Client Support Professional Team Lead, Community Advantage

Barrington Bank & Trust Company, N.A. • Barrington, IL

107d • $60,000 - $80,000

About The Position

The Client Support Professional Team Lead, Community Advantage leads the client support team, ensuring the department is providing exceptional customer service, maintaining an efficient process, and adhering to the standards that the bank has set forth.

Requirements

• Bachelor's degree in business, finance, accounting, or related field.
• Minimum 5 years' loan administration experience, preferably within commercial or business banking.
• Prior experience leadership experience required.
• Exceptional verbal and written communication skills.
• Strong organization skills with the ability to proactively manage and prioritize workflow.
• Proficient in Microsoft Office along with the technical ability to master other proprietary banking systems; experience with Salesforce, FIS Applications, QuickBooks, DocuSign, and/or nCino is a plus.
• Illinois Notary is a plus.

Responsibilities

• Administer loan activities from advances to pay downs, involving GL tickets, ImageCentre workflows, check issuance, and Property Manager confirmation.
• Facilitate loan document preparation including drafting and reviewing while engaging Bank's attorney as well as discussing requested revisions with Loan Officer.
• Complete closing procedures, following with loan closed email and updating information to various reports.
• Manage monthly invoicing process, including preparing general ledger tickets and processing invoices for reimbursable expenses.
• Process loan conversions and loan re-amortizations including memo, letter and ImageCentre indexing and ticketing.
• Collaborate with Loan Ops on new and existing loans, clearing insurance and collateral exceptions.
• Communicate regularly with Property Managers and Board Members.
• Follow through with loan denial procedures and monitor default customers, requesting information, calculating delinquencies, and updating memos/letters.
• Supervise and support the loan processing team.
• Identify and enhance processes that support the objectives of a business.
• Collaborate with lending & underwriting team to increase efficiency and analyze business trends.
• Report to CCO on credit policy exceptions and payment issues on a monthly basis.

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long-term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree