Middle Market, Specialty & Business Banking - Lending Assistant Manager

NBH Bank•Dallas, TX

14h•Onsite

About The Position

The company fosters a culture based on Relationships, Fairness, and Simplicity, aiming to provide simple solutions to clients and make an impact beyond its buildings. Through banking relationships, investing, grants, and volunteerism, NBH Bank promotes community growth, revitalization, and sustainability. The organization strives for associates to feel welcome and empowered. As a Lending Assistant Manager, the role is dedicated to serving internal business partners and clients, requiring the ability to motivate, persuade, and build relationships. This position involves strategic planning, execution, and fostering team building, development, growth, and recognition. The Lending Assistant Manager acts as a player-coach and senior Lending Assistant for the Corporate Banking division in Texas, responsible for implementing and managing loan servicing and operation functions for commercial banking teams. This includes developing and maintaining workflows for loan booking, funding, processing, exception tracking, and document/file maintenance, as well as validating commercial loan file documentation to identify potential risks. The role also involves supervising all aspects of loan servicing in Texas.

Requirements

Associates degree or equivalent combination of education and related work experience.
7+ years of experience providing specialty or commercial banking loan and deposit support.
2 years of leadership experience motivating and directing a team to achieve desired outcomes.
Strong Microsoft Office skills, including PowerPoint, Word, and Excel.
Thorough knowledge and understanding of regulatory and compliance issues affecting all aspects of the lending process, including TRID rules.
Proficient in MS Office applications which include Outlook, Word, Excel, and PowerPoint.
Ability to communicate effectively both verbally and in written form.
Ability to work well as a team player and be flexible as to current urgencies.
Demonstrated ability to use discretion, maintain confidentiality, tact, and diplomacy when dealing with clients and co-workers.
Ability to manage multiple tasks simultaneously in a fast-paced environment and assist other teams as needed.
Analytical, organizational, time management and problem-solving ability.
Self-starter, who can work both independently and in a team environment while delivering within the confines of specific timelines.
Initiative to lead projects and review procedures.
Adapt quickly to change and thrive in a fast-paced environment.
Familiarity of local financial marketplace.
Ability to be objective and obtain all sides of every issue, make sound decisions, and display strong leadership skills.
Ability to read and interpret loan documents, agency, investor and regulatory agency requirements.

Nice To Haves

Bachelor’s degree or equivalent education and work experience.
9+ years of experience in specialty or commercial banking loan and deposit operations support.
Laser Pro and Fiserv experience preferred.
Knowledge of regulatory and compliance requirements specifically related to flood insurance.
Basic knowledge of loan documents and state and county lien filing.

Responsibilities

Help drive the commitment of serving internal business partners and clients.
Perform in a role that involves connecting quickly with a focus to motivate and persuade others to action.
Work cooperatively with and through others, building and maintaining relationships.
Strategically plan and execute using strong organizational and analytical skills.
Foster an environment of team building, development, growth and recognition.
Serve as a player-coach, acting as the senior Lending Assistant for the Corporate Banking division in Texas.
Implement and manage loan servicing and operation functions for the production and support of the Texas commercial banking teams.
Develop and maintain workflows for different stages of loan booking, funding, processing, exception tracking, and document / file maintenance.
Administer and validate documentation for all commercial banking loan files with a focus on identifying risk potentials such as inconsistencies, errors and defaults that may impact ability to fund.
Supervise all aspects of loan servicing in Texas.
Provide training and development of Lending Assistant staff in Texas.
Stay current on new regulations and laws.
Facilitate documentation preparation and dissemination for examiners and auditors.
Analyze, prepare, and assist the loan operations team with duties including training, appraisal orders, distribution of funds for payment, processing of title work, certificates of existence and other various documents necessary for loan completion.
Track maintenance for loan responses and review.
Hold weekly/monthly meetings with the Texas Lending Assistant Team.
Continually assess and improve policies and procedures for accuracy and efficiency.
Find solutions to better serve the Bank’s Texas clients.
Create and maintain a team environment by leading and motivating direct reports as well as the Texas banking teams they support.
Work in partnership with commercial banking executives to attract, onboard, and retain Lending Assistants in Texas.
Conduct on-going coaching to improve individual and department performance.
Work with Human Resources to facilitate the progressive discipline process as needed.
Manage team’s timecards, time-off requests, coverage, overflow support, pipeline management, transaction efficiency and timeliness, training course completion within due dates, and compliance with department policy.
Regularly meet with associates across the Texas organization to strategize methods to close any gaps with any client servicing needs, training, tools, processes, and workflows.