Senior Director, Distribution and Logistics
Copeland
Director of Servicing
Builders Capital
full-time
Posted on:
Location Type: Hybrid
Location: Cleveland • Ohio • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Day to day reviewing and approving construction draw packages and coordinating with third parties for final approval including general contractors, construction consultants, title companies, and/or attorneys.
- Oversee that all construction loans remain in balance with sufficient loan funds available to complete construction and/or development and are balanced to the loan accounting system.
- Coordinate and monitor the loan servicing quality control review of Casa Lending and have accurate information to protect and ensure that our standards are maintained. This includes rate reviews, title release exceptions, interest in escrow, negative escrow, escrow exceptions, and post-closing.
- Manage and coordinate the daily operation of Loan Servicing to ensure efficient, fair, and prudent loan servicing for all loans and to ensure that procedures and guidelines are adequately communicated.
- Responsible for managing the book performance KPI’s for all Account Managers that report to them.
- Identify areas of inefficiency across the team and across the teams’ interactions with other teams.
- Monitor loan portfolios to ensure that loans are current on payments and that construction is progressing as planned and staying aligned with timelines.
- Collaborate with internal teams to address any discrepancies between requested funds and inspection reports, providing clear and timely feedback.
- Oversee the recruiting, hiring, and training of the Servicing team.
- Lead and hold the team accountable to deliver against the KPIs set forth by executive management.
- Conduct monthly 1 on 1s to help employees grow and provide feedback on areas of improvement.
- Maintains thorough knowledge of guidelines, policies and procedures and ensures quality is a top priority that remains uncompromised.
- Works closely with the VP, Closing and Account Management assisting with special projects as required.
Requirements
- 5+ years of experience in loan servicing, account management, or a related area within financial services.
- 2+ years of leadership or team management experience, including direct involvement in hiring, training, and performance management.
- Experience conducting performance reviews, coaching sessions, and employee development planning.
- Strong ability to lead teams in meeting or exceeding KPIs and performance standards.
- Demonstrated success in holding team members accountable while fostering a supportive and growth-oriented environment.
- Deep understanding of servicing guidelines, regulatory policies, and internal procedures.
- High attention to detail and commitment to maintaining quality and compliance standards in all servicing operations.
- Proficiency in CRM platforms, servicing systems, and Microsoft Office Suite (especially Excel).
- Ability to interpret inspection reports and reconcile them with draw requests and loan terms.
- Ability to manage multiple priorities and projects in a fast-paced, deadline-driven environment.
- Comfortable working closely with senior leadership on special initiatives and strategic projects.
Benefits
- **Innovative Environment:** Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
- **Work Flexibility:** Enjoy a flexible work environment where you can balance team leadership with your personal life.
- **National Impact: **Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
- **Health Insurance –** We’ve got you covered! Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
- **Health Savings Account (HSA) –** We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
- **Competitive Compensation –** We offer competitive wages that reward your expertise and hard work.
- **Paid Time Off – **Take time to recharge with 3 weeks of paid time off each year.
- **Paid Holidays –** Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan servicingaccount managementperformance managementKPI managementemployee developmentquality control reviewinspection report interpretationfinancial servicesconstruction draw packagesregulatory policies
Soft skills
leadershipteam managementcoachingcommunicationattention to detailproblem-solvingcollaborationaccountabilityemployee feedbacktime management
