Senior Commercial Loan Documentation Specialist
- Review CCR and all appendices to determine appropriate credit approval and completed presentation to prepare the loan documents
- Review Appendices to the CCR to ensure appropriate information is provided to prepare the Business Loan Agreement with all related facilities, covenants and reporting requirements
- Prepare all required loan documents related to products such as; Trade Finance, C & I, CRE, ABL, Wealth Management, etc. in accordance to the approved CCR. Documents include but are not limited to; authorization documents, Loan Agreement, Promissory Note, Collateral Documents, etc.
- Propose draft legal language on non-standard provisions
- Perfect collateral related to UCC filings and Intellectual Properties
- Review existing loan documents to ensure proper language on renewal and modification or determine proper re documentation of the credit
- Review existing loan information to ensure proper preparation of loan documents on renewals and modifications
- Review payoff letters and applicable fees in preparation of disbursement authorization
- Recognize and discuss loan transactions with lending staff, inhouse attorney, and credit supervisor to resolve any outstanding issues prior to loan documentation and closing.
- Prepare loan documents on LaserPro in accordance with Bank Policy and according to the terms of the approved credit.
- May prepare Lender's Instructions and work closely with Title Companies
- Perform Quality Control 2nd review for documents prepared by Documentation Specialist
- Provide training to Documentation Specialist
- Back up Loan Administrator on Due Diligence and documentation preparation for MFR and SBA products
- Support other projects as assigned by the Manager
- Respond to all internal and external customer inquiries
- Perform other duties as assigned Qualifications:
- Bachelor Degree in Finance or Accounting preferred or equivalent experience
- 5 years of experience as a loan administrator or a Commercial Loan Documentation Specialist including specialized products
- Excellent knowledge of all aspects of loan documentation and closing, including commercial and commercial real estate, loan provisions/terms, various collateral sources and compliance
- Commercial Loan accounting experience required with FIS preferred
- Commercial Loan Documentation system experience required, proficient in LaserPro
- Broad knowledgeable with real estate title work required
- Ability to provide excellent customer service
- Ability to multi-task, adapt quickly to changes and work effectively in a fast-paced environment
- Must be a self-starter and possess positive attitude with good organizational skills
- Thorough knowledge of Microsoft software, inclusive of Word and Excel
- Document Imaging system experience required
- Excellent written and verbal communication skills required
- Good organizational, analytical and problem solving skills
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