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Solicit and produce compliant residential mortgage loans, build referral relationships with realtors and builders, analyze low-to-moderately complex credit and financial data, quote rates and complete applications, maintain customer communication and market visibility, pursue required SAFE/NMLS registration and meet Loan Originator regulatory requirements.

Support review and analysis of Asset-Based Lending data, reconcile and validate information across systems, assess borrowing base documentation, identify and escalate risks, document findings, and recommend actions following established credit and compliance procedures.

Solicit and originate residential mortgage loans, produce compliant high-quality loans, build referral relationships with realtors and financial professionals, analyze credit and financial data, quote rates and complete applications, maintain customer communication and market visibility, and comply with SAFE and Regulation Z loan originator requirements.

Originate and manage residential jumbo mortgage loans for affluent clients. Build referral relationships with realtors, builders, and financial professionals, evaluate credit and financial data, communicate loan options, ensure compliance with S.A.F.E. and Regulation Z requirements, and provide high-quality customer service while pursuing training and maintaining market visibility.

Lead and develop a branch team to acquire, deepen, and retain customer relationships. Drive sales of checking, deposits, lending, cards, and investments through coaching, performance management, and cross-partner collaboration while managing operational risk, compliance, and digital adoption. Complete a Branch Manager Readiness Program prior to permanent placement.

Originates mortgage loans from assigned bank branches, conducts outbound prospecting, advises customers on mortgage products, processes loan applications within guidelines, collaborates with branch leadership and fulfillment partners, mentors staff, and maintains compliance with SAFE, Regulation Z, and underwriting requirements.

Originate and manage jumbo and residential mortgage loans for affluent clients by soliciting referrals, analyzing credit and financial data, quoting rates, ensuring SAFE and Regulation Z compliance, maintaining market visibility, and delivering high-quality customer service.

Solicit and originate residential mortgage loans, build referral relationships, assess and recommend loan products, ensure compliance with SAFE and Regulation Z, manage customer communication and loan documentation, and pursue ongoing training to meet underwriting and regulatory requirements.

Originate and solicit residential (primarily jumbo) mortgage loans for affluent clients. Build referral relationships, advise on loan products, analyze modestly complex credit/financial data, ensure compliance with SAFE and Regulation Z requirements, and maintain high customer service and market visibility.

The role involves soliciting residential mortgages, building relationships, and providing excellent customer service while ensuring compliance with mortgage regulations.