Teams at The Cape Cod Five Cents Savings Bank

Processes residential mortgage applications for compliance, accuracy, and timely underwriting. Coordinates communication among mortgage loan officers, customers, underwriters, and vendors; orders verification and underwriting services; reviews disclosures and documentation; obtains missing information; and prepares preliminary loan packages. The role also responds to inquiries, maintains mortgage-processing knowledge, and uses Microsoft Office and web-based lending systems.

Provides first- and second-tier support for digital banking applications, manages support tickets and user access, monitors incidents, maintains documentation and reports, coordinates with vendors, supports audits and reconciliations, and participates in testing, system updates, and departmental projects. Mentors junior analysts and helps maintain cybersecurity and fraud-prevention awareness.

Supports investment advisors by processing securities and annuity transactions, opening and maintaining client accounts, managing compliance files, coordinating with back-office and product providers, preparing reports, handling customer requests, scheduling appointments, and monitoring transfers and required minimum distributions. The role also maintains records, supports client communications, promotes investment services, assists with estate and tax-related account matters, and completes required licensing and continuing education.