Serves as the primary client contact, supports sales activities, maintains CRM records, coordinates meetings and materials, resolves customer issues, and prepares relationship and sales reports. The role also identifies upselling and cross-selling opportunities while collaborating with internal teams to support customer satisfaction, retention, and revenue growth.

Oversee loan operations across multiple branches, ensuring service quality, regulatory compliance, and performance. Lead, coach, and develop loan officers and support staff to achieve origination and portfolio targets. Collaborate with senior management on regional growth and retention strategies, improve loan processing workflows, analyze market and financial data, and manage risks while enhancing customer experience.