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Bank of Marin · 1 day ago

Loan Boarding Supervisor

Novato, CA, US

Full-time

Onsite

Senior Level

5+ years exp

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Loan Boarding Supervisor to join our Credit Risk Management team. The Loan Boarding Supervisor is responsible for organizing, planning, managing, and training in connection with all loan funding and boarding activities of the loan operations department.

BankingConsultingWealth Management

Responsibilities

Supervises and monitors the Loan Boarding staff who accurately and timely fund and board new loans, renewals, and change in terms agreements in connection with all consumer and commercial loan products

Coordinates with loan origination, title, accounting and other internal and external personnel to ensure timely, efficient and accurate loan closings to create a positive customer experience

Lead, mentor, and train a team of loan boarding specialists to enhance their skills and performance

Reviews, creates, and maintains desktop procedures, recommending changes to increase efficiency and productivity, and decreasing errors while maintaining data integrity

Reviews loan reports as assigned. Researches and makes corrections as needed

Prepares or reviews department certifications as assigned

Performs boarding call backs in accordance with established time frames and procedures

Prepares or reviews daily loan control account balancing. Clears loan boarding related discrepancies as needed and collaborates with other loan operations staff to clear other items

Monitors the department’s shared email in-box and processes or delegates requests

Perfects the Bank’s interest in various types of loan collateral, including UCC filings

Monitors designated exception items on tickler/tracking report to ensure timely processing

Communicates clearly and effectively with all levels of positions (subordinates through executive leadership)

Qualification

Loan funding processesTeam supervisionTrainingMentoringFinancial principlesLoan operationsCommunication skillsProblem-solving

Required

5 - 7 years related experience and/or training

Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes