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The Wealth Advisor is responsible for acquiring new clients and managing a portfolio, developing strategies for wealth management, and ensuring compliance with regulations.

The Commercial Credit Senior Associate analyzes financial data, manages credit risk for commercial clients, and collaborates with relationship managers to ensure sound lending decisions while ensuring compliance with credit policies.

The Senior Wealth Advisor leads client relations, develops sales strategies, promotes financial services, and manages client relationships for revenue growth.

Owns product vision and roadmap for treasury/InTrader-related products; writes user stories, prioritizes backlog, partners with delivery teams, stakeholders, and UX; focuses on outcomes, risk controls, regulatory compliance, and continual improvement.

Serve as single point of contact for delinquent mortgage borrowers through loss mitigation and foreclosure processes. Make and receive borrower calls, collect financial documentation, explain loss mitigation decisions and foreclosure/liquidation options, document contacts, and follow compliance and internal control standards.

Provide operational and risk support, training and coaching to branch staff; ensure adherence to policies, complete audits, prevent fraud, respond to incidents, escalate issues, and partner with internal teams for branch initiatives.

Independently perform credit quality reviews and monitoring of commercial loans, validate risk ratings and credit files, analyze financials and collateral, prepare reports and escalate material findings, and support continuous improvement of credit controls and regulatory compliance.

Manage foreclosure process for an assigned mortgage portfolio from referral through post-foreclosure. Coordinate with external counsel, investors, and internal teams; prepare reports, bidding instructions, sale results, and required documentation; perform QC, review invoices, analyze equity for charge-off, and ensure compliance with investor and regulatory deadlines and internal controls.

Provide high-level administrative and executive support to Community Markets leaders, manage calendars and travel, prepare correspondence, presentations and meeting materials, handle billing and expense records, coordinate projects to support regional initiatives, ensure compliance with internal controls and regulatory requirements, and serve as liaison between management and bank personnel.

Originates residential mortgage loans (FHA/VA/conventional) by interviewing applicants, assessing creditworthiness, recommending suitable loan products, issuing pre-qualification statements, cultivating referral relationships, ensuring regulatory and SAFE Act compliance, and promoting mortgage products in the community.