Small Business Loan Specialty Origination & Servicing Manager

IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0445 Williamsport, PA0736 Administration Center

Job Description

The Small Business Loan Specialty Origination & Servicing Manager is responsible for the development and supervision of the Small Business Servicing team.

Essential Functions

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

Qualifications

Bachelor's Degree Business Administration or Finance preferred

3 - 5 years Small Business loan or banking experience preferred

2 - 6 years Supervisory experience (formal or informal) preferred

Knowledge of appropriate loan support systems

Ability to maximize available technology tools

Knowledge of multiple entity types and structures of small business borrowers and loans

Ability to have successful interactions with key strategic partners at a management level

Ability to have successful interactions with key strategic partners at a management level

Ability to have successful interactions with key strategic partners at a management level

Knowledge of small business loan products, credit policy, compliance and interpretation of legal and regulatory issues

Knowledge of organizational procedures, operations and applicable compliance rules and regulations

Ability to prioritize and make sound decisions while working on multiple tasks without compromising quality or increasing legal, operational or compliance risks

Efficient communication, time management and organizational skills

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.