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Doc Prep & Loan Booking Team Leader

Expired Job

Enerbank USA Salt Lake City , UT 84101

Posted 4 months ago

Company Overview:

EnerBank is growing. Our proven business model and best practices have resulted in a high growth rate at EnerBank USA over the past five years.

EnerBank USA is a highly specialized billion-dollar bank, providing home improvement lending through strategic business partners and independent home improvement contractors throughout the United States. Typical strategic partners are manufacturers, distributors or franchisors of home improvement products and services. The bank provides private label loan programs for these organizations ("loan program sponsors") which in turn make them available to their networks of contractors.

This is a career opportunity not just a "job." Your efforts will have a positive and leveraged effect on the bank's overall growth and market share. If you enjoy being in a position where your talent can make a difference and be appreciated, this may be the position for you!

Position Overview:

This is an important position in our company. You will be responsible for receiving and authenticating loan document requests daily, preparing the associated loan document package to the customer, and ensuring the Bank's procedures and controls are followed.

Additionally, you will also be responsible for coordinating the other Doc Prep and Loan Booking Specialists schedules and daily activities. Doc prep and Loan Booking issues are escalated to this position for conflict resolution.

Basic Duties and Responsibilities:

  • Review loan document requests received daily and match to applications

  • Resolve any loan document request discrepancies or send to appropriate department to be resolved

  • Ensure that all loan document requests received are processed within the established time frame

  • Pull daily extraction files

  • Act as Team Leader for the Document Preparation and Loan Booking Team

  • Provide training to new employees and ongoing training to existing employees

  • Prepare monthly schedule for Document Preparation and Loan Booking teams

  • Maintain Document Preparation and Loan Booking procedures

  • Take escalated calls

  • Assist in preparation and presentation of annual reviews

  • Assist managers with interviews and hiring process

  • Review employee performance and provide them with feedback on accuracy

Why Work for EnerBank USA?

  • Management team committed to your success

  • Organizational culture committed to teamwork and mutual support

  • Entrepreneurial based workplace

  • Dynamic and challenging environment


Position Requirements:

  • 1+ years Leadership experience

  • Proficiency using several software applications including Unifi, Microsoft Word, Microsoft Excel and Microsoft Outlook, LoanServ

  • Able to pass a background and drug check

  • Verifiable references

Attributes Necessary for Success:

  • A "hands-on" self-starter that works well in a fast-paced, dynamic, team-orientated environment

  • Organizational skills and attention to detail must be a natural talent

  • Excellent people skills - works well with cross-functional teams

  • Challenge oriented the word "can't" is not in your vocabulary

  • Proven ability to meet company and department goals

  • Highly developed communication skills, both written and oral

  • Maintains composure in stressful situations


Benefits include:

  • Excellent Medical, Dental, and Life insurance

  • Health Savings Account (HSA) with company contribution

  • Basic Life/AD&D insurance

  • 401K Retirement plan with company match

  • Vacation days, dependent on position

  • Sick Leave Plan

  • Short Term Disability Plan (when approved and applicable)

  • Generous Tuition Reimbursement Plan, including continued education after a bachelor's degree

Paid Holidays: New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving and the day after, Christmas Eve, Christmas Day, New Year's Eve


We offer a flexible work schedule. Your eight-hour shift can be between the hours of 7:00 AM and 6:00 PM. Some overtime may be required. Monday to Friday. Includes occasional after hours and weekend responsibilities.

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Doc Prep & Loan Booking Team Leader

Expired Job

Enerbank USA