Syndicated Loan Servicing Team Lead

About the role

Responsible for managing day-to-day activities of direct reports in Syndicated Servicing and/or performs very complex, critical functions/tasks. Also acts as a resource for department regarding areas of expertise. Assists manager in coordinating and prioritizing day-to-day tasks/functions in Syndicated Servicing, resolving procedural and technical issues. Demonstrate leadership abilities to manage small projects and potential for grooming into Manager Role.

Responsibilities

• Ensures that own work, as well as work of other teammates, is following applicable laws, regulations and guidelines
• Responsible for ensuring loan boarding requests and/or loan maintenance requests are completed according to Bank, regulatory and investor guidelines and forward findings, reports, and documents to lender or specified loan/branch assistant
• Responsible for ensuring accurate and timely quality assurance reviews are performed on loan boarding and critical loan maintenance
• Participate with Department Manager in review and selection of new hires
• Assist Manager in assessing training needs and ensuring procedures manuals are kept up to date and engage with Change Management as needed
• Complete monthly one-on-ones with direct reports
• Provide new-hire training, as well as assisting Manager in training needs and ensuring procedures manuals are kept up to date
• Prepare periodic performance and quality metrics reports and provide to manager for review
• Approve timecards and vacation/leave requests for direct reports
• Assist with pre-and-post-conversion-related activities
• Assist with creating and updating Policies and Procedures for new and existing processes
• Perform performance evaluations and coach, mentor and perform disciplinary action as required for direct reports under the guidance and approval of Department Manager
• Provide world-class service to internal and external clients with a sense of urgency and positive attitude
• Balance competing priorities and make sound business decisions within standard policy
• Adhere to Corporate and Loan Operations policies and procedures as prescribed

Requirements

• College Degree preferred
• Minimum four years of experience in Loan Operations/Loan Processing/Loan Administration. Previous leadership experience preferred
• Participate in all required compliance training, as well as internal and external training programs, online training, meetings, or other education events assigned by Syndicated Servicing Team and Bank Leadership
• FLSA Status: Exempt
• Supervisory Responsibility: This position manages employees and is responsible for the coaching, development, and performance management of those employees

Skills

• Excellent knowledge of Microsoft Outlook, Word, and Excel