8 days old

Loan Servicing Team Lead

Seacoast Bank
Winter Park, FL
  • Job Code


The Loan Servicing Team Leader will lead the loan customer service and escrow teams. This Team Leader has the ability to handle complex loan servicing requests, management of workflow, and training of associates, document procedures, research and correct issues. This team leader is able to suggest, test, and implement process improvement to increase efficiency in these teams. Good people skills, dedicated to excellent customer service and diverse background are vital.


  • High School Diploma or equivalent required.

  • Some college preferred. Five or more years general banking experience, including a minimum of 3 years experience in Loan Servicing functions with demonstrated knowledge of all types of commercial, consumer, and residential loan servicing functions and of accounting principles.

  • Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours

  • Demonstrate excellent communication (written and verbal) and interpersonal skills.

  • Able to work independently and exercise a high degree of initiative.

  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. Ability to transfer skills to other software programs.


This position will work under the direct supervision of the Loan Servicing Manager.

  • Lead the Loan Customer Service/Escrow teams in all processes related to loan servicing including but not limited to:
    • Payment processing, reversing of payments and other corrections as needed

    • Track and process e-forms

    • Automatic & ACH payment setups

    • Payoff quotes

    • Process funding on sold loans, post and remit payments and payoffs on investor participated and syndicated loans per participation agreements

    • Bill maintenance. Ensure bills are created on schedule for leases. Create bills for SWAPS and update loan system.

    • Evaluate loans and perform escrow analysis both when requested and annually to ensure all escrowed loans remain compliant.

    • File documentation using an electronic imaging system

    • Contact clients, insurance companies and/or bank personnel concerning non receipt of hazard insurance premium renewal

    • Review/assist with the review of all new loans to ensure items related to flood are compliant to include the flood certification, trailers, and there is proper coverage by type, amount and structure.

    • Obtain and review insurance and real estate tax reporting and conduct maintenance or due diligence as required

  • Provides assistance, guidance, and training to Loan Customer Service and Escrow staff, and reports perceived weaknesses and problems requiring attention to be addressed by management.

  • Develops/maintains procedures for all primary duties to insure they are up to date and accurate.

  • The Loan Servicing Team Leader position is accountable for providing high level of customer service to internal and external customers with operational integrity. Answers external customer and in-house inquiries regarding all Customer Service/Escrow team functions, particularly those that are unusual and complex in nature, keeping customer service a priority at all times. Researches problems and makes necessary corrections.

  • Adheres to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.

  • Maintains a high degree of cooperation and rapport with all employees in order to ensure accurate and efficient operations and service.

  • Ability to work independently and as a team, under pressure and meet deadlines.

  • Participate in internal and external quality control and audit assessments, providing prompt and accurate responses to inquiries made, as well as take immediate action to correct or resolve issues as they are known.

  • Assists Loan Servicing Manager as needed and with special projects and willingly performs other duties as assigned.

Team Leader Responsibilities

  • Provides leadership to Loan Customer Service / Escrow staff members including participating in performance appraisals and employee discipline, addressing complaints and resolving problems. Coordinates work among staff to ensure efficient operations and resolves problems. Distributes workload and provides necessary direction, training, and coaching.

  • Coordinate staff and priorities with the Loan Servicing Manager to ensure timely completion of tasks and coverage when necessary. Duties should be continuously examined to ensure efficient and effective workflows and processes.

  • Coordinate and report on routine review of procedures by sampling staff completed work to assure compliance.

  • Assists Loan Servicing Manager with maintenance of manual of procedures (MOPs), in conjunction with ERM and Compliance, for assigned personnel ensuring complete and accurate step by step documentation of actions required to process all loan transactions. Identify and recommend internal and external training to maintain and enhance knowledge and depth of personnel within the department.


  • Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements. Completes assigned Compliance Training.

  • Responsible for reviewing and adhering to bank operational procedures and controls while communicating updates to associates.

  • Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner to retain the customer relationship.

  • Adhere to Seacoast Banks Code of Conduct.

  • Follow all safety and security procedures.

Core Competencies

  • Customer Focus: Building strong customer relationships and delivering customer-centric solutions.

  • Drives Engagement: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.

  • Ensures Accountability: Holding self and others accountable to meet commitments.

  • Tech Savvy: Anticipating and adopting innovations in business-building digital and technology applications.

  • Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.

Sponsored by:
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Sponsored by:
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Loan Servicing Team Lead

Seacoast Bank
Winter Park, FL

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Seacoast Bank
Winter Park, FL

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