What are the responsibilities and job description for the Commercial Documentation and Construction Administration Team Lead position at TriState Capital Bank?
The Commercial Documentation and Construction Administration Team Lead
Summary of the Position :
The Commercial Documentation and Construction Administration Team Lead will support the Commercial Closing process and Construction Administration workflow ensuring quality and productivity standards are met. This position will require thoughtful approaches to client engagement and experience and will work closely with external clients and internal partners (including Relationship Managers, Credit / Portfolio Managers, Legal, Compliance / Risk, and Bank Operations) to deliver a best-in-class experience for our commercial prospects and clients.
Primary Functions of the Position :
- Managing Commercial Loan closings and ongoing administration of Construction and Real Estate loans by fulfilling requests within stated SLAs
- Responsible for loan (relationship) exception tracking, identifying, curing and evidencing with proper file documentation
- Strong client engagement and experience throughout the closing and administration phases
- Keen attention to detail and understanding of loan system and applicable
- coding
- Working closely with other teams within operations and the bank to enhance current processes
- Fostering a culture of continuous improvement (client experience, productivity and quality)
- Coaching the team to best support the line of business
- Actively participate in projects as assigned
- Provides daily workflow and capacity planning solutions for upcoming initiatives
- Be point of escalation for team and handle escalation process throughout its entirety
- Interview and effectively participate in the selection process of new employees
- Maintain and develop policies and procedures according to new rules and regulations for both internal and external guidance
- Make proposals to management for changes and improvements to SLA’s
- Provide day to day support and insight to the metrics & performance of the team
- Perform team performance reviews, IDP’s, performance improvement plans (PIPs) and conduct team one-on-one’s
- Review electronic timecards for approval and accuracy when needed
Education and Experience Requirements :
Essential Skills and Abilities :
