Loan Manager Resume Samples
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Loan Manager Resume Samples
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ES
E Shields
Elinor
Shields
4221 Pamela Tunnel
Houston
TX
+1 (555) 610 5610
4221 Pamela Tunnel
Houston
TX
Phone
p
+1 (555) 610 5610
Experience
Experience
San Francisco, CA
Loan Closing Manager
San Francisco, CA
Cummings LLC
San Francisco, CA
Loan Closing Manager
- Establish and maintain performance benchmarks for each area of responsibility
- TRID- ensure all Closing Disclosures are being delivered to buyers within 7 days of the Closing date and meet all CFBP guidelines
- Closing Que- Review daily to make sure all loans coming into the department assigned and worked in a timely manner
- Funding Packages and Authorization– complete the review and funding of all loans within 30 minutes of package receipt. Ensure all prior to funding conditions are met/cleared and all documents have been signed, dated, and notarized before issuing authorization to fund
- Proactively communicate with and recommend systematic solutions to Operations Managers on Closing Department issues and trends
- Manage staff to maximize production standards
- Manage and motivate team members to ensure consistent and maximum performance levels
Detroit, MI
Loan Servicing Manager
Detroit, MI
Bailey-Yundt
Detroit, MI
Loan Servicing Manager
- Plan and implement onboarding of in-house interim servicing; to include training and managing staff
- Oversee loan boarding process, insuring data integrity and timely boarding of all loans
- Provide routine coaching to supervisory staff, establishing goals and performing exempt personnel reviews
- Timely decision-making regarding loan servicing functions
- Manages projects, including implementation of new systems, products and services directly affecting responsible units, as well as conversion of acquired banks
- Willing to go the extra mile, to include extended work hours during peak volume times
- Continuous evaluation of loan operating process improvements while ensuring regulatory and audit compliance
present
San Francisco, CA
Loan Services Production Manager
San Francisco, CA
Luettgen, Vandervort and Goodwin
present
San Francisco, CA
Loan Services Production Manager
present
- Assists in developing the strategy for the assigned department and makes decisions with limited guidance
- Develops, executes and manages risk mitigation strategies within the department
- Completes Personal Development Plans, recommends salary increases and manages disciplinary issues for a medium size department
- Assists in developing the strategy for the assigned department
- Identifies and executes process improvement opportunities to ensure overall efficiencies
- Manages and analyzes departmental strategies to ensure accurate and efficient loan processing and assist with strategic direction
- Completes Personal Development Plans, recommend salary increases and manages disciplinary issues for a small department
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Tulane University
Bachelor’s Degree in Business
Skills
Skills
- Solid knowledge of bank applications; ALS (Automated Loan System) strongly desired
- Detail oriented with excellent analytical and organizational skills
- Advanced knowledge of banking regulations, policies and procedures and ability to train and oversee that compliance is maintained by staff
- Demonstrate strong loan servicing knowledge and expertise
- Ability to identify, problem solve and exercise good judgment with respect to issues/circumstances as they arise
- Possess excellent written and verbal communication skills including ability to coach others and interact with associates at all levels of the organization
- Ability to motivate and manage employees to produce quality products and services
- Knowledge of or ability to use Bank software and systems
- Demonstrated project management skills with the ability to prioritize and delegate duties to appropriate staff
- Initiative and ability to create relationships of trust with internal/external customers, investors and bank personnel
15 Loan Manager resume templates
Read our complete resume writing guides
1
Loan Agency Manager Resume Examples & Samples
- Decide to resolve or escalate challenges/ issues through the proper channels as per Letter of Authority
- Track and review performance measurements and operational results from which volume production, resource utilization and technology/ equipment capacities can be assessed
- Audit and examine internal processes in order to ensure the business unit meets standards
- Recommend hiring/ termination and reward (compensation and recognition); assign work and limits; manage performance (measure, monitor, corrective action)
- Deploy resources (physical, financial and human) as appropriate to meet business goals and objectives
- Access confidential customer information, employee data and line of business financial information
- Grant and monitor access levels
- 10-12 years of related experience in financing
- 4-6 years of management experience
- Advanced understanding of the business unit’s risk and regulatory requirements
- Advanced understanding of internal business partners’ business, services and organization
- Strong knowledge of Capital and Commercial lending products
- Strong risk management skills
- Strong influence management skills
- Strong conflict management/ resolution skills
2
Unit Manager Loan Servicing Resume Examples & Samples
- Ability to travel both domestically and overseas as required. (Approximately 20% or less.)
- Minimum of 3 years previous experience in a high volume operations, processing, production or call center environment. Previous experience in mortgage servicing or loan administration function strongly preferred
- Prior supervisory / managerial experience. Ability to manage staff and resources and to set priorities in order to achieve defined levels of productivity. Ability to interact with various levels of staff in a productive and professional manner
- Strong problem solving skills, analytical and assessment skills, and proven mathematical aptitude
- Strong organization and follow-up skills and ability to effectively multi-task and prioritize workflow in a high-volume environment
- This position may require certain State, Local, or Federal licensing and continuing lending education
3
Mortgage Retail Home Loan Manager Orange County Resume Examples & Samples
- Manage multiple sales offices within local markets and aim for a sales volume of $200MM annually and manage 15 associates
- Ability to attain CRE's strategy by recruiting strong Mortgage Loan Officers and coaching them to constantly improve production and performance, including improving customer satisfaction and cross selling other products
- Drive the MLOs/MLAs team to execute and deliver performance against established goals for the sales office
- Develop referral contacts for the local market
- Manage pipeline for all originated loans through closing to ensure goals are met
- Ensures exceptional customer experience by overseeing MLOS/MLAS mortgage loan process from origination to close
- As required, provide on-going communication to customers and business partners
- Ensures the team staff activities are in compliance with regulations, policies, and guidelines set by the government and BAC
4
Loan Control Manager Resume Examples & Samples
- 3 to 5 years of management experience
- Advanced knowledge and understanding of the business unit’s key products and services, processes and controls
- Advanced knowledge of the business unit’s transaction fulfillment procedures
- Solid knowledge of process and/or project management
- Strong managerial leadership skills
- Strong facilitation/ presentation skills
- Strong planning skills (finance, resource, tactical, input on strategy)
- Advanced written and oral communication skills
5
Loan Putback Manager, VP Resume Examples & Samples
- Necessary skills
- Understanding of mortgage loan underwriting standards in the US during the 2004-2008 period
- Familiarity with market standards for secondary whole loan trading and securitization in the residential mortgage market in the US
- Experience underwriting and reunderwriting mortgage loans
- Knowledge of specific Bear Stearns practices a plus
- Strong organization and communication skills required
- Negotiation and advocacy; client skills
6
Home Loan Manager Resume Examples & Samples
- Ability to attain CRE's strategy by recruiting strong Mortgage Loan Officers and coaching them to constantly improve production and performance, including improving customer satisfaction and cross selling other products
- Recruit, coach, mentor, and train the team of MLOs/MLAs
- Drive the MLOs/MLAs team to execute and deliver performance against established goals for the sales office
- Grow the business in the local market as defined by the Regional Sales Executive
