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The role involves sourcing new business for 1031 Exchange and digital escrow services, building long-term client relationships, managing transactions related to IRC Section 1031 exchanges, and providing seminars to attorneys and real estate professionals.

The Underwriting Specialist leads securities-based lending processes, including underwriting loan applications, evaluating credit reports, managing collateral documentation, conducting data analytics, and overseeing training and project management. They ensure compliance with underwriting guidelines and maintain communication with clients and team members.

The Experience Banker provides remote support via phone and online chat for various banking services. Responsibilities include assisting customers with online banking issues, processing account changes, verifying online enrollments, answering inquiries, and supporting the Experience Banking Manager.