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Manages a commercial banking portfolio by supporting relationship managers, preparing credit underwriting and financial analyses, monitoring loan performance and covenant compliance, assessing risk ratings, and maintaining accurate credit documentation. The role reviews renewals, modifications, collateral exceptions, appraisals, environmental reviews, and loan closings while producing portfolio reports and supporting client interactions.

Leads daily Loan Servicing and Deposit Operations, overseeing service quality, compliance, risk controls, issue resolution, team development, performance metrics, process improvement, automation, technology partnerships, budgeting, and operational transformation. The role manages multiple teams and translates strategic priorities into executable operational plans while ensuring regulatory and internal standards are met.

Leads enterprise regulatory compliance and ethics for a financial institution and investment affiliate. Oversees the Compliance Management Program, Fair Lending, CRA, risk assessments, testing, monitoring, regulatory change management, complaint management, training, policy governance, and issue remediation. Reports to the Board and executive leadership, chairs the Compliance Committee, manages the compliance team, coordinates regulatory examinations, investigates ethical concerns, and partners with business leaders to strengthen risk management and compliance culture.