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Originates residential mortgages and HELOCs from a financial center, advises clients on borrowing needs, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, refers clients internally, and partners with leaders to coach associates while balancing sales, risk, and compliance.

Provide client service support to Financial Advisors by handling client requests, preparing accurate materials, ensuring policy compliance, promoting banking offerings, maintaining client relationships, and supporting team operations while using MS Office and Salesforce.

Build and manage a book of business by sourcing and prospecting clients, recommend suitable investment products, perform KYC and account openings, serve as interim Financial Advisor, document interactions in Salesforce, meet performance goals, collaborate with specialists, and complete mandated training and continuing education.

Provide client service support to Financial Advisors, act as primary client contact, ensure timely and accurate client materials, follow bank policies, deepen client relationships, promote banking offerings, support day-to-day team activities and cover absences while prioritizing operational excellence and client advocacy.

Provide day-to-day client service supporting one or more Financial Advisors, deliver timely and accurate client materials, promote banking and investment offerings, deepen client relationships, ensure compliance with policies, and cover team activities as needed while prioritizing client needs.

Manage end-to-end consumer mortgage referral requests for low-to-moderate income clients: originate loans from referral sources, guide clients through application to close, provide homebuyer education and workshops, meet production goals, maintain referral networks, and ensure regulatory compliance including SAFE Act registration.

Provide client service support to Financial Advisors by managing client requests, promoting banking and investment offerings, preparing accurate client materials, ensuring compliance with policies, and supporting day-to-day team activities to deliver a high-quality client experience.

Deliver data-driven market and industry insights, prepare pitchbooks and relationship reviews, support credit and treasury processes, analyze financial statements, coordinate transactions with product teams, and help expand client relationships through analytics and collaboration.

Lead and execute risk-based credit review exams for assigned portfolios, perform transaction testing and secondary reviews, manage exam field work and issue remediation, prepare portfolio reporting, liaise with regulators and auditors, and coach junior team members to ensure accurate, timely assessments of credit decisioning and emerging risks.

Originates residential mortgage and HELOC loans from a bank branch, advises clients on borrowing and banking solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, and collaborates with internal partners to deliver sales targets while ensuring regulatory compliance and customer service.