Loan Booking Manager

1 month ago

Naperville, United States Calculated Hire Full time

Loan Booking Manager

Hybrid (Chicago, Naperville IL, Tempe AZ, or Milwaukee WI)


Provides day-to-day delivery of critical servicing operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and workflow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products.



  • Fosters a culture aligned to our clients purpose, values and strategy and role models our clients values and behaviors in all that they do.
  • Ensures alignment between values and behavior that fosters diversity and inclusion.
  • Regularly connects work to our clients purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attracts, retains, and enables the career development of top talent.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Acts as a trusted advisor to assigned business/group.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Identifies emerging issues and trends to inform decision-making.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
  • Ensures alignment between stakeholders.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Monitors and tracks performance, and addresses any issues.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
  • Develops and manages a business/group program.
  • Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities.
  • Analyzes and resolve complex issues efficiently and effectively in accordance with Bank and industry standards. Act as primary back-up to team members and as back-up to the manager.
  • Evaluates circumstances requiring exceptions and engages senior management for resolution where required.
  • Provides input into the planning and implementation of business programs.
  • Executes work to deliver timely, accurate, and efficient service.
  • Participates/leads process/system continuous improvement initiatives.
  • Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
  • May acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.

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