The Team Leader is responsible for the loan portfolio assigned to or developed by the one or more team members reporting to him/her. In addition to performing the duties of a Commercial Loan Officer, the Team Leader is responsible for credit quality, profitability, and business development of the team.
In addition to all the functions of a Commercial Loan Officer with respect to the assigned portfolio, the Team Leader is expected to:
• Manage and supervise Loan Officers and Administrative Assistants to ensure that their functions are properly performed with respect to customer service, asset quality, loan approvals, and business development. • Properly train Junior Loan Officers. • Assist in the preparation of departmental reports such as budgets, strategic plan, etc. • Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.
The Team Leader is also responsible for:
• Performing annual performance appraisals for staff. • Making calls on accounts, prospects, and COIs individually or jointly with Loan Officers or Senior Management. • Setting and managing achievement of team goals.
A drivers license is required.