Senior Loan Operations Leader & Process Optimizer

Wilson Bank & Trust; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

ATO

Personal days

Sick time

Employee Assistance Program

Employee Stock Purchase program

Job summary

Wilson Bank & Trust in Lebanon, TN, seeks a Senior Loan Operations Support Specialist to provide expert guidance on loan operations, QA, and process improvement. You will partner with management to strengthen operational excellence through loan review and cross-functional collaboration.

You will lead testing of system enhancements, assist with audits, analyze errors, and develop quality metrics to ensure compliant, efficient operations across commercial, consumer, mortgage, and servicing

Qualifications

• High school diploma or GED.
• 7 years of experience in loan operations or consumer lending.
• Strong knowledge of loan operations including loan documentation, collateral perfection, compliance and regulatory requirements.
• Proficient with Microsoft Office and other standard software applications.
• Ability to train and develop others.
• Ability to focus on high level of detail verification.
• Strong ability to multi-task.
• Excellent organization and communication skills as well as the ability to interact in a helpful and professional manner.
• Ability to work on multiple projects simultaneously while accomplishing daily tasks.
• Effective verbal and written communication skills.
• Excellent interpersonal, critical thinking and problem-solving skills.
• High standards for integrity, honesty, professionalism, and work ethic.
• Commitment to service excellence.
• Ability to work independently while demonstrating excellent organization and follow through.
• Demonstrate flexible and efficient time management and ability to prioritize workload.
• Ability and willingness to work with purpose and a strong sense of urgency.
• Self-starter, positive and enthusiastic with a desire to exceed expectations.
• Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion.
• Ability to effectively work in collaboration with others.
• Willing to grow and be challenged.

Responsibilities

• Provide technical guidance and support to team members to include training, coaching, mentoring, identifying skill gaps, and recommending training opportunities.
• Serve as subject matter expert for loan operations, quality assurance, process improvement, and implementation of strategic initiatives.
• Serve as a resource for team members to include assisting with complex issues or inquiries, recognizing when escalation is needed to improve the customer experience.
• Promote consistency and best practices across the department.
• Partner with management to strengthen operational excellence through loan review, project leadership, and cross-functional collaboration.
• Perform advanced quality reviews of commercial, consumer, mortgage, and servicing activities.
• Identify operational risk, process gaps, and compliance concerns and escalate as appropriate.
• Assist in driving operational efficiency through strategic initiatives to include system optimization and process improvement.
• Lead testing of system enhancements and software implementations.
• Assist with internal audits and regulatory examinations.
• Analyze trends in errors and recommend corrective actions.
• Develop quality metrics and reporting for leadership.
• Recommend policy and procedure enhancements.
• Facilitate departmental projects from planning through implementation to include verifying projects are completed on time while minimizing operational disruption.
• Develop project timelines, milestones, and status updates.
• Coordinate operational readiness for new products or regulatory changes to include creating job aids and operational documentation, and leading workshops and knowledge-sharing sessions.
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks.
• Attend training as requested.
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program.
• Participate in outside community activities as required.
• Perform other duties as assigned.

Skills

Loan operations knowledge

Training others

Multi-tasking

Communication skills

Problem-solving

Integrity and professionalism

Time management

Collaboration

Education

High school diploma or GED

7 years of experience in loan operations or consumer lending

Tools

Microsoft Office

Job description

Wilson Bank & Trust in Lebanon, TN, seeks a Senior Loan Operations Support Specialist to provide expert guidance on loan operations, QA, and process improvement. You will partner with management to strengthen operational excellence through loan review and cross-functional collaboration.

You will lead testing of system enhancements, assist with audits, analyze errors, and develop quality metrics to ensure compliant, efficient operations across commercial, consumer, mortgage, and servicing