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Job Description
The purpose of this job is to provide technical expertise needed to service Private Banking clients, specifically loan and deposit products and other banking services and will work with other business units on investments, fiduciary, and insurance services. These responsibilities include the monitoring of all aspects of moving loan applications through underwriting, document preparation, loan closing, and exception management. It also includes the establishment and maintenance of deposit vehicles and the assistance with ongoing portfolio management or total bank solutions that may require a liaison between a multitude of departments throughout multiple geographic locations.