Commercial Loan Operations Manager Tax & Insurance
Sunflower Bank Mortgage Lending
Plano · Texas · United States
Full-time
10+
6d ago
66%
Good
Job description
Description
At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Operations Manager Tax & Insurance in Plano, TX.
Description:
The Commercial Loan Operations Manager Tax & Insurance is responsible for managing the team that books and services all Tax and Insurance monitoring and payment. This team will work with vendors to ensure accurate tracking of all property taxes and insurance as well as timely payment for escrowed loans. The team will perform annual Escrow Analysis and if applicable Lender Place insurance.
Responsibilities:
Oversee the daily workflow of the respective Tax & Insurance Department.
Represent Loan Operations in management meetings, communicating known issues and associated status, upcoming changes and/or enhancements, and gathering feedback from internal customers
Manage the identification, creation, review and approval, and implementation of processes and procedures, including the ongoing validation processes to ensure compliance
Develop, continually enhance and monitor an appropriate staffing model for each distinctive area to ensure staffing levels are adequate in number and skills
Identify training needs and work with appropriate parties to develop, deliver and measure effectiveness
Provide expertise on the interpretation of complex loan documents and the associated system setup to support
Point of contact for internal audit and external regulatory parties, to include providing information requested, participating in status meetings and preparing audit responses as needed
Maintain working relationships with required vendors, monitoring vendor performance and capabilities
Perform annual budgeting process and monitor expenses against budget throughout the year
Develop, communicate, implement and monitor Service Levels where appropriate and provide monthly performance reports to management
Develop performance statistics for each applicable area which includes both volume, timing and accuracy information in a format that can be shared with each team as well as management
Perform all required personnel responsibilities, including routine performance discussions with all directs and documentation as needed
Monitor loan system exception reports to ensure timely resolutions
Ensure a partnership with IT resources in the development of new, internal system requirements, including the development of testing scenarios, performing testing and documenting results
Successfully complete bank required training within specified timeframes
Education / Experience Preferred:
Minimum of 10 years of experience in banking with at least 5 years in a commercial loan operations area with focus on Escrow.
Minimum of 5 years management experience which includes all personnel functions for hiring, performance counseling, merit reviews and terminations
College degree preferred but equivalent work experience acceptable
Personal knowledge and understanding of Property Tax and Insurance functions. FHLMC (Freddie Mac) experience preferred
Proficient with Microsoft Office products
Experience with commercial loan accounting applications in order to understand capabilities and deficiencies
Prior responsibility for the creation of procedural documentation as well as the design and implementation of processes to validate procedures are followed
Personal experience dealing with 3rd party auditors and regulatory personnel, including gathering, analyzing and providing any requested information
Exceptional communication skills, both oral and written, which includes the preparation of audit responses
Analytical skills to identify issues and develop solutions, both short term and long term
Ability to initiate and sustain working relationships with all levels of co-workers, building trust and mutual respect
Capable of identifying and recruiting talent in a proactive manner
Demonstrate ability to manage multiple geographic areas and/or groups
Proficiency with systems and ability to understand system functions
Must be able to work flexible hours
Some travel between department locations required
Pay is dependent on knowledge, skills, abilities, experience, and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates Enjoy Outstanding Benefits, Including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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