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Lead and manage a residential mortgage underwriting team to ensure accurate, timely, and compliant credit decisions across agency, government, jumbo, and non‑QM products. Oversee pipeline workload, approve complex or escalated files, interpret guidelines, manage exceptions, partner with operations and sales, ensure regulatory compliance, and drive team development, quality control, and process improvements to meet production goals and risk standards.

Lead and develop a treasury sales team to grow deposits and treasury product relationships. Build cross-functional partnerships, manage performance, ensure regulatory compliance (CDD/EDD, BSA/AML), coach sales, support budgeting and retention, and execute localized market and client strategies to drive revenue.

Support Loan Officers by managing workflow to ensure on-time closings, communicating with borrowers and Realtors, collecting documentation, submitting loans to operations, performing basic income calculations, using CRM/databases, and promoting loan products while providing excellent customer service and maintaining regulatory compliance.

Support Client Relationship Managers with client communications, account administration, reporting, issue tracking, and meeting preparation. Coordinate internal teams to resolve client issues, maintain client records, assist with contract administration and renewals, prepare reports and presentations, support portfolio reviews and account planning, and help improve client satisfaction and operational efficiency.

Support customers and internal stakeholders by reviewing requests, determining next steps, making account update recommendations to a third-party servicer, providing documentation, communicating status updates, and documenting interactions accurately in the system of record.

The Salesforce Developer II designs and implements Salesforce enhancements, focusing on integrations with Marketing and Data Clouds, ensuring quality engineering practices are maintained.

Support the BSA Officer in developing and administering the bank's BSA/AML/OFAC/CFT program: conduct transaction and OFAC/314(a) screening, analyze suspicious activity, file SARs/CTRs, assess risks, update policies, train staff, prepare for audits, and maintain documentation to ensure regulatory compliance.

Lead and scale mortgage funding and warehouse lending operations, manage P&L, ensure regulatory compliance, oversee daily funding/wire processes, optimize systems integrations (LOS, WMS, core, data warehouse), coordinate loan delivery and sales to secondary market/GSEs, and implement phased rollout with staffing, pilots, and risk controls.

Provide world-class customer care via digital channels for mortgage servicing inquiries. Resolve issues in writing, escalate and collaborate with team members, identify trends to improve experience, and maintain knowledge to ensure high customer satisfaction.