Syndicated Loan Servicing Team Lead
Listed on 2026-10-12
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Finance & Banking
Regulatory Compliance Specialist, Financial Compliance -
Management
Regulatory Compliance Specialist
Responsible for managing day-to-day activities of direct reports in Syndicated Servicing and/or performs very complex, critical functions/tasks. Also acts as a resource for department regarding areas of expertise. Assists manager in coordinating and prioritizing day-to-day tasks/functions in Synidcated Servicing, resolving procedural and technical issues. Demonstrate leadership abilities to manage small projects and potential for grooming into Manager Role.
OverviewResponsible for managing day-to-day activities of direct reports in Syndicated Servicing and/or performs very complex, critical functions/tasks. Also acts as a resource for department regarding areas of expertise. Assists manager in coordinating and prioritizing day-to-day tasks/functions in Synidcated Servicing, resolving procedural and technical issues. Demonstrate leadership abilities to manage small projects and potential for grooming into Manager Role.
What You’ll Do- All duties and responsibilities for Loan Servicing Specialist II
- Ensures that own work, as well as work of other teammates, is following applicable laws, regulations and guidelines
- Responsible for ensuring loan boarding requests and/or loan maintenance requests are completed according to Bank, regulatory and investor guidelines and forward findings, reports, and documents to lender or specified loan/branch assistant
- Responsible for ensuring accurate and timely quality assurance reviews are performed on loan boarding and critical loan maintenance
- Participate with Department Manager in review and selection of new hires
- Assist Manager in assessing training needs and ensuring procedures manuals are kept up to date and engage with Change Management as needed.
- Complete monthly one-on-ones with direct reports.
- Provide new-hire training, as well as assisting Manager in training needs and ensuring procedures manuals are kept up to date.
- Prepare periodic performance and quality metrics reports and provide to manager for review
- Approve timecards and vacation/leave requests for direct reports.
- Assist with pre-and-post-conversion-related activities.
- Assist with creating and updating Policies and Procedures for new and existing processes.
- Perform performance evaluations and coach, mentor and perform disciplinary action as required for direct reports under the guidance and approval of Department Manager
- Provide world-class service to internal and external clients with a sense of urgency and positive attitude
- Balance competing priorities and make sound business decisions within standard policy
- Adhere to Corporate and Loan Operations policies and procedures as prescribed
Education:
College Degree preferred.
Experience- Minimum four years of experience in Loan Operations/Loan Processing/Loan Administration.
- Previous leadership experience preferred.
- Participate in all required compliance training, as well as internal and external training programs, online training, meetings, or other education events assigned by Synidcated Servicing Team and Bank Leadership
- Excellent knowledge of Microsoft Outlook, Word, and Excel
- In-depth knowledge of Retail loan documentation requirements
- Intermediate level knowledge of federal and state banking regulations
- Experience performing quality assurance reviews of various loan operations functions
- Ability to coach and motivate employees to improve performance, efficiency and team morale
- Exceptional interpersonal, verbal, and written communication skills are required
- Demonstrate exceptional organizational and time management skills and the ability to balance competing priorities to meet multiple deadlines
- Self-starter who takes initiative and displays advanced analytical and administrative abilities, critical thinking,…
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