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Originates and produces jumbo residential mortgage loans for affluent clients by soliciting referrals, analyzing credit and financial data, advising on loan products, managing underwriting/compliance requirements (SAFE/NMLS), and maintaining market relationships and customer communication.

Originate and produce compliant jumbo residential mortgages for affluent clients by developing referral relationships, analyzing moderate-complexity credit/financial data, quoting rates, and managing customer communication through loan registration and underwriting requirements while maintaining regulatory compliance (SAFE/NMLS).

Originate mortgage loans from assigned bank branches, prospect and educate customers on mortgage products, process low-to-moderately complex applications, ensure compliance with SAFE and Regulation Z, collaborate with branch leadership, coach staff, and maintain high client satisfaction.

Lead a bank branch team to acquire, deepen, and retain customer relationships through sales leadership, coaching, and performance management. Balance growth with operational risk controls, partner with internal sales teams, promote digital banking, and complete the Branch Manager Readiness Program to transition into the role.

Lead and coach a branch team to acquire, deepen, and retain customer relationships across checking, deposits, lending, cards, and investments. Drive sales performance through disciplined execution, coaching, and partnership with internal lines, while managing operational risk, compliance, and customer experience. Complete Branch Manager Readiness Program and support branch placement and onboarding.

Lead product strategy for mass-market deposit products through market research, data-driven analysis, and cross-functional collaboration. Develop and execute product roadmaps, identify growth and optimization opportunities, manage risk for initiatives, and mentor teams to deliver product enhancements and new offerings.

Lead product strategy for consumer banking deposit products through market research, data-driven insights, and cross-functional partnership. Guide roadmap, risk management, go-to-market execution, and mentor teams to drive growth and improved customer outcomes.

Lead product strategy, conduct market and performance analysis, define roadmaps and go-to-market plans, oversee risk and delivery, mentor teams, and collaborate with cross-functional partners to drive deposit product growth and improved customer outcomes.

Lead product strategy for consumer deposit products by conducting market research and data-driven analysis, defining roadmaps, guiding cross-functional execution, managing risk, and mentoring teams to drive customer growth and improved outcomes.

Lead and develop a branch team to drive sales, deepen customer relationships, and ensure operational risk management. Coach bankers, execute branch routines, partner with internal partners for cross-selling, promote digital solutions, and use data to improve performance. Complete a required Branch Manager Readiness Program prior to placement.