Team Leader – Closing

Job Overview/Purpose: 

  • Responsible for leading a geographically dispersed team of highly skilled, highly motived staff while managing the day-to-day workflow, conducting agricultural loan closings and all loan servicing actions consistent with approval conditions and company policy delivering a high quality product and excellent customer service. Responsible for the overall supervision of the assigned department team(s) including performance reviews, salary recommendations, and compliance oversight.
  • Assures closed loan files are in compliance with legal documentation requirements and approved loan terms. Responsible for consistent execution of process and procedures regarding the overall closing process and on-going life of loan processes.
  • The TL will work together with the Closing Manager to evaluate the status of deals and re-prioritizing workload, as needed, to meet customer expectations. Sets and monitors the SLAs of the Closers and RSS/RSMs to deliver all necessary documentation in a timely manner, including ensuring the accuracy of such information.
  • The TL is primarily a manager. The TL focuses on setting and meeting expectations and manages to the set process, recruiting talent and managing staff, including mentoring of Closers and RSM/RSSs.
  • In depth knowledge of both general closing requirements and RAF processes is required. General knowledge of the agricultural industry is necessary. A detailed understanding of bank’s products, policies and procedures along with the ability to identify risks and solutions to provide client value are essential.

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