Loan Booking and Validation Manager

4 weeks ago

Franklin, United States First Bank Online Full time

Summary:

Manage and perform the daily functions of the Loan Booking team. The major responsibilities of include booking/boarding closed and funded loans to the bank's core accounting system via manual or automated upload from a loan platform and ensure that the loan is boarded in a timely and accurate manner.

Essential Duties and Responsibilities:

* Oversee the daily functions of the Loan Booking and Validation department
* Ensure loans are booked to the core system in a timely and accurate manner, within established turnaround times to include LOS generated and attorney prepared loan documents
* Oversee the data validation process that covers a review of key critical SOX fields for loans booked by loan booking team to ensure accuracy.
* Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures
* Maintain compliance with banking and industry guidelines within established time frame
* Oversee the process of loan disbursements into the core and initiate payment of fees, etc. as necessary
* Proactively seek out opportunities to improve overall efficiency within the department
* Cultivate an environment that supports diversity, teamwork, and performance. Provide leadership though communication, development and recognition of staff. Monitor staff performance, conduct annual performance reviews, develop goals for individuals, assign accountabilities, set objectives and priorities. Provide prompt and constructive feedback to team members related to performance.
* Manage the team by hiring, coaching, training and providing direction to team members through feedback to support personal development and ongoing improvement
* Effectively communicate with team as well as other business partners and executive management across the company including credit, legal, compliance, risk, and front-line sales employees.
* Provide support to Head of Loan Operations in various circumstances as needed. This includes but is not limited to research and discussions with leadership during regulatory exams, internal audit and SOX reviews as well as FHLB loan reviews.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

* College degree or coursework in finance or related studies is a plus
* Five years' experience in loan operations, loan processing or similar job
* Demonstrated working knowledge of complex loan documentation and a detailed understanding of the core system and loan platform
* Good understanding of loan policy and regulatory compliance
* Experience with suite of loan products; Jack Henry Silverlake, Loan Vantage, Argo and Synergy are a plus
* Proficient in Microsoft Office Suite, Outlook and other similar applications

Skills and Abilities

* Ability to motivate and coach team members to achieve the very best results
* Demonstrated high level of attention to detail with commitment to accuracy
* Must be accurate, flexible, organized and able to independently manage multiple priorities.
* Proficient in research related to loan documentation, repayment schedules, interest calculations, and other loan data information.
* Excellent communication skills, both written and verbal
* Ability to work under the pressure of deadlines, especially at month and quarter ends while maintaining accuracy
* Communicates effectively with customers and all levels of bank employees.
* Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
* Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
* Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

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