Teams at Lake Ridge Bank

Manage mortgage loan pipeline from application through closing and investor delivery. Responsibilities include locking rates, pair-offs, preparing UCD/ULDD deliveries, Encompass and AUS management, monitoring investor reports, title/flood/insurance verification, underwriting preparation, closing coordination, and ensuring regulatory compliance and accurate documentation.

Develop and maintain commercial client relationships, prospect new business, manage a profitable loan portfolio, evaluate creditworthiness, prepare and present loan requests, utilize programs like SBA/WHEDA, cross-sell bank products, ensure compliance and limit bank risk.

Provide delivery and support for treasury management products: work directly with business clients and internal sales, implement and train on treasury systems, maintain account analysis and reporting, support CDARS/ICS, process ACH/RDC renewals, troubleshoot issues, and identify cross-sell opportunities while ensuring compliance and security.