Description:
Job Summary Overview
Provides supervision within the commercial loan documentation function by preparing and reviewing complex and nonstandard loan documents while supporting day-to-day team functions. Provides workflow oversight, technical guidance, and serves as an escalation point to ensure quality control (QC) standards, service level agreements (SLAs), and scorecard expectations are met, including final documentation QC reviews. Coordinates complex documentation and legal review activities, and partners with Processing and Closing, Commercial Quality Control, and Servicing to support efficient, compliant closings. This role is responsible for procedure development, training facilitation, and support of operational improvement initiatives, as needed. In addition to supervisory duties, the position serves as a working supervisor and maintains individual production responsibilities to support pipeline capacity.
Essential Job Functions
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Reviews and oversees commercial and business loan documentation packages for accuracy, completeness, and policy/regulatory alignment, including entity documents, loan agreements, promissory notes, security agreements, and related instruments.
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Oversees preparation, review, and validation of complex and nonstandard commercial loan documents in LaserPro and/or Conductor (LawyerPro), ensuring alignment with internal policies, legal guidance, due diligence requirements, and approved credit structures.
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Responsible for providing final documentation QC reviews and approval of draft documentation.
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Partners with Processing and Closing, Commercial Quality Control, Servicing, management, and outside counsel to resolve documentation issues, support legal reviews, and serve as an escalation point to ensure timely, compliant closings.
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Serves as the primary point of contact for outside counsel, including opening legal matters, facilitating conflict checks, and supporting legal review in connection with complex transactions.
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Functions as a working supervisor by maintaining individual production, coordinating pipeline distribution, balancing team workload, supporting day-to-day execution, and escalating risks or priority decisions to leadership as needed.
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Monitors team scorecard performance, quality trends, and service level expectations, addressing gaps through coaching, performance review, and process refinement.
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Responsible for providing supervisory support including coaching, performance management, and employee development, while supporting onboarding and ongoing training for team members.
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Oversees the development and maintenance of procedures, job aids, retention practices, and governance over approved nonstandard language and exception tracking to ensure consistency and compliance.
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Participates in departmental projects, process improvements, and operational initiatives.
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Maintains current knowledge of commercial lending documentation requirements and systems.
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Responsible for meeting individual performance expectations and scorecard metrics associated with the role.
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Promotes a high-quality internal and external experience aligned with the Credit Union’s values.
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Performs other job-related duties as assigned.
Requirements:
Position Required Qualifications
Minimum Education and Experience
High school diploma or GED required, plus seven (7) to ten (10) years of experience supporting commercial loan documentation preparation, attorney-prepared transactions, commercial lending operations, or related banking operational functions. Candidates must have proven experience in a similar role (e.g., Sr. CRE Documentation Specialist, Sr. CRE Commercial Loan Administrator/Closer, CRE Legal Assistant, or comparable); relevant experience in title/escrow, commercial real estate, or paralegal roles supporting commercial transactions may also be considered.
Knowledge, Skills, and Abilities
Advanced knowledge of commercial loan documentation, including entity and formation documents, credit approvals, loan agreements, promissory notes, security agreements, and related instruments. Strong understanding of various collateral types, lien perfection requirements, and documentation needed to support compliant commercial transactions. Ability to interpret and apply credit approvals, due diligence requirements, legal guidance, and procedures to ensure documentation quality, consistency, and compliance. Demonstrated ability to lead, coach, and support team members while managing performance and operational expectations. Excellent analytical, organizational, and problem-solving skills with strong accuracy, attention to detail, and the ability to manage multiple priorities in a high-volume environment. Strong working knowledge of commercial loan documentation platforms, core processing systems, and workflow tools, along with proficiency in Microsoft Office.
Licenses, Training, and Certifications Required
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Completion of all required annual company training, including computer-based training (CBT) related to compliance, regulatory requirements, information security, and operational procedures.
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Ongoing participation in commercial lending, documentation, systems, and compliance-related training, as required.
Preferred Qualifications
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Bachelor’s degree in Business Administration, Finance, Paralegal Studies, or related field preferred.
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Prior leadership or supervisory experience.
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SBA experience highly desired.
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Sageworks experience preferred.
Hybrid Work Environment and Physical Demands
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Occasional lifting, 25 pounds or less.
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Sitting and standing for extended periods of time.
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Working on a computer.
NOTE: The job description is intended to be generic in nature. It is not an exhaustive list of all duties and responsibilities. Requirements listed in the above qualifications and physical requirements are representative of the knowledge, skill, abilities, physical demands, or work environment required or encountered that must be met by an employee to successfully perform each duty and each function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Employees who work from home must have business operational internet to complete work tasks and communicate via video call or chat messaging systems in a dedicated workspace.
