Work pre-close documents for moderately complex to complex commercial loans
Coordinate all aspects of loan closings
Perform customer, loan and regulatory diligence
Accurately evaluate and upload data into the systems of record
Ensure compliance with all bank policies, procedures and regulatory requirements
Review and prepare complex loan documents
Coordinate legal activities for loan documentation that may include
Document purchased from third party sources, with internal staff and the Corporate Legal group
Serve as primary liaison between Credit, Sales, and Legal departments
Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
Provide guidance and training to peers
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Proficient in reading and understanding complex loan documentation
Experience working in AFS, ICMP and CreditView
Paralegal and/or finance experience
Excellent verbal, written, and interpersonal communication skills
Ability to communicate with all levels of the organization
Ability to work effectively, as well as independently, in a team environment
Ability to work in a fast-paced deadline driven environment
Effective organizational, multi-tasking, and prioritization skills
Sound knowledge of Microsoft Office (Word, Excel, & Outlook)