CrawlJobs Logo

Loan Services Assistant Manager

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Queensbury/ Glens Falls

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

In this role, you will be at the forefront of managing customer loan services, ensuring optimal efficiency and accuracy in the processing and recording of customer loan applications. This role is situated in the Queensbury/ Glens Falls Area and is a chance to be part of the fast-paced banking industry.

Job Responsibility:

  • Ensuring the accurate and efficient processing of customer credit applications
  • Supervising the team and assisting in project coordination for optimum efficiency
  • Collaborating with various departments to understand the impact and assure efficiency
  • Leading initiatives to achieve departmental and company goals
  • Overseeing daily operations, including projects and special assignments
  • Assisting in the execution of their programs and working with internal and external auditors
  • Researching and implementing changes to comply with regulatory requirements and directives
  • Facilitating customer escalation calls and situations to ensure resolution and customer satisfaction
  • Ensuring quality control review of designated work for timely and accurate reporting
  • Providing support to the call center as required

Requirements:

  • Associate degree or equivalent experience in banking
  • 4 years of banking and loan experience preferred
  • 1 year of supervisory experience preferred
  • 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 employees, management, customers and other stakeholders
  • Ability to handle multiple tasks, prioritize work, and meet strict deadlines with attention to detail skills
  • Proven organizational, project management, analytical, research, and problem-solving skills
  • Extensive knowledge of state/federal regulations related to loan servicing and lending
  • Ability to work independently and as a collaborative team member
  • initiative and follow-through key
  • 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
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 24, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Loan Services Assistant Manager

Loan Servicing - Support

We are offering a short term contract employment opportunity for a Loan Servicin...
Location
Location
United States , Minneapolis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficiency in 3M Coding
  • Demonstrable experience with Adobe Acrobat
  • Familiarity with Automated Underwriting Systems
  • Proficiency in using CRM (Customer Relationship Management) software
  • Strong data processing skills
  • Experience with appraisals in the financial services industry
  • Excellent bank relations skills
  • Previous experience in a call center customer service role
  • Knowledge of closing processes in the financial services industry
  • Compliance knowledge within the financial services industry
Job Responsibility
Job Responsibility
  • Handle customer inquiries and resolve any issues promptly
  • Oversee customer accounts and take necessary actions in accordance with company policies
  • Ensure the accurate and efficient processing of customer credit applications
  • Maintain and update customer credit records regularly
  • Coordinate with various stakeholders to confirm compliance with our Draw Process
  • Carefully manage wire draw to protect against fraud
  • Maintain balance in Project Workbook, Banklabs and Signature/Black Knight as Draws are made
  • Ensure all required documents are stored correctly within our system, keeping shared drive to a minimum
  • Monitor pipelines and ensure all recurring tasks, including receipt of final documentation, status updates and completion tasks, are completed on time
  • Process modifications, payoffs and builder applications in a timely manner
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Assistant Store Manager

AMI is looking for its new Assistant Store Manager for our store located in Ward...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
amiparis.com Logo
AMI Paris
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Solid management and sales experience in the high-end ready-to-wear sector
  • Familiar with sales techniques
  • Cheerful, dynamic, committed, and excellent interpersonal skills
  • Enjoy teamwork and results-oriented
  • Strong sense of customer service
  • Strong sense of fashion and good understanding of the sector and its trends
  • Fluency in Italian and English is essential
Job Responsibility
Job Responsibility
  • Direct management of sales teams, motivation and coaching on the floor
  • Motivates sales teams on a daily basis, developing the AMI corporate culture
  • Monitoring of store and team KPIs
  • Participation with the store manager in the recruitment of the team
  • Direct reporting to the store manager and the retail manager when the store manager is absent
  • Management of store schedules in the absence of the store manager
  • Ensures the application of retail processes in the store
  • Ensures customer service meets “AMI service in store” standards
  • Development of customer loyalty and customer file
  • Actively participate in all CRM operations in store
What we offer
What we offer
  • Join a fast-growing and caring fashion house
  • Have a rewarding experience in a brand that promotes "Friendly Luxury"
  • Join a stimulating and passionate team
  • Fulltime
Read More
Arrow Right

