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AVP – Commercial Operations Manager


Evergreen CU is hiring a AVP – Commercial Operations Manager at its Westbrook Commercial Loan Center location.

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The Role: AVP – Commercial Operations Manager, is responsible for overseeing all operational and administrative functions for Evergreen CU’s (ECU) commercial department. Specific responsibilities include managing the day-to-day work of Commercial Loan Assistants (CLA’s) in their performance of administrative duties to support the work of Commercial Loan Officers in serving ECU’s commercial members, as well as preparing/delivering performance reviews, as necessary. Other responsibilities include coordination of commercial loan closings (e.g. document preparation, coordinating with closing attorneys), coordination of the real estate evaluation process, oversight of the commercial files (both physical and digital), maintaining tickler and other database reports, and maintenance of departmental procedural documents.

Essential Functions and Responsibilities:

Oversight of CLA’s – Manage the daily functions of all team CLA’s including conducting performance reviews.

Management of Commercial Closing Process – Ensure CLA performance of operational and administrative tasks for the commercial department regarding evaluating collateral and coordinating commercial loan closings. Specific functions include ordering valuation reports; preparing various correspondence to current or prospective borrowers; assembling loan packages; contacting various settlement agents, attorneys, or insurance professionals to facilitate the settlement process; booking/boarding loans to core.

Maintaining Reports and Records – Review appropriate records or reports regarding departmental files (e.g. ticklers, internal QC, renewals/reviews, rate changes) and communicating with appropriate personnel towards completion of relevant tasks.

Managing Procedural Documents – Oversee the creation or maintenance of a procedural manual or other related documents for the commercial department, including coordinating with commercial team members and any potential interns available for implementation.

General Departmental Requirements – Review and understand ECU’s Commercial and Member Business Loan Policy. Become proficient with organizational and departmental systems such as Episys (core banking platform), Abrigo/Sageworks (commercial loan origination system) and Finastra/LaserPro (commercial loan documentation software).

General Organizational Support – Respond to inquiries or requests for information from commercial team members and other Credit Union personnel within reasonable timeframes or established policy.

Other duties or special projects as assigned by management.

Benefits: Medical, dental, and vision insurance, 401(K) with match, PTO, paid holidays, short-term and long-term disability insurance, and education assistance.

The position reports to the SVP, Senior Commercial Loan Officer. Resumes may be sent to Cathy Lestage, Vice President of Human Resources, at clestage@egcu.org.