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Originate and develop SBA 7(a), 504, and USDA B&I loan transactions; generate leads, manage client relationships, coordinate underwriting and closing, ensure compliance with SBA and bank policies, mentor junior staff, and represent the bank in the community while meeting production goals.

Manage and grow commercial client relationships by originating, underwriting, and closing equipment, CRE, and business loans. Conduct credit analysis, negotiate terms, process loans, manage portfolio performance, cross-sell banking products, and represent the bank in the community. Provide leadership, ensure compliance, and meet deposit and loan growth targets while supporting internal collaboration and training.

Develops and expands commercial treasury relationships by sourcing new business, delivering treasury and deposit solutions, cross-selling bank products, and managing client portfolios. Uses CRM to track pipeline, negotiates deals, prepares proposals/RFPs, mentors junior staff, and represents the bank in the community. Ensures compliance with federal regulations and AML/CFT requirements, meets sales goals, and frequently travels to client meetings and industry events.

Manage, underwrite, and close commercial loans while developing deposit and lending relationships. Source new business, perform credit analysis, coordinate loan processing, ensure compliance, and drive portfolio growth and client satisfaction.

Solicit and develop SBA 7(a), 504, and USDA B&I loan transactions; generate leads, build client relationships, manage pipeline via CRM, coordinate with underwriting and closers, ensure regulatory compliance, train junior staff, contribute to department profitability, and travel frequently to meet clients and represent the bank.

Develop and manage deposit, loan, and merchant client relationships by prospecting, structuring, negotiating, and closing deals. Use CRM to track pipeline, prepare proposals and underwriting materials, achieve sales targets, cross-sell products, ensure regulatory and compliance adherence (AML/CFT), mentor junior RMs, and represent the bank at events. Significant travel required to meet clients and attend conferences.