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Analyze commercial clients’ credit and financial information, including statements, tax returns, cash flow, collateral, and repayment sources. Prepare credit approval packages, spreadsheets, summaries, and written analyses for loan decisions. Support new, renewed, and existing loan requests while ensuring compliance with internal policies, security requirements, and commercial lending regulations.

Processes and supports payment operations including wires, ACH, cash services, check processing, faster payments, statements, and exceptions. Provides internal customer support, monitors automated processes, meets critical deadlines, escalates issues, supports process improvements and special projects, and ensures compliance with bank policies, security requirements, and regulations.

Leads mortgage processing and underwriting operations, ensuring accurate loan reviews, regulatory and investor compliance, risk management, workflow performance, and audit readiness. Resolves complex loan issues, approves decisions within delegated authority, analyzes operational metrics, improves processes, and partners across lending functions. Manages, coaches, and develops mortgage operations teams while balancing quality, efficiency, compliance, and customer experience.

Serves as a branch-based client relationship representative, processing banking transactions, opening and maintaining accounts, balancing cash drawers, consulting with clients, recommending banking products, generating referrals, supporting lending activities, and resolving account issues. The role combines customer service, consultative sales, relationship management, compliance, and branch operations, with opportunities to support team training and coaching.

Serve as the welcoming face of a bank branch by processing transactions, balancing cash, opening and maintaining accounts, resolving issues, and supporting lending processes. Build client relationships by assessing financial needs, recommending banking products and digital tools, making referrals, conducting appointments, and educating clients. Ensure accurate documentation and compliance with banking policies and regulations while delivering excellent service.

Closes and administers commercial real estate construction and permanent loans. Prepares loan and security documentation, reviews appraisals, validates construction costs, coordinates title, escrow, insurance, and funding statements, administers disbursements, maintains complete loan files, supports lien perfection and loan modifications, and ensures compliance with bank policies and regulations. Provides guidance and mentorship to newer team members.

Closes and administers commercial real estate construction and permanent loans. Prepares loan documentation, reviews collateral and appraisals, coordinates with title, escrow, and insurance partners, manages funding statements and disbursements, maintains accurate loan files, supports lien perfection and loan modifications, and ensures compliance with bank policies and regulations. Provides guidance and mentorship to newer team members.

Provides branch-based sales and client service for small business and consumer banking customers. Consults on bank products, develops lending and referral pipelines, opens and maintains accounts, processes financial transactions, supports loan applications, resolves client issues, and mentors branch team members. Requires strong relationship-building, sales, credit analysis, communication, and banking operations skills.

Drives revenue through commercial business development, manages complex client relationships, structures and negotiates commercial lending solutions, prepares credit analyses, monitors portfolio risk, ensures regulatory compliance, represents the bank in the community, and mentors relationship managers.

Provides branch-based banking sales and client service, including financial consultations, account opening and maintenance, transactions, lending support, referrals, and issue resolution. Builds relationships with clients and community partners, conducts outbound calls and appointments, recommends banking products, and supports branch operations. Also assists with onboarding and coaching new team members while maintaining compliance and accurate cash handling.