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First United Bank · 1 day ago

Loan Document Supervisor - Commercial

Plano, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

First United Bank is seeking a Commercial Loan Document Supervisor to oversee the documentation of commercial loans and related processes. The role involves ensuring compliance with lending regulations, coaching staff on documentation best practices, and managing the performance of the loan documentation team.

BankingFinancial ServicesInsuranceLending

Responsibilities

Prepare commercial loan documents within the bank’s portfolio to ensure adherence to lending regulations, lending compliance, and the bank’s credit policy

Coaches and guides employees on best practices for documentation processing, regulatory compliance and efficient production of documents

Seeks to obtain immediate resolution and clarification on outstanding documentation issues with Sales, Credit and/or Legal

Solicits opinions and coordinates reviews with legal counsel. Implements disclosures and other regulatory requirements as instructed by legal and compliance

Works directly with Manager to establish streamlined processes and clear performance standards for the staff

Responsible for the measurement of team members and tracking of performance to determined standards

Cross-trains staff and continues to enhance internal processes in order to maximize productivity and quality standards

Process all commercial loan modification requests which includes checking file for check-in & prepare documentation; renewal, deferral, modification

Process and complete all commercial denial/fallout applications

Provide support to Loan Officers/Lending Team to process the loan according to established policies, procedures and regulatory guidelines

Is responsible for understanding and ensuring compliance with regulatory issues including but not limited to RESPA, FDPA, HMDA, BSA, and Regulation B

Assist management in the preparation for and during audits and exams

Supervises assigned staff providing services to community banks to ensure Service Level Agreements and quality standards are met

Provides coaching, counseling and discipline as appropriate

Ensures appropriate scheduling for work group

Evaluation of work group’s productivity

Participates in recruiting, hiring & training

Provides leadership and support to assigned work group and other loan operations staff members when appropriate

Must be very customer centric and able to manage large volumes of documentation requests while maintaining a high level of accuracy and quick turnaround

Maintains an essential understanding of Bank-wide origination and credit approval process while establishing priorities based on the strategic and tactical directions of the bank

Is the subject-matter expert and key representative for assigned work group

May participates as requested on enterprise initiatives related to new products and services to ensure successful transition for loan operations

Develops successor for assigned area of expertise and responsibilities

Maintains awareness of industry trends in regards to commercial originations

Handles internal customer complaints and escalates issues to Manager as needed

Recommends to Manager possible methods to improve department

Completes all required compliance exams on a yearly basis

Adherence to all First United Policies and Procedures

Dresses professionally

Other duties as assigned by Manager

Qualification

Loan documentationRegulatory complianceLeadership skillsRelationship managementDocumentation softwareBanking experienceCustomer serviceAnalytical skillsTime managementCommunication skills

Required

High school diploma or GED required but preferred Associates or Higher

Strong understanding of financial institution products and services

Minimum 3 to 5 years of progressive experience in Banking/Financial Services

Minimum two years of hands-on experience with preparing or reviewing loan documentation, preferably commercial loans

Conduct themselves with the highest levels of professionalism and personal integrity at all times with a constant awareness of how their individual behavior reflects on their department and the organization as a whole

Relationship management skills necessary to build relationships across business, operations and credit is required

Must exhibit excellent leadership, process management, conflict management, consensus building, communication, analytical and decision making skills

Proven team-building, mentoring, training and coaching skills

Ability to work in fast-paced environment, handle multiple tasks and prioritize work

Ability to deal effectively and tactfully with personnel from other departments

Excellent time management, organizational skills, and critical thinking skills

Laser Pro or other documentation software experience required

Exceptional customer service skills

Ability to communicate well with internal customers by all means of communication including written, verbal, and non-verbal communication