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Originate mortgage loans to low-to-moderate income borrowers and neighborhoods, market CRA and agency products, assess applicants' income/assets/credit, issue pre-qualification statements, negotiate loan terms, ensure origination compliance (SAFE Act), build relationships with housing agencies and realtors, travel extensively for sales/outreach, and represent the bank in community events and seminars.

Manage relationships and daily administration for moderately to highly complex Global Capital Markets accounts, overseeing operations, risk and regulatory compliance, documentation review, transaction closings, fee billing, and client service. Coordinate with Legal, Risk, Compliance, Sales and external parties, mentor junior staff, lead projects, and implement control and process improvements to support growth and profitability.

Lead resolution of complex, high-risk distressed or defaulted Global Capital Markets accounts. Manage litigation, bankruptcy, contract negotiations, waterfall reconstruction, account administration, risk mitigation, and stakeholder communications. Mentor team members and drive policy, process, and control improvements to protect the business.

The Wealth Advisor is responsible for acquiring new clients and managing a portfolio, developing strategies for wealth management, and ensuring compliance with regulations.

The Commercial Credit Senior Associate analyzes financial data, manages credit risk for commercial clients, and collaborates with relationship managers to ensure sound lending decisions while ensuring compliance with credit policies.

The Senior Wealth Advisor leads client relations, develops sales strategies, promotes financial services, and manages client relationships for revenue growth.

Provide operational and risk support, training and coaching to branch staff; ensure adherence to policies, complete audits, prevent fraud, respond to incidents, escalate issues, and partner with internal teams for branch initiatives.

Manage foreclosure process for an assigned mortgage portfolio from referral through post-foreclosure. Coordinate with external counsel, investors, and internal teams; prepare reports, bidding instructions, sale results, and required documentation; perform QC, review invoices, analyze equity for charge-off, and ensure compliance with investor and regulatory deadlines and internal controls.

Provide high-level administrative and executive support to Community Markets leaders, manage calendars and travel, prepare correspondence, presentations and meeting materials, handle billing and expense records, coordinate projects to support regional initiatives, ensure compliance with internal controls and regulatory requirements, and serve as liaison between management and bank personnel.

Originates residential mortgage loans (FHA/VA/conventional) by interviewing applicants, assessing creditworthiness, recommending suitable loan products, issuing pre-qualification statements, cultivating referral relationships, ensuring regulatory and SAFE Act compliance, and promoting mortgage products in the community.