Loan Operations - Loan Documentation Manager

About the role

This position serves as the Loan Documentation Manager, overseeing the Loan Documentation team. Key responsibilities include interpreting and enforcing bank policies and procedures, managing loan documentation workflows, and ensuring compliance with regulatory requirements.

Responsibilities

• Interpret, maintain, and enforce bank policies and procedures, as well as federal and state laws.
• Oversee and monitor incoming work to ensure deadlines are met in accordance with department procedures and service level agreements.
• Facilitate hiring, coaching, training, assigning loans, and writing annual reviews for Loan Documentation Coordinators.
• Coordinate with Loan Documentation Manager and act as backup for non-SBA Loan Documentation.
• Verify loans submitted in the capital stream workflow application to ensure preliminary information has been uploaded, properly entered and approved, gathering all remaining necessary information needed to close loan.
• Be responsible for oversight of a variety of tasks including preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner, reviewing loan documents prepared by outside counsel for accuracy, and checking documentation prior to closing for completeness and accuracy.
• Create and implement training and develop training materials and research documentation questions while serving as a resource and escalation point for the team and bankers.
• Thoroughly review the team’s documentation for accuracy and make sure it is consistent with loan approval.
• Assist in researching complex credits to determine status in conjunction with regulations.
• Build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.

Requirements

• High School Diploma or equivalent.
• 8+ years of relevant job experience.

Desired Skills

• Associate’s Degree in business or equivalent.
• 10+ years of relevant job experience.
• Laser Pro experience.
• SBA and Agricultural documentation experience desired.
• Proficient in MS Office applications which include Outlook, Word, Excel.
• Strong oral communication skills (including excellent telephone etiquette).
• Take initiative to research and resolve problems prior to asking for assistance from supervisor.
• Able to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results.
• Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
• Ability to work with minimal supervision while performing duties.
• Ability to work at a rapid pace for long periods of time (typically no longer than 8 hours).
• Ability to work overtime to the extent necessary.

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.