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Lake Ridge Bank · 1 day ago

Lending Administration Manager

Madison,WI,US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Lake Ridge Bank is seeking a dynamic leader to join their team as a Lending Administration Manager. This role is responsible for the management and supervision of Loan Assistants, ensuring timely and efficient support for commercial and agricultural lenders, while also contributing to client retention and business development efforts.

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Responsibilities

Set clear expectations and review performance with staff regularly through one-on-ones and quarterly conversations. Keep accurate personnel files

Mentor, coach and support staff. Guide and develop associates to strengthen their knowledge, job responsibilities, and engagement. Promote job satisfaction

Ensure department’s processes support the bank strategies and goals

Conduct department meetings. Keep staff informed and engaged

Identify educational opportunities for staff related to their personal goals

Act as a role model to staff through appropriate behaviors and professional demeanor. Ensure alignment with Lake Ridge Bank’s Mission, Vision and Values

Utilizing regular monitoring and validation reports, analyze the completion of loan assistant tasks to ensure data integrity, compliance, procedure, policy and timeliness

Establish and keep up to date all department operating procedures & policies ensuring they align with the bank’s Loan Policy and all lending regulations

Collaborate regularly within the department and with related departments to ensure processes follow loan policy & regulations, are being completed consistently and are efficient

Monitor various reports to analyze employees’ workloads, volumes and timelines that work is being completed to ensure efficiency

Stay informed of all regulations and compliance related rules that affect commercial and ag loans

Provide support to your team by answering questions and collaborating on best practices for how to manage support of assigned lenders

Provide support to other bank business units and clients in answering questions, researching and problem solving

Provide support and backup to staff as needed on daily tasks and other regular responsibilities

Assist clients with various requests including but not limited to line of credit draws, overdraft information, and other duties that do not require the attention of the Lenders

Build trust and rapport with clients by being a confidential/direct contact for them

Facilitate and keep lines of communication open by acting as a liaison between clients, Lenders, loan operations, underwriters, and other bank personnel

Promote and refer other bank products and services to solidify banking relationships with clients

Assist with Lenders appointment and meeting calendars as appropriate

Attend outside client meetings as needed

Work with/assist Lenders and Loan Operations with past due reports, collection calls, collecting of financial statements, etc. as appropriate

Assist with data entry into the loan and/or banking systems as needed or requested including but not limited to logging activities and opportunities for lenders in Sageworks

Actively assist in the loan origination process for new and renewal loan requests by assisting Lenders, loan production, underwriting and/or others including but not limited to starting online loan applications and running pricing models in Sageworks, producing Client Relationship Summery sheets, managing lender’s renewal pipeline proactively, communicating with lenders and clients on information needed and completing workflow tasks in Sageworks

Assist loan production and underwriting with information requests needed to complete a loan package including but not limited to required financial documents, specific loan related project or purchase documents, client entity documents, personal identification verification documents and evidence of insurance for collateral securing loans

Communicate professionally with clients in order to collect all documentation necessary or as requested. Actively monitor collection for expediency and follow up with clients or internal associates as necessary on progress

Perform clerical duties including copying of client documentation as appropriate, assisting in loan closings, mailing out renewal paperwork, following up on pending items, etc

Assist in coordinating closings with lenders, clients or other associates

Actively communicate with lenders and other loan staff on the status of loans being worked on for progress, timing, etc

Assist with Pipeline Reporting and be an active participant to collaborate on calls and in meetings

Complete all annual bank security and compliance training

Adhere to Bank Security/compliance and policy guidelines for commercial loan area

Maintain confidentiality of customer information at all times

Stay current on all compliance regulations required through training and education

Remain knowledgeable with related department’s general processes and procedures including but not limited to Underwriting, Loan Production Loan Servicing and Quality Control

Identify and/or create reports to assist with required monitoring responsibilities and management of workloads

Implement and lead adoption of new processes and improvements

Perform other duties and projects as assigned or requested

Qualification

Management experienceLending operationsAccounting skillsCommercial loan knowledgeAgricultural loan knowledgeAttention to detailMicrosoft Office SuiteInterpersonal skillsProblem solving skillsOrganizational skills

Required

Associate degree in Administrative Professional, Business Management, Finance, Accounting or similar program and/or three years previous work experience in administrative/client support/lending operations or similar work experience

Previous management/supervisory experience with demonstrated ability to lead others effectively

Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients

Good accounting/math skills with the ability to work precisely with numbers and financial calculations

Strong attention to detail with the ability to work on multiple priorities efficiently & accurately

Demonstrated ability to represent the organization in a professional, positive manner

Demonstrated problem solving skills with the ability to make independent decisions

Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment

Flexibility in scheduling is essential for periods of high volume

Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software

Ability to maintain confidential customer information

Ability to read, write, understand and speak English clearly

Ability to represent the organization in a professional, positive manner

Capability to maintain confidentiality of customer information