Loan Insurance Escrow Team Lead - Hybrid in McKinney
SouthState Bank · McKinney, TX · 1 wk ago
FinanceFull-time
About the role
The Loan Insurance Escrow Team Lead at SouthState is responsible for overseeing the Loan Insurance Escrow team, ensuring adherence to departmental goals and service level agreements. This role requires advanced knowledge of insurance, tax, and escrow servicing, along with the ability to navigate multiple systems and resolve complex issues.
Responsibilities
- Lead team members through daily workflows ensuring adherence to departmental goals and service level agreements.
- Research and resolve complex issues by navigating multiple systems and reviewing insurance and tax vendor records.
- Continuously assess SLA's, metrics, and departmental reporting to gauge the quality of team member performance, productivity, and capacity.
- Aid team members with the review and updates of departmental procedures ensuring adherence to Bank and government rules and regulations.
- Identify areas for opportunity and enhancement.
- Identify training needs within each area and assist manager with recruiting and onboarding team members.
- Respond timely to inquiries from internal bank team members and external customers.
- Cookbook testing and relay system updates to specialists.
- Coordinate release testing and relay system updates to specialists.
- Build rapport with team members by keeping open lines of communication and providing constructive feedback.
- Meet SouthState’s standard of excellence by contributing to a positive and collaborative working environment.
- Ensure compliance with the South State Bank Code of Business Conduct and Ethics and other operating policies and procedures.
- Complete compliance training, adhere to all anti-money laundering guidelines and procedures, and all regulatory requirements.
Qualifications, Education, And Certification Requirements
- Education: High School diploma required; Bachelor’s degree preferred.
- Experience: A minimum of 3 years’ experience in a Loan operations or equivalent role is required. Must be knowledgeable in all loan servicing functions including consumer, commercial and mortgage loans. Knowledge of Federal and State regulatory items is required.
- Certifications/Specific Knowledge: Proficient with Office products including Microsoft Word and Excel with the ability to create and manage spreadsheets. Training Requirements/Classes: Annual Compliance Training, Fiserv training as needed to perform specific tasks, New Employee Orientation.