Loan Operations Team Lead supervising teams and guiding loan servicing operations. Ensuring procedural accuracy and customer satisfaction while managing administrative tasks.
Responsibilities
Guides and supervises the day-to-day of a unit or team in Loan Operations
Performs various administrative tasks involved in servicing loans
Performs duties of Employees supervised on a limited basis and acts as an experienced resource for team
Activities involve day-to-day work load coordination, resolution of procedural problems, and prioritization based on business objectives
Usually provides support to two or more teams performing two or more operations activities
Responds to more complex inquiries and issues from Customers and internal units
Researches information to provide responses and resolution
Contacts Customers to explain items affecting their accounts
Reviews work, provides information and procedural knowledge to less experienced staff
Performs varied, non-routine administrative tasks in support of a single unit or team within Loan Operations
Responds to inquiries and issues from internal units
Performs research and reviews of any unresolved suspicious items with staff to help prevent fraudulent activities
Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching and guidance to team members
Performs preliminary research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities
Makes entries in general ledger related to paperwork and information processed
Ensures accuracy of entries and verifies data entered
Approves and reviews general ledger entries and/or invoices for accuracy and completeness
Provides input and assistance to management in developing and maintaining budget as requested
Identifies audits, investigates, and rectifies departmental discrepancies
Requirements
2 year degree or equivalent experience
3-5 years related experience required
Previous lead experience is required
Ability to coach and motivate Employees to improve performance and efficiency
Demonstrated attention to detail and proven ability to prioritize workload to meet unit objectives
Direct experience in one or more Loan Operations functions is preferred
Excellent written and verbal communications skills are required
The ability to understand and apply complex policies and procedures is required
Knowledge of relevant banking rules and policies is preferred
The ability to balance competing priorities and make sound business decisions within standard policy is also required
Ability to interact with and provide excellent Customer service to internal and external Customers
Excellent PC skills and familiarity with standard office equipment
Benefits
Health insurance
401(k) matching
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development opportunities
Reward and recognition programs
Job title
Loan Operations Team Lead II – Real Estate Secured Lending
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