What are the responsibilities and job description for the Loan Processing Supervisor position at Three Rivers Bank of Montana?
Job Description
Job Description
Description :
Position : Loan Processing Supervisor
Reports To : SVP of Operations
FLSA : Exempt
Location : Idaho Bank- 233 E. Idaho Street
Position Summary
The position of Loan Processing Supervisor will direct loan processing operations bank-wide in accordance with the organization’s Mission Statement and Core Values. These duties span the entire loan process from creating new loan documents to processing payments and creating loan files. This position will supervise the internal personnel in the Loan Processing Department. The position requires interaction with Bank lenders, vendors and customers, and other Bank personnel on a daily basis. The responsibilities include assisting with real estate, commercial and consumer loan administration. The position reports to the SVP of Loan Operations.
Essential Functions
- Supervise loan processing operations. This includes coaching, disciplinary processes, and coordination of training efforts.
- Provide coaching and oversight with regular feedback to team members.
- Schedule and conduct required yearly performance reviews and quarterly check-ins.
- Maintain proper staffing levels based on volume, scheduling needs for training, time off and meetings
- Recommend staffing coverage needs. Working with Human Resources, interview and recruit as needed.
- Monitor and set performance measurements and goals as well as assist staff with Career Development planning.
- Be proactive in communicating to team members about any procedural changes, compliance, and regulatory findings.
- As needed to meet service standards, process new loans.
- Processing loans to include any of the following : completing credit reports and other needed documentation, do loan calculations, book loans, prepare disbursements, perfect liens, set up and scan loan files, process payments and advance requests, provide ratings and payoffs and perform account maintenance.
- Respond to customer loan inquiries.
- Maintain applicable knowledge of loan types, Bank policies and procedures, regulatory compliance requirements and document legalities.
- Maintain knowledge of banking products and services to cross sell to customers.
- Process credit life and disability insurance documents and track bank insurance sales and incentives.
- Perform pre-closing reviews on all loans prior to closing to insure accuracy.
- Manage the pending exception lists.
- Complete Freddie Mac reporting : monthly reporting and EDR reporting.
- Perform quarterly collateral and safekeeping box audits.
- Prepare and organize reports and documents for Compliance and Executive team, as requested.
Additional Responsibilities
Skills and Competencies
Physical Demands
The physical demands noted above are representative of those that must be met by an employee to successfully perform the essential function of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Employee Signature Date
Printed Name
Requirements :