Small Business Loan Specialty Origination & Servicing Manager

Northwest Bank; Warren (Warren County); On-site; USD 95,000 - 130,000; Full time

Job summary

Northwest Bank in Warren is seeking a Small Business Loan Specialty Origination & Servicing Manager to lead the servicing team. You will oversee daily operations, ensure data integrity, and maintain CECL compliance while partnering with underwriters, branch managers and bankers to support credit requests.

This role drives process improvements, supervises staff, conducts performance reviews, and ensures SLA targets are met.

Qualifications

• Bachelor's degree in Business Administration or Finance preferred.
• 3–5 years Small Business loan or banking experience preferred.
• 2–6 years Supervisory experience (formal or informal) preferred.
• Knowledge of loan support systems and regulatory requirements.
• Ability to manage multiple tasks with quality and compliance.

Responsibilities

• Daily management of the small business loan servicing team to ensure timely completion of tasks/workflows.
• Ensure CECL data points and data integrity across documents.
• Oversee monitoring and controls of core and ancillary systems for audit compliance.
• Develop and implement servicing procedures and updates per guidelines.
• Perform servicing for complex deals in absence of a senior servicer.
• Lead loan servicing, documentation, post-closing, and monitoring tasks.
• Train new hires for consistency and standardization in servicing.
• Perform SOX testing as needed.
• Engage with Underwriters, Branch Managers and Business Bankers to support credit requests.
• Meet or exceed headcount, SLA, and efficiency targets; handle inquiries within SLA.
• Participate in hiring, coaching, and performance management of team members.
• Prepare responses to examiners and audits; reconcile General Ledger accounts.
• Ensure compliance with Northwest's policies and regulatory rules.

Skills

Team leadership

Financial analysis

SOX testing

Stakeholder collaboration

Process improvement

Education

Bachelor's Degree in Business Administration or Finance

Tools

Core loan systems

Microsoft Office

Audit tools

Job description

Job Description

The Small Business Loan Specialty Origination & Servicing Manager is responsible for the development and supervision of the Small Business Servicing team.

Essential Functions

• Daily management of the small business loan servicing team members to ensure timely completion of all tasks/workflows
• Ensure total document and data integrity attributes to comply with CECL data points
• Oversee the monitoring and resolving of issues and establishing appropriate controls over the use of the core and ancillary systems to comply with audit requirements
• Act as department's technical liaison to develop, manage, and implement the ongoing design of operational, servicing and documentation procedures, methods and work systems; accountable for updates to established procedures according to the Bank's established guidelines
• Perform servicing responsibilities for complex deals in the absence of an experienced servicer
• Lead and oversee activities related to loan servicing, documentation, post-closing, and monitoring tasks
• Train new hires to ensure consistency & standardization in servicing small business loans
• Perform SOX testing as needed
• Actively engage with Underwriters, Branch Managers and Business Bankers to collaboratively support a customer's credit request
• Meet or exceed established metrics for headcount, Service Level Agreements and efficiency; Manage, research and remediate inquiries and complaints from internal and external customers within established Service Level Agreements (SLA's)
• Conduct, or participate in, the hiring, coaching, developing and supervising of team members; conducting one-on-one progress and coaching sessions as needed, and identifying and training team members that demonstrate high potential to ensure appropriate succession planning
• Document and complete annual performance appraisals and performance management duties including, but not limited to, providing appropriate feedback and goal setting
• Participate, as required, in the preparation of responses to examiners, auditors or internal audit
• Reconcile General Ledger accounts
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment

Qualifications

• Bachelor's Degree Business Administration or Finance preferred
• 3 - 5 years Small Business loan or banking experience preferred
• 2 - 6 years Supervisory experience (formal or informal) preferred
• Knowledge of appropriate loan support systems
• Ability to maximize available technology tools
• Knowledge of multiple entity types and structures of small business borrowers and loans
• Ability to have successful interactions with key strategic partners at a management level
• Ability to have successful interactions with key strategic partners at a management level
• Ability to have successful interactions with key strategic partners at a management level
• Knowledge of small business loan products, credit policy, compliance and interpretation of legal and regulatory issues
• Knowledge of organizational procedures, operations and applicable compliance rules and regulations
• Ability to prioritize and make sound decisions while working on multiple tasks without compromising quality or increasing legal, operational or compliance risks
• Efficient communication, time management and organizational skills

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.