Teams at Wellby Financial

Provides consultative lending sales and loan origination support through digital applications, inbound and outbound calls. Assesses member needs, recommends loan and deposit products, cross-sells insurance and warranty products, manages loan pipelines, and communicates underwriting decisions. Recovers charged-off accounts by contacting debtors, researching repayment capacity, negotiating settlements, and processing payments. Maintains compliance with lending regulations, Bank Secrecy Act requirements, and suspicious activity reporting procedures.

Develops, integrates, secures, tests, deploys, and supports full-stack enterprise solutions across web, digital banking, APIs, databases, cloud platforms, and Symitar/Episys systems. Responsibilities include front-end and back-end development, API integrations, database optimization, automated testing, CI/CD, documentation, production troubleshooting, security, compliance, and technical guidance throughout the software development lifecycle.

Supports administration, configuration, optimization, and daily operations of HubSpot across marketing, sales, service, and operations functions. Maintains workflows, properties, reports, dashboards, permissions, pipelines, and data quality. Provides user support, troubleshooting, training, documentation, and onboarding; gathers requirements; supports testing and implementation projects; coordinates with vendors and agency partners; and escalates complex architecture, integrations, coding, and strategic decisions.