Loan Services Team Lead- Glens Falls
About The Position
The Loan Services Team Lead is responsible for training/cross-training department employees, review, and audit daily work to ensure accuracy and procedural quality. Provides service to customers, operational support to branch network, and project assistance to Deposit and Loans Senior Manager as needed. Ensures tasks are assigned properly and that all functions of the Loan Services team are completed timely, accurately and within procedural quality. Leads training and writes procedures within the Loan Services. This position is located at our headquarters in Glens Falls, NY.
Requirements
- Bachelors degree or equivalent experience preferred.
- 4 years of experience in office management field, banking or related experience preferred.
- Extensive knowledge of banking rules and regulations pertaining to lending and loan accounts.
- Proven skill in identifying, analyzing, and providing resolution to problems.
- Ability to collaborate with and direct others to achieve goals and provide superior service.
- Quality communication skills, both written and verbal; comfortable communicating with customers, co-workers, and management.
- Excellent organizational skills: ability to map/follow workflows, assess needs, prioritize tasks accordingly, and meet strict deadlines.
- Proficient in Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint
Responsibilities
- Review and audit random samplings of daily work to ensure accuracy and procedural compliance. Prepare reports for management detailing audit result and make training recommendations to bridge performance gaps identified, as well as facilitate change controls for prevention of future occurrences.
- Formulate and implement strategies and processes to increase efficiencies, improve customer service, and achieve department goals.
- Assist and coach team through day-to-day operations, projects, and special assignments.
- Coordinate team scheduling and coverage with other team leads to ensure uninterrupted coverage and timely customer support.
- Identify and resolve errors, including customer call escalations and coaching the team on these calls.
- Provide consistent, outstanding customer service for both internal and external customers.
- Research data for management reports, audits, SOX Controls, and projects as assigned.
- Stay up to date on applicable laws/regulations; ensure compliance with laws/regulations as well as Company policies and procedures.
- Train/cross-train new and existing employees with goal of creating interchangeable and highly skilled workforce; keep skills/knowledge up to date in all areas of Loan Services.
- Process transactions/documentation accurately and timely; input data with high level of accuracy; research exceptions and report discrepancies; review data for missing information and proper authorizations.
Benefits
- Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
- Medical, Dental, and Vision Insurance and Flexible Spending Plan
- Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
- Education and Tuition Reimbursement
- Employee Assistance Program for our employees and their immediate family members
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
