Job Responsibilities
- Manage the team’s daily workflow, deadlines, and productivity standards, providing training where needed.
- Think strategically and tactically to design an effective process improvement roadmap. Identify process gaps and areas for process improvement, and assist in implementing solutions.
- Work closely with WLS teams and commercial real estate business functions on operational readiness matters to ensure that anticipated time frames are met.
- Participate in system testing, as needed, which may occur during non-business hours
- Maintain department procedures by partnering with internal resources
- Ensure client complaints are reported, logged, and prepare response to correspond as assigned. Maintain sensitive clients listings, engage and follow up with clients or market partners on escalations/issues, summarize key escalations for use in risk event write ups or CB Controls escalation write ups
- Lead team meetings, performance reviews, monthly 1:1 reviews, monthly quality monitors and one-off coaching/performance improvement opportunities.
Required Qualifications, Capabilities, and Skills
- 3+ years’ experience with commercial loan servicing.
- Must have experience in tax escrow.
- Intermediate Excel and PowerPoint knowledge.
- Proven ability to work independently and collaboratively using excellent judgment.
- Must be a team oriented individual with excellent communication, collaboration, and client service skills.
- Must be highly organized, with effective time management skills and ability to work on various projects simultaneously.
- Analytical skills, including ability to use data to make informed decisions.
Preferred Qualifications, Capabilities, and Skills
- Bachelor’s degree recommended.
- Intermediate knowledge in performance metrics.
- Extensive experience managing high volume workflow and account assignments