Description
Blue Sky Bank is now accepting applications for a Loan Specialist Lead in Tulsa, Oklahoma.
Our Team Members set Blue Sky Bank apart from other banks. For over 115 years, Blue Sky Bank has continuously grown and expanded with the philosophy that everyone should win at work. We are a bank that values hard work, positivity, and professionalism.
SUMMARY
A Loan Specialist Lead assists the Managing Director of Credit Administration as well as manages the Loan/Credit Specialists in the Loan Operations Department ensuring compliance with the Bank's loan policy and all regulatory requirements.
PRIMARY RESPONSIBILITIES
- Supervises, trains, mentors, recognizes, disciplines, and provides direction to Loan/Credit Specialists.
- Approves time and PTO requests for Loan/Credit Specialists in Paylocity.
- Prepares annual performance reviews for Loan/Credit Specialists.
- Processes loan documents as new loans are booked on core system.
- Reviews loan documentation.
- Processes audit and reports as needed.
- Works with other institutions and departments as it applies to Credit Administration duties.
- Assists lenders and loan processors as needed as it applies to Credit Administration duties.
- Creates, monitors, and maintains exception tracking program.
- Files UCC and real estate mortgages.
- Processes advances and payments as requested by lender or borrower.
- Handles exceptions:
- Reviews report.
- Requests updated information from customer and/or lender.
- Submits to Credit Specialists for removal.
- Performs research as requested by management.
- Performance of all job duties and responsibilities by being physically present at the Bank an average of 40 hours each week based on business needs.
- Other responsibilities as requested and assigned by management.
Requirements
- Bachelor's Degree in finance, accounting, or other business-related fields (preferred).
- 5-10 years of bank experience, preferably in credit administration.
- 3-5 years of bank management experience.
- Thorough knowledge and understanding of credit administration.
- Strong time management skills to meet all deadlines.
- Communication Proficiency.
- Problem Solving/Analysis.
- Mathematical and analytical skills with accuracy and strong attention to detail
- Adaptability as well as ability to work in a fast-paced environment.
- Excellent customer service skills.
- Proficiency in Microsoft Office programs.