Responsible for hiring, coaching, influencing, developing, and managing non-exempt team members including decisions relative to performance reviews, hiring, salary recommendations, disciplinary action, and termination.
Training the Commercial Banking Portfolio Coordinator to spread business and individual tax returns and financial statements per GAAP and internal credit policies using prescribed financial analysis software packages.
Accountable for ensuring quality customer service provided to internal/external customers.
Develops and implements operational, servicing, or documentation procedures, methods, and work systems.
Will have direct supervision of Commercial Banking Portfolio Coordinators who are in training or in a production environment.
Coordinates with the Quality Control team to ensure a comprehensive and effective quality control process is maintained.
Leads, participates in projects, initiatives that primarily impact the Credit Spreading department.
Fosters an environment that encourages the open exchange of ideas and the identification and resolution of potential problems.
Creates environment where team members are willing to be creative and develop their personal potential.
Manages information flow into, within and from the team related to systems, policies, procedures, process changes, reports, data cleanup, etc.
Gathers and analyzes data for reporting to external and internal parties, ensuring all data is up-to-date and accurate.
Requirements
2+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ years of Leadership experience
1+ year of credit and risk analysis experience
1+ year of commercial banking experience
1+ year of banking management experience
Experience analyzing accounting principles and business financial statements
Knowledge and understanding of FIS Optimist
Experience with one or a combination of the following systems: Business Lending and Sales Tracking (BLAST), Hogan, Automated Financial Systems (AFS) commercial loan system, FLO, or ICMP
Strong analytical skills including the ability to analyze financial metrics
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Knowledge and understanding of commercial banking products, policies, and procedures
Knowledge and understanding of project management methodologies: process improvements, continuous improvement, or LEAN
Ability to achieve high production and quality standards
Strong collaboration and partnering skills
A BS/BA degree or higher in business, management, accounting, finance, or economics
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