Virtual Branch Loan & Tax Manager

Essential Duties and Responsibilities:

• Supervise daily activities by ensuring associates perform effectively through managing schedules, call quality, and overall productivity
• Oversee virtual lending processes by managing application workflows, loan approvals, and loan performance
• Set and monitor performance metrics for the team to ensure goals for efficiency and service quality are met
• Provide coaching and development to frontline agents, focusing on skill improvement, customer service excellence, compliance and achieving operational goals
• Oversee internal support functions including Large Loan approvals and creations
• Create performance reporting for analysis to identify trends and areas for improvement in both individual and team performance
• Collaborate with leaders and other departments to complete special projects
• Maintain knowledge of lending regulations, company policies and procedures
• Provide valuable insight and recommendations to improve processes

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:

• Previous Management experience
• Proficient in Microsoft Word, Excel, SharePoint, and Outlook
• Deep understanding of lending operations, including the loan origination process, which involves gathering borrower information, evaluating creditworthiness, and determining loan eligibility
• Ability to work without supervision in a dynamic and changing environment
• Demonstrates good problem-solving skills, critical thinking, strategic thinking, and innovation
• Strong organizational skills and the ability to multitask while prioritizing
• Demonstrates going above and beyond consistently and acts as a role model for the company’s mission, vision, and values

Education and/or Experience:

• High School Diploma
• 3+ years of work experience in the financial industry
• 2+ years of management experience

Physical Demands:

• Must be able to constantly remain in a stationary position
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Occasionally may require light lifting to 25 pounds

Work Environment:

• Office environment

Schedule Requirements:

• 40-hour work week
• Availability to work between the hours of 9-5:30pm ET M-F

This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.