Teams at Pinnacle Financial Partners

Manages existing client portfolios and develops new banking relationships with businesses, owners, and individuals. Responsibilities include administering loan portfolios, analyzing creditworthiness, approving and negotiating loans, ensuring regulatory compliance, providing deposit and investment products, cross-selling financial services, and delivering tailored financial solutions. The role also requires maintaining product expertise, meeting credit and service standards, and supporting client financial planning needs.

Manages existing client portfolios, develops new banking relationships, evaluates borrower creditworthiness, structures and approves loans, and ensures regulatory compliance. Provides lending, deposit, investment, and financial planning solutions to business and individual clients. Responsibilities include cross-selling financial products, negotiating credit terms, maintaining credit quality, servicing clients, and referring specialized needs to internal departments.

Originates mortgage loans, markets mortgage products, pre-qualifies clients, completes applications, analyzes credit and financial information, reviews automated underwriting findings, coordinates rate locks and documentation, and guides clients through closing. Ensures compliance with lending policies, investor guidelines, and federal and state regulations while managing the mortgage pipeline and referring clients to other banking services.