Loan Services Assistant Manager

Adirondack Bank; City of Glens Falls (NY); On-site; USD 62,000 - 68,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Tuition Reimbursement

401(k) and Pension

Employee Stock Ownership

Paid time off

Job summary

Arrow Financial Corporation seeks a Loan Services Assistant Manager to supervise and optimize the Loan Services team, coordinating post funding loan servicing, reporting, escrow processing, and credit reporting across loan types, including VA, FHLMC, and SBA.

The role emphasizes collaboration with management to drive efficiency, ensure compliance with SOX, and deliver strong customer service while supporting strategic initiatives and ongoing process improvements.

Qualifications

• Associate degree or banking experience required or preferred.
• 4 years of banking and loan experience preferred.
• 1 year of supervisory experience preferred.

Responsibilities

• Define team roles and develop team members to meet department goals and performance standards.
• Collaborate with management on strategies, processes and procedures to increase efficiencies and customer service.
• Oversee daily department operations including post funding loan servicing, reporting for all loan types (VA, FHLMC, SBA), escrow processing and credit reporting.
• Ensure compliance and risk mitigation through SOX and coordination with auditors.
• Optimize departmental practices and collaborate with other departments and stakeholders.
• Monitor regulatory requirements and implement process changes to maintain adherence.
• Conduct quality control reviews of designated work and reporting.
• Manage customer escalations to resolution and provide call center support as needed.

Skills

MS Office Suite

Word

Excel

Outlook

PowerPoint

Banking software

Education

Associate degree or banking experience

Banking and loan experience

Supervisory experience

Job description

The Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Loan Services team as:

Loan Services Assistant Manager

This opportunity may be perfect for you if you have experience in:

• Experience with servicing loans, post funding.
• Knowledge of VA, FHLMC and SBA loans.
• Experience with processing escrow accounts.

About this position

The Loan Services Assistant Manager performs supervisory and operational duties with management oversight, supporting the Loan Services team through project coordination, work review and organization to maximize departmental efficiency. This role helps drive initiatives to achieve departmental and Company goals and collaborates with other departments to ensure smooth operations and overall efficiency.

Essential job functions

• Define team roles and responsibilities; coach, counsel and develop team members to meet department goals and performance standards; encourage continuous improvement and career development.
• Collaborate with management team on formulation and implementation of strategies, processes and procedures to increase efficiencies, improve customer service, and achieve goals.
• Oversee daily department operations, including but not limited to; post funding loan servicing, reporting for all loan types, ex. VA, FHLMC, SBA. In addition, escrow processing and credit reporting. Supporting strategic plan; day-to-day operations, projects, and special assignments.
• Ensure compliance and risk mitigation through the Sarbanes-Oxley (SOX) program and coordination with internal/external auditors.
• Optimize departmental practices; collaborate with other departments and key stakeholders to ensure successful project execution.
• Monitor regulatory requirements and compliance directives; recommend and implement process changes to maintain adherence.
• Conduct quality control reviews of designated work, ensuring timely and accurate reporting.
• Manage customer escalations to resolution, ensuring satisfaction and provide call center support as needed.

What you will need to thrive in this role

In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having:

Education/Certifications

• Associate degree or equivalent experience in banking
• 4 years of banking and loan experience preferred
• 1 year of supervisory experience preferred

Skills/Knowledge

• Proficient with Microsoft Office Suite: Word, Excel, Outlook and PowerPoint; knowledge of banking related software a plus
• Strong communication skills, both verbal and written; demonstrated ability to interact confidently and professionally with colleagues, management, customers and other stakeholders
• Ability to handle multiple tasks, prioritize work, and meet strict deadlines with attention to detail
• Proven organizational, project management, analytical, research, and problem-solving skills
• Knowledge of state/federal regulations related to loan servicing, including post-funding reporting on all loan types, escrow processing and credit reporting preferred.
• Ability to work independently and as part of a collaborative team, demonstrating initiative, accountability, and consistent follow-through

Physical demands and work environment

• Ability to remain in a stationary position, often standing or sitting, for prolonged periods of time.
• Ability to repetitively use a telephone, computer mouse, and keyboard for extended durations.
• Ability to lift and/or move up to 15 pounds.
• Work is performed primarily in a professional office environment.
• Reasonable accommodations will be provided as required by law to enable qualified individuals with disabilities to perform the essential functions of the job

What we will bring to the table

We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:

• Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
• Medical, Dental, and Vision Insurance and Flexible Spending Plan
• Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
• Education and Tuition Reimbursement
• Employee Assistance Program for our employees and their immediate family members

We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.

As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.

We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

The salary range for this position is $62,000-$68,000 annually commensurate with experience and education.

Additional compensation may be earned through the Company’s annual bonus program, subject to individual and company performance.

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