Loan Services Team Lead- Glens Falls

Arrow Financial Corporation; City of Glens Falls (NY); On-site; USD 29,000 - 37,000; Full time

Benefits offered by this job

Competitive compensation and potential

Insurance plans (Medical, Dental, VIs)

Retirement plans including 401(k) andP

Job summary

The Arrow Financial Corporation in Glens Falls, NY is seeking a Loan Services Team Lead to train staff, audit daily work, and provide operational support to the branch network. You will ensure tasks are completed accurately, deliver excellent customer service, and align with loan procedures and regulatory requirements.

You will lead training, manage scheduling, and drive efficiency while maintaining high quality in all loan services processes at headquarters.

Qualifications

• 4 years of experience in office management field, banking or related experience preferred.
• Extensive knowledge of banking rules and regulations pertaining to lending and loan accounts.
• Proven skill in identifying, analyzing, and providing resolution to problems.
• Ability to collaborate with and direct others to achieve goals and provide superior service.
• Quality communication skills, both written and verbal; comfortable communicating with customers, co-workers, and management.

Responsibilities

• Review and audit daily work; prepare reports for management detailing results.
• Assist and coach team through day-to-day operations and projects.
• Schedule and coordinate coverage with other team leads for uninterrupted support.
• Identify and resolve errors; coach team on customer call escalations.
• Research data for management reports, audits, and projects.
• Ensure compliance with applicable laws and company policies.
• Train and cross-train staff to maintain an interchangeable workforce.
• Process transactions with high accuracy and proper authorizations.

Skills

Banking knowledge

Written and verbal communication

Organizational skills

Problem-solving

Team leadership

Tools

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Loan Services Team Lead- Glens Falls

Staff Professional Main Office, Glens Falls, NY, US 2 Attachments

28 days ago Requisition ID: 2793

Salary Range: $21.00 To $27.00 Hourly

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 Team Lead

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

• Knowledge of banking pertaining to lending and loan accounts
• Strong communication, both written and verbal
• Excellent organizational, analytical and problem-solving skills

About this position:

The Loan Services Team Lead is responsible for training/cross-training department employees, review, and audit daily work to ensure accuracy and procedural quality. Provides service to customers, operational support to branch network, and project assistance to Deposit and Loans Senior Manager as needed. Ensures tasks are assigned properly and that all functions of the Loan Services team are completed timely, accurately and within procedural quality. Leads training and writes procedures within the Loan Services. This position is located at our headquarters in Glens Falls, NY.

ESSENTIAL JOB FUNCTIONS:

• Review and audit random samplings of daily work to ensure accuracy and procedural compliance. Prepare reports for management detailing audit result and make training recommendations to bridge performance gaps identified, as well as facilitate change controls for prevention of future occurrences. Formulate and implement strategies and processes to increase efficiencies, improve customer service, and achieve department goals.
• Assist and coach team through day-to-day operations, projects, and special assignments.
• Coordinate team scheduling and coverage with other team leads to ensure uninterrupted coverage and timely customer support.
• Identify and resolve errors, including customer call escalations and coaching the team on these calls. Provide consistent, outstanding customer service for both internal and external customers.
• Research data for management reports, audits, SOX Controls, and projects as assigned.
• Stay up to date on applicable laws/regulations; ensure compliance with laws/regulations as well as Company policies and procedures.
• Train/cross-train new and existing employees with goal of creating interchangeable and highly skilled workforce; keep skills/knowledge up to date in all areas of Loan Services.
• Process transactions/documentation accurately and timely; input data with high level of accuracy; research exceptions and report discrepancies; review data for missing information and proper authorizations.

What you will need to thrive in this role:

QUALIFICATIONS

Education/Certifications

• 4 years of experience in office management field, banking or related experience preferred.

Skills/Knowledge

• Extensive knowledge of banking rules and regulations pertaining to lending and loan accounts.
• Proven skill in identifying, analyzing, and providing resolution to problems.
• Ability to collaborate with and direct others to achieve goals and provide superior service.
• Quality communication skills, both written and verbal; comfortable communicating with customers, co-workers, and management.
• Excellent organizational skills: ability to map/follow workflows, assess needs, prioritize tasks accordingly, and meet strict deadlines.
• Proficient in Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint

Physical Demands:

• Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
• Must be able to repetitively use a telephone and computer mouse and keyboard.
• Ability to lift/move up to 15 lbs.

What we will bring to the table:

• 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 $21.00 - $27.00 an hour commensurate with experience and education.

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