Develop and manage business relationships to drive revenue through prospecting, onboarding, and retention. Advise partners on financing and treasury solutions, generate commercial and consumer referrals, respond to RFPs, represent the credit union at community events, and ensure regulatory and operational compliance.

Perform QA of closed and purchased loan files, maintain loan origination document management, clear post-closing deficiencies, coordinate third-party quality control, manage audits and reporting, prepare credit packages, track recorded mortgages, and ensure regulatory compliance (BSA/OFAC).