Leader Bank

Business Development Rep

• Responsible for developing client relationships, including generation of deposits.
• Acquire clients and network with centers of influence to build relationships.
• Provide concierge service experience to clients, including financial guidance.
• Meet with clients and business partners in-person, virtually, and through networking opportunities.
• Identify potential business opportunities through external referral sources.
• Participate in community projects and organizations as requested.

Business Banking Business Development

Account Executive

• Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits.
• Acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives.
• Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment.
• Build and maintain close relationships with clients and business partners.
• Provide concierge service experience to clients, including responding quickly to client and partner inquiries, providing financial guidance, and developing personalized banking solutions.
• Meet with clients and business partners in-person, virtually, and through other networking opportunities, groups, events, etc.
• Identify potential business opportunities through external referral sources.
• Work well individually and as a team to create strategies and marketing opportunities to help promote the brand.

Private Banking Account Executive

Vice President

• Solicit, negotiate, process, and coordinate transactions of varying size and complexity, in compliance with the Bank’s Lending policies and procedures
• Interview prospective applicants and provide guidance to complete the loan transaction process
• Develop strong business relationships with new, existing, and prospective customers, and promote the Bank’s products and services
• Maximize the Bank’s profitability by building one’s own portfolio and pipeline
• Generate leads and activity through community leadership, as well as self-directed prospecting, referral generation, and new business development efforts
• Maintain frequent contact with clients and ensure credit and service needs are being properly handled
• Gather and analyze information necessary to present a financial request or application to the appropriate approval authority
• Coordinate the processing and closing of approved loans
• Monitor and service existing loans in an assigned portfolio
• Participate with members of Management to develop, analyze, and finalize major or complex loan agreements or transactions
• Present Lending transactions to the Bank’s Loan Committee or Board of Directors
• Participate in Committees of the Bank
• Monitor and recommend appropriate action to changes in credit quality of assigned portfo­lio

SVP, Commercial Lender

• Create business opportunities through self-sourcing clients suited for 1031 exchange and digital escrow services
• Leverage networks, centers of influence, and business development acumen to acquire business and build meaningful relationships
• Build a robust portfolio of national clients and manage the relationships until services are delivered and beyond
• Work with clients on IRC Section 1031 tax-deferred exchanges and manage their own portfolio of transactions
• Use deep industry knowledge to gain new business and ensure client satisfaction
• Develop new relationships by providing seminars on IRC Section 1031 to attorneys and real estate professionals

Business Development Manager, 1031 Exchange

Processor

• Process 1st and 2nd mortgage applications and preparing the physical file for the underwriter.
• Process FHA, conforming, and non-conforming loans.
• Accurate and timely delivery of RESPA/TIL documents to potential Borrower(s).
• Order and follow up with vendors for proper appraisal, title, closing, flood, etc.
• Follow up with Loan Officers and Borrower(s) to obtain any required additional loan documentation.
• Update Borrower(s) profiles and applications.
• Update and validate DU and LP findings.

Closer

• Prepare, review, and finalize Closing Disclosures (CDs) to ensure accuracy, completeness, and compliance with TRID, RESPA, and applicable federal and state regulations.
• Obtain and validate final closing details from settlement agents and conveyancing attorneys.
• Finalize funding figures, including confirmation of final wire amounts and verification of wiring instructions.
• Ensure Closing Disclosures and closing packages are released in advance of closing.
• Review loan closing packages for completeness and accuracy prior to release.
• Distribute finalized Closing Disclosures and closing documentation to settlement agents, attorneys, brokers, and borrowers.
• Coordinate with internal departments to ensure loans continue to progress and all closing deadlines are met.
• Monitor rate lock expirations.
• Track scheduled loan closings and maintain regular communication.
• Update the Loan Origination System with final closed loan data.
• Maintain settlement agent and attorney files.
• Assist settlement agents and attorneys before and at closing to resolve issues.
• Respond to internal and external audit requests.
• Support the Post Closing team by assisting with trailing documents.

Loan Officer

• Meet with potential clients to understand their financial needs and find the best mortgage product
• Empathize with clients and partners
• Originate residential mortgage loans in accordance with Bank policy
• Adhere to the Bank’s privacy and data security policies