Loan Post Closing Manager

• Lead, coach, and develop a team of loan post closing specialists, including setting performance goals, conducting reviews, having regular check-ins and providing training
• Assist as a liaison with the loan post closing team and all other departments to collaborate and resolve escalations professionally. Address, investigate, and resolve loan post closing issues and maintain high customer (internal and external) satisfaction.
• Monitor loan policies and develop, implement, update and monitor applicable procedures.
• Work closely with other department managers to ensure the department meets and follows all policies and procedures.
• Develop expert level user and administrative skills of all software the loan post closing team use.
• Manage the loan post closing workflow, ensuring timely and accurate boarding of all loans and daily file maintenance, including adherence to established processes, policies, and procedures.
• Ensure the accuracy and integrity of loan data within our loan servicing core platform.
• Monitor loans in the post closing process to determine any deviation from standard processing time and take appropriate actions to ensure loans are processed in a timely manner.
• Identify workflow inefficiencies and gaps, develop and implement new ideas and processes improvements for automating services and improving efficiencies in loan post closing.
• Champion automation and digital tools to enhance efficiency.
• Monitor the progress of projects to ensure timelines are met.
• Ensure adherence to federal, state, and government guaranty guidelines.
• Assure appropriate compliance training within the loan post closing specialists.
• Help facilitate lending compliance exams, audits, and compliance related inquiries, including
• responding to findings/exceptions.
• Prepare statistical reports, dashboards and executive summaries with actionable insights related to loan post closing.
• Be familiar with all functions performed in loan post closing and be able to perform a back-up in the absence of loan post closing staff.
• Stay informed about legal requirements, industry standards, regulations, investor guidelines, secondary market requirements and best practices related to loan activities. Ensure that the department practices align with legal requirements, industry standards, regulations, investor guidelines, secondary market requirements, best practices, internal policies, procedures, processes, and guidelines.
• Performs other duties as assigned.

Opportunity Bank of Montana is an equal opportunity employer. It is the policy of Opportunity Bank to provide equal employment opportunity within the Bank and motivate cooperation toward the goal of hiring and promoting available qualified personnel without regard to their race, gender, color, national origin, sex, age, religion, disability, veteran status, marital status, sexual orientation or any other legally protected status.

Yes . 15%

Associates or better in Accounting or related field.

Associates or better in Business Administration or related field.

Associates or better in Finance or related field.

Bachelors or better in Accounting or related field.

Bachelors or better in Business Administration or related field.

Bachelors or better in Finance or related field.

Relevant experience or equivalent combination of education & experience. Supervisory/leadership and training experience. Strong knowledge of loan operations, related systems, software and providers, regulatory and compliance requirements and current related issues, and investor requirements and regulations.

Relevant experience or equivalent combination of education & experience. 2-4 years progressively responsible leadership in loan operations industry, which includes staff training and supervision.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.