Talent.com
Loan Document Supervisor - Commercial
Loan Document Supervisor - CommercialFirst United Bank • Plano, TX, US
Loan Document Supervisor - Commercial

Loan Document Supervisor - Commercial

First United Bank • Plano, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

    [job_alerts.create_a_job]

    Commercial Loan • Plano, TX, US

    [internal_linking.similar_jobs]
    Senior Loan Servicing Analyst

    Senior Loan Servicing Analyst

    THIRD COAST BANK • Plano, TX, US
    [job_card.full_time]
    The Senior Loan Servicing Analyst will support the broader loan operations team by supporting the day-to-day operations of loans in a broad range of industries that require special handling and ind...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Bank Loan Specialist

    Bank Loan Specialist

    The Rockridge Group • Dallas, TX, US
    [job_card.full_time]
    Client X is a fast-growing service-driven global administrator.We feature a unique technology platform with one of the most experienced service teams in the industry. Client X provides fund administ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Loan Portfolio Officer

    Loan Portfolio Officer

    Cathay Bank - Headquarters • Plano, TX, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Document Controller (On-site) - Multiple Sites

    Document Controller (On-site) - Multiple Sites

    Decima International • Plano, TX, US
    [job_card.full_time]
    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 ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Data Analyst (Remote)

    Data Analyst (Remote)

    Quality Talent Group • Melissa, TX, US
    [filters.remote]
    [job_card.full_time]
    Our client is a leading force in advancing safer, smarter AI technology.Their work has been featured in.They have built a global community of expert contributors and have paid more than.No contract...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Loan Officer

    Loan Officer

    Cornerstone Capital Bank • Dallas, TX, United States
    [job_card.full_time]
    Team Members, Clients, Shareholders, Communities, and the People who provide services to us.We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Loan Documentation Preparation Specialist

    Commercial Loan Documentation Preparation Specialist

    Sunflower Bank, N.A. • Plano, TX, US
    [job_card.full_time]
    At Sunflower Bank, we’re experiencing great growth.Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible.As ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Success / Coding Manager

    Client Success / Coding Manager

    Calpion / Plutus Health • Addison, TX, US
    [job_card.full_time]
    Revenue Cycle Management (RCM) services, certified in SOC2 compliance and recognized among the Inc.We specialize in revenue cycle optimization for hospitals, physician groups, and healthcare organi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Reverse Mortgage Originator Development Program

    Reverse Mortgage Originator Development Program

    Mutual of Omaha Mortgage • Dallas, TX, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability.W...[show_more]
    [last_updated.last_updated_30]
    Travel RN-ER-Emergency Department in Mckinney, Texas

    Travel RN-ER-Emergency Department in Mckinney, Texas

    Voyage Health • McKinney, TX, US
    [job_card.full_time]
    Looking to level up your career and boost your income? At Voyage Healthcare, we help connect nurses, therapists, and allied health pros with high-paying travel jobs at top-rated facilities across t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Document Automation Specialist

    Document Automation Specialist

    Odyssey Information Services • Dallas, TX, US
    [job_card.full_time]
    Legal Document Automation Consultant.Target range $75,000–$90,000+ (depends on experience and education, flexible).None – this is an in-office role. You'll partner directly with atto...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Yoga Instructor

    Yoga Instructor

    Crunch Fitness - CR Holdings • McKinney, TX, US
    [job_card.full_time]
    Yoga Instructor- NEW McKinney Club.Here We GROW Again! .Be a part of one of the greatest growth stories ever told in the fitness industry. Yoga Instructor position offers a tremendous opp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Loan Operations Analyst

    Loan Operations Analyst

    Specialisterne • Dallas, TX, US
    [job_card.full_time]
    Job Title : Loan Operations Analyst.This role is an 8-week internship with the opportunity to transition to full-time employment. Internship and full-time employment are both fully in-office.Hours : M...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Law Firm Scheduler

    Law Firm Scheduler

    Burress Injury Law PLLC • McKinney, TX, US
    [job_card.full_time]
    Works in a high-level, fast-paced, and rapidly growing plaintiffs’ personal injury firm, providing superb executive support to the Administrative and Legal divisions of the firm.Must be able ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Loan Surveillance Analyst

    Loan Surveillance Analyst

    Northmarq • Dallas, TX, US
    [job_card.full_time]
    At Northmarq, you can be part of something special.Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, inve...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Commercial Loan Processor - Job #3560FR

    Commercial Loan Processor - Job #3560FR

    BritePros Medical Staffing • Dallas, Texas, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Commercial Loan Processor – To $72K – Dallas, TX – Job # 3560FR.The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value propos...[show_more]
    [last_updated.last_updated_30]
    Senior Bridge Engineer

    Senior Bridge Engineer

    Volkert Inc • McKinney, TX, US
    [job_card.full_time]
    Are we the road to your future?.We are currently searching for an experienced.To be considered for this position, applicants must. Perform / supervise calculations and analysis for designing bridge an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Depot Supervisor

    Depot Supervisor

    TSMG • Dallas, TX, US
    [job_card.full_time]
    Terry Soot Management Group (TSMG) is a field data collection company founded in 2017 in Europe.We collect data where automation is not possible. We count features, take pictures, make videos, recor...[show_more]
    [last_updated.last_updated_30] • [promoted]