Teams at Fidelity Bank (fidelitybank.com)

Prepares, audits, and reviews mortgage closing documents for accuracy, compliance, and investor requirements. Enters data into Encompass, clears underwriting conditions, reviews closing disclosures, orders and balances funding wires, and supports post-closing corrections. Handles conventional, FHA, VA, USDA, and NCHFA purchase and refinance transactions while providing customer service to internal and external partners.

Advises investment and wealth management clients, conducts financial reviews, develops tailored investment strategies, monitors portfolios, and supports retirement, education, income, and legacy planning. Builds client relationships, generates new assets, partners with banking teams, meets growth goals, and ensures compliance with SEC, FINRA, insurance, fiduciary, suitability, and disclosure requirements.

Underwrites SBA loan requests, prepares government submission packages, evaluates credit risk and mitigants, approves or denies applications within delegated authority, and ensures accurate loan documentation. Supports business development officers with opportunity pre-flighting, loan-term negotiation, and customer presentations. Collaborates with credit and risk teams, helps resolve credit challenges, manages credit projects, and identifies process efficiencies while adhering to bank policies and SBA regulations.