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Process mortgage loan applications by collecting and verifying documentation, analyzing credit/appraisals/income against product, underwriting and investor guidelines, communicating with borrowers and third parties, resolving issues, and preparing closing documentation. Escalate risk issues, ensure regulatory compliance, and support origination administrative tasks to deliver timely loan closings.

Assist in client relationship management, perform cash application, position reconciliation, and support compliance reporting while enhancing workflows and processes.

Serve as single point of contact for delinquent mortgage borrowers through loss mitigation and foreclosure, handle inbound/outbound calls, collect and document financial information, explain decisions and options, ensure compliance with state/federal regulations and internal controls, and assist with appeals and closing processes.

Designs, implements, and optimizes enterprise security architectures (SSE, SWG, CASB, DLP, ZTNA, Enterprise Browser) and data protection strategies across hybrid/multi-cloud environments. Leads deployments, defines testing/validation metrics, automates workflows, governs AI security, and partners with stakeholders to align security with business, regulatory, and risk requirements while mentoring engineers and driving platform optimization.

Serve as a trusted advisor to a portfolio of mass-affluent clients by delivering advice-based investment and insurance solutions, conducting portfolio reviews, generating referrals and new business, partnering with internal teams for seamless client service, growing assets under management, and maintaining regulatory compliance and risk standards.

Client-facing role responsible for end-to-end implementation and fulfillment of Treasury Management services. Manage service setup requests, prepare legal agreements, monitor work queues, research and resolve issues, use bank systems to process orders, collaborate with internal partners, and ensure compliance with risk and regulatory standards.

The Mortgage Originator works with customers to secure suitable mortgage loans, assesses creditworthiness, and promotes the bank's mortgage products while ensuring compliance with regulations.

Serve as strategic HR partner to senior managers for talent, performance, workforce planning, change management, and employee engagement. Drive people programs (performance, compensation, talent calibration), provide coaching and data-driven HR insights, support organizational design and transformation workstreams, and collaborate with HR Centers of Excellence and internal partners to implement HR solutions and maintain risk and regulatory controls.

Provide high-level, confidential executive support to the CHRO and HR leadership: manage complex calendars, travel, communications, presentations, project work, talent reviews, expense and budget documentation, and sensitive HR processes while maintaining discretion and cross-organizational relationships.

The Financial Advisor provides financial solutions, mentors junior advisors, increases assets under management, and ensures compliance with relevant regulations.