Teams at Penn Community Bank

Supervise Customer Success and Business Development specialists, manage escalations and account retention, administer Salesforce, Zoom Contact Center, online account opening and chat platforms, ensure compliance with banking regulations (BSA/AML), train and coach team members, compile call analytics and KPIs, and support Deposit Operations and technology road map execution.

Analyze and validate production data from multiple systems (DNA, Salesforce, Encompass), build and maintain dashboards and reports, support users, manage Salesforce/Encompass profiles and permissions, perform QA/testing, collaborate with stakeholders to improve processes, and oversee secure data transmissions to external parties.

Lead a credit team to underwrite and approve complex commercial loans, prepare credit memoranda, ensure policy and regulatory compliance, coach analysts, manage workflows, and collaborate with lenders and loan operations to support timely loan originations, renewals, and modifications.