USAmeriBancorp

Commercial Banking Team Lead - Orange County, CA

USAmeriBancorp$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Knowledge of credit underwriting and loan documentation
  • Strong leadership qualities
  • Proficient in Microsoft Word, Excel, and Outlook
  • Excellent interpersonal skills for client interactions
  • Ability to prioritize, organize, and delegate tasks
  • Strong mathematical and administrative skills
  • Good report writing and presentation abilities

Responsibilities

  • Manage and supervise Loan Officers and Administrative Assistants
  • Train Junior Loan Officers effectively
  • Assist in preparing departmental budgets and strategic plans
  • Develop methods to enhance profitability and efficiency
  • Conduct annual performance appraisals for team members
  • Engage with accounts, prospects, and centers of influence
  • Set and manage team goals

Benefits

  • Comprehensive training programs for professional development
  • Leadership role with management responsibilities
  • Opportunities to influence and improve departmental processes
  • Collaborative work environment with senior management
  • Potential for career advancement within the organization
Full Job Description
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.


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.

About USAmeriBancorp

Valley National Bancorp, doing business as Valley Bank, is a regional bank holding company headquartered in Wayne, New Jersey with approximately $42 billion in assets. Its principal subsidiary, Valley National Bank, currently operates over 230 branch locations in northern and central New Jersey, the New York City boroughs of Manhattan, Brooklyn, and Queens, as well as Long Island, Florida, and Alabama. Valley Bank holds approximately $29 billion in assets. ,Valley Bank is one of the largest commercial banks headquartered in New Jersey.
Learn more about USAmeriBancorp

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