Team Lead, Loan Coordinator

Essential Duties And Responsibilities

• Maintains strong knowledgeable of the Bank’s “credit culture” and advises the Relationship Manager on deviations from standard practices.
• Serves as the primary “trainer” for the onboarding of new associates and may serve as a backup trainer for other teams.
• Monitors and manages the work load for the team to ensure loans move efficiently and effectively through the loan process.
• Ensures service level agreements are met on a consistent basis.
• Investigates and makes recommendations regarding methods to improve competitiveness and effectiveness in loan process.
• Prepares monthly monitoring reports for Units and RM Team.
• Manages and maintains a small caseload (10 -15 loans per month).
• Interacts, both verbal and written, with clients per Relationship Manager’s direction on collecting data, documents and various general customer service requests.
• Participates on internal committees and task forces as requested by the Manager.

Qualifications

• Recent exposure and success in leading a process and/or individuals.
• Excellent communication skills, both written and verbal.
• Ability to demonstrate flexibility, versatility, commitment and good judgment in team oriented environment.
• Strong Computer skills, including proficiency with Microsoft Office products, and other proprietary bank systems.
• Must be independent and able to work under tight deadlines and possesses strong organizational skills.