Description
Responsibilities include but not limited to coordinating the closing process for Attorney prepared loans; review of Attorney prepared loan documentation in conjunction with Lenders, Portfolio Managers, internal legal Counsel and borrower's Counsel to ensure loan documentation adheres to Bank's requirements and approved structure.
A Bachelor's degree in Accounting or Business related field and/or five (5) years of equivalent experience is required. A minimum of three (3) years experience working with attorney prepared loan documents desired. Exceptional interpersonal, verbal and written communication, negotiation and presentation skills are necessary. Strong computer and analytical skills are required. Position may be eligible for telecommuting.
Essential Job Responsibilities
1. Coordinates the Attorney prepared loan closing process by acting as a go between for the Attorney Prepared Loan Documentation team and Commercial Lending teams on loan closings to ensure all items for closings are received so that loans can be funding and uploaded accurately and timely.
• Create internal invoices for clients
• Organizes final documentation package to ensure all required documents have been received.
2. Reviews Attorney prepared loan documents to make sure Bank's required conditions are included and documents match terms and conditions outlined in Credit Approval.
3. Prepares closing checklists as needed.
4. Acts as a backup to perform other closing functions on an as needed basis.
5. Completes reports, research, and projects upon request.
6. Ensures loan documents adhere to the underwriting and loan policy standards of the Bank.
7. Maintains a working knowledge of bank operating policies and procedures.
Bona Fide Occupational Qualifications
1. A Bachelor's degree in Accounting or Business related field and/or five (5) years of equivalent experience required.
2. A minimum of three (3) year's experience with Attorney prepared loan documents is desired.
3. A strong understanding of loan structures and financial statements are required.
4. A working knowledge of bank operating policies, procedures and knowledge of compliance regulations related to the position are required.
5. Proficient reading, writing, grammar, analytical, mathematical, communication and interpersonal skills required.
6. Strong computer and analytical skills are necessary. Proficiency with MS Excel, and MS Word necessary.
7. May be eligible for Telecommuting.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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