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The role involves developing new business, managing a loan and deposit portfolio, analyzing creditworthiness, and ensuring regulatory compliance.

The Post-Closing QC Specialist reviews closed mortgage loan files for compliance, validating data, documenting errors, and collaborating with teams for quality assurance in the mortgage process.

Responsible for developing new business, managing a loan and deposit portfolio, analyzing credit worthiness, and ensuring compliance with regulations while providing superior client service.

Develop and grow a commercial loan and deposit portfolio through consultative relationship-building, underwriting and servicing loans, collaborating with internal partners, ensuring regulatory and policy compliance, pricing products, resolving client issues, and providing superior service to clients and community contacts.

Support commercial loan and deposit portfolios by performing credit underwriting, financial and industry analysis, compiling loan packages, managing risk grading, ensuring regulatory and documentation compliance, conducting portfolio monitoring and covenant testing, and assisting Relationship Managers with client interactions and credit approvals.

Support Treasury Management Sales Officers by selling non-credit commercial treasury products to new and existing small business clients. Develop product knowledge, assist onboarding and implementation, lead fraud discussions, identify leads with retail bankers, contribute to revenue generation, and serve as primary backup to the TMSO while supporting internal education and treasury projects.

Provide email and phone support for Treasury Management products, research and resolve client inquiries, ensure documentation and processes meet regulatory requirements, assist implementations and data mapping during conversions, advise clients on security and product usage, maintain tracking logs, support sales officers, and participate in testing and special projects.

Support Treasury Management sales by developing product expertise, onboarding small business clients, assisting the Treasury Management Sales Officer, identifying TM leads with retail bankers, leading client fraud discussions, and contributing to revenue-generating activities and TM projects.

Support Treasury Management (TM) sales by developing product knowledge, onboarding small business clients, assisting with fraud discussions, backing up the TM Sales Officer, generating revenue through new accounts/services, collaborating with retail bankers to identify leads, preparing implementation paperwork, and providing subject-matter expertise on TM projects and client situations.

Serve as the primary Terafina platform partner for General Bank: gather requirements, prioritize roadmaps, manage testing and deployments, provide production support and escalations, maintain documentation, ensure regulatory compliance, and coordinate cross-functional stakeholders to drive enhancements, automation, and performance monitoring.