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Team Leader Commercial Loan Closers & Post Closers
Job Objective: Provide direct supervision, mentors and coaches the Commercial Closers and Post Closing staff. Oversees and manages the workflow and the preparation of all required paperwork as well as assist with the preparation of all required paperwork necessary for the compliant and efficient closing of commercial loans.
Essential Functions: Oversees the processing/closing for Commercial and Business Banking loan document requests. As necessary, performs all duties and functions associated with the production of commercial loan documents, including Business Banking and Construction lines of credit documents. Deliver the closing package to the designated party for signatures. Reviews executed loan documents prior to delivery to insure accurate and compliant documents have been created. Works collaboratively with Lenders and their support staff. Prepares closing instructions and other documentation that may be necessary. Orders required documentation in order to adhere to regulations, compliance rules and loan policy. Reviews and complies final closed loan package and prepares and signs off on document checklist. Prepare wires reconciliations for loan fundings. Ensures the accurate HMDA information is entered into loan systems when required.Leadership: Provides direct supervision to the assigned team members and priorities work and schedules. Provides daily support by providing problem resolutions concerning all related aspects of the Commercial Closing and Post Closing processes. Prepares and conducts employee performance evaluations.
StellarOne in Action: Supports and practices StellarOne Core Values of Excellence, Partnership and Service and follows StellarOne in Action protocol.
Compliance: Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities.
Non-Essential Functions: Performs other duties that may be assigned.
Education, Skills and Experience Required/Desired: A minimum of three years banking experience with lending and/or loan operations and/or compliance areas, and/or real estate processing/underwriting experience. A minimum of three years supervision experience. Excellent organizational, telephone etiquette, customer service and interpersonal skills. Ability to work effectively in a fast-paced environment with multiple deadlines. Excellent communication skills, both verbal and written. Ability to work accurately with detailed information. PC proficiency with working knowledge of Work and Excel. Ability to work independently with a minimum of supervision.
