Manager, Documentation Specialist

Hancock Whitney•Gulfport, MS

10d

About The Position

Provides daily management and operational direction to the applicable service area, with expertise in bank operations, technology, risk management, and problem solving. The role manages service-area activities, strategy, staffing, financial and risk controls, performance, service levels, documentation and compliance exceptions, and process improvement. It collaborates with business partners, lines of business, technology teams, and vendors to address operational needs and implement enhancements. The position also advises on compliance and regulatory requirements for loan and deposit documents, interprets regulatory and industry changes, supports merger and consolidation work, and tests disaster recovery capabilities. The role manages employees and is responsible for the overall direction, coordination, and evaluation of the unit, including hiring, training, assigning work, performance assessment, employee relations, and resolving problems. The incumbent must comply with applicable banking and industry laws and regulations, including the Bank Secrecy Act.

Requirements

Bachelor's degree; a combination of education and experience is acceptable.
Eight years of loan/deposit and payments operations or supervisory-related experience and/or training.
Understand business implications of decisions, demonstrate profitability orientation and market knowledge, and align work with strategic goals.
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/payment processes.
Ability to apply the conceptual intent of loan, deposit, and payment transactions to practical situations.
Understanding of Lending or Deposit/Payment Services/payment software.
Familiarity with area documents, their purposes, and requirements for proper completion.
Multistate knowledge of laws, regulatory requirements, and compliance rules.
Strong verbal and written communication skills and ability to communicate with varied audiences and multiple management levels.
Strong interpersonal and customer service skills and ability to work across teams.
Self-starter with strong organizational skills; able to multitask and prioritize in a fast-paced environment.
Strong analytical, problem-solving, and conceptual skills, including the ability to reach sound conclusions and recommend an optimal course of action.
Ability to work under stress and meet deadlines.
Ability to operate related equipment, and to read and interpret documents when required for essential job functions.
Ability to travel if required.
Ability to lift, move, or carry approximately 50 pounds if required for essential job functions, subject to accommodation where applicable.

Responsibilities

Plan, organize, and manage daily service-area activities through effective leadership and coordination.
Provide strategic management for the service area, including creating detailed plans, executing tactics, and developing and reporting metrics.
Recommend improvements to the productivity, quality, and efficient delivery of products and services.
Develop and maintain staffing models for resource allocation.
Support a performance management culture through plans, documentation, and associate assessments.
Manage department finances, including expense control.
Manage risk, maintain satisfactory internal controls, and ensure SOX compliance.
Resolve operational problems, determine root causes, and direct resolution of system and service issues.
Collaborate with Technology, Finance, Legal, Compliance, Credit Administration, and Human Resources on changes, issues, and needs.
Manage development and documentation of procedures and operational changes, and ensure associates understand applicable processes and procedures.
Coordinate, test, and implement system or operational enhancements with lines of business, technology teams, 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 related to loan and deposit documents.
Perform site gap analyses for mergers and acquisitions and identify process differences.
Coordinate and participate in consolidation projects.
Test disaster recovery capabilities.
Liaise between service associates and operations to resolve issues and provide support.
Interpret regulatory and industry changes and assess their impact on operating areas.
Create and implement tracking mechanisms to monitor and report accuracy and productivity for Service Level Agreements.
Perform detailed workflow analyses to support ongoing process improvement.
Manage employees, including interviewing, hiring, training, assigning and directing work, appraising performance, rewarding and disciplining employees, addressing complaints, and resolving problems.
Comply with applicable federal, state, and local banking and industry-related laws and regulations, including the Bank Secrecy Act.