Manager, Loan Assistants - On-Site Full Time

PB&T Bank•Pueblo, CO

12h•$65,000 - $85,000•Onsite

About The Position

PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service. Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work. We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community. General Description This position is a working manager of Loan Assistants who work independently in various locations. In addition to leading and supervising, this position is expected to be an expert and able to implement improvements to increase efficiency and decrease errors. The Manager, Loan Assistants is responsible for the ordering of accurate and timely preparation of loan documents on commercial, residential, and consumer loans, so that they meet the conditions of the loan approvals and all pertinent regulatory requirements. The position is also responsible for various other loan administration duties.

Requirements

Knowledge of company policies and applicable regulations.
Knowledge of risk management principles.
Knowledge of compliance monitoring systems.
Advanced skills in Microsoft Office applications (Word, Excel, PowerPoint)
Knowledge of real estate, consumer, commercial loans and applicable regulations
Proficiency in various software programs, document management software, database applications and internet research.
Dedication to teamwork and leadership.
Experience with LaserPro Loan Documents
Excellent oral and written communication skills.
Interpersonal skills coupled with excellent leadership skills.
Organizational skills with excellent time management skills.
Familiarity with systems and general business operations.
Thorough understanding of ethics, regulations, and laws working with management, regulators, and board members.
Investigation and interview skills.
Understanding of commercial, residential and consumer loan terminology.
Extensive knowledge of loan documentation and compliance regulations.
Ability to read and interpret legal documents, write routine reports and correspondence.
Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.
Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.
Takes assigned project from original concept through final implementation.
Maintains project schedules, estimating time requirements, establishing deadlines, monitoring milestone completion and tracking all phases of the project product.
Ability to speak effectively before groups.
Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.
Ability to balance business opportunities with regulatory and reputation risk.
Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.
Must be self directed, diplomatic and a clear, courteous and professional when working with internal and external customers.
Ability to work with mathematical concepts such as fractions percentages, ratios, and proportions to practical situations.
10 years of financial experience, training, and compliance in several departments of financial institutions including; lending, compliance, risk management, legal or audit, processing.
Experience in dealing with the public and management.
Experience filing and scanning documents.
Strong leadership potential, project management and relationship management skills.

Responsibilities

Oversee the ordering and ensure the accuracy of the necessary documentation for preparation of closing documents.
Prepare written instruction to have the closing documents drawn up, in accordance with the approval and or the appropriate lending regulations as well as all bank policy regulations.
Ensure loan agreements are complete and accurate according to policy.
Compose letter and other correspondence with no instruction.
Prepare forms necessary to order appraisals.
Assist loan officers and clearing exceptions.
Scanning loan files into AccuLoan.
Responsible for the recruitment, retention, performance, management, coaching, and development of Loan Assistant personnel.
Perform other duties and responsibilities as assigned.
Direct supervision of Loan Assistants.
Responsible for workflow management, performance monitoring, coaching, and training.
Assist in hiring recommendations, performance evaluations, and staff development planning.