Commercial Support Team Lead
- Chattanooga, TN
- Permanent
- Full-time
- The Loan and Depository Process
- Portfolio and Credit Administration
- Sales Support, Business Development and Administrative needs
- All client servicing matters (See Commercial Banking Specialist Job Profiles for detailed accountabilities)
- Educate and advise team regarding all departmental activities.
- Monitor and manage team goals and service level agreements.
- Manage workflow for the team to ensure service level expectations are met.
- Serve as an escalation point for team issues and effectively manage escalation.
- Manage team to provide a consistent client experience and the implementation of efficient processes.
- Promote collaboration with Bank Partners and provide solution-based feedback.
- Manage department calendar and provides final approvals for vacation/leave requests.
- Collaborate with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
- Prepare loan requests utilizing required forms or the Commercial Online Application (CML) software. Submit applications to the Loan Fulfillment team for further input and processing.
- Review and manage open applications in Loan system for assigned Relationship Managers.
- During the underwriting and pre-closing phase, collaborates with Underwriting and Loan Fulfillment teams to obtain any missing client information (financials, entity documentation, signers, etc.).
- Coordinates loan closings and attends loan closings to perform Notary services.
- Submits closed loan packet to Loan Fulfillment for funding and booking.
- Utilize Power BI software to provide assigned RMs with pipeline, portfolio, production, and credit information.
- Track upcoming loan maturities and contact clients to request financial information as needed.
- Assist in clearing past due financials, post-closing exceptions, and trailing documents.
- Coordinate account opening for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
- Act as a point person in resolving client depository issues with Client Care and Treasury Management Services.
- Conducts research and organizes outreach for business development activities.
- Assist and support assigned RMs with daily activities including incoming calls from clients, and client mailings.
- Understands and complies with all applicable compliance rules and regulations.
- Develops team members' effectiveness in their current and future roles through development activities.
- Identifies issues, continuously provides coaching, mentoring, feedback and support to aid in building trust, development and promotability.
- Cultivates an environment of trust and optimizes talents and capabilities of team.
- Identifies the right people for the right role while leveraging diversity.
- Communicates what needs to change, why and impact of change.
- Demonstrates agility while engaging team members to gain insight and ensure acceptance while deploying others to implement new solutions.
- Proactively recognizes a need and takes accountability for implementing an improvement and/or change. Drives changes by encouraging team to think creatively and act differently to enhance client, community and shareholder value.
- Connects work to the broader goals (i.e., team, line of business) and communicates team member's role in contributing to Old National's strategy and goals.
- Demonstrates awareness and understanding of environmental factors influencing their role.
- Anticipates, identifies, and articulates potential issues and opportunities and effectively responds.
- Identifies immediate, near-term opportunities required for business impact while exploring multiple viewpoints to generate and implement new ideas improving performance.
- Inspires others to personally contribute to the organization’s success for the long term.
- Leverages the power of inclusion to source, develop and retain diverse talent.
- Engages all team members to leverage insights from diverse backgrounds, cultures, perspectives, styles, etc.
- Actively participates in DEI experiences and influences team to promote, embrace and progress diversity and inclusion.
- Acknowledges and challenges bias (conscious and unconscious) of self and team.
- Bachelor’s degree in administrative services/business or equivalent work experience.
- Minimum 10+ years of experience working with commercial banking processes required.
- Prior Supervisory experience preferred.
- Ability to motivate and manage a team.
- Strong knowledge of bank documents, commercial regulation, and bank compliance policies.
- Strong working knowledge of Microsoft Word, Excel & PowerPoint.
- Strong client focus (internal and external clients)
- Effective written and verbal communication skills
- Appropriate attention to detail and organizational skills.
- Able to adapt and manage changing priorities and deadlines.
- Coaches and develops direct reports to provide a high level of service to RMs and external clients.
- Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients and escalations from direct reports.
- High degree of expertise in the core job requirements.
- Service – Provides a high level of service to Internal and External clients.
- Speed – Delivers product within service level expectations.
- Accuracy – Delivers product without errors.