Commercial Loan Documentation Team Leader

About the role

It’s about process, progress, and people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy researching and verifying information? Do you strive to go above and beyond to ensure a seamless experience? As a Commercial Loan Documentation Team Leader with Frost, you’ll oversee and support the facilitation of Commercial Loan Documentation, championing the loan experience while continuously improving processes with integrity, caring, and excellence.

At Frost, it’s about more than a job—it’s about having a flourishing career where you can thrive, both in and out of work. You’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services in an adaptable, integrity-driven environment.

Responsibilities

• Prepare various types of complex Commercial Loan documents using specific approved loan terms that comply with internal bank policies and procedures as well as regulatory and legal requirements.
• Prepare complex loan agreements with various financial reporting requirements and document covenants; submit loan agreements to In-House Counsel or Upper Management for approval.
• Research various systems and sources to collect and verify information on complex commercial entity structures to ensure requirements are met.
• Coordinate with all levels of Management, Relationship Managers, and Assistants to compile required information for loan packages.
• Review and approve complex loan transactions prepared by Commercial Loan Documentation Personnel for accuracy.
• Support Loan Documentation Specialists by handling complex documentation and loan memorandum questions/issues from Relationship Managers, Funders, Post-Closers, and Commercial Loan Documentation Personnel.
• Provide continuous training to personnel on new legal and compliance documentation issues; train new employees as needed.
• Coordinate and monitor attendance and schedules, assist in the interviewing process for new hires, and prepare annual reviews.
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Requirements

• 5+ years of Commercial Loan Documentation experience.
• Proficient in Microsoft computer applications.
• Excellent written and verbal communication skills.

Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Extensive health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.