[Hiring] Loan Processing Team Lead @Windsor Advantage

Role Description

The Loan Processing Team Lead will report to the Manager of Loan Processing and will serve as the processing department’s point of contact for guidance, training and to service clients. Processes include, but are not limited to:

• Overseeing packaging and closing of all SBA and USDA loans
• Maintaining existing and building new lender relations
• Assisting the Manager of Loan Processing with the proper training of the department
• Identifying process change and improvements
• Providing leadership and a team-driven office environment
• Other essential department functions

Qualifications

• Bachelor’s degree in finance, accounting, economics, or business administration or equivalent in SBA & USDA training
• 3-5 years related experience in accounting, finance, or similar industry
• Experience overseeing SBA and/or USDA loans
• Experience packaging and closing SBA/USDA loans

Requirements

• Personally maintain at least 6-8 active loans and ensure that they are properly closed in accordance with SBA/USDA and lender guidelines
• Assist with assignments of new deals to staff members as new deals are sent by lenders and/or moved from the underwriting department over to the processing and closing department
• Work daily with the processing department to ensure proper processing of all SBA/USDA loans through scheduled meetings and reviews
• Manage relationships with borrowers, financial intermediaries, lenders, Windsor management and the SBA/USDA throughout the loan lifecycle using effective communication with a high attention to detail
• Track training gaps to report to Manager of Loan Processing for review
• Actively lead calls with lenders to identify and discuss status of current deals
• Assist when needed with audit exam requests, internal, external, investor, and regulatory
• Escalate issues to the Manager of Loan Processing for discussion and resolution
• Assist with training sessions to ensure all parties are aware of any changes to SBA and USDA rules and regulations
• Participate in weekly Level 10 department meetings to identify, discuss, solve and implement department process improvements
• Assist with responding to all lender inquiries regarding pre-approval of deals and other general questions regarding process

Benefits

• Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more
• Company Contributions to your 401k - Regardless of your contribution
• Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more
• Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities