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Manage commercial loan portfolios including financial reporting, covenant tracking, and annual financial collection. Analyze existing relationships and new loan requests (cash flow, collateral, guarantor), prepare memos, underwrite pre-deals, provide market analysis, coordinate construction advances, support Credit Risk Review, and back up relationship managers while providing sales and service support.

Maintain all operational elements of a small-to-mid sized bank branch including vault and ATM custody, cash forecasting, auditing negotiable instruments and cash drawers, BSA/compliance tasks, and quality control for new account openings. Provide customer-facing transactional and sales support: open accounts, take loan applications, process monetary transactions, and manage safe deposit records. Follow policies and escalate unclear situations.