CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. The role combines high-level commercial account servicing responsibilities with strategic business relationship functions.
Requirements
- Strategically engage with factories and dealers to manage high-value commitments
- Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability
- Identify operational gaps and lead resolution efforts through process redesign and documentation
- Develop and maintain SOPs, training guides, and workflow documentation
- Monitor KPIs and operational metrics, presenting insights and recommendations to leadership
- Lead cross-functional initiatives to align commercial lending operations with broader business goals
- Champion system enhancements and automation opportunities, including Solifi optimization
- Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards
- Serve as a liaison between account management and underwriting to ensure process alignment
- Oversee and approve complex invoice and MCO transactions with minimal oversight
- Analyze credit line utilization trends and advise on optimization strategies
- Lead reconciliation of monthly billing statements and ensure financial accuracy
- Facilitate payment processing and troubleshoot exceptions
- Coordinate third-party inventory inspections and lead resolution of audit discrepancies
- Perform payoff workflows, ensuring compliance and timely document delivery
- Lead onboarding for new dealers, delivering expert-level training and support
- Review and authorize pending orders, applying advanced credit and curtailment analysis
- Ensure accurate and timely data entry into Solifi for approved orders
- Provide strategic payoff guidance to dealers and third-party lenders
- Perform document distribution upon loan payoff
- Implement delinquency management strategies and lead recovery efforts
- Partner with underwriting to assess and recommend credit line adjustments
- Manage Help Scout communications and ensure timely resolution of escalated issues
- Foster long-term dealer and supplier relationships, acting as a strategic consultant
- Audit inspection reports and lead resolution of complex unit discrepancies
- Lead financial documentation collection for annual reviews, ensuring compliance and completeness
- Draft and execute formal collection communications, supporting legal and credit recovery efforts
- Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence
- Mentor peers and junior Account Managers on best practices and process adherence
- Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making
- Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs
Benefits
- Competitive Salary
- Medical/Dental/Vision Insurance
- Paid Holidays
- 401K Match
- Generous PTO
- FSA/HSA Plans
- Life /Disability/Accidental Insurance
