Loan Operations Manager

Bankers' Bank of Kansas•Wichita, KS

About The Position

The Credit Administration Officer is responsible for loan operations within the lending department focused on documentation preparation, quality control of loan servicing, managing post-closing functions, and assisting lenders with portfolio management and customer engagement. This role supervisions loan operations staff and assists with executing the operational strategic initiatives of the department.

Requirements

Effective communication skills with the ability to convey information, ideas, and thoughts in a clear and professional manner.
Maintains a high level of professionalism, demonstrating a positive and constructive attitude even in challenging situations.
Prioritizes the needs and satisfaction of customers and staff, aiming to provide excellent service and build lasting relationships.
Consistently displays a strong sense of responsibility in their work with high attention to detail and the ability remain organized while managing multiple priorities to complete work in a timely manner.
A self-starter with a high degree of initiative, planning work and carrying out tasks without detailed instructions.
Flexibility to perform a wide variety of tasks with the capability to change focus quickly as demands change, transitioning from task to task effectively.
Knowledge of lending operations and an understanding of the loan documentation required to adequately perfect the Bank’s security interest.
At least 10 years of experience in loan operations and at least 5yrs in loan documentation.
Knowledge of and compliance with all applicable rules and regulations relating to loans, including but not limited to, Gramm-Leach-Bliley, BSA/AML, Reg Z, Reg B, RESPA, and Flood Determinations. Training on all rules and regulations will be ongoing.
Knowledge of computer applications and regular business machines including Microsoft Word, Excel, 10-key, and typewriter.

Responsibilities

Prepare and maintain participation agreements on all loans managed by BBOK, reviewing all loan documentation in a timely, accurate, and complete manner, including status checks and follow-ups to ensure adherence to time sensitive standards.
Prepare new or renewed loans to be booked, including typing renewal documents, generating a list of documents needed for proper perfection and/or correction and coordinating funds transfer, preparing the input for the monetary transactions, and the input for the loan.
Supervise loan operations staff. Monitor and track employee progress towards goals. Ensure completion of work by staff is accurate and within the timelines and practices established by state, federal, and Bank guidelines.
Complete the check-back of all loan transactions and maintenance, scanning all daily work into appropriate software. Review all loans that are booked into the system.
Manage and execute the processes for post-closing functions. Scan and send all incoming documents to the participants. Assist with adding new files to SAFe. Update the Exception Report and assist with sending out Request letters (monthly or quarterly). Monitor Loan department GL accounts.
Support senior team leaders in the lending department, researching requests as needed (audit/payments/interest/calculations), and preparing monthly Board reports.
Assist the department manager in developing and setting operational strategic initiatives for the department.
Assist lending personnel with new loans (includes mass mailings/faxes) and manage exception tracking.
Serve as the administrator for the secure file platform, SAFe, supporting internal and external users as needed.
Serve as backup for the Loan Documentation Specialist/Loan Servicer.
All other duties as assigned.
Ensure compliance and audit requirements are met as identified by internal policy and/or Federal rules and regulations – e.g. OFAC, BSA/AML and Privacy.