Loan Documentation Manager

Full-time position currently available in Quakertown.

General Duties and Responsibilities:

• Responsible for administering the Bank's Loan Documentation procedures to insure efficient and effective operations, including but not limited to:
• Supervising new loan documentation preparation and ensuring deadlines are met.
• Ensuring that all internally and externally prepared documentation is accurate, complete and meets compliance standards.
• Reviewing attorney prepared documents for accuracy and completeness. Communicate with attorneys and other parties to finalize documents.
• Ensuring loans are properly approved, policy/procedures are followed (ie proper appraisal and environmental reports are ordered) and documents match the approval.
• Monitoring the workload and re-assign work as necessary.
• Maintaining a pending list for any exceptions.
• Performing or overseeing the final review of settled loans.
• Determining and assigning codes for loans on the core system to ensure proper reporting.
• Examining, interpreting and preparing required documentation for loan modifications and subsequently ensuring accurate changes are made on the core software.
• Communicating with internal customers (lenders and Loan Services) as well as external customers (attorneys and title companies) on various issues.
• Initiating maintenance changes with respect to commercial loans.
• Monitoring Committee Presentations regarding new loans, line renewals and modifications.
• Indexing documents to the imaging system and ensure completeness of the electronic files.
• Overseeing the preparation of the CRA LAR, HMDA LAR and Small Business Data Collection.
• Monitoring the flood insurance process at origination and review private policies as needed.
• Providing information to title companies, attorneys, Life Insurance Companies and sometimes Letter of Credit beneficiaries, as requested.
• Responsible for staying current with QNB products, services and industry trends with respect to documentation and lending.
• Supervises department personnel, including but not limited to:
• Ensuring that prescribed operating policies and procedures are followed.
• Reviewing employee performance and making recommendations regarding salary changes, promotions, transfers or terminations.
• Training and/or overseeing the training of department personnel.
• Serves as the department representative on assigned committees.
• Serves as vendor owner for software related to loan documentation, HMDA or CRA. This may include reviewing updates to the software and serving as a liaison between the users and the vendor(s).
• Responsible for the ongoing preparation and accuracy of various reports including summary of loans documented/modified, pending, construction call codes, unused commitments, troubled debt modifications and others as required by senior management.
• Ensure regulatory compliance within the department and lending as a whole. Minimize risks wherever possible.
• Serve as liaison between Loan Documentation and auditors/examiners.
• Maintain strong partnerships across all departments.
• Inform management of concerns regarding specific transactions or overall processes.
• Complete assigned compliance training in a timely manner and demonstrate the ability to apply training to their duties and responsibilities including their supervision of other employees.
• Assumes additional job-related duties as required.

Required Training, Experience, and Education:

• Five years of experience in loan documentation practices, including general policies and procedures, and relevant law.
• Knowledge of banking compliance regulations.
• Ability to multi-task and work effectively with colleagues, managing time and resources to ensure work is completed efficiently and within established time frame.
• Interpersonal skills to represent QNB in a positive manner when dealing with internal and external customers.
• Must be proficient in various computer applications, including Microsoft Word and Excel.

Preferred Training, Experience and Education:

• Previous supervisory experience.
• Previous experience using LaserPro software.