Provide key leadership in the creation and implementation of market specific fundraising strategies. Working in entrepreneurial collaboration with the VP-Development/Foundation Executive Director, Foundation team members, and other Company system partners. Establish a market specific fundraising strategy that will achieve market fundraising goals in support of realizing the Foundation’s collective potential including, but not limited to: major gift solicitations, corporate giving, grants, planned and deferred giving, memberships, memorials, gift-in-kind, capital campaigns, and special events in order to meet the financial needs of the Organization.Researches, identifies, and coordinates new funding opportunities from foundations, corporations, and state and federal agencies.

• Collaborate with Director of Annual Giving and appropriate Foundation team members, identifies, develops, and delegates production, implementation, logistics and marketing strategies (traditional and digital) for all revenue producing to include overall event strategies and tactics, sponsorship solicitation, volunteer engagement and committee management, printed collateral production, coordination of event logistics, budgeting and goal attainment.• Partner with Director of Annual Giving in executing overall department strategy by increasing all aspects of annual giving including development, implementation, and engagement of team members and volunteers for the Employee Campaign.• Collaborate with Foundation market team members, oversees plan, organizes, monitors, and executes fundraising events, donor programs, and event activities.• Ensure all special events, under the corporate umbrella, including sponsorship solicitation, event budget, timelines, vendor management, volunteer recruitment, theme development, and logistical implementation are properly aligned, profitable, and executed to achieve goals. Event analysis, providing reported outcomes, and survey analysis among event guests and team members.• Work with Foundation team members including support staff, plans, organizes, monitors and executes donor awareness and cultivation efforts and strategies to exploit corporate giving opportunities both within the market levels and the Organization.• Works with venue and related management to negotiate terms and secure legal approval of multiple contracts for event vendors, including venue rental, media, entertainment, transportation, equipment, catering and other logistical requirements.• Fully leverage volunteers in the build-out of support teams to help disseminate community engagement opportunities to position the Foundation at the forefront within each Market served.

• Work closely with Private Wealth Management leadership team to build high level client relationships by meeting client needs and expectations through an integrated holistic delivery of solutions in wealth planning, risk management, trust and estate planning, and strategic credit. Assist in client development by uncovering needs and support of relationship plans. Conduct research, analysis and interpretation of findings to report. • Effective liaison between cross functional roles throughout the organization working to connect data, and practice with appropriate confidentiality. • Identify trends, problems and issues to track, as well as monitor and communicate initiatives to resolve with process re-engineering consistent with stakeholder concerns to ensure increased outcome. • Sales Management Expert - recognized as a knowledge-leader charged with championing the PWM sales process and educating peers on effective book of business management. Facilitate the consistency of PWM standards while coaching team through corporate initiatives and strategies. Provide staff support by developing and meeting objectives. • Manage logistics, and prepare necessary presentations for special projects, sales campaigns, marketing/brand awareness for business development events in conjunction with client partnerships, as well as all area team/sales meetings. • Proactively manage accounts payables and expenses, associate on-boarding/exiting, calendaring, logistics for marketing and business development events, and area-wide sales meetings. Coordinate special projects and sales campaigns as well as serve on Associate Engagement Council and as a champion of the HerVision HerLegacy initiative.

• Lead, direct, and coach a teller staff under limited supervision, oversee and ensure completion of branch operational tasks and handle employee and or managerial issues at branch lobby as well as remote drive thru while prioritizing daily activities. Oversee currency transfers into and out of branch. Completion of branch compliance records and daily reconciliation of branch General Ledger accounts and reports. Ensure staff is in compliance with operational regulations and guidelines.• Make referrals to the branch’s direct sales staff based on a general knowledge of Regions banking products including annuities, life insurance, and alternative needs products and services with an understanding of customer needs recognition.• Investigate and report customer account discrepancies, as well as teller overages and shortages in accordance with internal procedures and policies. Report suspicious activity to proper channels. • Prepare monthly schedules for teller staff; manage vacation and Saturday working schedules.• Work with Branch Manager to ensure adequate staffing and teller training as well as provide input to personnel actions such as performance appraisals, hiring, disciplinary action, etc.

• Source new clients by cold calling brokers nationwide while maintaining strong relationships with existing brokers.• Pre-qualify borrowers by maintaining knowledge of all loan products, processing procedures and extensive knowledge of underwriting guidelines. • Manage pipeline average of 60 loans by updating and staying in contact with brokers, title companies, realtors and operations staff to ensure loan quality and unmatched customer service throughout the process, consistently ranked in top 10 among over 350 employees in same position. • Obtained required documentation such as credit verifications and third party services and processes loan applications as well as verified loan applications and supporting documents for accuracy and completeness.• Prepared and compiled documents for loan closing and submit for final review. Reviewed for accuracy, 1003, Good Faith Estimates of Closing Costs, Regulation Z disclosures, and other disclosures required by consumer regulation.• Underwriting authority for clearing stipulations which included authority to make necessary changes to loan income, products, loan amount, etc.• Prepare loan documents, and scheduled loan closings, and clears for disbursement loan proceeds from closing and wired funds to closing agents.

• Responsible for processing of loans approved by an Underwriter or an automated decisioning system within designated signing authority limits. Responsible for clearing conditions and issuing changes to the terms on previously approved loans. Responsible for but not limited to verifying conditions of approval which may include customer income/assets documentation. • Ordered title search, appraisal, payoff and insurance and reviewed them for accuracy and acceptability against loan conditions upon receipt and resolution of routine title issues including vesting issues, liens, and reconveyances; processes subordinations; and resolve appraisal disputes.• Maintained great relationship by being proactive in communication with borrowers, vendors and bank associates during home loan process as the focal point of communication. • Process and prepare documents for closing conventional retail mortgage purchase and refinance loans for closing at the banking center.