Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Loan Servicing Operations
Our work environment is fast-paced and requires team members to provide excellent customer service, be detail-oriented, to learn quickly and have strong organizational skills. Most importantly, we want our team members to have a positive attitude and enjoy their job and their co-workers.
This individual must possess both a professional demeanor and be willing to perform various tasks in multiple functional departments. This position is required to provide Investor expertise to effectively manage the bank’s servicing portfolio. This position is also responsible for proper payment of loan invoices associated with the origination process. Additionally, support of the loan servicing function is necessary, and this individual must be able to effectively and cooperatively work with multiple supervisors and perform job duties in accordance to and in the spirit of the bank’s mission statement.
Major Duties and Responsibilities
Servicing Operations
Provide exceptional customer service.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
EXPERIENCE
2-5 years of similar or related experience, including preparatory experience
EDUCATION/CERTIFICATIONS/LICENSES
High school education or GED
INTERPERSONAL SKILLS
A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/ or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
OTHER SKILLS
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Customer Service Provide and promote exceptional customer service. High level interpersonal skills with an acute attention to details are necessary to provide an elite level of customer service. Professionalism
Approaches others in a tactful manner; reacts well under pressure, treats others with respect and consideration regardless of their status or positions, accepts responsibility for own actions; follows through on commitments. Professional appearance and attire. Work area organized with a professional atmosphere.
Teamwork Balances team and individual responsibilities; contributes to building a positive team spirit; supports everyone’s efforts to succeed. Education and/or Experience High school diploma or GED. Microsoft Office
(Word, Excel, and Power Point) Knowledge of PC-based software programs and 10-key adding machine.
Language Skill Excellent oral and written communication skills. Edits work for spelling and grammar. Speaks clearly and persuasively in positive or negative situations. Listens and gets clarification. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions. Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Reasoning Ability Ability to apply common sense and understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
ADA Requirements
PHYSICAL REQUIREMENTS
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.
Job Type: Full-time
Pay: $13.00 - $24.00 per hour
Benefits:
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Work Location: In person