Vendor Order Specialist, Team Lead

GENERAL DESCRIPTION OF POSITION

The Vendor Order Specialist Team Lead will serve as point of contact and support for processing vendor orders such as flood determinations, title work, environmental assessments, etc. on behalf of the bank's lending staff.  This position will also serve as primary contact for vendors to resolve discrepancies and related issues with orders. The team lead position will assist in the development of training for the new hires. The team lead will manage workflow and rotations daily. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Place orders for flood determinations, title work, surveys, environmental assessments and other items as necessary to facilitate loan documentation and closings.

2. Provide status updates and additional information to the lending staff for all orders that have been placed. 

3. Receive the documentation for orders and supply confirmation to the lending staff as necessary. 

4. Responsible for uploading images of the documentation to banks document management software. 

5. Identifies lending staff needs and takes appropriate action to resolve problems and/or issues in the order process. 

6. Responsible for professional written and verbal communication and correspondence on behalf of the bank. 

7. Serves as a back-up for other areas of the department as time allows. 

8. Completes required BSA/AML training and other compliance training as assigned.

9. Training new hires. 

10. Assist in assigning and maintaining work schedules and rotations for the staff. 

11.The ability to work in a constant state of alertness and in a safe manner. 

12. Completes required BSA/AML training and other compliance training as assigned.

13. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 3 years related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

None

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

None

SOFTWARE SKILLS REQUIRED

Intermediate: 10-Key, Alphanumeric Data Entry, Database, Word Processing/Typing

Basic: Payroll Systems, Spreadsheet

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand, walk, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

Required education and experience:
-High school diploma or equivalent
-Six months of demonstrated lending experience required
-Excellent customer service skills and a minimum of one year banking experience
-Experience with Microsoft Office suite such as Word, Excel, and Outlook a must
-Applicant should have experience servicing customer needs in an often fast-paced environment
-Must possess a demonstrated ability to navigate various software
-Must possess strong communication skills and good documentation/organizational skills
-Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and sometimes tight schedules