Loan Documentation Manager

General Function

The Loan Documentation Manager provides support and exceptional service for Commercial Lending divisions by preparing commercial loan documentation, which includes real estate secured loans, land trust mortgages, and asset-based loan requests, among others. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience.

While operating within the Bank's risk appetite, the Manager achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

• Daily management of Commercial Laser Pro team and volume received, ensuring deals are turned around accurately within agreed SLA.
• Conduct weekly team meetings with staff to discuss volume, process, questions, etc.
• Periodically pull random samples of work from staff to review quality.
• Oversee all aspects of preparing Laser Pro documents, including updating and communicating procedure changes.
• Prepare, review and provide top‑quality, error‑free loan documents in a consistent and timely manner, utilizing Laser Pro software, and adhering to pre‑determined turnaround time frames and accuracy level percentages.
• Handle all new loans, amended and restated, renewals, modifications and amendments.
• At times work with internal or external counsel to supplement documentation when needed.
• Advise on documentation decisions.
• Check that the quality of work completed by Loan Documentation Specialists meets the bank’s standards.
• Train Loan Documentation Specialists.
• Work on and troubleshoot the most complex deals.
• Assist management with tracking and reporting of key data.
• Develop efficiencies that add value to the closing process and the loan process system.
• Perform and conduct all necessary due diligence filings, recordings and searches, and regulatory requirements (e.g., FEMA, Reg U, Reg B, etc.) as applicable to ensure loan documents conform to approved approval documents, internal procedures, and credit policy, while protecting the bank’s collateral position.
• Assist with funding of a loan by ensuring all regulatory requirements are met prior to funding and conduct a final review of all due diligence and loan documents presented to specialist.
• Collaborate with Relationship Manager, Portfolio Manager, Credit Analyst, Commercial Banking Associate, and Credit Documentation Analyst/Loan Closer to address and identify any discrepancies and/or deficiencies with any request for a loan; address concerns/questions to develop a solution by analyzing information collected.
• Review loan system for any ticklers; review imaged loan documents in collateral file for missing documentation items pertaining to the loan request and/or the borrowing relationship, issuing any documents deemed necessary after reviewing collateral documentation.
• Prepare settlement statement for disbursement.
• Maintain the accuracy of the department database and status of the deal at all times.
• Prepare and review BOLT and Credit Portal documents.
• Comply with all applicable federal and state laws and regulations.
• Other duties will be assigned.

May be responsible for providing employees timely, candid, and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

• High school diploma or equivalent. Bachelor’s degree preferred.
• 7+ years of experience in a financial institution with a focus on due diligence and/or loan documentation. Commercial loan experience preferred.
• 5+ years of management experience.
• Experience in an automated loan origination environment preferred.
• Exceptional time‑management and organizational skills evidenced in previous assignments.
• Demons…