- Develop referral contacts for the local market
- Manage sales offices P&L based on financial guidelines, set by senior management, for the sales office
- Manage pipeline for all originated loans through closing to ensure goals are met
- Ensures the team staff activities are in compliance with regulations, policies, and guidelines set by the government and BAC
7
Manager, T&o-loan Servicing Resume Examples & Samples
- Solid knowledge and understanding of the business unit’s key products and services, processes and controls
- Solid knowledge of the business unit’s transaction fulfillment procedures
- Solid understanding of internal business partners’ business, services and organization
- Strong problem-solving skills
- Strong decision-making skills
- Good facilitation/ presentation skills
- Good planning skills (contributes to financial, resource, tactical planning)
8
Home Loan Manager Laguna Niguel Resume Examples & Samples
- Manage multiple sales offices within local markets and aim for a sales volume of $200MM+ annually and manage 15+ associates
- Primary responsibility is leading and managing and coaching and training of MLO's that work under the manager
- Communicate CRE Sales Strategy for the local market and big picture
- Ability to resolve issues impacting the associates - personnel compensation, etc
- Ensures exceptional customer experience by overseeing MLOS/MLAS mortgage loan process from origination to close
- As required, provide on-going communication to customers and business partners
9
Home Loan Closing Manager Resume Examples & Samples
- Perform daily pipeline management reviews
- Ensure timely communication between Patelco Closing, Title and Escrow relative to the delivery and recordation of collateral documents
- Manage the quality, timeliness, and service levels of the Closing Department and ensure that our members are serviced through loan set-up
- Supervisor a team of 4 – 8 Loan Closers. Conduct ongoing training, coaching and monitoring to ensure that internal and external customers receive prompt and effective service
- Prepare production/loan closing reports for management, production and auditing purposes
- Requires 3 – 5 years’ experience in loan closing/funding or comparable experience
- 2 – 4 years’ previous supervisory/management experience preferred
- Excellent knowledge of Federal and State regulatory guideline and rules with respect to residential lending
- Ability to handle multiple tasks and meet daily goals and deadlines
- Good verbal and written communication skills. Proficient in all programs of Microsoft Office including Outlook, Word and Excel
- Underwriting and Processing experience a plus
10
Loan By Phone Group Manager Resume Examples & Samples
- Resolve escalated customer and associate issues
- Ensure unit develops and maintains effective communication to ensure consistent and high quality customer service/sales
- Assist the center manager with objectives, expense management, and coordinates the staffing and scheduling in accordance with department goals
11
Mortgage Loan Production Manager Resume Examples & Samples
- Requires a Bachelor's Degree in finance, business, accounting or related field and 6+ years of residential mortgage lending or other directly related experience. Management experience required
- Advanced knowledge of residential mortgage lending, credit analysis and loan regulations
- Ability to manage and motivate sales staff and set production goals
- Must have excellent customer service, communication, public relations, judgment and problem resolution skills
- Knowledge of lending and other computer software, including word processing and spreadsheets
- Contributes to the development of new principles and concepts
- Requires a considerable working knowledge of other related fields and the ability to apply that information to current role
12
Senior Manager, Loan Administration Resume Examples & Samples
- Excellent understanding of the Business Lending origination process with a concentration on due diligence and documentation
- Experienced in effectively managing a sizable team
- Experienced in vendor management and contract negotiations
- Experienced in working with senior management and business partners
- Experienced in managing financials and risk as well as effectively managing staff’s performance
- Dynamic personally with excellent customer service experience and a proactive approach to resolving production problems with the ability to thrive in a fast paced environment
- Excellent presentation and communication skills, both written and oral
13
Senior Manager, Loan Servicing Resume Examples & Samples
- 12+ years of related experience
- Expert knowledge and understanding of the business unit’s key products and services, processes and controls
- Expert understanding of the business unit’s risk and regulatory requirements
- Advanced knowledge of departmental systems and applications
- Expert knowledge of process and/or project management
- Expert strategic visioning
- Expert problem-solving and analytical skills
- Expert decision-making skills
- Expert customer service and relationship management skills
- Advanced negotiation skills
- Expert change management skills
- Advanced communication skills
14
Senior Manager, Bpo Loan & Deposit Services Resume Examples & Samples
- Knowledge of standard desktop applications used by the business unit
- Advanced understanding of external customers’ business, services and organization
- Expert fiscal and budgetary management skills
- Advanced project management skills
- Expert prioritization skills
- Expert managerial leadership skills
- Expert risk management skills
- Expert planning skills (re finance, resource, strategy, business)
- Expert conflict management/ resolution skills
- Advanced facilitation/ presentation skills
15
Manager Ctla Loan Agency Resume Examples & Samples
- Construct bilateral and syndicated deal structures in Loan IQ
- Trouble-shoot basic Loan IQ functional problems/issues
- Construct assignment and participation purchase and sales in Loan IQ
- Review and approve loans borrowing, rollover, principal repayment, Bankers Acceptance
- Review approve and release funds
- Review and approve any discrepancies of interest and fees
- Perform account reconciliations, Cash and LIQ to FTP reconciliation for daily and month-end reporting purposes
- Perform deal and funding approval functions
- Understanding of LIQ accounting including PNL event impact
- Assist in review and updating of the department procedures
- Manage direct reports
- Strong analytical skills on all loan related products
- Minimum of 2 years’ experience in Syndicated loan products
- Must have extensive LIQ processing experience (minimum of 2 years)
- Must have in depth knowledge of Primary, secondary and Third party trading
- Strong understanding of operational risk
- Highly organized and self-motivated with a pro-active problem solving attitude
- Able to deliver high work standards within the team
16
Sheffield Loan Verification Control Manager Resume Examples & Samples
- Manage and determine staffing requirements (full time and temporary) that are needed for a rapidly growing loan origination pipeline. Interview/hire new full time and temporary staff
- Set associate goals and objectives; monitor performance/quality, develop/train staff to maximum potential, develop/document training guidelines for associates
- As a working manager, assist staff as necessary with work production to ensure Service Level Agreements (SALs) for Sheffield's value proposition are maintained or exceeded
- Confirm that all appropriate funding guidelines are being followed
- Continuously evaluate and measure current business processes and systems to maximize operation efficiency; develop procedures for loan verification/related follow-up; and participate in the development of new funding guidelines and policies
- Facilitate the preparation and analysis of relevant reports/performance data to monitor and measure productivity, goal progress and activity levels
- Provide assistance to COO in the areas of leadership, facilitation, change management, and project management so as to affect Operational/Quality controls as directed by COO
- Assist in quality control initiatives (company-wide) to include inspection, process changes and reporting
- Bachelor's degree or equivalent education and related training
- Two years of supervisory experience with demonstrated knowledge of general supervisory techniques, personnel policies and procedures (or equivalent)
- Two years of customer service experience
- High integrity along with good leadership, decision making and judgment skills
- Strong attention to detail with excellent problem-solving and analytical skills
- Ability to build teams and delegate effectively and promotes strong teamwork
- Two years of managerial experience in lending industry
