Lead and support independent credit review examinations across commercial and specialty lending portfolios, validate risk ratings, identify underwriting and control gaps, manage findings and remediation tracking, perform detailed financial credit analysis, prepare exam reports, and collaborate with lending teams and stakeholders to ensure portfolio quality and regulatory compliance.

Originates and funds self-sourced SBA 7(a) and 504 loans, targeting $10–15M+ annually. Builds referral and client relationships, pre-screens and structures loans, analyzes tax returns and financial statements, partners with underwriting and closing, maintains client communication, and ensures compliance with applicable laws and company policies.

The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.