Executes client transactions within applicable department guidelines, escalating to the assigned SAG Officer any requests outside specified norms or items requiring SAG Officer signature or approval; transactions may include transfers, withdrawals, distributions, wire transfers, payments, fee waivers, fee refunds, client overdrafts, loan payoffs, processing paid loans, monitoring reports, and other loan and account operations as requested. Assists in obtaining necessary information to process loan applications, such as financial statements, tax returns, business documentation, credit reports, UCC searches, title work, appraisals, flood determinations, bankruptcy filings, etc.