Small Business Loan Specialty Origination & Servicing Manager

Daily management of the small business loan servicing team members to ensure timely completion of all tasks/workflows

Ensure total document and data integrity attributes to comply with CECL data points

Oversee the monitoring and resolving of issues and establishing appropriate controls over the use of the core and ancillary systems to comply with audit requirements

Act as department’s technical liaison to develop, manage, and implement the ongoing design of operational, servicing and documentation procedures, methods and work systems; accountable for updates to established procedures according to the Bank’s established guidelines

Perform servicing responsibilities for complex deals in the absence of an experienced servicer

Lead and oversee activities related to loan servicing, documentation, post-closing, and monitoring tasks

Train new hires to ensure consistency & standardization in servicing small business loans

Perform SOX testing as needed

Actively engage with Underwriters, Branch Managers and Business Bankers to collaboratively support a customer’s credit request

Meet or exceed established metrics for headcount, Service Level Agreements and efficiency; Manage, research and remediate inquiries and complaints from internal and external customers within established Service Level Agreements (SLA’s)

Conduct, or participate in, the hiring, coaching, developing and supervising of team members; conducting one-on-one progress and coaching sessions as needed, and identifying and training team members that demonstrate high potential to ensure appropriate succession planning

Document and complete annual performance appraisals and performance management duties including, but not limited to, providing appropriate feedback and goal setting

Participate, as required, in the preparation of responses to examiners, auditors or internal audit

Reconcile General Ledger accounts

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment