Pre Closing Team Lead

Pre-Closing Team Lead

General Description Of Position

The Pre-Closing Team Lead assists the Director of Loan Operations and Assistant Manager in supporting pre-closing staff and retail and commercial loan origination through effective and timely vendor management and documentation. The incumbent assures compliance with bank lending, departmental policies and procedures, and federal and state regulations. This position will also ensure all loans are properly documented to meet state and federal requirements.

Essential Duties And Responsibilities

1. Managing & monitoring staff to ensure all loan application are complete for data to be entered into the documentation system to meet or exceed all Service Level Agreements (SLAs). This duty is performed daily, about 80% of the time.

2. Managing & monitoring staff to ensure all documents meet policy and compliance guidelines before they are delivered for closing. This duty is performed daily, about 80% of the time.

3. Managing & monitoring staff to ensure all customer service opportunities are handled accurately and professionally. This duty is performed daily, about 50% of the time.

4. Provide training to staff. This duty is performed daily, about 25% of the time.

5. Completes required BSA / AML training and other compliance training as assigned. This duty is performed annually, about 10% of the time.

6. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily, about 100% of the time.

7. Assists in the development of policies and procedures related to pre-closing functions.

8. Assists in maintaining work schedules & rotation of duties.

9. Serves as back-up to the Assistant Manager-Pre-closing for scheduling & approving time off requests and payroll approval.

10. Serves as back-up as administrator for key operating programs such as LaserPro, Vendor Order Database, etc.

11. Assists with special projects as needed.

12. Assists in developing enhanced systems and procedures training.

13. Perform any other related duties as required or assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Education And Experience

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 3 years related experience and / or training, and 12 to 18 months related management experience, or equivalent combination of education and experience.

Communication Skills

Ability to write reports, business correspondence, and policy / procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical Thinking Skills

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

Required Certificates, Licenses, Registrations

None

Preferred Certificates, Licenses, Registrations

None

Software Skills Required

Advanced : Word Processing / Typing

Intermediate : Contact Management, Spreadsheet

Basic : 10-Key, Accounting, Alphanumeric Data Entry, Database, Human Resources Systems, Payroll Systems, Presentation / PowerPoint

Responsibility For Work Of Others

Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include but not limited to interviewing, hiring and training employees; planning, assigning and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems.

Supervises a moderate size group (8-15) of employees engaged in important, complex operations, consisting of employees in different classifications who perform a wide variety of duties.

Working Conditions

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

Environmental Conditions

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Activities

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, talk or hear; regularly required to reach with hands and . The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision; and ability to adjust focus.

Additional Information

• Ability to read and comprehend lending-related state and federal regulations
• At least two (2) years experience in lending or lending operations related functions
• Experience loan document preparation is preferred
• Excellent interpersonal skills
• Keen eye for detail
• Ability to prioritize duties and workflow in a fast-paced environment
• Strong organizational skills