- High degree of soft-skills: customer service qualities, diplomacy and tactfulness
- Ability to deliver Perfect Client Experience internally and externally
- Facilitation and innovative thinking skills
- Strong planning and organizing skills
- Knowledge of quality improvement practices
- Information management knowledge
- Ability to drive change and work in a changing environment
17
Loan Loss Reserve Manager Resume Examples & Samples
- Excellent professional presentation skills
- Strong analytical, written and oral communication skills
- Proficient in MS Office (Word, Excel and PowerPoint); SAS programming knowledge is preferred
- People managing skill
- Creative Problem Solver
- Ability to work at senior levels and build constructive and effective relationships with peer
- Bachelor or higher degree in business, economics, finance or any other related subject
- 5-10 years relevant work experience
18
Senior Manager Development Latin Loan Systems Spanish\english Resume Examples & Samples
- Build and manage a cohesive development team (direct and indirect reports, onsite and offshore), coordinating resources, managing project scheduling, providing technical direction, and maintaining standard development practices for the applications assigned to his/her portfolio
- Ensure proper support procedures, processes, methodologies, best practices, documentation and tools are in place to support the various projects and existing production systems
- Negotiate IT project requirements such as scope, schedule, cost, resources, integration, change, quality, etc…
- Responsible for the development project schedule, deliverables and quality code
- Meeting scheduled milestones to ensure project objectives are met in a timely manner and are in compliance with the IT technology Roadmap as well as other Bank’s standards and/or external regulatory standards such as SOX (Sarbanes–Oxley Act)
- Mentor team members and manage the staff, recruitment, retention and staff performance
- Guided by the Bank policy and receives general direction from the Director or VP
- Function independently to ensure that the assigned tasks and project objectives are met
- Must have 5 years of demonstrated progressive IT working experience within the banking industry
- Must have past experience leading/supervising teams of developers; preferably working with AS/400, RPG, SQL, Java, HTDML/DHTML
- Exceptional written and oral communication skills
- Strong leadership, mentoring, coaching and motivational skills
- Strong and demonstrated ability to build lasting relationships with key stakeholders
- Strong vendor management skills, including managing outsourced development teams
- Must be quality driven and able to inject quality into the team member's tasks, measuring and improving quality and efficiency metrics
- Excellent time management and organizational skills in order to deliver projects in a timely manner and deal with conflicting priorities and tight deadlines
19
Senior Manager Development Latin Loan Systems Spanish\english Resume Examples & Samples
- Meeting scheduled milestones to ensure project objectives are met in a timely manner and are in compliance with the IT technology roadmap as well as other Bank’s standards and/or external regulatory standards such as SOX (Sarbanes–Oxley Act)
- Guided by the Bank’s policies and receives general direction from the Director or Vice President
- Exceptional written and oral communication skills. Must be fluently bilingual in both Spanish and English as you will need to conduct meetings and review documents in Spanish
- Must have 10 years of demonstrated progressive IT working experience, preferably within the banking industry
20
Manager Development Latin Loan Systems Spanish\english Resume Examples & Samples
- Manage communication across the enterprise groups that impact scope, schedule, budget, risk & resources
- Build strong working relationships with peers, business lines and stakeholders
- Participate in budgeting processes for the department
- Accountable for managing assigned projects and department budgets
- Perform code reviews, functional reviews as necessary, ensuring quality and efficiency and focused on timelines
- Guided by the Bank policy and receives general direction from the Senior Manager or Director
- Must be fluently bilingual in both Spanish and English as you will need to conduct meetings and review documents in Spanish
- Must have past experience leading development, preferably working with AS/400, RPG, SQL, Java, HTML/DHTML
- Strong project management skills, able to multi-task and manage concurrent projects
- Ability to manage geographically distributed development teams, including onshore and offshore
- Disciplined in development methodology and experience with software development technologies and concepts
- Must be reliable, pro-active, results-oriented, customer-focused and attentive to details
21
VP-loan Agency Senior Manager Resume Examples & Samples
- Managing Citi’s syndication portfolio
- Manage support team functions in Delaware (DE), as well as provide support and oversight to the COE site in Chennai
- Maintain acceptable levels in all key risk indicators, and key performance indicators, across both operational units in DE and at our COE site
- Assess the feedback of Agency Syndications Team Members, Credit, Risk, Product managers, Product Control, Operations control around output in agency syndications processes from a both a tactical and strategic perspective
- Key spokesperson when speaking to internal business contacts on the capabilities and limitations of the operations
- Driver of process or procedural improvements and responsible for liaising with Operations Senior management
- Review and modify any control gaps within the processing unit in order to adhere to current control framework and standards
- Responsible for developing, coordinating, and driving technical improvements within various product processors including loan syndications and deposit system, inquiry tracking system, and letter of credit issuing system
- Development of agency syndications team in order to achieve best in class standing
- Develop strong performance management track record within the team
22
Regional Mortgage Loan Processing Manager Resume Examples & Samples
- Develop and maintain a strong understanding of mortgage lending products, policies and processes for Government-Sponsored Enterprise (GSE), Federal Housing Administration (FHA), Veterans Affairs (VA), United States Department of Agriculture (USDA) and portfolio products
- Supervise staff to ensure team production goals are achieved and loans are closed within expected timelines and regulatory parameters. Coordinate activities for staff to ensure team members are fully utilized
- Provide appropriate coaching and mentoring to team members and manage disciplinary issues according to procedures outlined in Human Systems policies
- Develop and maintain effective relationships with internal and external clients/business partners, vendors, etc
- Ensure compliance with state and federal legal and regulatory requirements
- Provide leadership and direction to team members to mitigate risks within department
- Assist in tracking and/or facilitation of process improvements to achieve higher results on an ongoing basis
- Assist with administering department strategies and budget
- Serve as backup for RPST manager, as needed
- Bachelor's degree in business or related field experience or equivalent education and related training
- Five years of banking or financial services experience
- Customer service experience
- Proven analytical and problem solving abilities
- Facilitation and presentation skills
- Demonstrated proficiency in basic computer applications such as Microsoft Office Software products
- Ability to travel as needed, occasionally overnight
- Master's degree or equivalent education and related training
- Graduate of BB&T's Leadership Development Program, Banking School, or equivalent program at another financial institution
- Knowledge of and/or experience in Six Sigma process methodologies
- Loan origination experience
23
Consumer Loan Manager Resume Examples & Samples
- Adhere to and communicate CU service and brand strategies, policies and procedures to ensure member service standards
- Stay abreast of all applicable Federal regulations, CU policy and guidelines
- Perform a post-closing audit on booked loans
- Provides updates to Consumer Lending Guidelines, Standard Operating Procedures and Work Instructions
- Support the marketing team by participating in cross functional team meetings and providing information for consumer lending promotions
- Monitor and manage new and pending applications to ensure prompt underwriting and member contact by the Loan Officer
- Support Loan Officer and Loan Processor desks during absences (i.e. vacation, FWA, etc.)
