Assistant Manager Business Banking Operations - Experience Required

Come join our GTE Financial Team!

We are looking for a customer-focused, strategic, and proven leader to join asan Assistant Manager of Business Banking Operations, assisting in the development and support of Business Banking sales strategies, accountability for operational efficiency, member experience, and other key department objectives and projects.

The position will manage the day-to-day responsibilities, including overseeing Business banking closers, managing operational efficiencies, helping to mitigate risk by effectively reinforcing policy and procedure, managing pipeline migration, as well as other duties assigned by the business group head.

What does GTE look for in an Assistant Manager of Business Banking Operations?

Leadership:

• Coach, train, and manage assigned staff, ensuring adherence to Credit Union and departmental standards. Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development.
• Ensure the Business sales team's adherence to Credit Union and departmental standards. Prepare timely evaluations that accurately measure employee performance and provide direction for future growth and development. Practice Integrity Coaching principles.
• Routinely coach using the Integrity Coaching principles and Member Advantage philosophy, evaluate progress, and provide frequent and timely feedback to the team.
• Motivate team, set and communicate clear expectations and goals for employee performance and responsibilities.
• Hire, supervise, evaluate, counsel, and terminate (when necessary).
• Ensure proper staffing and training of staff; responsible for the interviewing and selection of qualified candidates and perform all responsibilities by current organizational goals and standards.

Strategic:

• Assists in preparing, implementing, and monitoring the budget for the department that is consistent with the overall strategic plan and annual budget.
• Develop goals based on the departmental budget and current and projected market conditions to maximize total departmental performance, utilizing all available internal and external resources.

Lending:

• Supervision of loan closing documents. Oversight of an internal loan document system or work directly with outside firms for attorney-prepared documentation.
• Inspects closing due diligence with all third-party vendors (e.g., appraisal, environmental reports, title company, etc.).
• Ensuring loans are documented, funded, and booked according to the credit approval and ensuring any post-closing items and exceptions are resolved.
• Manages, directs, and inspects post-closing requirements (ticklers)
• Oversees maintenance of loan documents with all required and supporting documentation.
• Oversee document imaging for loan documents.
• Ensure credit approvals and closings conform to the credit union's policies and procedures.
• Oversees rate reductions, re-price changes, extensions, and modifications for existing commercial real estate loans.
• Directs and inspects release of mortgages, assignment of rents and leases, UCCs, and vehicle liens for paid commercial loans.
• Assist in administration and reporting for SBA loans to ensure compliance with Standard Operating Procedure requirements.
• Inspects the accuracy of loan data and performs maintenance to the core system.
• Manage ongoing loan monitoring and tracking of UCC filings, insurance, mortgage recordings, title liens, possessory collateral, and financial information for each active loan, per loan and policy guidelines.

Operational:

• Create and monitor reports that enhance pipeline accuracy, closing dates, and required due diligence. . Provide weekly feedback from reports to leadership of CFC and suggest lead generation activities.
• Understand and comply with the rules and regulations associated with the Business industry.
• Responsible for ensuring that all agency records are accurate, current, and up to date with Business carriers, external websites, internal documentation within the Credit Union, and all other entities.
• Supports Member Care and Community Financial Centers on Business Banking activities and products.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act

Experience:

• For maintaining Credit Union goals, it is the responsibility of each employee to strive for the continuous quality improvement of processes and quality of service to internal and external customers.
• Demonstrated effective judgment in making loan decisions.
• Proficient computer skills, especially Microsoft Office applications.
• Excellent interpersonal and presentation skills to effectively communicate with management, co-workers, and members.
• Effective verbal communication and writing/documentation skills.
• Ability to work independently and as a team member while using discretion in making decisions and sound judgment in solving problems.
• Maintain effective communication with all Credit Union employees (internal customers) to ensure coordination and exchange of information for accomplishing organizational goals.

Required Qualifications:

• Undergraduate degree or 3 years of related experience.
• Minimum 5 years' experience with at least 3 years of progressive management experience or a combination of education and experience.

Position Details:

• Location: Downtown Tampa - GTE Headquarters
• Department Hours: Monday- Friday (8:00 am to 6:00 pm)

Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.

Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.

Required for Hybrid Work:

• A quiet workplace so you can focus on delivering excellent service to our members.
• Must live in a location that can leverage an existing high-speed internet service.
• Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s.
• Minimum download speed 25 MB/s, preferred download speed 50 MB/s.
• Candidates must provide and meet all technical requirements before the first day of training.
• Hybrids - Candidates must live within driving distance of the office location and be able to commute to and from the office location as needed regularly.

Come and join our award-winning team!

GTE Financial is an Equal Opportunity Employer.

Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the employer.