2024 Loan Operations Manager R.A.P. 1

Loan Operations Manager R.A.P.
Roundtable Advice for Professional Development

An Investment in Your Bank’s Future

This RAP provides an opportunity for community bank loan operations professionals to exchange ideas freely, dissect problems and discuss important issues with their peers.  For most banks, the investment in technology to support the lending function continues to expand and become more complex.  The Loan Operations Manager/Specialist RAP is designed to help deal with the technical side, as well as to be a rewarding experience where members can grow professionally and personally.

FACILITATOR: 
Kristi Greer, SVP of Professional Development
CBA of Georgia

Benefits of the RAP . . .

• Improve the efficiency of loan support processes, whether automated or manual
• Reduce the risk in your loan portfolio from an operational and transactional perspective
• Optimize staffing levels to handle loan production
• Increase your understanding of regulatory and compliance requirements
• Form lasting relationships with noncompeting loan operations managers
• Get solutions and practical ideas for your most pressing concerns
• Grow professionally as well as personally
• Discuss with peers what works and what doesn’t

How the RAP Works . . .

• CBA and your moderator will organize the forum based on topics submitted by participants in advance and allow time for topics to be raised at the event
• This RAP will meet at least two times in 2024
• Participants get the benefit of networking and making contact with others between meetings
  
  

Possible RAP Topics . . .

• Benefits and advantages/disadvantages of automated document preparation software
• Effective ways to cross-train loan support employees
• What positions within loan operations are conducive to remote or hybrid work?
• Hiring and retention strategies that work
• New and emerging technology solutions
• Concerns or issues raised in recent regulatory examinations
• More people issues:  managing vs. micro-managing
• Providing reports to upper management
• Ideas for loan support activities that can be automated
• Emerging best practices in post-closing reviews and similar checklists for insurance tracking and collection of financial information from customers
• Handling of lien documents, including UCC filings and mortgage recordings
• Best practices in administering construction loans and the draw process

Email education@cbaofga.com to provide your topics and peer questions to help us prepare the key areas of focus for the program.  

MORE ABOUT OUR FACILITATOR:
Kristi Greer is the Senior Vice President of Professional Development for CBA of Georgia.