Commercial Banking Team Lead - Orange County, CA

In addition to all the functions of a Commercial Loan Officer, with respect to the assigned portfolio, the Team Leader is expected to:

• Manage and supervise Loan Officers and Administrative Assistants to ensure that their functions are properly performed with respect to customer service, asset quality, loan approvals, and business development.
• Properly train Junior Loan Officers.
• Assist in the preparation of departmental reports such as budgets, strategic plan, etc.
• Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.
• Perform annual performance appraisals for staff.
• Make calls on accounts, prospects and COIs individually or jointly with Loan Officers or Senior Management.
• Set and manage achievement of team goals.
• Driver's license required.

Required Skills:

• Knowledge of credit underwriting, basic accounting and loan documentation.
• Strong leadership qualities.
• Proficient PC skills using Microsoft Word, Excel and Outlook.
• High level of interpersonal and social skills needed to interact with customers and/or prospective clients.
• Ability to prioritize, organize and delegate assignments.
• Good mathematical skills.
• Strong negotiating skills.
• Good administrative and credit skills.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions.

Required Experience:

• High School Diploma or GED and a minimum of five years related commercial loans experience.
• Bachelors Degree preferred.
• Ten years of related commercial loans experience preferred.