**Overview:**

Manages a team that provides operational support for all Private banking loan originations and portfolio management support. Ensures operational efficiency and technical excellence for the Custom Credit Advisor. Partners with Wealth Management Loan Product Management and Private Banking to understand business needs and use operational, technical, and functional lending expertise to develop and implement policies and procedures that enhance efficiency.

**Primary Responsibilities:**

+ Manage three distinct functions supporting Private Banking activities, including client-facing support for the Custom Credit Advisors and Associates, SBL (Securities-Based Lending) Specialists and Portfolio management. Understand each function and ensure the proper processes, practices and policies within and among them to ensure optimal efficiency. Ensure appropriate resource allocation to meet the needs of the business.
+ Partner with the business to keep a pul...