Job Description
- Leading the Business Loan Processing Operations team in achieving goals through coaching, development, and training.
- Setting departmental and team goals that align with Business Lending goals.
- Assisting associates in answering questions and acting as a lead Business Loan Processing Specialist.
- Reviewing loan closing documentation order and all attachments; ensuring an approved and complete document request order has been received.
- Preparing all documents needed for loan closing, and thoroughly reviewing for accuracy and compliance before packaging and sending to administrator/lender.
- Peer review may be required, and the Manager may also be required to review coworker’s loan closing document packages.
- After the loan has been closed, book the Business Loan to the core system and complete any other disbursements after closing, including the payment of any vendor invoices, filing of liens, and ordering of final title.
- Completing, reviewing, and updating required checklists to verify that the correct process has been completed and to ensure all essential follow-up (i.e., exceptions) have been established.
- Accurate and timely completion of all management and compliance reports in required software.
- Creating exceptions as needed to ensure tracking of any missing documents and lien filings.
- Assembling business files and ensuring they are organized in a consistent and complete manner, scanning and correctly labeling all documents as required.
- Serving as a backup to Business Services Operations Manager as it related to the loan process and escalations.
- Performs other duties as assigned.
- Bachelor’s degree, or equivalent.
- Five years of direct experience in business/commercial documentation and/or auditing.
- Two or more years of management, supervisory, or team lead experience.
- Demonstrated knowledge in all types of Business Loans, real estate, and business asset documentation preferred.
- Proven ability to organize work, balance multiple priorities, and manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within defined deadlines.
- Excellent verbal and written communication skills, problem-solving skills, organizational skills, and the ability to work independently as a valuable team member in a dynamic environment.
- Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.