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Assists Treasury Management Officers with selling, implementing, onboarding, and servicing treasury management products for commercial and private banking clients. Prepares proposals, account reviews, contracts, setup documentation, reports, and relationship analyses. Supports customer inquiries, training, product recommendations, account maintenance, and collaboration with internal bank departments while ensuring compliance with policies, regulations, and information security standards.

Provides accounting and administrative support for mortgage operations. Responsibilities include auditing borrower mortgage accounts, researching discrepancies, reconciling general ledger and cash accounts, preparing deposits, processing credit card payments and accounts payable items, coordinating mortgage loan wires, verifying loan purchase and sale data, and maintaining accurate documentation. The role requires confidentiality, attention to detail, customer service, regulatory compliance, and proficiency with Microsoft Office and financial software.

Lead the IT Process Automation team to define and execute enterprise automation strategy, administer platforms (UiPath, SharePoint, DocuSign), ensure governance and security, manage vendors, deliver scalable automation solutions, and develop automation talent while partnering with business and IT stakeholders.

Processes mortgage loan files from application through closing and post-closing. Reviews applications and credit documentation for investor, agency, and federal compliance; calculates borrower income; orders required reports and verifications; coordinates with borrowers, agents, title companies, loan officers, and underwriting; resolves conditions; prepares closing packages and compliance checklists; monitors closing schedules; and responds to quality control and investor audit inquiries.

Manage delivery of wealth management services, focusing on business development, financial planning, and maintaining client relationships. Collaborate with internal teams and external advisors, ensuring compliance and high-quality client service.

Originate, underwrite, structure, document, close, and disburse complex SBA 7(a) commercial and commercial real estate loans. Develop new business and referral relationships, assess SBA eligibility and borrower creditworthiness, negotiate loan terms, maintain credit quality, prepare loan committee materials, and support SBA documentation. Ensure compliance with bank policies, the Bank Secrecy Act, and applicable laws while collaborating with commercial banking teams and SBA personnel.

Drive profitable growth of commercial lines through prospecting, quoting, selling, renewals, and relationship management. Oversee underwriting relationships, coach advisors, manage staffing and workflows in EPIC, and collaborate with account managers to retain and service clients while meeting sales goals.

Lead advanced HR operations and employee support activities, resolve complex inquiries, manage HRIS and LMS processes, oversee onboarding/offboarding, mentor junior staff, ensure compliance and record accuracy, drive process improvements, and partner cross-functionally to enhance HR programs and KPIs.

The VP/Senior Wealth Advisor manages wealth management services, develops client relationships, conducts financial planning and ensures compliance, with a focus on business growth and teamwork.