Smith & Wilkinson has been retained by Coastal Heritage Bank to lead the search for a Vice President, Residential Lending Team Leader.
Headquartered in Weymouth, Massachusetts, Coastal Heritage Bank is an approximately $950MM mutual institution serving communities across southeastern Massachusetts. The bank is the result of a series of mergers among like-minded community institutions, combining a strong local presence with a more modern and scalable platform. Today, Coastal Heritage operates a network of retail locations on the South Shore of Boston and continues to invest in its people and product capabilities to support long-term growth.
As part of a broader strategic initiative, the bank is evolving its balance sheet and lending mix. While commercial lending remains a key driver of growth, residential lending continues to be an important part of the franchise, with a renewed focus on originating loans for sale into the secondary market. This role will play a central part in that strategy.
Reporting to the Chief Lending Officer, this individual will serve as a producing leader responsible for driving mortgage production, managing a team of MLOs, and enhancing the bank’s secondary market execution. The role operates in a player-coach capacity, with the opportunity to generate personal production while helping to build a more scalable residential lending platform over time.
The ideal candidate will be a proven mortgage originator with strong ties to the local market and established referral and broker relationships. Experience with secondary market execution, including familiarity with jumbo and adjustable-rate products, will be important as the bank looks to expand its capabilities and optimize loan sale channels.
This is a highly visible role offering the opportunity to step into a leadership position, influence strategy, and help shape the future of residential lending at a growing community bank.
For additional information, please contact Cameron Boyd, Managing Partner, Financial Services (cboyd@smithandwilkinson.com) or Darcy Flaherty, Consultant, Financial Services.