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The Financial Planner II is responsible for leading business development for brokerage and insurance services, mentoring less experienced staff, and maintaining client relationships. They conduct meetings to explain brokerage services and provide financial recommendations, while managing compliance with licensing requirements and engaging in community outreach.

The Senior Credit Analyst evaluates loan requests, performs independent credit quality analysis, and prepares credit approval documents for complex loan relationships. Responsibilities include assessing borrower financial conditions, reviewing compliance with policies, conducting credit checks, recommending financial covenant structures, and guiding junior analysts.