Job Title:          Records Management Team Lead   

Department:     Loan Operations  

Location:          Pittsburgh, PA

 

Summary of the Position:

The Records Management Team Lead will provide oversight of the intake, imaging and release of Loan and Credit documentation. Ensuring accurate tracking and reporting of document exceptions and reporting requirements is a critical component of this role and as such, a strong knowledge of both credit and legal documentation is required. In addition, the team lead will oversee paid loan processing and the coordination of archiving and document retrieval activities in accordance with bank, legal and regulatory requirements. The Records Management Team Lead will ensure operational controls are documented and adhered to and will review procedures regularly to identify gaps.

 

Primary Functions of the Position:

• Manages the day-to-day activities of the Record Management staff, and assists with daily activities when deemed necessary
• Serves as the point of escalation for the team and handles the escalation process throughout its entirety
• Provides day-to-day support and insight to the metrics & performance of the team, and makes proposals to management for changes and improvements to SLA’s
• Responsible for coaching and development of staff, coordinating and facilitating training and developing training materials and procedures for benefit of the team
• Conducts regularly scheduled on-on-one’s with Team Members. Creates individual development plans and completes annual and intermittent performance reviews. Participates in performance improvement plans when necessary
• Interviews and effectively participates in the selection and onboarding of new team members
• Approves PTO requests for all team members and timecards for any non-exempt employees
• Maintains and develops policies and procedures according to new rules and regulations for both internal and external guidance
• Provides daily workflow and capacity planning solutions for upcoming initiatives
• Manages critical vendor relationships to ensure the protection of the bank’s collateral through tax, insurance, UCC, document exception and flood tracking.
• Works with Business and Technology partners to translate business requirements into end-to-end process improvement.  This candidate must be comfortable leveraging new and emerging technology in support of the overall effort to move towards a new digital state.
• Collaborates with critical partners including: Relationship Managers, Credit, Service Teams, Legal and Compliance, this position will perform complex research on documentation and operational issues and will provide support for Audits as needed.
• Collects and analyzes data to identify, capacity, error trends and opportunities for process improvements.
• Responsible for creating note and collateral release documentation. The collateral documents include but are not limited to the preparation of recorded mortgage documents to be sent for recording, lien release letters, and securities release letters.
• Works directly with external auditors on providing requested loan information and documentation for review, as well exporting documents from internal document management storage system.
• Actively participate in assigned projects and performs other duties as assigned

Education and Experience Requirements:

• Bachelor’s Degree preferred or combination of education and experience
• 5+ years in Operational function at a Financial Institution; experience with Commercial or Consumer lending and/or Private Banking/Wealth Management preferred

 

 

• Must understand the exception management process and will be engaged to develop reporting that can be used bank wide to support ongoing monitoring efforts.
• This position entails researching and understanding requirements for various types of recorded documentation (Mortgage, Satisfactions, UCC’s and Vehicle Titles) to support various processes associated with this role.

 

Essential Skills and Abilities:

• Ideal candidate must have a strong working knowledge of lending environment and be able to effectively navigate multiple loan servicing systems
• Previous Management or leadership experience
• Proficient Microsoft Office skills (Expert user of Excel)
• Proficient in Adobe Acrobat
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to work independently and provide team support in a production-based environment
• Strong organizational and time management skills; must be able to prioritize
• Must be able to lift boxes up to 20 pounds

 

 

 

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.

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