Loan Documentation and Operations Manager at BANK OF MARIN

Novato, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

166802.0

Posted On

29 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Operations Management, Customer Service, Communication, Loan Documentation, Regulatory Compliance, Team Management, Workflow Management, Training, Problem Solving, Software Proficiency, Audit Preparation, Interpersonal Skills, Diplomacy, Trust, Process Improvement, Performance Appraisal

Industry

Banking

Description

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business is looking for a Loan Documentation and Operations Manager to join our Credit Risk Management team based in either Rancho Cordova, California or Novato, California. The Loan Documentation and Operations Manager is responsible for overall loan operations management and oversight of the loan's operations staff. This includes loan boarding, processing, loan documentation imaging and servicing, accounting and reporting functions, and customer service. Directs and manages the process, designs and administers systems and procedures to ensure accurate and timely processing. Communicates with bank department managers to promote efficient and correct workflow. Essential Job Functions: * Work closely with loan officers and bank department managers to promote communication, and to ensure quality service delivery throughout the bank, as well as with external customers. Chair periodic loan operations meetings to discuss improvements and resolve issues. * Manage workflows for all stages of loan servicing, closing, and loan documentation. Ensure optimum staff levels for each stage * Manage loan input (system boarding) and verification procedures for all loans. Ensure proper segregation of duties. * Maintain and demonstrate proficiency with loan software applications (FIS, Laserpro and other related software or core systems). Work with system providers to utilize applications to fullest capacity, streamlining processes and procedures, ensuring accuracy and compliance. Analyze, prepare, and train for periodic updates to system software, and verify that enhancements are working correctly. Assist with system parameters and design to meet the needs of multiple departments. * Manage user security access. * Manage loan servicing supervisor to ensure loans are being processed in a timely and proper manner. * Ensure that all loans are processed in accordance with established regulations and bank policies. * Assist in the preparation responses for examiners, auditors, or internal audit and make corrections as necessary. * Serve as a contact person for officers for daily updates, procedure changes, projects, and any administrative assistance needed. Liaison between the bank and loan operations with updates and procedural changes. Stay current on compliance regulations by attending seminars and reading available information. * Act as liaison to the Internal Auditor & Compliance Officer for audit and compliance issues. * Ensure that employees are trained and bank policies and procedures are being followed. * Receive and research new regulations, policies and procedures and implement them. * Participate in various committees as appointed, e.g. Business Continuity Plan Team. * Adheres to all State and Federal Banking Regulations Supervisory Responsibilities: * Directly supervises Loan Servicing Supervisor/personnel, Loan Documentation personnel, Provide overall direction, coordination, and evaluation of this department. * Assists with carrying out supervisory responsibilities in accordance with the organization's policies and applicable laws. * Assists with interviewing, hiring and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Additional Requirements: * Extensive knowledge of LaserPro & FIS systems and documentation requirements for all loan types Extensive knowledge of State and Federal Banking regulations and procedures Excellent communication, customer service, interpersonal and management skills The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Professional Experience: 5 – 7 years related experience and/or training. Educational Experience: Bachelor’s degree (B.A.) from four-year college or university; or equivalent combination of experience and/or training. The hiring pay range for this position is $113,187 to $166,802. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. The Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability

Responsibilities

The Loan Documentation and Operations Manager oversees loan operations management and the loan operations staff, ensuring accurate and timely processing of loans. This role involves managing workflows, maintaining loan software applications, and ensuring compliance with regulations and bank policies.