The role involves sourcing new business for 1031 QI services, building client relationships, and facilitating tax-deferred exchanges while working independently and leveraging industry knowledge for client satisfaction.

The role involves developing business banking client relationships, generating deposits, providing exceptional client service, and managing a personal book of business in a fast-paced team environment.

The SBA Loan Officer is responsible for developing new SBA loans, maintaining relationships with partners, conducting credit analyses, and ensuring compliance with regulations.