Senior Portfolio Manager

We are looking for a detail-oriented and experienced Senior Portfolio Manager to...
Location
Location
United States , Seattle
Salary
Salary:
80000.00 - 110000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in asset management, portfolio management, or loan servicing
  • Strong understanding of loan agreements, financial reporting, and compliance requirements
  • Proficiency in analyzing financial statements and monitoring portfolio performance
  • Experience conducting property inspections and assessing property conditions
  • Familiarity with construction loans, including reviewing budgets and third-party reports
  • Excellent organizational and analytical skills to manage multiple tasks effectively
  • Ability to communicate and collaborate with cross-functional teams and leadership
  • Bachelor's degree in finance, business, or a related field is preferred
Job Responsibility
Job Responsibility
  • Oversee the input and management of loan performance data in the loan management system
  • Collect, review, and monitor financial reports for the loan portfolio to ensure accuracy and compliance
  • Analyze property financial statements and track loan performance metrics regularly
  • Ensure all transactions adhere to the terms and conditions of legal agreements, including reporting and covenant requirements
  • Evaluate and recommend actions regarding property reserve requests for portfolio loans
  • Conduct annual on-site property inspections to assess conditions and compliance
  • Perform comprehensive annual reviews of borrowers, sponsors, and guarantors to evaluate their financial stability
  • Assist with construction loan oversight by reviewing third-party reports, budgets, and draw requests
  • Take on additional responsibilities as needed, leveraging prior experience and expertise
What we offer
What we offer
  • M/D/V - 100% paid for employees
  • STD/LTD
  • 8% contribution to IRA
  • 2 weeks PTO
  • 6 paid holidays
  • discretionary bonus
  • free online training
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Transaction Manager

Transaction Management supports the full lending lifecycle, including loan closi...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive experience with LMA loan documentation
  • Extensive experience with syndicated transactions
  • Extensive experience with transaction/data capture tools
  • Extensive relevant work experience
  • Excellent communication, organizational, and interpersonal skills
  • Ability to work under tight deadlines
  • Ability to manage priorities
  • Ability to work independently
  • High proficiency in Excel and other Microsoft Office programs
  • Familiarity with Tableau or other visualization tools
Job Responsibility
Job Responsibility
  • Loan execution, funding and lifecycle management for syndicated, bilateral, corporate, structured lending and trade facilities
  • Manage deal closing pipeline
  • Coordinate lifecycle events (covenants and collateral)
  • Capture data
  • Store documentation
  • Troubleshoot
  • Perform quality control
  • Work to operational metrics and risk/control reviews for end-to-end transparency
  • Partner with business lines, credit risk, operations, and legal to align with strategic vision
  • Assess and manage risk
What we offer
What we offer
  • Competitive base salary (annually reviewed)
  • Hybrid working model (up to 2 days working at home per week)
  • Benefits that support you and your family to be well, live well and save well
  • Business casual workplace
  • Fulltime
Read More
Arrow Right

Loan Officer Assistant

This is a full-time, hourly, non-exempt position. You will be working very close...
Location
Location
United States
Salary
Salary:
60000.00 USD / Year
raincitycapital.com Logo
Rain City Capital
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 2 years of experience in mortgage or real estate
  • Exceptional written and verbal communication skills
  • Strong interpersonal skills, with the ability to work out complex problems
  • Experience using an advanced CRM as well as the Microsoft Office Suite
  • Able to work in a fast-paced environment and manage conflicting priorities
  • Able to work additional hours when needed and attend weekly meetings during business hours
  • The employee in this position must be able to read, write, speak and understand English with exceptional fluency
Job Responsibility
Job Responsibility
  • Help manage sales pipeline by building files in the CRM, collecting necessary documents for loan conditions, managing the file flow, and communicating status to customers
  • Ensure current guidelines are met, managed and adhered to while exercising discretion and prudent decision making on behalf of company, clients and LO
  • Assist in resolving client issues in the loan process
  • Understand our underwriting guidelines and manage transactions accordingly, including reviewing files for potential issues
  • Work directly with customers to build loan packages for underwriting, including obtaining documents and reviewing loan criteria and structure
  • Help maintain documentation of LO’s deals in the CRM throughout the life of the loan
  • Support loan servicing, which may include contacting clients for past due payments, extensions, and other service-level communications
  • Organize and manage LO’s contacts in the CRM
What we offer
What we offer
  • Full benefits (medical, dental, vision)
  • 401k
  • Paid holidays
  • Remote work environment
  • Per file bonus
  • Fulltime
Read More
Arrow Right

