Loan Operations - Loan Documentation Manager

NBH Bank

Kansas City, MO

JOB DETAILS
SKILLS
Bank Management, Bank Secrecy Act, Banking Regulations, Business Loans, Coaching, Communication Skills, Diversity, Document Management, Documentation, Establish Priorities, Federal Laws and Regulations, Genetics, High School Diploma, Leadership, Loan Approval, Loan Documents, Loan Funding, Loan Operations, Loan Origination, Loan Review, Loans, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Needs Assessment, Operations, Operations Management, Organizational Skills, Performance Analysis, Performance Reviews, Presentation/Verbal Skills, Problem Solving Skills, Regulations, Regulatory Compliance, Service Level Agreement (SLA), Small Business, State Laws and Regulations, Time Management
LOCATION
Kansas City, MO
POSTED
30+ days ago

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 wouldnt just see a number; theyd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of peoples lives and offer simple solutions. Thats 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. You will 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 the Loan Documentation Manager and act as backup 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 the loan.

You will be responsible for overseeing a variety of tasks, including preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner. You will review loan documents prepared by outside counsel for accuracy and check documentation prior to closing for completeness and accuracy.

As the Manager, you will oversee the work of 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 and funding the loan, and review incoming original loan documents to ensure the loan has been properly perfected, documented, and the loan package is complete.

You will identify and input non-financial ticklers in the capital stream workflow application for ongoing monitoring or missing items. Additionally, Loan Documentation Managers are expected to thoroughly review the teams documentation for accuracy and ensure 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 for 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 the Bank Secrecy Act, BSA, and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements

This position requires the following educational and/or job experience:

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

Desired Skills:

Ideal candidates for this position should possess some or all of the following skills:

  • Associates 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 decisions 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

Work Environment

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates, employees, and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs.

As such, we want to share the following:

  • We are committed to our core value of meritocracy and supporting our associates in growing within their role
  • When completing certain tasks, an associate may need to be able to grasp, push, pull, bend, raise, and hold hands and arms overhead
  • Office setting with traditional hours
  • Sitting for extended periods of time, typically no longer than 8 hours
  • Must be able to work at a rapid pace for long periods of time, typically no longer than 8 hours
  • Must be able to work overtime to the extent necessary

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, and associate banking perks. For more information about the benefits offered, click here.

If this is what you believe in, then youre definitely right for us. Consider making an investment in us so that we may invest in you and your bright future.

Equal Opportunity

The Bank is committed to providing qualified applicants and associates reasonable accommodation when necessary to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function should contact Human Resources.

The Banks policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any other legally protected category.

The Bank is proud to be a drug-free workplace.

Colorado Residents

In any materials you submit, you may redact or remove age-identifying information, such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Selected candidates for hire must complete the following prior to employment:

  • A criminal history report
  • Global screen
  • Drug screen
  • Employment credit report
  • If applicable, a driving record

Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

About the Company

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NBH Bank