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Commercial Loan Documentation Team Lead (Remote - CA, OR, WA & ID)

Remote: 
Full Remote
Contract: 
Full time
Work from: 
California (USA), Idaho (USA), Oregon (USA), Utah (USA), Washington (USA)

Offer summary

Qualifications:

High School Diploma or equivalent required; additional education or experience may be considered., 4+ years of experience in commercial loan servicing required., 2+ years of supervisory or management experience leading a team or project required., Advanced knowledge of commercial loan documentation, Laser Pro, Loan Origination System, and regulatory compliance..

Key responsibilities:

  • Oversee a team responsible for commercial loan documentation, ensuring integrity and compliance with credit approvals.
  • Manage and coordinate the Doc Prep pipeline and departmental projects to meet established SLAs.
  • Communicate with underwriters and loan officers to resolve documentation issues affecting customer closings.
  • Assist in developing procedures and training team members on loan documentation processes and compliance.

Banner Bank logo
Banner Bank Banking Large https://www.bannerbank.com/
1001 - 5000 Employees
See all jobs

Job description

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.

With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

Oversee a team responsible for performing multiple functions related to commercial loan documentation. Primary oversight for those performing all functions relating to documenting complex and/or non complex commercial loans that are originated via Commercial Bankers (CBCs) and Retail Bankers (BBCs) utilizing Laser Pro and/or the Lawyer Pro option in Laser Pro and the Loan Origination System. Ensure integrity of loan docs and ensure documents are in accordance to the term and conditions of credit approval. Make sure they are compliant to all applicable regulatory requirements. Provide direction, guidance, and coaching to staff.

In this role you'll have the opportunity to:
  • Responsible for integrity of loan documentation for all commercial loan types as related to commercial real estate, UCC secured, lines of credit, letters of credit, aircraft, preferred mortgages, SWAP, SBA 7a, SBA Express & SBA 504’s with regards to new loans, renewals, extensions, and modifications.
  • Performs complete verification to ensure all loan documents are properly documented in accordance to the terms and conditions of the credit approval, established departmental guidelines and compliant to regulatory requirements as it pertains to local, state and federal guidelines.
  • Responsible for own work to be completed on time and accurately within established departmental SLA by planning, coordinating and monitoring daily activities. Also responsible to manage, assign, reassign, and coordinate the work in the Doc Prep pipeline through SharePoint and the Loan Origination System and department projects with the Doc Prep team to ensure work is completed within established departmental SLA. Acts as an escalation point for team members to resolve documentation related issues.
  • Responsible for assisting in the development of procedures and process guides. Also responsible to assist with projects and testing as needed.
  • Responsible for communication to underwriters, loan officers, loan specialists, middle office reviewers, and branch personnel for resolution of any documentation related issues that may hold up customer closing processes.
  • Responsible for participating in required training for team members on aspects of Loan Documentation including the use of Laser Pro Software, or pertinent compliance laws and regulations as required by Banner Bank.
  • Responsible for complying with policies, procedures, security requirements and government regulations.

    • Education & Certifications
  • H.S. Diploma: required (an equivalent combination of education and experience may be considered)

    • Experience
  • 4 or more years of experience in commercial loan servicing required
  • 2 or more years of experience in a supervisory/management role leading a project, process or team required

    • Knowledge, Skills and Abilities
  • Advanced knowledge and understanding of all non complex and complex commercial loan documentation, departmental functions, Laser Pro, Loan Origination System, SharePoint, and Microsoft Office.
  • Possess a solid understanding of financial contracts, of loan documentation structure requirements with ability to review credit approvals, organizational documents among other due diligence related documents to ensure adherence with bank’s lending policy/procedures and bank regulatory compliance requirements. Knowledge of basic accounting principles and of federal/state laws and regulations relating to loan servicing.
  • Proven detail orientated with excellent organizational skills, and the ability to handle multiple priorities simultaneously.
  • Possess excellent customer service and interpersonal skills with ability to write clearly, professionally, and informatively, editing for spelling, grammar and accuracy.
  • Ability to lead a team and efficiently organize heavy workloads in a deadline-driven environment with frequent changes in priorities and an emphasis on customer service and teamwork. Ability to coach and mentor staff.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral and diagram form. Ability to deal with problems involving several concrete variables in standardized situations. 

    • Compensation & Benefits
  • Targeted starting salary range (based on experience): $30.34 - $39.98
  • Incentive potential
  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement
  • Get more information at: Employee Benefits | Banner Bank
    • Please take time to review Banner Bank's Consent & Privacy notice before applying.

    Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

    Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

    Required profile

    Experience

    Industry :
    Banking
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Loan ProcessingRegulatory ComplianceLoan ProcessingEnterprise Content ManagementReal Estate ContractsLoan ProcessingAccountingMicrosoft SharePointProject Management

    Other Skills

    • Leadership
    • Customer Service
    • Social Skills
    • Organizational Skills
    • Time Management
    • Communication
    • Problem Solving
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