Middle Market, Specialty & Business Banking - Lending Assistant Manager
Hillcrest Bank, Dallas, TX, United States
Overview
It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Our Bankers understand the complexities of people’s lives and offer simple solutions. That’s the basics of Relationships. Fairness. Simplicity®
When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We strive for all of our associates to feel welcome and empowered at work.
Responsibilities
The Lending Assistant Manager will be the senior Lending Assistant for the Corporate Banking division in Texas and will manage loan servicing and operations for the Texas commercial banking teams. This includes development and maintenance of workflows for loan booking, funding, processing, exception tracking, and document/file maintenance, as well as administration and validation of documentation for all commercial banking loan files. The role focuses on identifying risks such as inconsistencies, errors, and defaults that may impact funding. You will supervise all aspects of loan servicing in Texas.
Additional responsibilities include training and development of Lending Assistant staff in Texas, staying current on new regulations and laws, facilitating documentation preparation for examiners and auditors, and assisting the loan operations team with training, appraisal orders, distribution of funds for payment, processing of title work, certificates of existence, and other documents necessary for loan completion. Tracking maintenance is a necessary feature of loan responses and review.
As a Lending Assistant Manager, you will hold weekly/monthly meetings with the Texas Lending Assistant Team and continually assess and improve policies and procedures for accuracy and efficiency, and develop solutions to better serve the Bank’s Texas clients. You will lead a team environment, partner with commercial banking executives to attract and onboard Lending Assistants in Texas, and provide ongoing coaching to improve performance. You will coordinate with Human Resources on progressive discipline as needed and manage your team’s timecards, time-off requests, coverage, overflow support, pipeline management, transaction efficiency, and compliance with department policy. You will meet with associates across the Texas organization to close gaps in client servicing needs, training, tools, processes, and workflows.
Minimum Requirements
Associates degree or equivalent combination of education and related work experience.
7+ years of experience providing specialty or commercial banking loan and deposit support.
2 years of leadership experience motivating and directing a team to achieve desired outcomes.
Strong Microsoft Office skills, including PowerPoint, Word, and Excel.
Desired Skills
Bachelor’s degree or equivalent education and work experience.
9+ years of experience in specialty or commercial banking loan and deposit operations support.
Laser Pro and Fiserv experience preferred.
Knowledge of regulatory and compliance requirements specifically related to flood insurance.
Basic knowledge of loan documents and state and county lien filing.
Skills and Abilities
Thorough knowledge and understanding of regulatory and compliance issues affecting all aspects of the lending process, including TRID rules.
Proficient in MS Office applications including Outlook, Word, Excel, and PowerPoint.
Ability to communicate effectively both verbally and in writing.
Ability to work well as a team player and be flexible with current urgencies.
Demonstrated discretion, confidentiality, tact, and diplomacy when dealing with clients and co-workers.
Ability to manage multiple tasks in a fast-paced environment and assist other teams as needed.
Analytical, organizational, time management and problem-solving abilities.
Self-starter who can work independently and in a team while meeting timelines.
Initiative to lead projects and review procedures.
Ability to adapt quickly to change and thrive in a fast-paced environment.
Familiarity with the local financial marketplace.
Ability to be objective, consider all sides of issues, and display strong leadership skills.
Ability to read and interpret loan documents, agency, investor and regulatory requirements.
Work Environment
We are a culture that believes people are our greatest asset and are at the heart of everything we do. We aim to bring clarity and simplicity to our associates and clients, make decisions efficiently and fairly, and stay connected to the communities we serve. We share the following expectations:
We are committed to meritocracy and supporting our associates in growing within their role.
Must be able to work additional hours as needed.
Sitting for extended periods (typically no longer than 8 hours).
Must be able to work at a rapid pace for long periods (typically no longer than 8 hours).
Ability to grasp, push, pull, lift, bend, raise and hold items as tasks require.
Must be able to travel as necessary.
Incentive and Benefits
In addition to your financial compensation, we offer a generous benefits package that includes insurance, 401(k), an associate stock purchase program, paid time off, and associate banking perks. For more information about the benefits offered, click here.
