Team Lead I CredtSvc REB

• Manages the daily activities of staff in the unit; monitors workflow for bottlenecks and/or inefficiencies. Oversees the production process to ensure accuracy, timeliness and consistency.
• Maintains data integrity, productivity and quality control in accordance with established standards.
• Reviews documentation and portfolio management related functions for RED, SAD, or OREO portfolios. Assists staff when needed.
• Works with lenders and other bank staff in relation to accurate preparation of loan documents, resolution of complex issues.
• Trains staff and lenders, as required, regarding loan documentation or other policy and procedure.
• Researches and resolves accounting/collateral inquiries (e.g., interest accrual/adjustments, amortization schedules, rate indexes, other monetary transactions, etc.)
• Follows-up on various system exception reports to ensure data integrity and compliance with Bank requirements.
• Coordinates and/or participates in various operational and compliance audits conducted in the unit. Prepares responses to audit findings, develops and implements process and procedure enhancements to reduce risk findings surfaced by the audit group(s).
• Maintains a proactive commitment to established bank programs, such as Community Reinvestment Act (CRA) and Affirmative Action.
• Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
• Completes all special projects as requested.

Must-Have*

• 5 years working in a commercial bank or other lending institution
• 5 years working with commercial loans
• 3 years lead or supervisory experience

Skills and Knowledge

• Demonstrated knowledge of all aspects of loan documentation and servicing, loan systems and outsourcing solutions applicable to the Bank’s diverse loan servicing requirements.
• Good organizational, project and time management skills.
• Ability to present ideas, obtain concurrence and resolve conflicts within the supervised unit