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Loan Processing Team Lead - 2367

Concinnity Group
San Diego, California, United States
December 01, 2016

Posted By Premium Recruiter


Fantastic opening with our San Diego Client – great compensation package!

Description: The Loan Team Processing Lead will provide effective management of a loan production team of professionals who process & underwrite a variety of real estate secured loans, including single-family and multi-family residential loans, as well as commercial property loans. The Loan Team Processing Lead will also provide effective leadership to loan team support members through appropriate coaching & training and engage with relationship managers and regional managing directors in order to provide effective support of loan production and regional growth.

Duties and Responsibilities:

• Manage number of loans in pipeline for each loan team member to ensure appropriate distribution of loan and the loan team's service levels are met.

• Manage any “issues” that may arise between team members and/or other depts., as well as any outside vendors (title companies, appraisers, etc.).

• Responsible for managing the Loan Team schedules to ensure adequate loan production support.

• Track & distribute regularly scheduled loan pipeline reports for relationship managers and loan team support members.

• Lead regularly scheduled loan team meetings to keep abreast of any issues, relay new industry/policy changes, or to assess any training opportunities.

• Regularly meet with relationship managers and regional managing director to assess loan team support needs.

• Complete and conduct regularly scheduled performance review of loan team support staff.

• Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.

• Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.


• Able to effectively manage several teams of varying functions to ensure that departmental SLAs are met.

• Ability to manage the Team’s pipeline and prioritize loans appropriately to ensure timely closings.

• Must be able to successfully prioritize and manage departmental projects.

• Ability to effectively manage several functional teams of individuals while successfully managing personal workload.

• Proactive individual who flourishes in fast-paced, fluid and strongly team-oriented environment.

• Strong organizational, creative and critical thinking skills.

• Knowledge of loan origination and related systems.

• Strong working knowledge of MS Word / MS Outlook / MS Visio / MS PowerPoint/ MS Excel.

• High School Diploma and a minimum of 8 years lending experience and 3-5 years of management experience.

• Bachelor’s Degree preferred.