- Provide back-up support to Loan Officers and Loan Processor as loan volume dictates to ensure we maintain a high quality of member service
- Update the MRM system with all communications affecting the member’s account
- Complete CU’s Financial Counseling Program with members that request assistance as needed
- Cross-sell and/or up-sell CU products and services
- Other duties as assigned by the VP of Lending
- Participate in annual budget preparation by determining
24
Loan Administration Manager Resume Examples & Samples
- Leading a team of 15-20 analysts based in Krakow
- Processing and verifying loan life cycle events
- Training and maintaining an effective team who partners with the onshore teams to provide best in class services often under time pressure
- Acting as a first point of contact for employees in all matters
- Performing end of day reviews, check-outs and escalations
- Ensuring team is handling requests with the right priority and within agreed SLAs
- Ensuring all policies, procedures and guidelines are followed by team members
- Ensuring that the function operates in an optimal and efficient way
- Cooperating on a daily basis with senior stakeholders located in UK and NA
- Driving change, service innovation and process excellence in cooperation with the stakeholders and team members
- Ensuring proper management and allocation of work and calculations of utilization, workload/capacity and efficiency of the team
- Managing team's catalogue of services
- Creating reports and presentations for senior management meetings: quarterly, monthly and weekly team results from aggregated results down to individual cases
- Taking part in business meetings as a meeting leader and/or administrator
- Managing relationships with internal and external stakeholders
25
Loan Services Production Manager Resume Examples & Samples
- Manages and analyzes departmental strategies to ensure accurate and efficient loan processing and assist with strategic direction
- Develops and maintains effective partnerships with Lines of Business and internal/external organizational contacts
- Ensures compliance with Line of Business, State and Federal regulatory requirements
- Provides technical and leadership development of all departmental associates to ensure proper training and to enable succession planning
- Maintains a thorough understanding of the processes and systems utilized in the department and the cross functional impact
- Develops, executes and manages risk mitigation strategies within the department
- Recruits, develops and retains optimum talent necessary to meet departmental goals
- Completes Personal Development Plans, recommends salary increases and manages disciplinary issues for a medium size department
- Identifies and executes process improvement opportunities to ensure overall efficiencies
- Leads and participates on all projects, and assists in cross functional projects
- Develops and administers departmental budget to ensure efficiency
- Executes on BB&T's and Loan Services' client service and quality goals
- Assists in developing the strategy for the assigned department and makes decisions with limited guidance
- Manages process and problem resolution proactively and effectively
- Executes Loan Services' Reward and Recognition program by managing the time study process, setting production goals, monitoring and managing R&R incentive results and communicating the results to the staff
- Coordinates merger activities
- Bachelor's degree in Business or related field or equivalent education and related training
- Two to five years of previous banking or financial services experience
- Ability to interact and communicate within all levels of the organization
- Two to five years of previous management or leadership experience
- Technical skills to include, but not limited to, Microsoft Office products (Word, Excel, PowerPoint, Outlook, Visio, Project)
- Facilitation and presentation skills
- Loan Services Project Management I certification
- Graduate degree or equivalent education and related training
- Graduate of BB&T's Leadership Development Program or equivalent program at another financial institution
- Previous lending or lending support experience
- BB&T's Process Master Certification
- Loan Services Project Management II Certification
26
Mortgage Loan Servicing Section Manager Resume Examples & Samples
- Monitor contacts attempted and completed by Collection Specialists (telephone, letters and inspections) to ensure timely initiation and adherence to investor and regulatory guidelines
- Monitor Bank owned loans, Still accruing and Non-Accruing delinquency and dollar delinquency numbers. Provide proactive action to ensure delinquency falls within BB&T goals
- Monitor records maintained on the MSP system and follow up activities of Collection Specialists for appropriate action
- Assist Collection and Loss Mitigation Specialists with research, problem accounts, workout plans and foreclosure/deeds in lieu recommendations as needed
- Monitor NSF returns and Other Cash Items reconciliation to ensure accuracy and proper follow up
- Assist Non Performing Assets Manager in identification and implementation of necessary procedural changes
- Assist Non Performing Assets Manager with proper staffing and training to maintain desired delinquency ratio and in creating a work environment conducive to offering employee advancement
- Manage predictive dialer to ensure adherence to investor and regulatory guidelines
- Work with investors concerning Collection, Reporting, and Loss Mitigation issues
- Review all employees with the Collection and Loss Mitigation Departments
- Produce collection efforts that are in compliance with state and federal regulations
- Oversee the daily aspects of the Collection, Loss Mitigation and Default Reporting areas
- Manage proper execution of strategies and procedures related to FDIC assisted portfolios
- Two years of supervisory experience
- Five years of mortgage loan collection experience
- Good knowledge of Fair Collection Practices Act
- Good knowledge of the Fair Credit Reporting Act
- Knowledge of Investor Procedures and Foreclosure Timeframes
- Knowledge of Loss Mitigation Procedures per Investor's Guidelines
- Multiple state collection experience
- Excellent research and problem solving ability
- Extensive predictive dialer knowledge
- Fidelity MSP workstation knowledge
- Extensive loss mitigation knowledge for all major investors and agencies
27
Card & Loan Control Manager Resume Examples & Samples
- Preferred experience in audit / process controls
- Strong verbal and written communication skill across business level
- Good people relationship management skill
- Work well under pressure
28
Sheffield Loan Servicing Manager Resume Examples & Samples
- Serve as a working manager in the Accounts Receivable and Customer Service departments
- Approve and monitor waiver of fee requests received by staff regarding customer fees
- Work with vendors to establish and maintain all customer statement information, event letters, and various other contact points
- Work with vendors to create/test software updates in response to customer needs, business needs, and audit and regulatory issues
- Enhance personal and professional growth through participation in required and voluntary training and education
- Participate in special projects as directed by management
- Assist in developing work orders for software vendor, programming changes and process improvements
- Five years of experience in banking, financial services or equivalent
- Strong PCE skills
- Strong organizational and leadership skills
- Ability to recognize and implement process improvement strategies
- Experience in accounting
- Bilingual (Spanish)
29
Loan Closing Manager Resume Examples & Samples
- Bachelor’s degree or equivalent work experience required
- 5 - 7 yearsof mortgage closing experience
- Minimum of 3 years supervisory experience
- Demonstrated ability to work in a demanding, fast paced, team oriented setting
