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Loan Document Supervisor - Commercial

Loan Document Supervisor - Commercial

First United BankPlano, TX, US
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We have a great team of friendly, talented and inspiring people at First United.As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Director, Clinical Review

Director, Clinical Review

SmithRxPlano, TX, US
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SmithRx is a rapidly growing, venture-backed Health-Tech company.Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Document Controller (On-site) - Multiple Sites

Document Controller (On-site) - Multiple Sites

Decima InternationalPlano, TX, US
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Decima International is a professional services company, providing project management and controls services to clients in the United States and the Middle East. Our mission is to become the premier ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
AWM, Marcus by Goldman Sachs, Legal Document Review, Vice President, Richardson, TX / Draper, UT

AWM, Marcus by Goldman Sachs, Legal Document Review, Vice President, Richardson, TX / Draper, UT

Goldman SachsRichardson, Texas, United States
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Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Regional Utilization Review Coordinator

Regional Utilization Review Coordinator

Oceans HealthcarePlano, TX, United States
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The Regional Utilization Review Coordinator is responsible for management of all utilization review and / or case management activities at the assigned inpatient facilities.May include partial hospit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Construction Document Specialist I

Construction Document Specialist I

Engineered Air BalanceRichardson, TX, USA
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Engineered Air Balance is looking for a.Construction Document Specialist I.Our ideal candidate will be someone reliable with a high mechanical aptitude that is tech savvy.If you've had experience i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Workers' Comp Utilization Review Nurse

Workers' Comp Utilization Review Nurse

Injury Management Organization, IncPlano, TX, US
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Are you a Registered Nurse seeking a rewarding change in your career? Join our team at Injury Management Organization, Inc. Workers' Compensation Utilization Review Nurse in Plano, TX.This hybri...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Manager, Data Scientist - Credit Review

Manager, Data Scientist - Credit Review

Capital One Financial CorporationPlano, TX, United States
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Manager, Data Scientist - Credit Review.Data is at the center of everything we do.As a startup, we disrupted the credit card industry by individually personalizing every credit card offer using sta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Sworn Document Specialist

Sworn Document Specialist

JLLPlano, TX
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JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Forensic Document Examiner

Forensic Document Examiner

Robson ForensicPlano, TX, US
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Handwriting Analysis / Comparison experience.You want to use your training, education, and experience in a.Robson Forensic, a longstanding national forensic expert firm with an excellent reputation i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Document Custody Specialist - In Office

Document Custody Specialist - In Office

Benchmark MortgagePlano, Texas
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Benchmark’s success is strengthened by the efficiencies in what we do.This includes everything from the origination step to preparing the physical loan file to go to the investor.The Document Custo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Expert Claims Review Product Owner

Expert Claims Review Product Owner

Zelis Healthcare, LLCPlano, TX, United States
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Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers.We serve more than 750 payers, including the top five national health plans, regional hea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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HIM Coding & Document Educator (Profee Experience Needed)

HIM Coding & Document Educator (Profee Experience Needed)

Parkland Health and Hospital SystemPlano, TX, US
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Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Auto Appraiser - Desk Review

Auto Appraiser - Desk Review

FCCI Insurance GroupRichardson, TX , US
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FCCI is guided by our core values of Loyalty, Integrity, Vision, Excellence and Service.These are the principles and behaviors that guide how we support and trust one another, build our teams, cult...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Document Reviewer

Document Reviewer

KLDiscoveryTX, United States
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KLDiscovery, one of the largest national eDiscovery providers, is currently seeking attorneys who are actively licensed in any. We have an ongoing need for Document Reviewers.Document Reviewers will...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Product Associate - Store My Document Team

Product Associate - Store My Document Team

JP Morgan Chase & Co.Plano, TX, United States
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Join our dynamic team at JP Morgan Chase as an Analyst in the Store My Documents Product vertical, where you will play a pivotal role in shaping the future of enterprise-level document repositories...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Director of Utilization Review

Director of Utilization Review

ezURs.comRichardson, TX
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The Director of Utilization Review oversees and develops clinical services including utilization review, peer reviews, case management and quality assurance. Director of UR manages day-to-day operat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Document Administrator II

Document Administrator II

Bank of AmericaPlano, TX, US
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Loan Review Senior Consultant

Loan Review Senior Consultant

CrowePlano TX US
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Crowe is seeking a Loan Review Senior Consultant to perform credit risk consulting projects for a variety of clients in the financial services industry. Provide loan review services and other consul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Expert Claims Review Product Owner

Expert Claims Review Product Owner

ZelisPlano, TX, US
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The Expert Claims Review Product Owner is a key member of the Price Optimization business unit, who should be able to operate within and help drive an Agile Scrum Team as well as being capable of l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Loan Document Supervisor - Commercial

Loan Document Supervisor - Commercial

First United BankPlano, TX, US
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Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here.

The Position

Job Title

Loan Document Supervisor - Commercial

Job Description

Summary

The Commercial Loan Document Supervisor is primarily responsible for overseeing the documentation of commercial loans and related daily functions and processes. Responsibilities for this role include providing timely and accurate due diligence and loan documentation, ensuring adherence to credit policy, laws and regulations, and lien perfection.

Major Duties And Responsibilities (Essential Functions)

  • 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.

Additional Duties And Responsibilities

  • 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.

    • Employee Specifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education and Work Experience

  • 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

    • Technical / Functional Competencies

  • 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.
  • Jack Henry or like loan accounting system experience is preferred but not required.
  • Excellent use of Microsoft Word and Excel preferred.
  • Strong understanding of loans and loan products.
  • Ability to initiate tasks and projects with little or no supervision.
  • Exceptional customer service skills.
  • Ability to communicate well with internal customers by all means of communication including written, verbal, and non-verbal communication.

    • NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

    All Locations : Plano-Parkwood