Small Business Loan Specialty Origination & Servicing Manager

IN0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0258 Bellevue, PA0445 Williamsport, PA0736 Administration Center

Job Description

The Small Business Loan Specialty Origination & Servicing Manager is responsible for the development and supervision of the Small Business Servicing team.

Essential Functions

• Daily management of the small business loan servicing team members to ensure timely completion of all tasks/workflows

• Ensure total document and data integrity attributes to comply with CECL data points

• Oversee the monitoring and resolving of issues and establishing appropriate controls over the use of the core and ancillary systems to comply with audit requirements

• Act as department’s technical liaison to develop, manage, and implement the ongoing design of operational, servicing and documentation procedures, methods and work systems; accountable for updates to established procedures according to the Bank’s established guidelines

• Perform servicing responsibilities for complex deals in the absence of an experienced servicer

• Lead and oversee activities related to loan servicing, documentation, post-closing, and monitoring tasks

• Train new hires to ensure consistency & standardization in servicing small business loans

• Perform SOX testing as needed

• Actively engage with Underwriters, Branch Managers and Business Bankers to collaboratively support a customer’s credit request

• Meet or exceed established metrics for headcount, Service Level Agreements and efficiency; Manage, research and remediate inquiries and complaints from internal and external customers within established Service Level Agreements (SLA’s)

• Conduct, or participate in, the hiring, coaching, developing and supervising of team members; conducting one-on-one progress and coaching sessions as needed, and identifying and training team members that demonstrate high potential to ensure appropriate succession planning

• Document and complete annual performance appraisals and performance management duties including, but not limited to, providing appropriate feedback and goal setting

• Participate, as required, in the preparation of responses to examiners, auditors or internal audit

• Reconcile General Ledger accounts

• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

• Work as part of a team

• Work with on-site equipment

Qualifications

• Bachelor's Degree Business Administration or Finance preferred

• 3 - 5 years Small Business loan or banking experience preferred

• 2 - 6 years Supervisory experience (formal or informal) preferred

• Knowledge of appropriate loan support systems

• Ability to maximize available technology tools

• Knowledge of multiple entity types and structures of small business borrowers and loans

• Ability to have successful interactions with key strategic partners at a management level

• Ability to have successful interactions with key strategic partners at a management level

• Ability to have successful interactions with key strategic partners at a management level

• Knowledge of small business loan products, credit policy, compliance and interpretation of legal and regulatory issues

• Knowledge of organizational procedures, operations and applicable compliance rules and regulations

• Ability to prioritize and make sound decisions while working on multiple tasks without compromising quality or increasing legal, operational or compliance risks

• Efficient communication, time management and organizational skills

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.