Handles oversight and administrative functions for loan booking, loan funding, and some research & maintenance which includes payoffs and rebooks.
Embraces key organizational direction, policies, and guidelines for the team in accordance with globalization efforts.
Establishes and implements risk and control processes to improve productivity, quality, and customer satisfaction
Monitors key performance indicators to ensure the booking team is processing all daily requests, meeting SLA’s and exceeding quality metrics.
Ensures loan documentation, loan closings, loan files, audits, and operational risks are managed and conducted consistent with various lines of business and bank policies as well as government regulations.
Participate and lead internal WLS and Market Partnership calls representing the team
Sets team performance standards using key metrics and monitors the team’s overall performance against goals set
Responsible for team member development, talent management and succession planning.
Provides mentoring, training and assistance to new and existing team members.
Assists in the creation and implementation of departmental procedures.
Participates and leads continuous improvement activities
Conducts team and individual meetings with staff members.
Prepares and facilitates performance review discussions.
Monitors sick/personal/vacation days of team members.
Handles performance issues within the team.
Recruits, interviews and recommends new hires
Required Qualifications, Skills and Capabilities
Adapt or learn multiple loan systems (ACBS, Loan IQ, and VLS) as well as ancillary applications used in the booking process (i.e. iCRD, Dealworks, Aurora, QIP, Connect, etc.)
Supervisory Experience preferred
Knowledge of commercial loan credit & legal documentation, with the ability to interpret outside counsel loan agreements
Proficient in Microsoft Office applications (i.e. Excel, Word, PowerPoint, Outlook, etc.).
Ability to adapt to internal tracking and monitoring systems
Excellent interpersonal and written/verbal communication skills.
Exceptional customer service skills.
Ability to effectively multi-task and prioritize workloads while working within tight service levels.
Strong organizational and time management skills.
Ability to work in multiple team environments
Demonstrate attention to detail and accuracy with completed work.
Ability to consistently maintain high performance levels in stressful situations and high-volume environment.
Ability to think outside the box and generate ideas for process improvements