Summary of the Position:
The Private Bank Fulfillment Production Manager will manage the TriState Capital Bank’s Private Bank Loan Fulfillment and Closing teams. This position will be responsible for leading and supporting the overall daily pre-closing activities for Private Bank Clients, including application intake and review and documentation generation and ensuring quality and productivity standards are met or exceeded while maintaining high client experience standards. The ideal candidate will have strong managerial expertise with responsibility for a large multi-faceted production or customer service team resident within a bank or investment firm. This position will also require thoughtful re-engineering of processes, strategic change management, policy and procedural updates and reviews of all key controls. This position will work closely with external clients and various internal partners to ensure a best-in-class experience. Internal partners include Relationship Management, Inside Sales, Credit/Portfolio Management, Legal, Compliance/Risk, and Bank Operations.
Primary Functions of the Position:
- Manages all facets of Fulfillment and Closing activities within the stated SLA’s
- Responsible for operational and regulatory compliance
- Works closely with Loan Operations Manager responsible for post-closing booking activities
- Leads the new loan process for all SBLOC and CVLI lending activities
- Active involvement in building out and implementing technology to streamline processes
- Manages audit and compliance activities
- Fosters a culture of continuous improvement (productivity and quality); manages KPIs and KRIs
- Coaches, develops, and structures the team to best support ongoing Private Bank loan activities
- Manages key SLAs that impact external & internal users
- Participates actively in projects and keeps current with industry updates
Education and Experience Requirements:
- Bachelor’s Degree
- 7-10 years banking or investment industry related experience, including operations management and customer service
- 5+ years in a current/recent management role
Essential Skills and Abilities:
- Knowledge of loan documentation and lending regulations
- Exceptional interpersonal, communication and presentation skills
- Demonstrates strong work ethic and ability to be self-directed
- Demonstrates analytical and problem-solving capabilities
- Ability to motivate and develop self and others
- Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing circumstances
- Ability to embrace new technologies and automation
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
