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Manage and underwrite a portfolio of primarily lower-complexity commercial clients; maintain client relationships, monitor credit and compliance, promote bank products, complete portfolio reviews, and ensure timely system updates and adherence to policies.

Manage and retain a portfolio of HOA management company and association clients; implement and train clients on banking products and systems; process complex customer requests; perform retention outreach (virtual and in-person); analyze account risk exposures; identify cross-sell opportunities; follow bank policies and complete required training and projects.

Perform QA reviews of new account onboarding, document errors and remediations, execute CIP/CDD/EDD BSA/AML/OFAC processes, update systems, analyze trends, liaise with business partners, and support audits, training, and remediation efforts.

Originates and funds self-sourced SBA 7(a) and 504 loans, targeting $10–15M+ annually. Builds referral and client relationships, pre-screens and structures loans, analyzes tax returns and financial statements, partners with underwriting and closing, maintains client communication, and ensures compliance with applicable laws and company policies.

Evaluate and structure commercial credit requests (cash flow, asset-based, CRE), perform financial and collateral analysis, prepare credit packages and models, monitor covenant compliance and risk ratings, ensure regulatory adherence, and manage, coach, and evaluate staff.

Evaluate and structure commercial lending requests, perform independent credit and collateral analysis, prepare credit packages and financial models, monitor loan performance and covenant compliance, manage staff, and ensure regulatory and policy compliance for CRE and LIHTC loan portfolios.

Perform independent credit and financial analysis for middle-market commercial clients, structure and evaluate loan requests (asset-based, term, CRE), monitor covenants and collateral, prepare Credit Approval Reports, assess risk ratings, ensure regulatory and policy compliance, and coordinate with relationship managers, loan administration, and legal counsel.

Perform independent credit and financial analysis for middle-market clients, structure and evaluate loan requests, monitor covenants and collateral, prepare Credit Approval Reports, conduct annual reviews and risk rating, coordinate due diligence and loan documentation, ensure regulatory compliance, and support loan administration and problem loan reporting.

Support branch operations by processing transactions accurately, assisting tellers, approving transactions within limits, ensuring security and compliance, responding to internal requests, identifying customer needs and referring products, and contributing to audit and risk mitigation.

Provide phone and digital support to consumer and commercial clients: answer account/card inquiries, troubleshoot online/mobile issues, process debit card maintenance, research and resolve escalations, assist with account openings and wires, follow bank policies and compliance requirements, and maintain knowledge of regulations and payment rules.