Mortgage & Installment Loan Booking Team Lead

Centier Bank values diversity and believes it strengthens our ability to attract, retain, and engage associates while reinforcing our community relationships. Our associates are our most valuable asset, bringing individual differences, life experiences, knowledge, and talent that collectively shape our culture, reputation, and success. A Centier Associate embodies a servant heart, delivers remarkable service, and is self-motivated to achieve exceptional results.

Benefits

• Free visits and prescriptions through Marathon Health Clinics
• Generous Paid Time Off
• Tuition Reimbursement
• 401K match
• Associate Stock Ownership Plan
• Daycare Reimbursement
• Free onsite fitness center and fitness reimbursements
• Health and Wellness Programs
• Voice in Diversity/Equity/Inclusion Council
• Career growth opportunities
• Work/Life Balance

About the Role

The ML & IL Booking Team Lead oversees the booking and paid loan processing for mortgage and consumer loans. This role ensures the accurate and timely daily boarding of loans and collateral releases. The team lead provides workflow coordination, serves as a technical resource, offers training, and resolves issues. This position promotes operational efficiency, data integrity, and a high standard of customer service to internal and external customers.

Responsibilities

• Oversees daily booking of mortgage and consumer loans to ensure tasks are completed accurately and within service levels
• Oversees daily paid loan processing to ensure collateral is released within the set service level
• Assists staff as a working team lead in the event of PTO or other staffing issues
• Performs quality control checks and assists in resolving discrepancies
• Uploads data to core from data warehouse and pulls MERS reports
• Serves as the 2nd escalation point for complex system issues or servicing questions
• Provides guidance and support to associates on procedures, regulatory requirements, system functions, and best practices
• Offers constructive feedback and helps reinforce performance expectations
• Completes and delivers performance reviews
• Sets annual SMART goals for associates
• Organizes quarterly team-building activities
• Organizes and leads monthly team meetings
• Assists with interviewing, onboarding, and training for new associates as well as ongoing training for existing associates
• Supports other lines of businesses as the subject matter expert for boarding and paid processing
• Assists in developing, updating, and reviewing procedures
• Identifies process inefficiencies and recommends improvements
• Supports testing for system updates, conversions, or new product implementation
• Complies with government, regulatory, and Bank policies and procedures

Requirements

• Understanding of standard concepts, practices, procedures, regulations, and compliance within a loan operations environment, as well as bank loan policies and procedures
• Ability to supervise, mentor, and coach the team with compassion, empathy, and alignment to Centier’s Culture and Values
• Works under demanding time constraints and expectations, including prioritizing and handling multiple tasks throughout the day
• Ability to solve problems and evaluate different perspectives to determine the best course of action
• Effective verbal and written communication skills, with a timely and friendly approach
• Ability to promote and lead change
• Proficiency with Microsoft Office programs
• Experience with systems including CSI, Center Doc, Center View, Encompass/CCMC, Image Research/Network, Digiark
• Ability to use office equipment such as phones, eFax, scanners, and calculators

Qualifications

• Bachelor’s degree in a banking-related field with at least 2+ years of supervisory experience, or
• 5+ years of loan servicing experience with at least 3 years of management experience in banking or a loan-related environment

Work Environment

• Ability to tolerate moderate noise levels
• Ability to sit or remain sedentary for prolonged periods
• Ability to communicate via telephone, email, memos, and face-to-face discussions

Schedule

This department typically works Monday-Friday from 8am-5pm. Once fully trained, there may be an opportunity to work hybrid in this role.

Internal Pay Level: 9