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Responsible for accounting functions including financial reporting, journal entries, reconciliations, and supervising staff accountants within the investment accounting area.

Develop and manage commercial real estate lending relationships, evaluate borrower creditworthiness, structure loans, prepare term sheets and credit memos, negotiate loan terms, monitor portfolio credit quality, ensure documentation and compliance, and support business development and training initiatives.

The Tax and Insurance Administrator assists in accounting and finance tasks, prepares tax and insurance documents, and maintains records for claims and reports.

Lead the bank's community development finance strategy to advance CRA performance through lending, investments, services, and partnerships. Oversee Community Development Officers, manage LIHTC and EQ2 portfolios, coordinate with Credit, Lending, and Investment teams, and run outreach, grant programs, and reporting (including the annual Social Impact Report). Represent the bank externally and prepare regular updates for senior leadership and committees.