How to hire a lending services manager

How to hire a lending services manager, step by step

Here's a step-by-step lending services manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a lending services manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new lending services manager
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the lending services manager you need to hire. Certain lending services manager roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A lending services manager's background is also an important factor in determining whether they'll be a good fit for the position. For example, lending services managers from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of lending services managers.

   Type of Lending Services Manager	Description	Hourly rate
   Lending Services Manager	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$23-71
   Manager/Finance Accounting	A manager of finance accounting's role is to oversee the financial activities in a company or organization. Their responsibilities revolve around coordinating with other departments to gather financial data, analyze the revenues and expenditures, and develop written reports and presentations... Show more	$31-61
   Tax Manager	A Tax Manager is responsible for managing tax reporting and compliance within an organization. They provide innovative tax planning and prepare state and federal tax returns for companies.	$33-62

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Loan Applications
   • Loan Portfolio
   • Performance Reviews
   • Credit Risk
   • Commercial Banking
   • Real Estate
   • Business Development
   • Underwriting Guidelines
   • Customer Service
   • Performance Standards
   • Bank Policies
   • Loan Operations
   • Origination
   • Regulatory Compliance

   Check all skills

   Responsibilities:

   • Manage the execution of underwriting, portfolio analysis and account- base decision making in accordance with establish guidelines and processes.
   • Develop team of newly hire underwriters through transition from one origination channel and methodology to another.
   • Obtain new payroll clients and generate referrals by promoting value-base solutions that address specific business needs within a define geographical region.
   • Maintain organize work area and balance cash drawer and ATM on a daily basis.
   • Work directly with consumers as well as real estate agents, CPA's and attorneys.

3. Make a budget

   Including a salary range in your lending services manager job description is one of the best ways to attract top talent. A lending services manager can vary based on:

   • Location. For example, lending services managers' average salary in hawaii is 53% less than in new hampshire.
   • Seniority. Entry-level lending services managers 68% less than senior-level lending services managers.
   • Certifications. A lending services manager with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a lending services manager's salary.

   Average lending services manager salary

   $85,258yearly

   $40.99 hourly rate

   ---

   Entry-level lending services manager salary

   $48,000 yearly salary

   Updated December 22, 2025

4. Writing a lending services manager job description

   A lending services manager job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a lending services manager job description:

   Lending services manager job description example

   Student Lending Sales & Service Manager229187Description The Student Lending Sales & Service Sr. Manager manages the day-to-day activities of a team of colleagues supporting the Student Lending business and is responsible for the professional development of the team. This colleague coaches to a customer focused and service environment that motivates teams to deliver a Simple, Fast and Hassle-Free experience. The person will lead the culture by motivating and coaching colleagues to their performance goals while ensuring the right level of service is delivered within the team. The Sales & Service Manager will also be responsible for sustaining a partnership with our key business partners (Operations, Relationship Managers, and other key stakeholders) to gain inclusion and grow a “best in class” customer centric work environment; responsible to promote and foster a positive work environment while looking for opportunities for improvement; makes prompt and sound decisions based on multiple sources of information; weighs alternatives and their potential outcomes; organizes information efficiently and evaluates impacts of decisions on the advisors' work environment; focuses on activities that will provide customers and prospects with a consistent, efficient, and quality lending experience, while supporting the Student Lending strategy to deliver The Fastest, Simplest, most Hassle free experience to our customers.
   Qualifications Required:
   
   2-4 years Call Center Management experience
   3-5 years Sales leadership experience role (direct or indirect) and proven record of meeting defined success metrics.
   
   Preferred:
   
   5 to 7 Call Center Management Experience - Management experience related to leading a team in contact center/ operations, systems and metrics experience: and related experience in the Financial Industry (service and sales experience/consultative relationship building expertise). Understanding of how to grow share of wallet and grow the customer relationship exponentially.
   7+ Financial Services - Financial Services experience; including consumer lending products, credit processes and a good understanding of the lending guidelines, coupled with the ability to effectively execute strategies and drive growth. Must have the ability to manage and motivate a team to reach and exceed assigned goals. Ability to work with line of business partners to develop and implement successful programs and inbound sales and service campaigns. Experience and confidence to be able to respond knowledgeably and confidently to management questions and requests for information. Demonstrated knowledge and success in the consumer lending landscape.
   5 to 7 Leading People to Perform - Demonstrated successful leadership of people. Ability to interview, target selected process, select the team, and drive a winning performance Demonstrated results using a consultative relationship building initiative - critical thought processes and execution
   
   Hours and Work Schedule
   Hours per Week: 40 Hours
   Work Schedule: 1st Shift Schedule
   Primary Location: US-TX-IrvingWork Locations: TX-Irving-5221 N. O'Connor Blvd 5221 N. O'Connor Blvd Suite 900 Irving 75039Schedule: Full-time Job Posting: Oct 7, 2022, 1:26:35 PM

   Copy this example

   

5. Post your job

   To find the right lending services manager for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with lending services managers they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit lending services managers who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your lending services manager job on Zippia to find and recruit lending services manager candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit lending services managers, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new lending services manager

   Once you've selected the best lending services manager candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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