Commercial Loan Documentation Manager

Essential Functions Include:

• Review the team’s group email box to ensure that all transactions get assigned in a timely manner and manages all Documentation Specialist’s pipelines to ensure transactions are received in the required turn time.
• Write and continuously update detailed procedures that instruct team members as to the preparation of commercial loan documentation. An exceptional knowledge of commercial loan structure including documentation and real and personal property liens; working knowledge of UCC, real estate laws, banking laws and compliance regulations; a thorough knowledge of the features and benefits of all bank commercial products and services is required.  Procedures will also include instructions for ordering and reviewing all due diligence reports required for commercial loans, including but not limited to appraisals/evaluations, flood zone certifications, good standing verifications, UCC Searches, P & J Reports, Title Insurance.
• Assist Supervisor with the review of documentation packages prior to them being sent to legal for review or to directly to closing.
• Provide training to all documentation specialists on a regular, usually quarterly, basis, to review new procedures and re-review existing ones as needed.
• Provide documentation assistance when team’s pipeline becomes full, this includes preparing documents for new products and testing new procedures to ensure they are accurate.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Company’s compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
• Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.

Location:

Position Type/Expected Hours of Work:

• Full-time.
• Exempt.
• Days of Work: Monday-Friday.

Required Education and Experience:

• High school diploma/GED equivalent.
• Associate degree or above in a related field preferred or equivalent relative experience; specialized lending education/training.
• A minimum of five (5) years of commercial documentation experience required, or a combination of supervising & documentation experience.

Compensation:

• The pay range for this position is $61,522 to $110,000 annually. The targeted starting range is $61,522 to $78,000.
• Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Company Benefits:

• Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
• Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
• Paid parental leave
• 401k savings plan with up to a 4% company match
• Employee Stock Purchase Plan
• Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
• Opportunity for growth and advancement
• Paid training program and continuous training sessions throughout the year on various topics
• Generous paid time off and paid sick time
• Community involvement opportunities

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