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In addition to all the functions of a Commercial Loan Officer, with respect to the assigned portfolio, the Team Leader is expected to:
- Manage and supervise Loan Officers and Administrative Assistants to ensure that their functions are properly performed with respect to customer service, asset quality, loan approvals, and business development.
- Properly train Junior Loan Officers.
- Assist in the preparation of departmental reports such as budgets, strategic plan, etc.
- Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.
- Perform annual performance appraisals for staff.
- Make calls on accounts, prospects and COIs individually or jointly with Loan Officers or Senior Management.
- Set and manage achievement of team goals.
- Driver's license required.
Qualifications
Required Skills:
- Knowledge of credit underwriting, basic accounting and loan documentation.
- Strong leadership qualities.
- Proficient PC skills using Microsoft Word, Excel and Outlook.
- High level of interpersonal and social skills needed to interact with customers and/or prospective clients.
- Ability to prioritize, organize and delegate assignments.
- Good mathematical skills.
- Strong negotiating skills.
- Good administrative and credit skills.
- Ability to write reports and business correspondence.
- Ability to effectively present information and respond to questions.
Required Experience:
- High School Diploma or GED and a minimum of five years related commercial loans experience.
- Bachelors Degree preferred.
- Ten years of related commercial loans experience preferred.
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