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Lead and coach a team of licensed retail bankers to sell securities and investment products, manage client relationships and sales planning, conduct client meetings and seminars, and achieve securities fee income and sales goals while ensuring compliance and strong client experience.

Sell, acquire, retain and grow mass-affluent and Preferred Program customers through consultative sales. Advise customers, execute retail strategies, meet investment sales and referral goals, partner with financial center and Investment Executives, maintain product knowledge and required licenses/registrations, and perform occasional local/overnight travel.

The Principal AI Engineer designs and implements AI systems, focusing on generative AI and machine learning, while collaborating with teams to align solutions with business needs and ensure compliance with regulations.

The Principal AI Engineer designs and implements AI systems to solve business challenges, focusing on advanced analytics and collaboration with teams, while ensuring compliance and managing risks.

Designs and implements frontend software solutions using Angular. Collaborates with various stakeholders to define architectures, meets quality standards, and ensures compliance with accessibility requirements.

Originate and manage residential first mortgage loans from application to closing, focusing on CRA-targeted clients. Develop referral networks, run homebuyer training, ensure compliance with lending regulations and bank policies, maintain pipeline reporting, and use NMLS/Loan Prospector/LOMAS tools. Position requires SAFE Act/NMLS registration.

Prepare, file, track, and reconcile investor/insurer claims for residential mortgage defaults to recoup loan principal, interest, and advances. Post claim proceeds, close accounts, correct MortgageServ settings, and coordinate with attorneys and vendors to reduce curtailments and fines.

Contact delinquent mortgage customers to negotiate and set up workout alternatives (forbearance, repayment plans, modifications, short sales, deed in lieu). Review documentation, quote reinstatement/payoff amounts, record collection activity, ensure regulatory and investor guideline compliance, escalate when needed, and provide administrative support and process improvement feedback.

Responsible for coaching and developing retail bankers, achieving securities sales goals, conducting client meetings, and ensuring customer satisfaction while managing risks.

Acquire, grow, and retain Preferred Program and mass affluent customers through consultative sales. Conduct needs assessments, deliver product and investment solutions, meet investment sales and referral goals, coordinate with financial center and investment partners, lead outreach and events, maintain product knowledge, and comply with licensing, registration, and risk-management requirements.