Loan Processing Team Lead

Windsor Advantage; Oregon; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Paid Time Off

Paid Holidays

Parental Leave

Tuition Reimbursement

Job summary

Windsor Advantage LLC is a leading Lender Service Provider offering SBA 7(a) and USDA loan processing for banks, credit unions and CDFIs. The Loan Processing Team Lead will guide the processing department, oversee packaging and closing SBA/USDA loans, and maintain lender relationships across a remote, nationwide operation.

You will train staff, drive process improvements, and coordinate with lenders, SBA/USDA, and regulatory bodies while managing a portfolio of loans and ensuring compliant,

Qualifications

• 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.

Responsibilities

• Oversee packaging and closing of SBA/USDA loans with lenders.
• Maintain 6–8 active loans and ensure proper closings.
• Lead lender communications and coordination throughout loan lifecycle.
• Train staff and identify process improvements with management.
• Represent the department in weekly Level 10 meetings and audits.

Skills

Leadership

Communication

Attention to detail

Business development

Education

Bachelor’s degree in finance, accounting, economics, or business administration or SBA/USDA training

Tools

Excel

Microsoft Word

PowerPoint

Outlook

Job description

About Us Windsor Advantage

an affiliate of Capital Bank N.A., is one of the nation's leading Lender Service Providers (LSP). Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform without the need to hire staff or incurring capital expenditures. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio for over 100 lenders nationwide.

With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative.

Capital Bank N.A.

is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services primarily to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states.

Position Purpose

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, assist 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, and other essential department functions.

Position Responsibilities

• 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 request, 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.

Additional Responsibilities

• Adheres specifically to all Company policies and procedures, Federal and State regulations, and laws.
• Completes online and other regulatory compliance training by the specified due dates.
• Opens cases/tickets with vendors and suppliers as needed.
• Performs other duties as required.

Minimum Education & Experience

• 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.

Technical Knowledge and Skills

• Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
• Extensive knowledge of SBA and USDA loans.
• Excellent verbal, written and interpersonal communication skills.
• Advanced or expert level excel skills.
• Must have strong business development skills.
• Proficiency in basic computer applications, such as Microsoft Word, PowerPoint, Excel and Outlook are required.

Compensation

Base Salary Range: Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.

Additional Compensation: This role will include a yearly annual target bonus based on individual performance.

Working Arrangements

This role is a remote role.

Why Join Us?

Join a growing company with a culture that fosters an entrepreneurial spirit

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

Supporting Businesses. Helping People. Strengthening Communities.

Windsor Advantage LLC is an E-Verify, affirmative action and equal opportunity employer.