Commercial Relationship and Servicing Supervisor

CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners.

This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie

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ESSENTIAL DUTIES & RESPONSIBILIT

• IES Strategically engage with factories and dealers to manage high-value commitm
• entsDesign, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi
• lityIdentify operational gaps and lead resolution efforts through process redesign and documenta
• tionDevelop and maintain SOPs, training guides, and workflow documenta
• tionMonitor KPIs and operational metrics, presenting insights and recommendations to leader
• shipLead cross-functional initiatives to align commercial lending operations with broader business g
• oalsChampion system enhancements and automation opportunities, including Solifi optimiza
• tionSupport internal audits and compliance reviews, ensuring adherence to regulatory and company stand
• ardsServe as a liaison between account management and underwriting to ensure process align
• mentOversee and approve complex invoice and MCO transactions with minimal overs
• ightAnalyze credit line utilization trends and advise on optimization strate
• giesLead reconciliation of monthly billing statements and ensure financial accu
• racyFacilitate payment processing and troubleshoot except
• ionsCoordinate third-party inventory inspections and lead resolution of audit discrepan
• ciesPerform payoff workflows, ensuring compliance and timely document deli
• veryLead onboarding for new dealers, delivering expert-level training and sup
• portReview and authorize pending orders, applying advanced credit and curtailment anal
• ysisEnsure accurate and timely data entry into Solifi for approved or
• dersProvide strategic payoff guidance to dealers and third-party len
• dersPerform document distribution upon loan pa
• yoffImplement delinquency management strategies and lead recovery eff
• ortsPartner with underwriting to assess and recommend credit line adjustm
• entsManage Help Scout communications and ensure timely resolution of escalated is
• suesFoster long-term dealer and supplier relationships, acting as a strategic consul
• tantAudit inspection reports and lead resolution of complex unit discrepan
• ciesLead financial documentation collection for annual reviews, ensuring compliance and complete
• nessDraft and execute formal collection communications, supporting legal and credit recovery eff
• ortsDesign, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell
• enceMentor peers and junior Account Managers on best practices and process adher
• enceCommunicate 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-ma
• kingCollaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog
• ramsDrive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c
• loseDevelop new and expand personal property and mortgage retailer relationships and loan vo
• lumeScout and onboard new retailers in emerging territories, contributing to market develop
• mentRepresent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater
• ialsAssist in developing internal training programs to support cross-functional collabora
• tionCreate compelling and compliant marketing flyers and trade show banners to support sales eff
• ortsStrengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align

ment

POSITION REQUIREMENTS, CAPABILITIES &

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MINIMUM QUALIF

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