Senior Commercial Loan Relationship Manager

As part of Applied Bank's executive leadership, you will build and expand high-v...
Location
Location
United States , Glen Mills
Salary
Salary:
Not provided
appliedbank.com Logo
Applied Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree
  • Minimum of 5 years related experience
  • Strong sales and negotiating skills
  • Ability to negotiate, close debt transactions, and build profitable commercial customer relationships
  • Must have knowledge of commercial credit, financial statement analysis, and loan documentation
  • Must be extremely detail-oriented, self-motivated and able to work independently
  • Demonstrated strong verbal, written, analytical and interpersonal skills
Job Responsibility
Job Responsibility
  • Cultivating new lending opportunities that can be developed into strategic relationships with a strong focus on the Delaware and Southeastern PA markets along with contiguous counties in Maryland and New Jersey
  • Structure credits and loan facilities while maintaining sound risk management and asset quality
  • Engage and network with leaders in the community to support the Bank's Community Reinvestment Act (CRA) initiatives
  • Ability to cross-sell products, along with proven sales and product expertise with business clients
  • Maintain an assigned portfolio of diversified commercial loans in a manner that retains and builds upon customer relationships through exceptional servicing and value-added products
  • Assist in facilitating the due diligence and closing of loan transactions
  • Exercises discretion and independent judgment in the performance of implementing lending and business development strategies
  • Fulltime
Read More
Arrow Right

Transaction Manager

The Transaction Manager, a Vice President level role, is central to managing the...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive experience with LMA loan documentation
  • Extensive experience with syndicated transactions
  • Extensive experience with transaction/data capture tools
  • Extensive relevant work experience
  • Excellent communication, organizational, and interpersonal skills
  • Ability to work under tight deadlines
  • Ability to manage priorities
  • Ability to work independently
  • High proficiency in Excel and other Microsoft Office programs
  • Familiarity with Tableau or other visualization tools
Job Responsibility
Job Responsibility
  • Loan execution, funding and lifecycle management for syndicated, bilateral, corporate, structured lending and trade facilities
  • Manage deal closing pipeline
  • Coordinate lifecycle events (covenants and collateral)
  • Capture data
  • Store documentation
  • Troubleshoot
  • Perform quality control
  • Work to operational metrics and risk/control reviews for end-to-end transparency
  • Partner with business lines, credit risk, operations, and legal to align with strategic vision
  • Assess and manage risk
What we offer
What we offer
  • Competitive base salary (annually reviewed)
  • Business casual workplace
  • Hybrid working model (up to 2 days working at home per week)
  • Benefits that support you and your family to be well, live well and save well
  • Fulltime
Read More
Arrow Right

Manager of Loan Servicing

Our client is looking for an experienced Manager of Loan Servicing to oversee an...
Location
Location
United States , Hartford
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience in loan servicing, accounting, or financial management
  • Proven expertise in conducting financial statement audits and ensuring regulatory compliance
  • Strong understanding of loan servicing processes and associated technologies
  • Excellent analytical and problem-solving skills with attention to detail
  • Effective leadership and team management abilities
  • Proficient in financial reporting and data analysis
  • Strong communication skills for interacting with stakeholders and team members
Job Responsibility
Job Responsibility
  • Lead all aspects of loan servicing operations, ensuring accurate and efficient management of loan portfolios
  • Monitor compliance with financial regulations and organizational policies to maintain operational integrity
  • Conduct thorough reviews and audits of financial statements to ensure accuracy and transparency
  • Develop and implement strategies to improve loan servicing processes and enhance overall efficiency
  • Collaborate with internal teams to address and resolve any issues related to loan accounts
  • Prepare detailed reports and analyses related to loan performance and servicing metrics
  • Train and mentor team members to build expertise in loan servicing and financial management
  • Oversee communication with stakeholders regarding loan servicing matters, ensuring clarity and professionalism
  • Assist in the development of policies and procedures to align with industry standards and organizational goals
  • Manage relationships with external auditors and regulatory agencies as required
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right