Coach and manage a small team of Private Mortgage Bankers to drive residential mortgage sales, ensure compliance with SAFE/Regulation Z, develop referral relationships, manage pipelines and resources, resolve supervisory issues, and support hiring, training, and process improvements.

Originate and solicit residential jumbo mortgages for affluent clients, build referral relationships with Realtors/builders/financial professionals, evaluate low-to-moderately complex credit and financial data, quote rates and complete loan applications, ensure compliance with SAFE and Regulation Z requirements, and maintain high customer service and market visibility.

Solicit residential mortgages, generate compliant high-quality loans, build referral relationships with realtors/builders/partners, analyze low-to-moderately complex credit and financial data, quote rates and lock registrations, explain loan programs and underwriting requirements, maintain proactive customer communication, pursue training, and comply with S.A.F.E. licensing and Loan Originator regulatory requirements.