- Strong knowledge of RESPA guidelines, general knowledge of all mortgage and consumer lending regulations
- Strong math and analytical skills
- Demonstrated ability to prioritize, multi-task and meet deadlines
- Ability to work varying hours and overtime if needed
- Ability to handle competing priority effectively and within established timeframes
- High level of integrity and trust, must be a team player with a selfless attitude
- Ability to coach staff to meet designated goals
30
Loan Services Production Manager Resume Examples & Samples
- Maintains effective partnerships with Lines of Business and internal/external organizational contacts
- Develops and maintains a thorough understanding of the processes and systems utilized in the department and the cross functional impact
- Manages risk mitigation within the department
- Completes Personal Development Plans, recommend salary increases and manages disciplinary issues for a small department
- Participates on projects as required
- Administers departmental budget to ensure efficiency
- Assists in developing the strategy for the assigned department
- Technical skills to include, but not limited to, Microsoft Office products (Word, Excel, PowerPoint, Outlook)
- Previous banking or financial services experience
- Previous management or leadership experience
- Loan Services Project Management I Certification
- Graduate degree or comparable education and related training
31
SVP Portfolio Loan Manager, Healthcare Resume Examples & Samples
- Obtain and participate in the analysis of all necessary documentation including, all agreements, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions
- Model future financial performance of prospective client, including down-side scenarios
- Prepare thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues
- Manage approvals regarding lending commitments, amendments and waivers to credit facilities, as well as monitor the financial performance of portfolio companies
- Ensure that all documentation is accutate and properly maintained
- Prepare white papers on assigned industry segments, as needed
- Monitor accounts to determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses
- Identify potential problem accounts and work to improve the bank's position in undesirable situations
- Conduct periodic site visits to assess management, business conditions and build rapport with accounts
- Maintain client Credit Relationships
- Assist Investment Bankers/Relationship Managers in structuring transactions
- Work closely with outside counsel
- BA in finance, business, economics or related field. MBA preferred
- At least 7 years of large (sales in excess of $250 million) corporate, commercial or investment banking loan structuring plus 2-4 years of relevant experience
- Competence in Financial Modeling Strong data gathering skills
- Industry Knowledge, Product Knowledge
- Ability to Leverage/maintain Internal Data Systems and Technology
- Ability to Communicate Professionally and Competently Verbal Written Logical format/credit agreement
- MBA CFA
32
Loan Administration Manager Resume Examples & Samples
- Minimum of six years proven, progressive and broad-based commercial mortgage and construction loan servicing experience or equivalent
- Bachelors degree in business, related field or equivalent experience
- Strong managerial, communications, planning, analytical, organizational, customer service and decision-making skills
- Strong knowledge of commercial real estate products, services and policies and regulations impacting responsibilities
33
Loan Administration Manager Resume Examples & Samples
- Minimum 10 years of experience in financial services
- Minimum 5 years of experience in loan servicing, loan documentation or credit
- Minimum 5 years of management experience
- Excellent organization and analytical skills. Thorough knowledge of a broad range of loan products, documentation, and servicing functions
- Demonstrated ability to define workflow processes and leverage technology to enhance productivity
- Working knowledge of state, federal and general banking compliance requirements and regulations, including sound knowledge on upcoming regulatory requirements, i.e. Dodd-Frank, CFPB
- Extensive knowledge of complex support systems, department efficiency and productivity, and personnel policies and procedures
- Strong leadership skills with emphasis on performance measurement, process design and execution
- Excellent verbal and written communication skills to interact professionally and proactively with all levels of management and staff
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VP Portfolio Loan Manager Resume Examples & Samples
- Obtain and participate in the analysis of all necessary documentation including, all agreements, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions
- Model future financial performance of prospective client, including down-side scenarios
- Prepare thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues
- Manage approvals regarding lending commitments, amendments and waivers to credit facilities, as well as monitor the financial performance of portfolio companies
- Ensure that all documentation is accurate and properly maintained
- Prepare white papers on assigned industry segments
- Monitor accounts to determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses
- Identify potential problem accounts and work to improve the bank's position in undesirable situations
- Conducts periodic site visits to assess management, business conditions and build rapport with accounts
- Maintain client Credit Relationships
- Assist Investment Bankers/Relationship Managers in structuring transactions
- Work closely with outside counsel
- BA in finance, business, economics or related field. MBA preferred
35
Home Loan Manager Resume Examples & Samples
- Proven Management and Leadership skills
- Mortgage structuring and knowledge
- Strong Recruiting Skills
36
Loan Servicing Manager Resume Examples & Samples
- Oversee functional department and ensure the updating and compliance of procedures, policies, regulations and guidelines
- Monitor workflow of daily operations for specified department within Loan Support Services to ensure efficiency. Interacts with associates and monitors development to include coaching and performance review
- Responsible for development and performance management of staff
- Monitor best practice trends for assigned work area and implement operational changes and make recommendations that encourage efficiency and production improvements
- Supervise train, mentor and coach others. Directs subordinates to complete assignments using established guidelines, procedures and policies
- Supervise team production to assure that work is accurate, compliant and delivered within established deadlines
- Assists with management decisions and activities. Responsible for hiring, firing, performance appraisals and pay reviews. Works within established guidelines, process and procedures. May have limited ability to recommend/implement improvements to achieve team goals
- 2-4 employees
- High school diploma or GED required. College level coursework or training or the equivalent in education and experience
- Bachelor’s degree in business, finance or a related discipline preferred
- 3-5 years banking & loan servicing experience, commercial loan servicing preferred
- Previous lead or supervisory experience in loan servicing environment
- Demonstrate strong loan servicing knowledge and expertise
- Advanced knowledge of banking regulations, policies and procedures and ability to train and oversee that compliance is maintained by staff
- Possess excellent leadership, training and mentoring skills
- Demonstrate strong analytical, organizational, reasoning and problem solving skills with the ability to influence others toward achieving optimal solutions and effective processes
