Manager, Documentation Specialist

Hancock Whitney Bank•Gulfport, MS

About The Position

Provides daily management and operational direction to the applicable service area, applying expertise in bank operations, technology, risk management, and problem solving. The role manages staffing, performance, finances, operational controls, procedures, service levels, and process improvement, while collaborating with business partners and ensuring applicable legal and regulatory compliance. It also provides advisory support on compliance and regulatory requirements affecting loan and deposit documents and oversees documentation and compliance exception resolution. The position manages employees and is responsible for the overall direction, coordination, and evaluation of the unit. Supervisory duties include interviewing, hiring, training, assigning and directing work, evaluating performance, rewarding and disciplining employees, and addressing complaints and problems.

Requirements

Bachelor's degree.
Eight years of loan/deposit and payments operations or supervisory-related experience and/or training; a combination of education and experience is acceptable.
Mid-level understanding of functional areas including Credit, Finance, Compliance, Legal, Retail Banking, and Wholesale Banking.
Overall knowledge of bank operations and procedures, with concentration in Lending or Deposit/Payment Services and payment processes.
Ability to apply the conceptual intent of loan, deposit, and payment transactions to practical situations.
Understanding of Lending or Deposit/Payment Services and payment software.
Complete familiarity with area documents, their purposes, and requirements for proper completion.
Multi-state knowledge of laws, regulatory requirements, and compliance rules.
Strong verbal and written communication skills and ability to communicate with varied audiences and management levels.
Strong interpersonal and customer service skills and ability to work across teams.
Self-starter with strong organizational skills.
Ability to multitask and prioritize workload in a fast-paced environment.
Strong analytical, problem-solving, and conceptual skills.
Ability to formulate sound conclusions and recommend an optimal course of action based on analysis.
Understanding of business implications of decisions, orientation to profitability, knowledge of market and competition, and ability to align work with strategic goals.
Ability to work under stress and meet deadlines.
Ability to operate related equipment, read and interpret documents, travel, and lift/move/carry approximately 50 pounds if required to perform essential job functions.

Responsibilities

Plan, organize, and manage daily service-area activities through effective leadership and coordination.
Provide strategic management, including creating detailed plans, executing tactics, and developing and reporting metrics.
Recommend improvements to productivity, quality, and efficient delivery of products and services.
Develop and maintain staffing models for resource allocation.
Support performance management through plans, documentation, and associate assessments.
Manage departmental finances and control expenses.
Manage risk, maintain satisfactory internal controls, and ensure SOX compliance.
Resolve operational problems, identify root causes, and direct resolution of system and service issues.
Collaborate with Technology, Finance, Legal, Compliance, Credit Administration, HR, and other business partners to address changes, issues, and needs.
Manage development and documentation of procedures and operational changes; ensure associates understand applicable processes and procedures.
Coordinate, test, and implement system or operational enhancements with lines of business, Technology, and vendors.
Manage, monitor, and report service levels and error rates.
Oversee research and resolution of documentation and compliance exceptions.
Ensure compliance with applicable laws and regulations and advise on regulatory requirements for loan and deposit documents.
Perform site gap analyses for mergers and acquisitions and identify process differences.
Coordinate and participate in consolidation projects and test disaster recovery capabilities.
Liaise between service associates and operations to resolve issues and provide support.
Interpret regulatory and industry changes and determine their impact on operating areas.
Create tracking mechanisms to monitor and report accuracy and productivity for Service Level Agreements.
Conduct detailed workflow analysis for ongoing process improvement.
Interview, hire, train, assign, direct, evaluate, reward, and discipline employees; address complaints and resolve problems.