Manager, Corporate & Specialized Loan Closing

Summary

The Manager, Corporate & Specialized Loan Closing is responsible for managing the operational and production functions of the Corporate & Specialized Loan Closing unit in support of the Bank’s strategic goals. This position oversees the accuracy, efficiency, compliance, and timely delivery of corporate and specialized loan closings prepared or reviewed by the unit. The role partners closely with production teams, Loan Operations leadership, internal and external counsel, and other operational departments to support a smooth closing process, strong internal controls, and consistent adherence to loan approvals, loan policy, and applicable laws and regulations.

• Manage the Corporate & Specialized Loan Closing unit, including staff supervision, workflow oversight, production performance, and adherence to departmental processes, procedures, and controls.
• Serve as the subject matter expert for corporate and specialized loan closings, including large and complex commercial loans, Commercial & Industrial and Commercial Real Estate credits, loans over $10,000,000, letters of credit, government guaranteed loans, interest rate swaps, attorney-prepared documents, participation and syndication transactions, Business Manager lines of credit, Fed Funds lines of credit, Asset Based Lending lines of credit, and loans to non-depository financial institutions.
• Track and report production performance to Loan Operations management and ensure team performance is optimized and aligned with the Bank’s loan volume and service expectations.
• Document, maintain, and review departmental procedures, expectations, and controls to promote consistency, knowledge sharing, and operational effectiveness.
• Lead training, coaching, cross-training, succession planning, and staff development efforts to maintain appropriate support levels and strengthen the unit’s talent pipeline.
• Perform second-level reviews on loan packages for less experienced staff or complex transactions and provide guidance on due diligence, documentation, and closing requirements.
• Review and accurately interpret credit approvals to ensure closing conditions are properly translated into loan documentation, escalating discrepancies or complex closing issues as needed.
• Oversee the entry and tracking of closing exceptions in nCino to ensure post-closing exceptions are accurately reflected and resolved, including recorded mortgages, final title policies, UCC filings, and collateral perfection items.
• Assist staff with preparing loan packages, drafting customized language, and preparing standard loan and collateral documents using Laser Pro or other Bank-approved documentation tools.
• Review and provide guidance on complex documentation matters, including participation and syndication transactions, legal documents provided for loan closings, and coordination with internal or external counsel as needed.
• Ensure staff obtains and reviews required supporting documentation prior to closing, including credit approvals, financial reporting requirements, organizational documents, lien searches, title documents, insurance, flood determinations, environmental due diligence, appraisals, and other applicable documentation.
• Promote accuracy and quality by ensuring existing loan and collateral documentation is reviewed for renewals and that errors, exceptions, or deficiencies are identified and corrected.
• Provide high-quality internal customer support and partner with production teams and other departments to resolve issues, clarify expectations, improve processes, and support a timely and accurate closing process.
• Maintain a flexible and scalable department infrastructure that supports Bank growth, sales, service, revenue, geographic expansion,…