Principal Member & Direct Loan Closing Associate - Team Lead
About the position
Responsibilities
• Lead a team of Loan Closing associates responsible for driving the closing process for commercial loan products.
• Monitor the closing pipeline to ensure closings are assigned to associates according to experience and capacity.
• Coordinate efforts with peers to establish best practices across all lines of businesses.
• Establish and maintain strong working partnerships with the deal team; lead regular touchpoints to address challenges and influence strategic initiatives.
• Identify and address knowledge gaps within the team; develop and provide guidance through knowledge sharing and formal training.
• Leverage metrics and KPIs to monitor team and associate performance; communicate performance to direct manager during regular touchpoints.
• Represent the team during regular performance and talent management cycles.
Requirements
• High School Diploma, GED or equivalent certification
• At least 3 years of Loan Closing or Loan Servicing experience in Commercial or Business Banking
• At least 1 year of experience leading a team
Nice-to-haves
• Bachelor's Degree or Military experience
• 2+ years of experience leading a team
• 2+ years of experience with Sponsor (Private Equity) backed Closings and Legal documentation
• 4+ years of Commercial Loan Closing or Commercial Servicing experience
• 4+ years of Loan Syndication (agent or participant) experience
• 3+ years of experience with ACBS
Benefits
• Work from home
• Comprehensive health benefits
• Financial benefits
• Inclusive workplace environment
Apply Now
Apply Now
Responsibilities
• Lead a team of Loan Closing associates responsible for driving the closing process for commercial loan products.
• Monitor the closing pipeline to ensure closings are assigned to associates according to experience and capacity.
• Coordinate efforts with peers to establish best practices across all lines of businesses.
• Establish and maintain strong working partnerships with the deal team; lead regular touchpoints to address challenges and influence strategic initiatives.
• Identify and address knowledge gaps within the team; develop and provide guidance through knowledge sharing and formal training.
• Leverage metrics and KPIs to monitor team and associate performance; communicate performance to direct manager during regular touchpoints.
• Represent the team during regular performance and talent management cycles.
Requirements
• High School Diploma, GED or equivalent certification
• At least 3 years of Loan Closing or Loan Servicing experience in Commercial or Business Banking
• At least 1 year of experience leading a team
Nice-to-haves
• Bachelor's Degree or Military experience
• 2+ years of experience leading a team
• 2+ years of experience with Sponsor (Private Equity) backed Closings and Legal documentation
• 4+ years of Commercial Loan Closing or Commercial Servicing experience
• 4+ years of Loan Syndication (agent or participant) experience
• 3+ years of experience with ACBS
Benefits
• Work from home
• Comprehensive health benefits
• Financial benefits
• Inclusive workplace environment
Apply Now
Apply Now