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The Team Lead for CDLI manages a sales team focused on affordable housing financing, driving growth and community impact through strategic leadership and client relationship management.

The Agency Closer is responsible for managing the closing process in the Commercial Mortgage Group, ensuring compliance, resolving issues, and maintaining client relationships while adhering to internal policies.

The Financial Wellness Associate serves clients, processes transactions, promotes financial wellness, and develops relationships to meet clients' financial needs.

The Assistant Closer supports the Closing Manager in transactions, completes compliance checks, collaborates with the team, and manages risks related to closing processes.

The Underwriting Team Leader oversees a team focused on financing affordable housing, ensuring risk management, workflow efficiency, and stakeholder communication while mentoring team members and supporting business growth.

The VP, Portfolio Management analyzes financial data, prepares underwriting documents, manages credit requests, and monitors corporate clients' portfolios. Responsibilities include structuring transactions, ensuring compliance, and maintaining asset quality while demonstrating leadership skills.

The Portfolio Manager manages client portfolios, providing financial advice, credit monitoring, and support for lending operations. Responsibilities include analyzing financial statements, structuring credit delivery, and enhancing client relationships.

The Private Client Advisor will provide investment services to Mass Affluent clients, focus on financial planning, and grow client relationships through comprehensive financial solutions and consultative sales processes.

The Digital Data Analyst will assess the digital data ecosystem, ensuring data quality and governance, while enabling data-driven decisions and supporting AI initiatives.

The Private Client Advisor will grow relationships with Mass Affluent clients, provide financial solutions, and collaborate with banking teams to boost client investment services.