Loan Operations Lead

United Community Bank

. Coordinate daily workflow and work assignments across the Small Business Loan Closing team .

Posted 10/1/2026full-timeGreenville • South Carolina • United StatesSenior💰 $42,061 - $64,465 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Small Business Loan Closing, Document Preparation, and Document Review, with a strong focus on quality assurance and regulatory compliance. Proven ability to lead teams, coach employees, and implement process improvements in a fast-paced financial environment.

Highest-signal resume keywords

Small Business Loan ClosingQuality Assurance ReviewsMicrosoft OutlookDocument PreparationRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document ReviewQuality Metrics MonitoringProcess ImprovementRoot Cause AnalysisVendor Document KnowledgeLoan DocumentationTraining DevelopmentPerformance FeedbackOperational Risk IdentificationCompliance Training

Soft Skills

Interpersonal SkillsCoaching AbilityTeamwork PromotionProblem-Solving SkillsCommunication Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelSharePointMicrosoft Outlook

Industry Keywords

Bank Secrecy ActAnti-Money LaunderingLoan OperationsOperational EfficiencyEmployee Development

About the role

Key responsibilities & impact

Coordinate daily workflow and work assignments across the Small Business Loan Closing team
Monitor production volumes, pipeline status, turnaround times, and workload distribution; communicate resource needs to management
Serve as the first escalation point for routine operational, workflow, and customer service issues
Provide day-to-day guidance on procedures, system functionality, documentation requirements, and exception handling
Share operational updates, procedural changes, and departmental priorities
Reinforce adherence to procedures, service standards, and quality expectations
Provide onboarding support and ongoing training
Assist management with employee development and training needs
Conduct quality reviews and provide coaching and feedback
Monitor quality trends, identify recurring issues, and recommend corrective actions
Maintain procedures, job aids, reference materials, and training documentation
Approve employee timecards, schedules, and vacation requests
Provide performance feedback and participate in evaluations
Assist with interviewing, onboarding, and selection activities
Document coaching discussions and performance observations
Support performance improvement plans, corrective actions, and recognition programs
Provide leadership coverage during temporary manager absences
Monitor workflow efficiency and recommend process improvements
Identify operational risks, control gaps, and recurring issues
Support process enhancements, procedural updates, system changes, and department initiatives
Participate in testing, training, and rollout activities for new systems, products, and workflow changes
Prepare and distribute periodic production, quality, and service-level reports
Participate in required compliance training, including Bank Secrecy Act/anti-money laundering training
Perform other duties and responsibilities as assigned

Requirements

What you’ll need

College Degree or equivalent required
5+ years of work experience in a financial institution with a focus on due diligence and/or loan documentation
In-depth knowledge of Small Business/Commercial Loan Closing, Document Preparation, and Document Review, including knowledge of regulatory regulations
Experience performing quality assurance reviews of various loan operation functions
Proficiency in Microsoft Outlook, Word, Excel, and SharePoint
Ability to identify trends, determine root causes, and develop practical recommendations for process, quality, system, and control improvements
Expert knowledge of common and complex vendor documents, including title work, automated valuation models, appraisals, environmental reports, flood determinations, insurance documentation, surveys, and lien searches
Demonstrated ability to coach others, transfer technical knowledge, and promote consistent application of policies and procedures
Demonstrated ability to coordinate daily work activities and prioritize team workloads in a fast-paced operational environment
Ability to coach, develop, and motivate employees while promoting accountability and teamwork
Ability to monitor productivity and quality metrics and identify opportunities for improvement
Strong interpersonal skills with the ability to resolve routine employee, customer, and operational concerns
Ability to lead through influence and foster collaboration across multiple business partners and operational teams
Must be able to pass a criminal background and credit check
Position requires schedule flexibility to work evenings and weekends as needed
Preferred: Advanced analytical, problem-solving, risk-assessment, decision-making, negotiation, organizational, and communication skills
Preferred: Exceptional interpersonal skills and excellent written and verbal skills
Preferred: Ability to influence outcomes, facilitate issue resolution, and communicate recommendations across multiple functions and levels of the organization

Benefits

Comp & perks

Schedule flexibility to work evenings and weekends as needed
Up to 10% travel
Equal Opportunity Employer
Reasonable accommodations for individuals with disabilities