Loan Origin Senior Officer

About the role

The Support Manager oversees all loan‑related activities, supervises loan origination staff, ensures policy compliance, drives process improvements, provides training and mentorship, acts as a liaison between lending departments, and handles loan documentation, funding, boarding, collateral monitoring, payment posting, and customer service escalations.

Responsibilities

• Support manager to manage all activities related to loans, including preparation of loan documentation, closing funding boarding, collateral monitoring, payment posting, life of loan servicing and Customer service.
• Supervise department workflow and loan origination staff.
• Ensure that all current policies and implemented and followed.
• Review procedures and recommend changes to increase efficiency as well as productivity.
• Provide guidance, motivation, and training to Loan Operation's officers and staff for their career growth and education.
• Act as a liaison between various lending departments to ensure accuracy and completeness of information.
• Process/Review loan documentation, closing, funding, boarding.
• Upload and review final signed loan documents including CCR (or CCM) into Global Wave (GW).
• Collateral Follow up & Review.
• Review Daily Non-Post account/GL balance.
• Troubleshoot and resolve system / processing issues.
• Process/Service/Solve problem/Resolve escalated customer service issues.
• Understand loan accounting system to perform boarding of new, renewals, extensions, restructurings, and other changes and maintain accuracy of loan system.
• Process and approve loan/general ledger tickets using online posting system modules (TMS and/or Block-Infra) for funding and fee related.
• Call back daily New Loan/Renewal/Extension/Modification & Clear Non-Post accounts /GL balance/research outage in general ledgers and loans.
• Fully understand loan structure and process of loan documentation, closing, funding, and boarding.
• Self-process and review loan documentation, closing, funding, and boarding.
• Assign/Approve/review loan documentation, closing and boarding.
• Assist senior officers and loan operations staff as needed.
• Assist Manager with department and bank projects including planning, testing, validating, vendor communications and cross‑training, etc.
• Assist manager with the creating and monitoring department procedures and manuals covering department’s functional responsibilities.
• Assist manager for cooperation of vendor management.
• Attend trainings, meetings and seminars as assigned for continuing education.
• Provide mentoring, training, and assistance to new and existing team members.

Skills

• Extensive knowledge in Loan Operations policies and procedures.
• Extensive knowledge of banking, regulations, and State/Federal Regulations.
• Extensive knowledge in Fiserv System.
• Experience with loan database software (Navigator) and loan documentation program (Laser Pro).
• Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
• Organizational ability with strong supervisory and management skills.
• Ability to remain flexible to adapt to changes in the work environment (preferred).
• Ability to study and apply new information.
• Ability to take initiative and prioritize tasks; good time‑management, problem prevention, and problem‑solving skills (preferred).
• Ability to work accurately with close attention to detail.
• Ability to maintain confidentiality of sensitive information.
• Ability to work with co‑workers, customers, punctuality, and accuracy.
• Possess a work ethic that includes neatness, punctuality, and accuracy.
• Exhibit a professional, businesslike appearance and demeanor.
• Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
• Ability to respond effectively to the most sensitive inquiries or customer complaints.
• Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, employees, regulators, or board members (preferred).
• Ability to interact effectively with all levels of Bank personnel, departments, and customers.
• Ability to interact effectively and efficiently with internal and external auditors (preferred).

Pay

Salary range: $70,000.00 – $75,000.00 annually, plus bonus and benefits.