Wendy Moran, Capm Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Responsible for developing, implementing and administering all aspects of the Mortgage Division’s Fair & Responsible Lending program; Assesses Mortgage Division lending performance to ensure compliance with Fair Lending Laws; Communicates emerging Fair Lending issues to ensure compliance directives are maintained; Oversees targeted marketing strategy for.

Charlotte, North Carolina Area

(Formerly Park Sterling Bank) Responsible for development and management of Park Sterling's (now South State Bank) CRA Program & Compliance. Program strategy includes identifying CRA-specific lending, service & investment opportunities; goal development by business unit, geography & lender; public relations & community engagement to.

Cornelius NC

Responsible for proactive development of relationships with commercial clients and prospects; Solicit, negotiate and structure terms for commercial and business loans; Analyze financial information to determine credit worthiness of loan requests; Monitor & maintain existing commercial portfolio; Ensure portfolio quality & compliance with regulations and.

Denver NC

Oversee daily management of retail branch operations for total assets of $40-75MM; Responsible for business development through market-specific assessment, pricing strategies, & expansion of community and business resources; Provide consumer & small business loan solutions to clients through proper risk assessment; Monitor collections & loan portfolio.

Huntersville NC

Responsible for all aspects of a full service financial center including sales, sales management, operations management, business development, service quality, and business unit profitability; Manage a staff of six to oversee portfolio growth in the areas of loans, deposit, product sales/onboarding, service quality, and household retention; Lead sales.

Murrells Inlet SC

Lead a staff of 8 in a Cohen Brown sales culture to achieve budgeted goals in the areas of deposit, loans, household product growth, partner referrals & credit insurance; Champion sales production through lead generation, business development and community involvement; Oversee sales success by tracking daily results, creating weekly sales management plans.

Myrtle Beach, SC; Surfside Beach SC; Pawleys Island SC

Customer Relations Manager/Branch Manager: Oversee the sales and service activities of the branch by effectively coaching team members to achieve sales goals in the areas of deposits, loans, investments, client growth/retention and service quality; Lead sales efforts through new business development, community involvement, appointment generation and.