Manager, Loan Boarding Operations
Daleville, IN 
Posted 12 days ago
Job Description

Position Goals:

Responsible for ensuring the Operations Department runs efficiently and seeks to continually improve processes. Provide direction to the operations staff to ensure delivery of superior quality service and product support for internal and external customers.

Essential Duties and Responsibilities:

  1. Manage staff, conduct interviews and make hiring decisions, hire and mentor staff and evaluate performance.
  2. Continually review processes for improvement opportunities to enhance the department's efficiency.
  3. Maintain sound procedures and process controls to ensure compliance with regulatory requirements and SOX key controls.
  4. Identify, track, evaluate and report on Key Performance Indicators (KPI's) that monitor department performance and address any improvements required.
  5. Validate and interpret complex consumer and mortgage loan documentation in order to determine loan boarding requirements.
  6. Determine any new or renewal loans that require priority boarding.
  7. Communicate and follow up with lending staff on any loans with Pre-Boarding issues.
  8. Monitor and review loan exception items
  9. Monitor and review post audit reviews
  10. Review and recommend new methods and procedures to make daily operations more efficient.
  11. Monitor employee and departmental performance and service level agreements
  12. Provide guidance to and help develop subordinates

Position Requirements:

Education - High school diploma or equivalent (GED).

Experience - Over five (5) years in a bank production environment or related experience. Experience managing a team of associates.

Other - None.

Preferred Requirements:

Bachelor's degree in business, management, accounting or related field.

Key words: Loan Boarding, Loan Servicing, Mortgage Servicing, Post Audit, Post Closing, Management, Customer Service


GED (required)
High School (required)

Over five (5) years experience in a bank production environment or related experience; plus, experience managing a team of associates. (required)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

First Merchants Bank is an Equal Opportunity Employer and E-Verify participant (M/F/D/V).


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
5 years
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