Small Business Loan Specialty Origination & Servicing Manager
Description
IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0445 Williamsport, PA0736 Administration Center
Job Description
The Small Business Loan Specialty Origination & Servicing Manager is responsible for the development and supervision of the Small Business Servicing team.
Essential Functions
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Daily management of the small business loan servicing team members to ensure timely completion of all tasks/workflows
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Ensure total document and data integrity attributes to comply with CECL data points
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Oversee the monitoring and resolving of issues and establishing appropriate controls over the use of the core and ancillary systems to comply with audit requirements
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Act as department’s technical liaison to develop, manage, and implement the ongoing design of operational, servicing and documentation procedures, methods and work systems; accountable for updates to established procedures according to the Bank’s established guidelines
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Perform servicing responsibilities for complex deals in the absence of an experienced servicer
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Lead and oversee activities related to loan servicing, documentation, post-closing, and monitoring tasks
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Train new hires to ensure consistency & standardization in servicing small business loans
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Perform SOX testing as needed
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Actively engage with Underwriters, Branch Managers and Business Bankers to collaboratively support a customer’s credit request
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Meet or exceed established metrics for headcount, Service Level Agreements and efficiency; Manage, research and remediate inquiries and complaints from internal and external customers within established Service Level Agreements (SLA’s)
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Conduct, or participate in, the hiring, coaching, developing and supervising of team members; conducting one-on-one progress and coaching sessions as needed, and identifying and training team members that demonstrate high potential to ensure appropriate succession planning
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Document and complete annual performance appraisals and performance management duties including, but not limited to, providing appropriate feedback and goal setting
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Participate, as required, in the preparation of responses to examiners, auditors or internal audit
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Reconcile General Ledger accounts
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Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
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Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
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Work as part of a team
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Work with on-site equipment
Qualifications
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Bachelor's Degree Business Administration or Finance preferred
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3 - 5 years Small Business loan or banking experience preferred
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2 - 6 years Supervisory experience (formal or informal) preferred
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Knowledge of appropriate loan support systems
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Ability to maximize available technology tools
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Knowledge of multiple entity types and structures of small business borrowers and loans
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Ability to have successful interactions with key strategic partners at a management level
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Ability to have successful interactions with key strategic partners at a management level
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Ability to have successful interactions with key strategic partners at a management level
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Knowledge of small business loan products, credit policy, compliance and interpretation of legal and regulatory issues
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Knowledge of organizational procedures, operations and applicable compliance rules and regulations
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Ability to prioritize and make sound decisions while working on multiple tasks without compromising quality or increasing legal, operational or compliance risks
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Efficient communication, time management and organizational skills
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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.