Senior Documentation Officer - Public Finance

Senior Documentation Officer – Towson, MD

Full-time position.

Salary range: $90,000 to $130,000 per year, based on skills and experience.

Must be legally eligible to work in the United States without sponsorship now or in the future.

As a Senior Documentation Officer, you will prepare and review Municipal or Tax‑exempt Lease, Loan or Bond Documents (“Loan Documents”) for new loans, and provide customer service to existing borrowers. This may include working on past‑due payments, onboarding customers, processing escrow disbursements, managing original documents, booking and monitoring accounts, and utilizing technology effectively.

• Help prepare and review Loan Documents in coordination with Public Finance ESOs, Credit Underwriters and the Senior Managing Director.
• Work with Escrow Banks and the Legal team to finalize Escrow Documentation and process disbursements.
• Work closely with outside attorneys throughout the loan documentation preparation and closing process.
• Collaborate with the internal accounting team to transfer booking information to Aspire or enter details directly into Salesforce and/or Aspire.
• Prepare wires and initiate funding accordingly.
• Work closely with borrowers, attorneys, banks, and internal credit or sales personnel on assigned loans.
• Coordinate with a pre‑closing team on loan originations.
• Create the Loan Documentation Closing Transmittal and upload all supporting documentation into a Funding File for onboarding and closing.
• Prepare and monitor various reports, resolve issues such as billing, customer service, and past‑due collections.
• Assist in developing policies and procedures.
• Prepare Closing Checklists/Transmittals and partner with the Senior Managing Director to ensure all requirements are satisfied before wiring loan proceeds.

• 5–10 years of documentation experience using a documentation program, primarily with Tax‑Exempt Lending Products (experience with other banking lines preferred).
• Paralegal or Juris Doctor with banking experience strongly preferred (not required); at minimum, a college degree or extensive loan documentation experience.
• Working knowledge of Aspire or Salesforce systems strongly preferred (not required).
• Familiarity with tax‑exempt loan structures and lien filing systems.
• Ability to work independently and as part of a team.
• Organized, detail‑oriented, with excellent written and oral communication skills.
• Availability to work 40 hours per week with additional hours as needed (potential late hours on the last day of the month and year).
• Capability to manage multiple tasks in a fast‑paced, high‑volume environment.

• Proficiency with Microsoft Office suite and willingness to learn Customers Bank’s applications.

Equal Employment Opportunity: Customers Bank is an equal‑opportunity employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran status, or disability status. We provide reasonable accommodations upon request to qualified individuals with disabilities in accordance with the ADA and applicable laws.

PI