loan operations processing assistant manager resume example

•  Responsible for implementation, training and support of Business Online Banking, Mobile Banking, Bill Pay, Remote Deposit Capture and Positive Pay.

•  Processed and completed the set-up for all cash management enrollments and maintain business customer files, track sales records, monitor product usage and systems operation.

•  Provided assistance via telephone, in-person or e-mail in response to customer inquiry or branch referral.

•  Assisted in sales of Treasury Management services to business customers.

•  Provided assistance in training Bank personnel on the features and benefits of Treasury Management products and services.

•  Maintained relationships with vendors and escalates issues as needed.          

•  Managed, interviewed, hired and trained operational and technical call center analyst and supervisors and participated in the onboarding process.

•  Scheduled, monitored and conducted quality control audits of work performed by assigned employees to ensure system integrity, regulatory compliance, and customer safety. Worked closely with engineering to identify system improvements, upgrades  required to maintain system integrity.

• Researched and analyzed incoming issues using available resources, in managing and resolving problems.   Conducted meetings to communicate changes in policies and procedures and company updates.

•  Monitored call center results for performance trends, to ensure attainment of goals and expectations.

• Responsible for organizing, analyzing, compiling. forecasting and reporting data to improve efficiency.

•  Coordinated and communicated recommendations and efficiency changes to senior management and team leaders.

•  Monitored and managed job performance of analysts and supervisors, including working with HR in preparing and reviewing disciplinary actions and performance appraisals.

•  Collaborated with management team, product groups, and corporate office on trends and best practices.

•  Worked closely with other departments to coordinate support for impacting projects and planned maintenance.

•  Ensured compliance with all established budgets to include ongoing cost control and regular cost reduction reviews.

•  Managed the daily operations of the customer care and loan operations department in an efficient and effective manner.  

•  Established and maintained an efficient and productive working environment within department based on continuous and effective staff communication.

•  Achieved established departmental goals within defined timeliness, as well as defined and implemented a measurement of acceptance staff performance in order to safeguard the Bank’s loan portfolio.

•  Reviewed loan documents to ensure documentation was approved and in compliance with regulations and company policy; maintained knowledge of current lending policies, procedures and regulations.

•  Implemented operation policies and procedures to ensure compliance with the State and Federal regulations and internal compliance requirements.

•  Worked closely with the operational departments on loan modifications, participations, rejects, renewals, restructures and out of balances. Ensured all required transactions, (payments, deposits, advances, extensions, charge offs, nonaccruals) were processed in a timely manner through the entire workflow process, both manual and system generated.

 • Assisted auditors, loan review, compliance and examiners to assist in Bank reviews and examinations.  Followed up and corrected any items addressed and ensured necessary changes or recommendations were implemented as directed.

• Wrote, formalized and updated loan operations procedures and training manuals.

•  Supported and coached team members to achieve performance standards and maximized their skills.