Commercial Loan Funder & Boarding Team Lead (Remote - WA, ID, OR, CA)

Posted 12 days agoViewed
30 - 40 USD per hour
WA, ID, OR, CAFull-TimeBanking
Company:
Location:WA, ID, OR, CA
Languages:English
Seniority level:Lead, 4+ years
Experience:4+ years
Skills:
LeadershipProject ManagementSQLOperations ManagementFinancial ManagementMicrosoft ExcelCustomer serviceMentoringAccountingAttention to detailOrganizational skillsWritten communicationMultitaskingDocumentationComplianceCoachingExcellent communication skillsTeamworkVerbal communicationReportingTrainingTeam management
Requirements:
Associate's degree in a related field. 4 or more years of experience in commercial loan servicing. 2 or more years of supervisory experience preferred. Advanced knowledge and understanding of commercial loan documentation, workflow, boarding, and funding requirements. Solid understanding of financial contracts, bank regulatory compliance issues, and perfection of security interest. Knowledge of basic accounting principles. Strong organizational skills and ability to multi-task with strong attention to detail. Excellent written and verbal skills with the ability to communicate professionally and effectively. Ability to coach and mentor staff. Ability to lead a team and work in a deadline-driven environment. Knowledge of federal and state laws and regulations relating to loan servicing.
Responsibilities:
Oversee a team performing commercial loan funding and bookings. Ensure integrity of bookings and fundings, and accurate uploads to the core loan system. Prepare reports for management. Provide direction, guidance, and coaching to staff. Process loan funding and bookings accurately per internal guidelines and service level standards. Verify closing documents and collect from parties before disbursing loan proceeds. Board complex commercial and commercial real estate loans. Assist in developing procedures and training staff. Manage service levels, workflow, and accuracy of daily metrics. Establish tracking metrics for tax records and pending collateral documentation. Utilize Jack Henry and LaserPro within guidelines and regulations. Comply with policies, procedures, security requirements, and government regulations.