Loan Documentation Manager

Responsibilities

• Daily management of Commercial Laser Pro team and volume received
• Ensures deals are turned around accurately within agreed SLA
• Conducts weekly team meetings with staff to discuss volume, process, questions, etc
• Periodically pulls random samples of work from staff to review quality
• Oversees all aspects of preparing Laser Pro documents
• Responsible for updating and communicating procedure changes
• Prepares, reviews and provides top quality, error free loan documents in a consistent and timely manner, utilizing Laser Pro software
• Advises on documentation decisions
• Responsible for checking to ensure quality of work completed by Loan Documentation Specialists and Supervisor is to the bank’s standard
• Trains Loan Documentation Specialists
• Responsible for working and troubleshooting on the most complex deals
• Assists management with tracking and reporting of key data
• Develops efficiencies that will add value to the closing process and the loan process system
• Performs and conducts all necessary due diligence filings, recordings and searches, and regulatory requirements as applicable
• Collaborates 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
• Issues any documents deemed necessary after reviewing collateral documentation
• Prepares settlement statement for disbursement
• Maintain the accuracy of department database and status of the deal at all times.
• Responsible for preparing and reviewing BOLT and Credit Portal documents.
• Complies with all applicable federal and state laws and regulations.

• 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
• Demonstrates an understanding of applicable bank policies and procedures as they pertain to the satisfaction of loan closing conditions as well as vendor documents and services
• Exceptional knowledge of commercial lending and loans
• Thorough understanding of all Commercial loan products
• Thorough knowledge of Commercial Lending Credit Policy/Guidelines
• Thorough knowledge of loan documentation, collateral evaluation, lien perfection, local, state and federal regulatory requirements
• Strong verbal and written communication skills
• Strong negotiation skills
• Ability to appropriately escalat…​

• high school diploma
• bachelor's degree