ensuring seamless transitions for new clients. The position plays a crucial role in identifying opportunities to deepen existing partnerships through proactive communication and understanding of client needs. Responsibilities include managing client expectations, coordinating the onboarding process, delivering educational materials to improve client outcomes, and maintaining a positive company image.

Candidates for this position should demonstrate thorough organizational skills, excellent communication skills both orally and in writing, and the ability to provide outstanding customer service. The role also requires solid computer skills, particularly with the Microsoft Office suite, and familiarity with banking or financial environments is considered a plus. This position offers a hybrid working arrangement, with in-office presence required three days a week and remote work available on Tuesdays and Fridays.

Compensation for the Enterprise Solutions Associate I ranges from $65,000 to $80,000 annually, with the exact salary determined based on factors such as location, relevant experience, education, and skill set. Additional compensation includes an annual performance-based bonus. Windsor Advantage and Capital Bank provide a comprehensive benefits package including medical, dental, and vision coverage, company-paid life and disability insurance, generous paid time off and holidays, 401(k) contributions regardless of employee input, and various employee perks like paid parental leave, tuition reimbursement, leadership programs, and employee recognition programs. This role is ideal for someone seeking to join a growing company that embraces an entrepreneurial spirit and values community support and employee development.

Windsor Advantage LLC is committed to diversity and inclusion, operating as an E-Verify, Affirmative Action, and Equal Opportunity Employer. Joining the team means becoming part of an organization dedicated to supporting businesses, helping individuals, and strengthening communities through innovative lending solutions and exemplary client service.