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Senior Commercial Loan Doc Specialist

2 months ago

Lake Odessa, United States Union Bank Full time
Position Summary

The Sr. Commercial Loan Documentation Specialist is responsible for preparing Commercial loan documentation for new loans, renewals, and modifications for Commercial Real Estate, Lines of Credit, C&I, Term Loans, Construction Loans, SBA Loans, and Letters of Credit, and ensuring that all commercial loan documents are accurate and in accordance with the loan approval guidelines and federal regulations.

Essential Functions

Service & Operations
  1. Prepares and reviews commercial loan documentation for new loans, renewals, and modifications for various loan types, including Commercial Real Estate, Line of Credits, C&I, Term Loans, Construction Loans, SBA Loans, and Letters Credit.
  2. Collaborate with lenders to obtain title work, flood determinations and other docs as needed.
  3. Complete loan process documents such as, closing documents, book/fund loans, and post-closing and post-closing items needing filed and as pertaining to the loan.
  4. Verify lien coverage and collateral positions prior to closing.
  5. File necessary documentation to secure collateral position at the time of loan closure.
  6. Ensures all commercial loan documents are accurate and in accordance with the loan approval and federal regulations.
  7. Reviews all due diligence loan documents, establishes that all compliance requirements are met prior to releasing final loan documents.
  8. Partners and communicates with lenders, admins, attorneys, title company personnel, and various other vendors to close every commercial loan type in a timely manner.
  9. Reviews document checklist and requirement waivers if applicable; work with Lenders and Admins to ensure that appropriate approvals are received prior to disbursing the loan.
  10. According to Bank policies, conveys to Lenders and Admins the need for key documents to fund/book transactions accurately, timely, and consistently.
  11. Assesses all pertinent borrower, property/collateral, and documentation information and verifications related to documenting complex commercial loan transactions.
  12. Reviews any and all entity documentation to determine ownership and identify signers.
  13. Possesses the ability to interpret and understand Credit Approvals, due diligence, title commitments, formation documents, etc.
  14. Consults management to resolve issues or to seek approval for exceptions or waivers
  15. Provides problem resolution and service to internal customers.
  16. Ensures document requests have proper approval authority.
  17. All other duties as assigned.
Compliance
  1. Ensure compliance with applicable regulations, investor requirement, credit policies and procedures and meets customer service standards.
  2. Adheres to all State and Federal Banking Regulations, receive and research new regulations, policies and procedures and implement them. Staying current on compliance and regulations by attending seminars and reading available information. Ensure necessary changes or recommendations have been implemented as directed.

Other Functions
  • Adhere to all bank policy and procedures as well as complying with legal and regulatory requirements.
  • Familiar with and abides by all bank regulations including but not limited to BSA and OFAC.
Working Conditions of the Job
  • No particular working hazards.
  • No unusual physical exertion required.
  • Ability to travel to work at different locations with short notice or as scheduled.
  • Ability to sit for long periods of time, stoop, bend, twist and lift up to 50 pounds occasionally.
Job Qualifications
  • Ability to work independently.
  • Ability to retain confidential information.
  • Outstanding communication and listening skills.
  • Good interpersonal skills including listening, verbal and written communication between co-workers and customers.
  • Exemplary customer service skills.
  • Ability to follow directions and be attentive to details and accuracy.
  • Exemplify professional appearance guidelines as stated within the company policies.
  • Professional phone etiquette required for both internal and external communication.
Education & Work Experience
  • Associate's degree in Business Management, Business Administration, Finance or equivalent combination of education and experience.
  • Strong knowledge of CRA requirements.
  • 4+ years of banking experience, primarily commercial loan preparation experience or equivalent.
  • 3+ years of Commercial related LaserPro experience and proficient producer of quality business purpose documents in the LaserPro system.
  • Strong knowledge of commercial loan documentation and letters of credit, including knowledge of the UCC and UCP related letters of credit.
  • Strong knowledge of bank policy and Federal and State compliance regulations, including Article 9 of the Uniform Commercial Code, Flood Regulation, CRA/HMDA, and UCP.
  • Possess strong communication skills both verbally and in writing.
  • Solid problem-solving/decision-making skills

EEO Statement

Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.

This job description does not list all of the duties of the job. Other duties and responsibilities may be assigned. This job description may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.