Documentation Manager, Commercial Operations

Job Title: Documentation Manager, Commercial Operations
Department: Commercial Lending
Reports To: VP, Commercial Lending
FLSA Status: Exempt
Grade: 12

SUMMARY

Manage the day-to-day operations of the Commercial Lending Documentation Department.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Applies best practices and recommends, develops, and maintains policies and procedures for the Commercial Documentation Department.

Manages department staffing and workloads and ensures all documents are accurate and timely.

Works with other departments and teams to ensure that delays are kept to a minimum.
Reviews all documentation generated using LaserPro per approved credit authorization.

Reviews and files title reports, flood reports, UCC and all relevant documents.

Coordinates with personnel of the Loan Administration department to complete loan booking and processing.

Prepare Reconveyances and reviews the funding processes.

Assure all “subject to” items are clear prior to release of documents.

Maintain all G.L accounts related to the loans.

Manage outside legal and title company relationships.

Examines work for exactness, neatness, compliance and conformance to policies and procedures of both SFCU and the NCUA.

Stays abreast of changes in policy, procedures and Federal and State regulations as it pertains to credit unions and Stanford FCU’s products and services.

Provides support, coaching and training to team members, completes performance appraisals and disciplinary actions, as necessary.

BEHAVIOR STANDARD

Maintains a positive work atmosphere by acting and communicating in a manner so that the employees get along with members, commercial real estate agents, commercial loan brokers, commercial appraisers, vendors, co-workers, and management.

SUPERVISORY RESPONSIBILITIES

Directly supervises 1-2 employees in the commercial department. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include:
Interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Should have basic computer, calculator, and telephone skills.

EDUCATION and/or EXPERIENCE

Bachelor’s degree (B.A.) from four-year College or university; or four to five years’ related experience and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS

Ability to read, analyzes, and interprets general business periodicals, professional journals, and technical procedures or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.

MATHEMATICAL SKILLS

The ability to work with mathematical concepts such as probability and statistical inference and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to Successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasional required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to I 0 pounds. Specific vision abilities required by this job include ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is usually moderate.