Loan Administrator

3 weeks ago

Tampa, United States Addison Group Full time

Position Overview

The goal of the Loan Administration/Operations Manager (Credit Support Services Manager) is to manage and coordinate all consumer, residential and commercial loan documentation and servicing functions, including document preparation, processing and servicing, accounting and reporting functions, and customer service. In addition, this position communicates with bank management, officers with lending authority and representatives to promote efficient and correct workflow and ensure quality control within the work environment.



Primary Duties and Responsibilities

  • Consistently delivers outstanding client service; providing premiere client satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times.
  • Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
  • Improves and creates operational systems, processes and policies to provide the highest quality client/borrower experience – specifically, create/support enhanced organizational planning, business processes, information flow and management reporting.
  • Develops, supervises and retains a best in class loan documentation and servicing team.
  • Develops, maintains, and enhances efficient workflows for all stages of document preparation, closing, file documentation, collateral management and servicing.
  • Manages and optimizes revenues and expenses, including costs associated with personnel and vendor services.
  • Holds team members accountable for productivity and accuracy through the development and use of performance metrics and indicators.
  • Manages loan workflow procedures to ensure all loans are being processed in a timely and proper manner and communicate regularly, with division manager regarding performance matrix.
  • Organizes and directs the daily activity in Credit Support Services, including: document preparation, file content, and approval reviews prior to closing; modifications and renewals of loans, booking and verification functions; funding and payment processing review; postclosing audit checks; processing of loan participations, remittance and reporting; escrow processing, payments, and annual review; system exception review; rate changes and accrual adjustments; and balancing of general ledger posting.
  • Ensures all loans are documented and processed in accordance with established regulations and bank policies.
  • Manages all aspects of servicing of loans. Post payments, manages the tracking systems for insurance and taxes, expiring ticklers and exceptions.
  • Serves as loan servicing point of contact with our secondary market loan investor(s), ensuring compliance with their standards. Coordinates the purchase review and sale of the secondary market loans to the investor(s).
  • Serves as contact person for officers for daily updates, procedure changes, and projects.
  • Manages VISA credit card operations for ordering and maintenance of new cards, monitoring reports and daily and monthly reconcilements.
  • Manages the Letter of Credit process including new and renewing letters of credit.
  • Stays current on compliance regulations by attending training and reading available information.
  • Trains personnel to ensure bank policies and procedures are being followed. Ensures instructions, procedural manuals, and samples are maintained and provided to employees as resource materials.
  • Manages UCC filings, searches, renewals, and related collateral maintenance items.
  • Manages pay off and collateral release activities; technical exception data, and provides resolution assistance as needed.
  • Manages the processing of loans in non-accrual, charge-off, or OREO status. Prepares related reports and administers systems to account for special assets.


Qualifications

  • 7 years of banking experience, including consumer and commercial credit experience
  • 2 years of supervisory experience
  • High school diploma/GED
  • Proficient in Microsoft Office suite

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