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Manages and grows a commercial real estate lending portfolio, develops new client relationships, structures and prices loan and deposit transactions, analyzes credit requests, presents proposals for approval, closes loans, monitors compliance and risk, and cross-sells banking services. The role also provides relationship management, leadership, mentoring, client service, and community engagement.

Manages and expands a commercial real estate client portfolio, develops new business, structures and prices lending and deposit relationships, analyzes credit requests, presents loans for approval, closes transactions, monitors compliance and risk grades, and cross-sells banking services. The role also mentors less experienced lenders, manages direct reports, supports client service, and participates in community activities.

Provides HR administrative and operational support, including leave of absence, workplace accommodation, workers’ compensation, employee records, HRIS audits, reporting, benefits and policy inquiries, termination documentation, training compliance, invoice reconciliation, events, and HR projects. The role manages sensitive employee information, supports regulatory compliance, and serves as a resource for employees and the Human Resources Department.

Manages the Mortgage Closing Department and leads mortgage closers and closing assistants. Oversees loan closing workflows, disclosures, documentation, conditions, funding questions, service-level agreements, deadlines, investor requirements, and regulatory compliance. Coordinates with loan originators, title companies, post-closing teams, executives, and other business partners to ensure accurate, timely, and compliant loan closings.

Manages the mortgage closing department and leads closers and assistants. Ensures loans close accurately, timely, and compliantly; reviews closing disclosures and documents, verifies conditions, coordinates with title providers and internal teams, addresses funding questions, meets service-level commitments, and supports investor loan delivery while complying with lending programs, policies, and regulations.

Supports administration of employee benefits programs, including health insurance, retirement, life and disability coverage, wellness initiatives, COBRA coordination, qualifying life events, enrollments, verifications, reconciliations, open enrollment, and employee education. Maintains accurate records, assists with payroll backup, answers employee questions, and supports compliance with applicable laws, regulations, and company policies.

Manages portfolio accounting operations and supervises the Portfolio Accounting team. Leads implementation and conversion of portfolio operations technology, designs workflows, oversees reconciliation, corporate actions, pricing, performance measurement, client reporting, risk controls, and data integrity. Coordinates with vendors, custodial teams, trading, account services, and billing. Resolves operational issues, supports regulatory compliance, and trains team members.

Manages regional financial planning and analysis, including annual budgeting, quarterly forecasting, budget and forecast variance analysis, financial reporting accuracy, and executive and board reporting. Oversees regional and line-of-business reporting, Salesforce performance reporting, and process reviews. Requires banking experience, strong critical-thinking skills, database and query experience, and compliance with banking regulations and company policies.

Manages regional financial planning and analysis, including annual budgeting, quarterly forecasting, monthly performance analysis, and internal reporting. Reviews company processes to support accurate financial reporting, prepares materials for executive and board meetings, and provides Salesforce performance and ranking reports. Ensures compliance with banking regulations, company policies, Fair and Responsible Banking practices, and the Community Reinvestment Act.

Manages regional financial planning and analysis, including annual budgeting, quarterly forecasting, monthly performance analysis, and internal reporting. Reviews company processes for accurate financial reporting, prepares materials for executive and board meetings, supports Salesforce performance reporting, and provides regional and line-of-business support. Requires banking experience, finance expertise, database and query experience, and strong critical-thinking skills.