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Cultivates and grows commercial banking relationships, develops new business, manages commercial loan portfolios, analyzes creditworthiness, prepares lending recommendations, and ensures regulatory compliance. Advises small-business members on financial products, treasury services, SBA lending, and community resources while coordinating with credit analysts, treasury sales, and retail banking teams. Conducts annual portfolio reviews and cross-sells commercial banking products.

Build and manage member relationships by providing comprehensive financial planning, investment management, retirement, insurance, and legacy strategies. Develop a book of business through referrals and proactive outreach, provide personalized investment recommendations, meet sales and production goals, maintain regulatory compliance, and collaborate with credit union teams to deliver holistic member service.

Provides proactive administrative support to executive leaders by managing calendars, meetings, travel, correspondence, expenses, confidential information, presentations, and special projects. Coordinates meeting logistics, agendas, minutes, catering, facilities, technology, and communications across departments. Supports strategic planning and prepares reports and presentation materials while maintaining professionalism, organization, discretion, and effective communication.

Develop and manage Commercial & Industrial lending relationships, grow loan, deposit, and fee-income portfolios, assess borrower creditworthiness and industry risks, prepare lending recommendations, and ensure regulatory compliance. The role drives business development, cross-sells commercial banking and treasury products, coordinates with credit and internal teams, manages loan participations, and provides financial guidance and community resources to business members.

Develops and manages Commercial & Industrial lending relationships, drives loan and deposit production, analyzes creditworthiness, structures loans, monitors portfolio risk, and makes lending recommendations. Builds business member relationships, cross-sells banking and treasury products, coordinates with credit, retail, and treasury teams, and ensures compliance with lending regulations. Provides financial guidance, supports community business development, and manages loan participations and annual portfolio reviews.

Manages commercial banking relationships and loan portfolios, develops new business, analyzes borrower creditworthiness, prepares lending packages, and makes lending recommendations. Supports commercial lending, C&I, CRE, and SBA products while identifying cross-selling opportunities across treasury, retail, deposit, and financial services. Conducts annual portfolio reviews, ensures regulatory compliance, provides business education and advice, and connects members with community resources.

Assists an outbound loan officer with mortgage origination, application data entry, document collection, disclosures, loan recommendations, compliance, closing coordination, and member inquiries. Supports cross-selling financial products, title company coordination, process improvements, marketing activities, and interdepartmental workflow. Requires mortgage origination knowledge, real estate and lending regulatory expertise, strong communication and sales skills, loan system experience, confidentiality, and NMLS registration or eligibility.

Originates residential mortgage loans through branch referrals, walk-in traffic, and community networking. Advises borrowers on mortgage products by analyzing credit, income, debt, and assets; manages applications from pre-approval through closing; coordinates with branch, processing, underwriting, and external partners; ensures regulatory compliance; develops referral relationships; and meets production and member satisfaction goals.

Serves as chief legal advisor to executive leadership and the Board for a large, regulated credit union. Oversees corporate governance, consumer and mortgage lending, regulatory compliance, litigation, investigations, contracts, vendors, strategic transactions, insurance, continuity planning, and enterprise legal risk. Leads the legal team, manages external counsel, supports examinations and enforcement matters, and provides strategic, business-oriented legal guidance across the organization.

Generates residential mortgage loan volume by developing referral relationships with real estate professionals and local communities. Conducts borrower financial interviews, recommends mortgage products, manages applications through closing, and coordinates with processing and underwriting teams. Maintains regulatory knowledge, monitors market conditions, meets production goals, resolves issues, and refers borrowers to additional financial services. Requires mortgage sales or loan origination experience, NMLS registration, strong communication skills, and knowledge of lending regulations.