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Originate residential mortgage and home equity loans by developing business plans, networking with referral sources, explaining products, analyzing credit and financial data, coordinating documentation from application to closing, meeting sales goals, and maintaining regulatory compliance. Requires NMLS certification or ability to obtain.

The Private Wealth Advisor interviews clients to assess investment and insurance needs, recommends solutions, monitors performance, and fosters client relationships.

Manage high impact business accounts, performing customer service, sales, and insurance coverage advocacy while maintaining customer satisfaction.

The role focuses on achieving sales goals through organic growth in property and casualty insurance, building client relationships, and acquiring new customers.

The Adjustor I will contact customers with delinquent mortgage accounts, process transactions, recommend legal actions, and resolve account issues.

The Mortgage Originator drives company growth by originating mortgage applications, developing business plans, and maintaining customer relationships while ensuring compliance with regulations.

The Sales Executive drives new business growth, maintains customer relationships, manages benefit plan reviews, and achieves sales goals while onboarding digital benefit platforms.

The Business Development Manager will drive agency revenue through new customer acquisition and cross-selling insurance products, while establishing relationships with banking partners and clients.

Lead the development and strategy for deposit products. Manage pricing, analyze market trends, and oversee revenue strategies. Mentor staff and collaborate with stakeholders to drive initiatives.

The Senior Financial Planning Support Specialist manages confidential administrative tasks, supports financial planning processes, and ensures excellent client service within wealth management.