Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.
Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.
The Processing Team Lead is responsible for maintaining a loan pipeline and also providing pipeline coverage for Loan Processors. This individual will also assemble and review critical Loan Estimate disclosure packages when needed. The Team Lead is responsible for assisting with training new employees as well as providing ongoing training and support for teammates within the department. The Team Lead is responsible for promoting and maintaining an efficient and positive working environment amongst the processing and disclosing teams.
Objective 1: Maintain a small pipeline (estimated 10 loans) to assist Loan Originator in managing workflow on a daily basis.
Objective 2: Prepare underwriting income worksheets and sign off on some conditions.
Objective 3: Monitor Processing Pipeline, provide pipeline support and coverage, Update Processing Procedures.
Boston Private is an Equal Opportunity Employer