- Possess excellent written and verbal communication skills including ability to coach others and interact with associates at all levels of the organization
- Proficient in word processing, spreadsheet and industry specific software and systems
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Loan Servicing Manager Resume Examples & Samples
- Manage daily team activities related to servicing customer portfolios, investor reporting, delivery accuracy, or other servicing activities to ensure compliance with the firm servicing and selling guidelines. Perform root cause analyses and problem solving on data integrity issues. Implement best practices
- Where applicable, manage predatory reviews, compliance checks, and the rebuttal process. Recommend corrective action as needed. Resolve outstanding issues. Produce activity reports
- Build and maintain internal and external customer relationships via constant engagement. Provide customer training. Seek feedback on service level satisfaction
- Assist and support staff in resolving highly complex issues related to loan transactions, delivery accuracy, MBS securities, customers, and internal business partners
- Coordinate internally with the firm's business areas in managing data and customers
- Ensure adherence to internal controls. Lead and participate in process improvement initiatives focused on strengthening internal controls and providing operational efficiencies
- Manage system enhancements. Interact with internal and external partners to strategize future needs
- Identify opportunities to streamline and automate. Improve efficiencies to reduce costs. Advise on new, non-traditional products
- Coordinate and administer assignments, monitor team progress, and maintain schedules
- Develop team members and provide ongoing professional guidance and direction
- 6+ years of related experience
- Experience with servicing transfers and custodial documents
- Extensive servicing background, including experience in loss mitigation, bankruptcy,and foreclosure
- Must have experience communicating with both internal
38
Special Assets Loan Manager Resume Examples & Samples
- Seven to ten years of experience in commercial lending and loan services activities
- Expert knowledge of specialized lending collections
- Advanced knowledge of commercial lending, loan services and credit policy/procedure
- Excellent problem-solving and decision-making skills
- Strong interpersonal and verbal and written communication skills
39
Loan Servicing Manager Resume Examples & Samples
- Home Equity product knowledge
- Solid knowledge of bank applications; ALS (Automated Loan System) strongly desired
- 1+ years in previous management role required
- Experience and success with process improvement and efficiency
- Strong oral and written communication skills required
- Detail oriented with excellent analytical and organizational skills
- Ability to work in a fast paced environment
- Strong leadership skill
- Proficient in MS Office suite, PowerPoint
40
Loan Servicing Manager Resume Examples & Samples
- Manage interim and portfolio servicing relationships and oversee servicer adherence to subscribed performance targets
- Oversee loan boarding process, insuring data integrity and timely boarding of all loans
- Work with team to resolve any issues and implement changes to policy, as needed
- Work with customers to ensure smooth transition to new servicer
- Facilitate GSE buyouts; coordinate with Secondary Marketing to retrade
- Monitor and report servicing portfolio delinquencies
- Oversee foreclosure processing to ensure follow-up by servicer on timelines
- Supervise the loan modification process; work with credit and servicer for timely decisioning
- Assist in vendor management
- Research findings on complaint logs and provide direction to servicer as needed
- Maintain Servicing Audit Policy & Procedures
- Engage and direct audit firm to conduct targeted and random servicing audits; implement policy changes as necessary
- Plan and implement onboarding of in-house interim servicing; to include training and managing staff
- Management reporting
- Sustain day in and day out consistencies to achieve departmental objectives
- Recognize and communicate forward looking problematic trends with the management team
- Continually anticipate and suggest departmental process improvements
- Timely decision-making regarding loan servicing functions
- All other duties as assigned
- Be familiar with and at all times comply with the Company’s Code of Business Conduct and Ethics, the Company’s Employee Handbook and all other Company policies and procedures, as each may be in effect from time to time
- Conduct all activities in conformity with all federal, state and local laws, rules and regulations applicable to the Company and the loan products
- Do not engage in any fraud, misrepresentations, or any other illegal activity
- 4 year college degree or equivalent work experience
- Minimum 5 years’ experience in Capital Markets/Secondary Marketing, Mortgage Servicing, Warehouse and/or Portfolio Management in a corporate or banking environment
- Minimum 2 years management experience
- Investor and third party vendor relations experience preferred
- Comprehensive knowledge of loan products and mortgage industry practices and procedures
- Extensive working knowledge of all Microsoft Office products
- Proficiency and working knowledge of mortgage industry systems, specifically Encompass
- Proactive ability to analyze and improve existing business processes to meet/exceed identified goals and objectives using state of the art technology to reduce costs
- Must be able to effectively delegate
- Stress management and demonstrated change agent
- Demonstrated judgment and decision-making ability
- Strong written and verbal communication skills
- Willing to go the extra mile, to include extended work hours during peak volume times
41
Loan Closing Manager Resume Examples & Samples
- Establish and maintain performance benchmarks for each area of responsibility
- TRID- ensure all Closing Disclosures are being delivered to buyers within 7 days of the Closing date and meet all CFBP guidelines
- Closing Que- Review daily to make sure all loans coming into the department assigned and worked in a timely manner
- Closing Documents- make sure all packages are prepared in a timely manner and delivered to the title agents / attorney offices to be signed and notarized and that all packages meet state guidelines and meet all QA and Investor requirements
- Funding Packages and Authorization– complete the review and funding of all loans within 30 minutes of package receipt. Ensure all prior to funding conditions are met/cleared and all documents have been signed, dated, and notarized before issuing authorization to fund
- Ensure the availability of the training necessary to uphold QA and investor standards
- Proactively communicate with and recommend systematic solutions to Operations Managers on Closing Department issues and trends
- Appropriately communicate with Operations Managers on the progress of meeting organizational deadlines
- Maintain a current working knowledge of all jobs and functions within the operations center to provide guidance and to ensure appropriate training for East employees
- Manage staff to maximize production standards
- Manage and motivate team members to ensure consistent and maximum performance levels
- Participate in the development of motivating reward programs to include compensation plans
- Provide support, direction and leadership to team members and assist them with any questions or problem resolution
- Sustain day in and day out consistencies to achieve Closing departmental objectives
- Recognize and communicate forward looking problematic trends with senior management
- Continually anticipate and suggest/implement departmental process improvements
- Timely decision-making regarding Closing functions, such as daily Closing and TRID reports
- Do not accept any fee, compensation or other remuneration from any borrower, vendors, from other lenders or from any other third party in connection with the referral of goods or services relating to the Company
