WEX · 4 hours ago
Senior Team Lead, Small and Medium Credits
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Financial ServicesFinTech
H1B Sponsor Likely
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Responsibilities
Manage the activities of credit approval and credit collection.
Develop, implement and maintain systems, procedures, and policies.
Recommend credit limits and handle special credit arrangements and problem collection accounts.
Oversee analysis of accounts receivable, aging of accounts to determine overdue accounts, and collection procedures.
Select, develop, and evaluate personnel to ensure the efficient operation of the function.
Work closely with associate and hold monthly 1:1 development meetings to identify and achieve department and individual goals.
Develop and foster a cohesive team environment through performance management, including drafting and delivering performance reviews, coaching, and professional development for assigned staff.
Identify and facilitate associate cross-training opportunities to develop different skill sets in an effort to support department succession planning and development.
Ensure adequate resource allocation to obtain desired results.
Actively manages associate performance metrics, quality using the team dashboards.
Provide input into capacity planning and staffing levels.
Ensure appropriate staffing by balancing volumes and PTO requests.
Manage team of Commercial Credit Analysts and Team Leaders in their day to day production performance, career development, training, and evaluations.
Oversee and ensure proper financial and or risk analysis is performed by underwriting team on new requests and credit line increases per policy guidelines.
Prepare and perform quality audits on all process to ensure compliance with all policies and standards: i.e. Federal Regulators, credit policy, contractual requirements, and service level obligations.
Utilize expertise and experience to address real-time situations and develop creative solutions to ensure appropriate customer experience and retention while adhering to the banks policy.
Appropriately represent the bank and respond to credit-related inquiries and resolve complex credit problems for both internal and external customers.
Ensure compliance with established expectations, SLA’s and benchmarks for employee performance related to turnaround times, stake holder communications, escalations, delegations, and code of conduct with customers.
Underwrite government accounts and ensure proper turnaround time expectations.
Provide support where needed in the application queues assigned to your team.
Qualification
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Required
Bachelors degree in Finance or related field, or substitute 5 years credit underwriting experience
Minimum of 2 years experience in the credit/underwriting field
Minimum of 2 years WEX underwriting experience
Prior supervisory experience
Benefits
Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
And more
Company
WEX
Wex is a financial technology service provider for fleet, travel and healthcare industries.
H1B Sponsorship
WEX has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (7)
2022 (16)
2021 (23)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$400MKey Investors
Warburg Pincus
2020-06-30Post Ipo Equity· $90M
2020-06-30Post Ipo Debt· $310M
2005-02-16IPO· undefined
Recent News
2024-10-24
2024-10-24
Company data provided by crunchbase