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 Mortgage division; Provides leadership, training & supervision related to targeted sales development and outreach strategy for all lenders across a four-state footprint; Supervises team of community lenders focused on community partnerships and increasing the diversity of the bank's borrower base.

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 communicate/facilitate/advance corporate CRA efforts; and cultivating company culture to embrace and fulfill the spirit of Community Reinvestment. Responsibilities includes facilitating training, vendor relations, data analytics & working with interagency regulators for compliance reporting & performance evaluations.

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 bank lending policies & procedures; Assist in attaining and exceeding bank, area & team goals, including deposit and fee goals, through active participation in sales management and partner calling initiatives; Promote the bank through continuous customer and prospect interface and community involvement.

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 documentation for $10-20MM portfolio; Lead sales, service & profitability efforts through effective performance tracking, coaching and development of retail staff of 7; Represent financial institution in civic and community functions.

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 effort through effective daily tracking, conducting weekly sales meetings, clinics, coaching sessions, and commitment reviews; Develop client relationships through effective needs assessment/profiling, establishing new accounts and negotiating consumer loans; Create sales success through lead generation, business development, partner alignment & community involvement; Responsible for internal operations of branch including staff, charge-offs, loan collections, fee income, audits, security and managing staff to uphold policies and procedures.

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, conducting sales meetings, clinics, coaching sessions and daily debriefs; Responsible for internal operations of branch to include staffing, charge-offs, loan collections, fee income, audits, security and adherence to policy and procedures.

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 promotional programs; Plan and manage branch financial performance including charge-offs, loan collections, fee income, and exceptions; Facilitate daily huddles and weekly team meetings with branch team to review sales/service results and expectations.