- Minimum 5-7 years recent mortgage experience, preferably in a closing/post-closing/operations function
- Minimum 2-4 years management experience
- Proven ability to identify, implement and enhance work flow technologies
- Familiarity with loan origination systems, Encompass preferred
- Proactive problem solving skills
- Independent/self-reliant
- Excellent organizational and team building skills
- Ability to establish excellent relationships internally and externally
- Demonstrated ability to meet multiple on-going deadlines
42
Credit Union Loan Manager Resume Examples & Samples
- Directs, organizes and implements the Lending Policies
- Developments and implements new products and services
- Provides direction to the Loan and Collection Department staff
- Supervises staff training and development
- Minimum of five years of Consumer Lending experience
- Thorough knowledge of Consumer Lending
- High level of Interpersonal skills
- Ability to resolve complex problems and effectively managing and motivate staff
- Ability to write policies
- Ability to exercise judgment and make sound recommendations
43
Fixed Income & Secured Loan Manager Resume Examples & Samples
- Possess strong Investment Product background, skills and knowledge
- Aggressive, self-driven and self-motivated
- Possess strong work ethic and integrity
- Undergraduate from local/overseas universities, preferable holding postgraduate degree
- 5 years working experiences in investment/securities industry
44
Business Banking Construction Loan Manager Resume Examples & Samples
- Performs construction loan administration, ensuring compliance to loan approval and loan policy. Completes a preconstruction review of all Construction related documents, loan approval and Inspectors Pre-Cost analysis prior to closing. Manages interest reserve sufficiency, monitors project progress and budget to ensure the project will be completed on time and on budget. Monitors all ongoing construction loan advances including AIA documents, inspection engineer reports, lien waivers, title requirements, equity requirements, change orders and required invoices.. Ensures accurately imaged supporting documents.40%
- Corresponds with customers and collects required client project financial information relating to construction monitoring risks. Preparation of timely appraisal requests, Phase I requests, completion of environmental transaction assessments and monitoring any other items as necessary. Interact with internal Auditors for the Region to assist with information retrieval or to answer questions. 10%
- Performs compliance review of all new loans in Business Banking to include, but not limited to, CRA, HMDA, Reg B., Flood, FCRA, and ECOA. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties. 30%
- Performs Balancing of General Ledgers used in Business Banking. Will clear any outstanding debit and credit and keep general ledgers current. 10%
- Other tasks as assigned to help facilitate Business Banking process and procedure. 10%
- 3+ years practical, related work experience
- 3+ years’ experience in project management in the banking industry
- Ability to prioritize and work under pressure
- Demonstrated ability to execute
- Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook, etc
- Computer skills including web-based searches
- Solid interpersonal skills
45
Loan Closing Manager Resume Examples & Samples
- Bachelor's degree in Business or Finance or 8 years of related experience
- 6 years of banking or financial service environment experience
- 5 years commercial loan experience
- 5 years analysis experience
- 5 years customer service experience in a telephone and face-to-face environment
- 2 years of managing teams in a financial, paralegal, or banking environment
46
Loan Servicing Manager Resume Examples & Samples
- Requires supervisory and/or office management experience
- Working knowledge of lending processes and procedures, loan regulations and loan systems
- Ability to resolve lending processing issues
- Ability handle loan processing/documentation issues and write reports
- Working knowledge of computer software including word processing, spreadsheets, loan systems
47
Mortgage Loan Processing Manager Resume Examples & Samples
- Requires a college degree in finance, business accounting or related field and 4+ years experience in banking, lending procedures, loan processing or other directly related experience
- Advanced knowledge of lending processes, loan principles, loan systems
- Must possess numeric and verbal aptitudes
- Working knowledge of PCs and various word processing, spreadsheet or related software
- Must have the capability to do the work of the group
- Ability to lead a group
- Ability to deal effectively with people in various job capacities
- Excellent problem solving and communication skills
48
Real Estate Loan Manager Resume Examples & Samples
- Preferably 5+ years of experience involving commercial and residential developer loans and Loan workout
- Understanding of the legal system in Spain, specifically a) the rights of Debtors vis a vis Creditors b) the tools available to secured lenders, c) the auction and workout processes d) be familiar with recent changes in restructuring and work out strategies
- Should have a strong knowledge of the Mid Market sector in Spain and be experienced in negotiating settlement agreements
- Strong academic background - bachelors/master’s degree with a focus in business, math, or engineering preferred
- Solid analytical/logical mind-set and attention to detail
- Inquisitive by nature with detail orientation and intellectual curiosity. Strong sense of accountability and dedication to continuous
- Capable of building strong relationships with our Servicers/ Asset Managers
49
Credit & Trade Loan Manager Resume Examples & Samples
- Set and manage team direction and determine priorities and goals while ensuring smooth delivery of day-to-day operations
- Proactively grow the team to encompass new functions in the future
- Own accountability and drive the development, management and continuous improvement of the end-to-end Order to Cash process
- Drive Order to Cash service delivery performance against agreed service levels and key management metrics and goals aligned with business priorities
- Bachelor’s Degree in Management, Business, Finance, Accounting, or related field
- Minimum of 7 years of Order to Cash experience including infrastructure technologies, processes, procedures and tools
- Strong understanding of general accounting practices
- Minimum of 9 - 10 years of experience managing a client-service oriented operational function with experience in management of large corporate initiatives/projects, strategic thinking, relationship management and financial processes
- Minimum of 10 years of experience in leading, developing and coaching teams
50
Loan Servicing Manager Resume Examples & Samples
- Provides leadership and strategic management for Loan Operations Department (LOD)-Loan Servicing unit. Works closely with the manager to obtain maximum department productivity and effectiveness. Initiates efforts, analyzes, identifies and implements process improvement changes to improve efficiency of departmental operations to accommodate all servicing needs and requirements of established loan products. Ensures that customers receive efficient, courteous and quality service
- Responsible for the management of all employees in the section including staffing, scheduling, compensation, performance management, training and development. Goal is to attract, retain and motivate the team to achieve management, business objectives and maintain a favorable employee relations climate. Develop, motivate and mentor staff, primarily supervisory staff, coaching them on their management skills. Responsible for the timely and effective management of Human Resources forms and documents relevant to immediate staff
