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Manages and grows relationships with affluent consumer and business customers through proactive outreach, needs-based financial guidance, and multi-product banking solutions. Builds and manages a book of business across deposits, lending, investments, and credit; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital banking adoption; supports branch colleagues; and maintains strong documentation, risk controls, licensing, and regulatory compliance.

Solicit and originate residential mortgages by building referral relationships, assessing customer financial and credit information, recommending loan products, quoting rates, and managing applications through registration and lock-in. Ensure compliant, high-quality loan production and proactive customer communication while maintaining knowledge of mortgage programs, underwriting requirements, and industry trends. Requires SAFE registration, regulatory compliance, reliable transportation, and flexibility to work nights, weekends, or holidays.

Solicits residential mortgages, develops referral relationships, evaluates customer financial and credit information, recommends suitable loan products, manages applications and rate locks, and ensures compliant, timely customer communication. The role requires SAFE registration, adherence to mortgage lending regulations, customer service, sales prospecting, and relationship development with realtors, builders, financial professionals, and past customers.

Manages and grows a portfolio of small business banking clients, providing tailored financial solutions including business accounts, credit, treasury services, and digital tools. Builds client relationships, prospects for new customers, conducts needs assessments, provides referrals, and partners with relationship managers and lending officers on complex structures. Ensures compliance with lending, risk, regulatory, and operational policies while delivering a client-focused banking experience.

Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored recommendations across deposits, lending, investments, and banking services. Own a book of business, acquire and deepen relationships, coordinate referrals with Wealth, Home Lending, and Business Banking, promote digital adoption, support branch colleagues, and maintain strong risk, compliance, documentation, and regulatory standards.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; evaluates applications, financial and credit data, appraisals, and title reports; recommends loan products; quotes rates and points; manages registration and lock-in follow-up; and ensures compliant, timely customer service while meeting SAFE and loan-originator requirements.

Solicit and originate residential mortgage loans by building referral relationships, educating customers, evaluating financial and credit information, recommending suitable loan programs, and managing applications through registration and lock-in. Ensure compliant, high-quality loan production and proactive customer communication while meeting SAFE Act, NMLS, and loan originator regulatory requirements.

Solicits and originates residential mortgage loans by building referral relationships, evaluating customer financial and credit information, matching borrowers with suitable loan programs, quoting rates, and managing applications through registration and lock-in. Provides proactive customer service, explains mortgage products and requirements, maintains compliance with SAFE and Regulation Z requirements, and develops market visibility through realtor, builder, banking, and professional networks.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and a defined book of business. Recommends integrated deposit, lending, investment, credit, and banking solutions; coordinates referrals across Wealth, Home Lending, and Business Banking; supports digital adoption; coaches branch colleagues; and maintains strong risk, compliance, documentation, and customer service standards.

Solicits and originates residential mortgages, develops referral relationships, evaluates customer financial and credit information, recommends suitable loan products, quotes rates and points, manages applications through registration and lock-in, and maintains proactive customer communication. The role requires SAFE registration, compliance with mortgage lending regulations, reliable transportation, and availability for nights, weekends, or holidays. Success depends on mortgage sales expertise, relationship development, prospecting, communication, and customer service skills.