Bank of Marin Benefits Overview

Manages the Sonoma County banking market by retaining and expanding existing relationships, developing new business, and achieving deposit-growth targets. Identifies business and high-net-worth prospects, conducts strategic outreach, recommends appropriate deposit and lending products, and coordinates solutions with banking specialists. Builds relationships with decision-makers and community organizations, serves as the primary contact for deposit needs, and promotes the bank through community involvement.

Underwrite and recommend commercial, commercial real estate, personal, and business credits under senior lender guidance. Assess repayment sources, credit risks, financial statements, cash flow, balance sheets, and leverage. Prepare credit recommendations, loan documentation, escrow instructions, and customer correspondence. Order and interpret title, valuation, appraisal, and credit reports; research loan activity; maintain credit expiration ticklers; and support loan officers with customer calls and credit analysis.

Provides operational and analytical support to the Compliance Department through regulatory reporting, internal reviews, document maintenance, research, task tracking, and administrative activities. Supports HMDA, CRA, Adverse Action, Regulation B, disclosure notifications, collateral insurance tracking, and related compliance processes. Manages recurring deadlines, researches issues, maintains accurate records, improves processes, and collaborates with management, employees, vendors, and peers.