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Manage and coach a small team of Private Mortgage Bankers to drive mortgage sales, ensure compliance with SAFE and Regulation Z, build referral relationships, oversee pipeline and resource allocation, resolve team issues, and identify process improvements while maintaining high customer service and quality loan production.

Manage and grow a moderately complex book of local business clients through prospecting, relationship-building, and cross-selling Wells Fargo products. Perform financial and credit assessments, structure secured and unsecured credit within delegated authority, collaborate with internal partners, ensure risk alignment and regulatory compliance, and provide proactive client service to retain and expand relationships.

Manage and grow a moderately complex business banking portfolio by prospecting and onboarding clients, deepening relationships, assessing credit and cash flow, structuring secured and unsecured credit within delegated authority, promoting deposit and treasury products, collaborating with internal partners, and ensuring compliance with underwriting and LO regulatory requirements.