Coordinating processes necessary to create new consumer loan and deposit products.Coordinating processes that help identify and engage community groups to expand reach in emerging markets (low-to-moderate income and/or minority communities and other specialized segments).Assist Director in the development of market and segment specific business development plans and outreach/engagement strategies that promotes the Bank's product and services and manages regulatory/reputational risk.Assist Director with creating and tracking action plans developed for specific markets/segments to achieve Fair Lending goals and other community lending outcomes.Prepare and disseminate approved communications to the lending field which provides guidance on identification of and engagement with community influencers and organizations

Research market data and potential spaces for the tenant.Engage in facility tours.Consult tenant's counsel and the landlord for the favorable terms for the tenant.Negotiate with 2 or more landlords on the behalf of their clients.

• Reviewed marketing materials for compliance with RESPA, CFPB, UDAAP, ADA Act, and SAFE Act across multiple channels, including online, social media, email, and direct mail/print• Monitored Loan Officers' or Mortgage Loan Originators' social media accounts (Facebook, Instagram, and LinkedIn) using experience.com • Conducted comprehensive audits of vanity websites, ensuring content alignment with DAS protocol and loan options and verifying compliance with state and federal regulations • Communicated errors, required actions, approvals, exceptions, and status updates to Marketing Managers and CoordinatorsIdentified and resolved outstanding issues in a timely manner• Supported corporate projects independently and collaboratively, ensuring workload and productivity aligned with capacity expectations • Actively participated in meetings and training sessions.

• Conducted compliance audits using Encompass's pipeline with designated Loan Officers and Processors• Reviewed and discussed audit results with various levels of management, requesting additional documentation as necessary • Ensured loan applications met HMDA, ECOA, and Fair Lending standards, conducting audits when required. • Maintained proficiency in applicable banking rules and regulations • Assisted bank personnel with compliance-related issues• Collaborated with the Director of Compliance on problem-solving, new initiatives, regulatory changes, and team meetings.

• Assigned new loans to internal and external underwriters daily, following Fidelity Bank Mortgage's prescribed methodology• Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the executive’s behalf• Maintaining comprehensive and accurate records • Performing minor accounting duties • Oversaw assignments to be cleared by underwriters, ensuring Service Level Agreements were met • Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary• Answering phone calls in a polite and professional manner• Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department• Managing the executive’s calendar, including making appointments and prioritizing the most sensitive matters• Communicated current turnaround times to the team daily.

• Oversaw assignments to be cleared by underwriters, ensuring Service Level Agreements were met• Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary• Answering phone calls in a polite and professional manner• Welcoming visitors and identifying the purpose of their visit before directing them to the appropriate department• Managing the executive’s calendar, including making appointments and prioritizing the most sensitive matters• Communicated current turnaround times to the team daily

• Provided administrative support to the Vice President of Quality Assurance • Prepared reports, financial data, and trained and supervised other staff • Handled telephone calls, filing, data entry, word processing, spreadsheets, and presentation software.