Loan Operations Manager

Company: Security National Bank of Omaha
Location: Omaha
Posted on: March 19, 2023

Job Description:

s a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other s unique differences. We understand the importance of personal belonging which is why you ll hear our employees talk about being part of the SNB family. Now, more than ever, as we ve expanded our roots into new markets, it s the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in uptown Dallas. Learn more about our story at or visit us on LinkedIn and Facebook. JOB SUMMARY This position is responsible for managing the commercial and consumer loan processing documentation team, as well as the daily operations of loan processing and loan document imaging staff. In addition, the role provides oversight in compliance with Bank policies, procedures, and regulations with a focus on accurate, timely and enforceable documents, along with continuous monitoring and enhancing of processes and training. ESSENTIAL FUNCTIONS Loan Documentation Subject Matter Expert (30%)

• Ensures compliance with Bank policies, procedures, and regulations - with a focus on preventing violations and exceptions.
• Builds and develops the skills of staff to independently prepare the vast majority of all loan and credit card documents, including loan coding for accurate reporting purposes and other loan administration processes.
• Trains new staff and assists with ongoing training of existing staff as needed.
• Promptly reports noncompliance to the Director of Loan Administration.
• Provides input for improving efficiencies within the department and assist with documenting & validating procedures. Manage Pre- & Post-Closing Loan Review (25%)
  • Ensures legal and regulatory rules & regulations are maintained.
  • Ensures a post-close compliance review process is completed to test for compliance with bank policies, procedures and regulations with weekly reporting of any findings.
  • Based on the compliance review findings, works with stakeholders to revise forms & procedures, as necessary, and follow-up with personnel on training opportunities noted. System Administrator for Loan Documentation Software (20%)
    • Maintains a high level of expertise of the LaserPro loan documentation software through training and other resources.
    • Acts as administrator of LaserPro and Fiserv systems.
    • Stays informed on all release updates and assist with implementation of new products templates, changes, testing, etc.
    • Researches and follows-up with vendors as needed to resolve questions or issues. Regulatory Compliance (15%)
      • Researches, documents and maintains on-going regulatory compliance of all key processes for business unit.
      • Evaluates, develops and communicates business unit policies and procedures and ensure they are current.
      • Leads the process for self-monitoring of compliance.
      • Builds and enhances relationships with business areas, in particular Compliance and Internal Audit, to resolve any issues and maintain compliance of processes and procedures in business unit.
      • Generates preparation and responses for business unit on Internal Audits, Compliance Reviews and regulatory issues in collaboration business unit, leaders and bank s compliance and internal audit departments.
      • Manages risk assessments related to regulatory compliance working with assigned subject matter experts.
      • Coordinates and facilitates regular, on-going training of business unit staff related to compliance, policies and procedures. Management (10%)
        • Manages employees within department including but not limited to recruiting and hiring, training, coaching and development, holding regular check-in meetings, delegating work assignments, conducting timely quarterly/annual performance reviews, providing salary recommendations, and administering corrective actions as needed. Performs other duties as required and assigned. KNOWLEDGE, SKILLS AND ABILITIES
          • Excellent communication skills to be able to effectively train team members (one on one), to complete loan administration duties, in compliance with established processes and procedures.
          • Highly proficient user of LaserPro, including LaserPro administration, to be able to prepare pre-closing disclosures and all related loan documentation for all loan types including: real estate secured, consumer, construction, & commercial loans, and assist with implementation of new product templates, changes, testing and release updates.
          • Proficient with navigation of Fiserv Premier and Director, to research and resolve internal and external customer inquiries, process monetary transactions, and ability to calculate finance charges.
          • Solid understanding of loan administration including: documentation, perfection, collateral filings, title work, UCCs, flood requirements & exception resolution.
          • Knowledge of compliance regulations, including but not limited to: FLOOD, HMDA, CIP, RESPA & TIL.
          • Proficiency in Word and Excel to be able to work with and create spreadsheets, understand formulas, and prepare reports.
          • Ability to complete required training by assigned due date
          • Ability to maintain predictable and reliable attendance EDUCATION
            • A bachelor s degree in finance, accounting or related business field or equivalent banking experience. EXPERIENCE
              • Minimum 5 years of experience preparing loan disclosures and documentation for all loan types, including real estate secured loans, with additional experience in lending and/or regulatory compliance.
              • Prior supervisory experience preferred. Equivalent education and experience will be considered AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

Keywords: Security National Bank of Omaha, Omaha , Loan Operations Manager, Executive , Omaha, Nebraska