Mortgage & Installment Loan Booking Team Lead

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values?  Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

What about the perks?  Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

This department typically works Monday-Friday from 8am-5pm.

Once fully trained there may be the opportunity to work hybrid in this role.

Summary: – The ML & IL booking Team Lead oversees the booking and paid loan processing for mortgage and consumer loans. This role ensures the accurate and timely daily boarding of loans and collateral releases. The team lead provides workflow coordination, serves as a technical resource, provides training and issue resolution. This position promotes operational efficiency, data integrity and a high standard of customer service to internal and external customers.   

Essential Duties & Responsibilities:

• Oversees daily booking of mortgage and consumer loans to ensure tasks are completed accurately and within service levels
• Oversees daily paid loan processing to ensure collateral is released within the set service level
• Assists staff as a working team lead in the event of PTO or other staffing issues
• Performs quality control checks and assists in resolving discrepancies
• Uploads data to core from data warehouse & pull MERS reports
• Serves as the 2nd escalation point, behind the senior associate, for complex system issues or servicing questions
• Provides guidance and support to associates on procedures, regulatory requirements, system functions and best practices
• Offers constructive feedback and helps reinforce performance expectations
• Completes and delivers performance reviews
• Sets annual SMART goals for associates
• Organizes quarterly team building activities
• Organizes and leads monthly team meetings
• Assists with interviewing, onboarding and training for new associates as well as ongoing training for existing associates
• Supports other lines of businesses as the subject matter expert for boarding and paid processing
• Assists in developing, updating and reviewing procedures
• Identify process inefficiencies and recommend improvements
• Supports testing for system updates, conversions or new product implementation
• Comply with government, regulatory and Bank policies and procedures

Knowledge, Skills, and Abilities Required for this position:

• Understanding of standard concepts, practices, procedures, regulations and compliance within a loan operations environment, as well as bank loan policies and procedures
• Ability to supervise, mentor and coach the team with compassion, empathy and live Centier’s Culture and Values
• Works under demanding time constraints and expectations, including prioritizing and handling multiple tasks throughout the day
• Ability to solve problems and see different sides of an issue to make the best judgment or course of action.
• Communicate effectively, verbally and in writing, with others in a timely and friendly manner
• Ability to promote and lead change
• Demonstrates proficiency with Microsoft Office programs
• Proficient with various systems including CSI, Center Doc, Center View, Encompass/CCMC, Image Research/Network, Digiark.
• Ability to use office equipment such as phones, eFax, scanners, and calculators

Minimum Qualifications:

• Bachelor’s degree in a banking related area of study with at 2+ years supervisory experience or
• 5+ years of loan servicing ex