- Reviews for completeness and accuracy, approves and signs various legal and financial loan related documents, reports and files. Assist staff in the investigation and resolution of complex issues and policies that impact internal and external customers
- Represent Loan Servicing unit in critical interdepartmental meetings and on projects with responsibility for ensuring critical business decisions have been analyzed on the impacts to internal and external customers and staff. Verbally communicates and corresponds in writing to internal and external auditors, Bank of Hawaii Management. Responds to non-routine internal and external customer inquiries and correspondence
- Minimum 7 years of experience including 3 - 5 years of supervisory/management experience in high volume loan servicing position or related positions or in positions with customer service and/or sales responsibility in high volume operations or equivalent work experience
- Banking/financial service industries preferred
- Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software
- Requires technical knowledge of the Bank loan accounting system and third party systems including collection and recovery systems and LaserPro commercial loan systems
- Should be analytical, detail oriented, and organized
- Must be able to meet deadlines and handle shifting multiple priorities
- Demonstrated effective and efficient team player with excellent interpersonal skills, who can also resolve problems independently
- Must possess leadership skills sufficient to train, develop and coach servicing staff
- Able to work flexible hours including holidays, weekends and evenings as needed or assigned
- Must be able to provide own transportation and ability to commute as required
- Must be available to travel by air
51
Residential Mortgage Loan Manager Resume Examples & Samples
- Manage investments in residential loans in multi-sector investment portfolios
- Execute/direct trades to achieve those objectives
- Contribute to the broader PIMCO investment process by contributing relevant market color and independent analysis/research
- Responsibility for
- Minimum 5 years of residential loan / structured credit investment experience
- US residential loan asset management experience
- Prior experience with trading, contracting, due diligence, surveillance, vendor management (including Servicer Oversight), and management of rating agencies
- Strong client facing skills and communication skills, both written and verbal
- MBA and/or CFA a plus
52
Mortgage Loan Processing Manager Resume Examples & Samples
- Manage the daily work activities of residential loan processors to ensure that loans are processed according to established regulations and procedures and facilities policies and procedures among the processing staff
- Monitor work load to ensure timely processing of loan applications; reviews applications for completeness and compliance to investor guidelines before submitting to underwriting; notifies borrowers, Realtors and Builders of loan approval or denial; prepares documentation for closing; maintains loan files
- Be responsible for training, counseling, conducting performance reviews, hiring and terminating staff
- Requires a college degree in finance, business accounting or related field
- 4+ years of experience in banking, lending procedures, loan processing or other directly related experience
53
Loan Closing Manager Resume Examples & Samples
- Develop and manage each consumer loan transaction from acceptance of the approval through closing
- Develop the work/closing plan collaboratively with the team
- Responsible to schedule & chair regular meetings with management to review status of the closing pipeline
- Manage the relationship with the banking officer in the field during the closing stage
- Be responsible for assuring that the process is moving in a timely manner to achieve origination goals
- Performs all other duties as assigned
54
Loan Servicing Manager Resume Examples & Samples
- College degree, preferred
- Minimum of 3-5 years loan operations management experience required
- Thorough knowledge of all aspects of consumer and commercial loan serving operations preferred
- Previous customer service and/or help desk management experience preferred
- Strong leadership, verbal and written skills with the ability to effectively interface with internal business clients, operations teams, internal audit, regulators, and senior management
- Initiative and ability to create relationships of trust with internal/external customers, investors and bank personnel
- Self-starter with ability to work independently and to manage multiple tasks/projects in a disciplined and organized fashion while maintaining attention to detail
- Ability to identify, problem solve and exercise good judgment with respect to issues/circumstances as they arise
- Demonstrated project management skills with the ability to prioritize and delegate duties to appropriate staff
- Ability to motivate and manage employees to produce quality products and services
- Thorough understanding of accounting principles
- Thorough understanding of Bank compliance regulations regarding loans
- Position may require the need to travel to other branch or meeting locations
- Development and management of an appropriate loan servicing and Loan Operations Help Desk operating framework, team, processes and procedures
- Cultivate a great business relationship with Retail Sales, Customer Service, Information Systems/ATG, Underwriting, lenders and their admins, Financial Accounting and other internal customers supported to provide a great servicing experience
- Continuous evaluation of loan operating process improvements while ensuring regulatory and audit compliance
- Evaluate performance of the Loan Servicing and Loan Ops Help Desk teams, and recommend changes or enhancements, as necessary. Ensure continued staff development and career mentoring
- Development and management of established service level standards
- Compiles and analyses statistical reporting of Help Desk call types and volumes
- Responsible for quality assurance call monitoring of Help Desk representatives
- Stays abreast of new loan system developments, bringing forward new opportunities
- Ensures that expenses remain within budget and reports on monthly variances
- Manages projects, including implementation of new systems, products and services directly affecting responsible units, as well as conversion of acquired banks
- Initiates projects and manages implementation that result in a reduction in expense and /or improved service and support
- Designs, implements and monitors processing controls to minimize operational and financial risk
- Coordinates bank/systems conversions and acquisitions so as to lessen impact on acquired customers
- Exercise management authority over appropriate hiring, scheduling, training, performance appraisals, promotions, terminations and salary recommendations
- Provide routine coaching to supervisory staff, establishing goals and performing exempt personnel reviews
- Maintain, increase and share knowledge of industry standards and actively maintain ties with other loan-servicing professionals to stay attuned to the future needs of FMB
- Establish, maintain and enforce compliance to all regulatory policies and procedures
- Oversee the scheduling for employees; Approve time off requests to ensure sufficient staff coverage to meet customer service needs
- Actively participate in all required compliance training
- Actively participate in committees dedicated to the development and upgrading of loan products
- Serve as liaison with other functional units within the Bank, as well as, with third party vendors, internal and external auditors, and credit bureaus
- Provide written and verbal communication on any deficiencies reported, and correct issues as directed
- Facilitate the education and training process of all employees relating to new/revised loan processes and procedures
