Banking Team Lead

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary:

This position encompasses the understanding of all processes involving Loss Draft Tracking.  Must have strong verbal and written communication skills to respond to questions and requests from clients, staff, borrowers, contractors, adjustors, and agents quickly and accurately.   

Essential Duties and Functions: include the following.  Other duties may be assigned.

• Oversee the specific client team for loss draft tracking

• Handle Escalated calls for assigned clients

• Manage, coach and mentor staff

• Initiate process improvements and report those to upper level management

• Knowledge of assigned Client Requirements and Expectations

• Reporting of Production Standards

• Managing workflow and adjusting for priorities

• Ensure Service Level Agreements are met

• Attendance/Quality/Production must meet or exceed PFI standards

• Purchases and maintains office supplies.

• Pursues a course of personal, professional development

Competencies:

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. 

• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

• High School Diploma/GED

• Property claims experience

• Computer knowledge required - Proficient in Windows based environment

• Microsoft Office Skills required (specifically Excel and Word)

• Strong analytical skills

• Customer Service Skills required

• Strong communication skills both written/verbal

• Insurance/Mortgage Servicing knowledge

• Strong organizational skills

• Attention to detail

• Ability to prioritize workflow and work in a fast paced environment

• Works well in a team environment

• Attendance/Quality/Production must meet or exceed PFI standards

Preferred:

• Associate’s or Bachelor’s degree in a business or financial related discipline

Physical Requirements Necessary on a Regular Basis:

• Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.

• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

• Vision sufficient for use of a computer monitor.

• Sedentary position. Ability to sit at a desk 7-8 hours per day.

• Worker not substantially exposed to adverse environmental conditions

• Employee not substantially exposed to adverse environmental conditions.

• Employee must regularly lift, push, pull, and/or move up to 15 pounds.

• Ability to stand, bend, and reach for limited periods of time for filing, retrieving, and organizing office area.

Pay Ranges:

Any posted pay range considers a wide range of compensation factors, including skills, experience, work location and more.  We offer competitive pay while still allowing for compensation growth within the position and company.

EEO Statement:
The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Proctor Loan Protector provides equal employment opportunities (EEO) to all employees and applicants including Veterans and those with disabilities.  

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.