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It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Our Bankers understand the complexities of people’s lives and offer simple solutions. That’s the basics of Relationships. Fairness. Simplicity®
When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We strive for all of our associates to feel welcome and empowered at work.
Responsibilities
The Lending Assistant Manager will be the senior Lending Assistant for the Corporate Banking division in Texas and will manage loan servicing and operations for the Texas commercial banking teams. This includes development and maintenance of workflows for loan booking, funding, processing, exception tracking, and document/file maintenance, as well as administration and validation of documentation for all commercial banking loan files. The role focuses on identifying risks such as inconsistencies, errors, and defaults that may impact funding. You will supervise all aspects of loan servicing in Texas.
Additional responsibilities include training and development of Lending Assistant staff in Texas, staying current on new regulations and laws, facilitating documentation preparation for examiners and auditors, and assisting the loan operations team with training, appraisal orders, distribution of funds for payment, processing of title work, certificates of existence, and other documents necessary for loan completion. Tracking maintenance is a necessary feature of loan responses and review.
As a Lending Assistant Manager, you will hold weekly/monthly meetings with the Texas Lending Assistant Team and continually assess and improve policies and procedures for accuracy and efficiency, and develop solutions to better serve the Bank’s Texas clients. You will lead a team environment, partner with commercial banking executives to attract and onboard Lending Assistants in Texas, and provide ongoing coaching to improve performance. You will coordinate with Human Resources on progressive discipline as needed and manage your team’s timecards, time-off requests, coverage, overflow support, pipeline management, transaction efficiency, and compliance with department policy. You will meet with associates across the Texas organization to close gaps in client servicing needs, training, tools, processes, and workflows.
Minimum Requirements
Associates degree or equivalent combination of education and related work experience.
7+ years of experience providing specialty or commercial banking loan and deposit support.
2 years of leadership experience motivating and directing a team to achieve desired outcomes.
Strong Microsoft Office skills, including PowerPoint, Word, and Excel.
Desired Skills
Bachelor’s degree or equivalent education and work experience.
9+ years of experience in specialty or commercial banking loan and deposit operations support.
Laser Pro and Fiserv experience preferred.
Knowledge of regulatory and compliance requirements specifically related to flood insurance.
Basic knowledge of loan documents and state and county lien filing.
Skills and Abilities
Thorough knowledge and understanding of regulatory and compliance issues affecting all aspects of the lending process, including TRID rules.
Proficient in MS Office applications including Outlook, Word, Excel, and PowerPoint.
Ability to communicate effectively both verbally and in writing.
Ability to work well as a team player and be flexible with current urgencies.
Demonstrated discretion, confidentiality, tact, and diplomacy when dealing with clients and co-workers.
Ability to manage multiple tasks in a fast-paced environment and assist other teams as needed.
Analytical, organizational, time management and problem-solving abilities.
Self-starter who can work independently and in a team while meeting timelines.
Initiative to lead projects and review procedures.
Ability to adapt quickly to change and thrive in a fast-paced environment.
Familiarity with the local financial marketplace.
Ability to be objective, consider all sides of issues, and display strong leadership skills.
Ability to read and interpret loan documents, agency, investor and regulatory requirements.
Work Environment
We are a culture that believes people are our greatest asset and are at the heart of everything we do. We aim to bring clarity and simplicity to our associates and clients, make decisions efficiently and fairly, and stay connected to the communities we serve. We share the following expectations:
We are committed to meritocracy and supporting our associates in growing within their role.
Must be able to work additional hours as needed.
Sitting for extended periods (typically no longer than 8 hours).
Must be able to work at a rapid pace for long periods (typically no longer than 8 hours).
Ability to grasp, push, pull, lift, bend, raise and hold items as tasks require.
Must be able to travel as necessary.
Incentive and Benefits
In addition to your financial compensation, we offer a generous benefits package that includes insurance, 401(k), an associate stock purchase program, paid time off, and associate banking perks. For more information about the benefits offered, click here.
#J-18808-Ljbffr