Loan Operations - Loan Documentation Manager

Bank Midwest • Kansas City, MO

22h

About The Position

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.As a Loan Documentation Manager, you will have an opportunity to manage daily operations providing leadership and performance evaluations to the Loan Documentation team. You will interpret, maintain, and enforce bank policies and procedures, as well as federal and state laws, oversee and monitor incoming work to ensure deadlines are met in accordance with department procedures and service level agreements. You will facilitate hiring, coaching, training, assigning loans and writing annual reviews for Loan Documentation Coordinators. You will coordinate with Loan Documentation Manager and act as back up for non-SBA Loan Documentation. You will verify loans submitted in the capital stream workflow application to ensure preliminary information has been uploaded, properly entered and approved, gathering all remaining necessary information needed to close loan. You will be responsible for oversite of a variety of tasks including preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner, reviewing loan documents prepared by outside counsel for accuracy, and checking documentation prior to closing for completeness and accuracy. As the Manager, you will oversee the work or the Lead and Coordinators as they work with bankers, loan admins, SBA Packagers and/or title companies to ensure that it is accurately funded in accordance with procedures collateral is perfected prior to booking/funding the loan, review incoming original loan documents to ensure loan has been properly perfected, documented and loan package is complete, and identify and input non-financial ticklers in the capital stream workflow application for on-going monitoring or missing items.Additionally, Loan Documentation Managers are expected to thoroughly review the team’s documentation for accuracy and make sure it is consistent with loan approval. You will create and implement training and develop training materials and research documentation questions while serving as a resource and escalation point the team and bankers. You will assist in researching complex credits to determine status in conjunction with regulations, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Requirements

• High School Diploma or equivalent.
• 8+ years of relevant job experience.

Nice To Haves

• Associate’s Degree in business or equivalent
• 10+ years of relevant job experience
• Laser Pro experience
• SBA and Agricultural documentation experience desired.
• Proficient in MS Office applications which include Outlook, Word, Excel.
• Must possess strong oral communication skills (including excellent telephone etiquette)
• Take initiative to research and resolve problems prior to asking for assistance from supervisor.
• Ability to make sound and timely decision, to consistently deliver on commitments, and assume responsibility for results.
• Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
• Must be self-directed and able to prioritize multiple duties.
• Ability to work with minimal supervision while performing duties

Responsibilities

• Manage daily operations providing leadership and performance evaluations to the Loan Documentation team.
• Interpret, maintain, and enforce bank policies and procedures, as well as federal and state laws
• Oversee and monitor incoming work to ensure deadlines are met in accordance with department procedures and service level agreements.
• Facilitate hiring, coaching, training, assigning loans and writing annual reviews for Loan Documentation Coordinators.
• Coordinate with Loan Documentation Manager and act as back up for non-SBA Loan Documentation.
• Verify loans submitted in the capital stream workflow application to ensure preliminary information has been uploaded, properly entered and approved, gathering all remaining necessary information needed to close loan.
• Responsible for oversite of a variety of tasks including preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner, reviewing loan documents prepared by outside counsel for accuracy, and checking documentation prior to closing for completeness and accuracy.
• Oversee the work or the Lead and Coordinators as they work with bankers, loan admins, SBA Packagers and/or title companies to ensure that it is accurately funded in accordance with procedures collateral is perfected prior to booking/funding the loan
• Review incoming original loan documents to ensure loan has been properly perfected, documented and loan package is complete
• Identify and input non-financial ticklers in the capital stream workflow application for on-going monitoring or missing items.
• Thoroughly review the team’s documentation for accuracy and make sure it is consistent with loan approval.
• Create and implement training and develop training materials and research documentation questions while serving as a resource and escalation point the team and bankers.
• Assist in researching complex credits to determine status in conjunction with regulations
• Build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.
• Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Benefits

• insurance
• 401k
• an associate stock purchase program
• paid time off
• associate banking perks

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED