Loan Operations Manager

Summary/Objective

The Loan Operations Manager assists in the design, implementation, monitoring, and maintenance for Legence Bank and American Farm Mortgage and Financial Services loan operations controls and procedures. They ensure that loans servicing functions and post-closing procedures are processed in an efficient and accurate manner.

Essential Functions

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help qualified individuals with disabilities perform the essential functions.

• Apply full knowledge of banking operations and best practice management techniques to provide for effective and efficient management of all assigned personnel.
• Oversee Loan Scanning Process including the updates, modifications, and administration of the CenterDoc system and Hawthorn River exception items.
• Update and maintain performance metrics for Loan Servicing, Loan Booking, and Post-Closing.
• Handle customer inquiries including but not limited to account information, discrepancies, and payments.
• Determine daily/weekly priorities for Post-Closing department.
• Oversee Loan Booking Process including updates and modifications to NxtSoft Ground Control tool.
• Monitor and reconcile loan exceptions and exception reporting.
• Oversee the completion of daily/monthly FreddieMac reporting.
• Handle Force Placed Insurance items such as resolving disputes with customers and resolving discrepancies with policy renewals.
• Create and maintain procedures for Loan Servicing, Loan Booking, and Post-Closing.
• Monitor and pay delinquent real estate taxes.
• Monitor, develop and update internal resource bank, including relevant templates.
• Develop and maintain processes and procedures for loan payoffs.
• Assist Account Department with balancing loan GLs.
• Provide assistance on complex issues regarding daily operations.
• Maintain effective, timely and open communication with all departments and the management team.
• Exhibit excellent interpersonal and communication skills, providing an environment of open and authentic communication.
• Adhere to all Legence Bank and AFMFS service standards, serving as an example to other team members, as well as to our customers.
• Represent and promote the Company within the community through participation in bank sponsored events, philanthropic opportunities and civic events.
• All other duties as assigned

Competencies

• Employee Relations.
• Communication.
• Relationship Management.
• Critical Evaluation.
• Consultation.
• Business Acumen.
• Global & Cultural Awareness.
• Leadership & Navigation.
• Ethical Practice.

Supervisory Responsibility

This position supervises assigned Loan Operations personnel.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers and smartphones.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear.

Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Required Education and Experience

• High School Diploma or Equivalent
• 3 Years Current Lending/Loan Operation Experience
• 1 Years Supervisory Experience
• Proficient in Microsoft Office
• Able to Quickly Learn New Software
• Valid Driver’s License

Preferred Education and Experience

• 5 Years Current Lending/Loan Operation Experience
• 2 Years Supervisory Experience

Additional Eligibility Qualifications

Work Authorization/Security Clearance (if applicable)

AAP/EEO Statement

Legence Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.