Loan Services Work Lead The Work Lead will be responsible for maintaining the day to day team activities within our Account Services or Part Bought Team. The primary activities for this role will include managing the mailboxes, manage and research general ledger accounts, loan reconciliations, and various specialized loan analyst functions. Position Responsibilities: Manage All Incoming work streams * Ensure all work for the day and SLA's have been completed/met. * Monitor wire system to ensure wires are approved by wireroom cutoff timelines * Delegate work as required * Lead initiatives and projects to ensure completion Manage and research General ledger Account outage * ACH Rejects- Send the Analyst and ensure clearance. * Approval Tickets- Were the proper approvals obtained and are they stored for audit purpose. * QCR Lockbox- Send Lockbox rejects to the appropriate team member (SBA/SAG/Syndications/PB). * CLO Wire DDA- Ensure that all transactions posted from prior day are cleared from this account. * Wire Account- Ensure that the wires cleared are identified with the wire unique identifier. * Past Dues- Distribute to the Analyst for clearance. * Manage 2nd Day Quality Review. Specialized Loan functions * Review various reports to ensure accuracy on accruals and adjustments. * Review and evaluate complex documentation. * Process various types of principle, fees and interest payments collected from customer. * Determine various systematic ways to accommodate difficult loans accurately and efficiently. * Review Accounts Receivables Daily Reports to calculate loan availability and approve disbursements. * Balance the Accounts Receivables Daily Report and loan balance reconciliation. * Set-up and processing of participation/syndication loans. * Reconcile loan balances and transactions with agent bank. * Ensure all participated portions of loans are in balance daily and log any discrepancies. * Review and analyze complex loan agreements. * Correspond with other banks to determine rates, rollover etc. * Train and provide guidance to Loan Processors/Analysts. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled