Drive customer success by managing SBA loan portfolios, executing cross-sells, and conducting in-depth financial analysis. Collaborate closely with clients to guide them through the lending process while ensuring compliance with SBA regulations.

Drive client engagement and portfolio success by managing Middle Market Lending relationships, ensuring optimal credit quality, conducting in-depth financial analysis, and collaborating with internal teams to support business growth.

Drive business growth by securing new commercial banking relationships, enhancing treasury management services, and generating leads through strategic prospecting and collaboration with the lending team to achieve revenue goals.

Inspire growth by managing and enhancing the bank's deposit product portfolio. Lead strategic initiatives, oversee product lifecycle, and collaborate cross-functionally to ensure competitive, compliant, and profitable offerings.

Create exceptional client experiences by managing complex wealth relationships, developing tailored financial plans, and coordinating cross-departmental services to drive satisfaction and business growth through proactive engagement and collaboration.