Commercial Loan Operations Manager - Documentation

Objectives of this Role

• Analyzes and audits pre-closing documentation to produce regulatory required loan documents.

• Manages workflow for documentation, new, renewals and modifications, for all branches.

• Essential to creating and maintaining a centralized loan documentation environment to perfect the bank's security interest.

• Offers assistance and answers questions as needed.

• Oversee management of flood database to ensure compliance with flood regulations.

• Oversee management of forced placed insurance to include hazard and flood coverages.

• Responsible for training of loan staff, loan coordinators and lenders regarding documentation, regulatory, bank policies and procedures.

• Continuously work to improve operations, decrease turnaround times, streamline work processes, and work collaboratively with our commercial team to ensure quality customer service.

• Optimize staff capability and productivity and ensure execution of the Bank's strategic initiatives.

• Coach and develop loan staff to drive process improvement and optimize efficiencies.

• Strengthen employee development and ensure performance management of team members.

• Engage the bank's external legal counsel as approved.

Essential Functions

• Review prepared loan documentation to perfect the bank's security interest, under a centralized environment.

• Manage day to day responsibilities of the documentation team.

• Administer and maintain LaserPro doc Prep system for all required updates and changes per regulation and bank policy.

• Management of Core Logic and Missouri Department of Motor Vehicle databases to add and/or remove authorized users as needed.

• Approve wires within delegated authority.

• Ability to pivot and assist in multiple areas within the department, as needed, to ensure departmental success.

• Assist in developing, implementing, and evaluating department policies and procedures.

• Effectively onboard and train all new team hires.

• Conduct ongoing performance and development conversations with each team member

• Create, revise, and update policies and procedures.

• Actively participate, as requested, in enterprise and departmental projects

• Lender/Lender Support assistance

• Order supplies.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities are as required and may change at any time with or without notice.

Nature of Internal Customers

• Lenders, Lender Support, Loan Operations, Mortgage, Consumer, Small Business, Deposit Operations, Retail and Customer Engagement Center

Nature of External Customers

• Loan customers, 3rd party vendors and participating banks

Competencies

• Customer Centric Focus

• Agent of Change

• Skilled Leader that Empowers Teams

• Excellent Communicator, both written and oral

• Results Oriented with the Ability to Execute on Bank Initiatives

• Driver of Diversity and Inclusion

• Acts with Integrity

• Collaborates Across Bank Channels

• Possesses Strong Business Acumen

Qualifications

• Bachelor's Degree or equivalent experience preferred.

• 5 + years of commercial loan documentation management experience required

• Detail oriented with excellent organizational skills

• Ability to handle high workload and prioritize multiple tasks to insure timely completion

• Required proficiency with regulatory requirements as well as internal bank policies

• Professional telephone etiquette required

• Must be able to work accurately under time constraints

• Proficient with Laser Pro, including admin, doc prep system experience and all Microsoft office products, as well as mainframe systems

• Strong analytical skills

• Create, revise, and update policies and procedures

• Have excellent typing skills

• Ability to pass a background check

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or listen. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.