Coordinates loan closings, prepare and review loan documents, and ensure all loan documents are accurately prepared in accordance with Bank policy and Bank regulatory requirements. Knowledgeable in a diverse array of complex lending products.Prepares complex commercial loan documents using LaserPro or Word templates for new loans, renewals, extensions and modifications.Conduct lien searches and related due diligence tasks to determine appropriate actions to resolve outstanding lien issues and deliver lien documents to designated vendors.Reviews loan documents prepared by other associates or outside counsel to ensure compliance with the Bank's loan policy, applicable banking regulations and with any other requirements designated by the credit approval authority, and authorize the closing of such loans.Reviews organizational documents, appraisals, surveys and other third party documents to ensure conformity with bank standards.Analyze due diligence documentation and prepare necessary lien perfection documents to protect banks security interest in pledged collateral.Accurately books and funds loans in a timely fashion.Assist in identifying and clearing any exceptions within the appropriate time periods.Coordinates the issuance of letters of credit, including renewals and amendments.Interactions include underwriters, relationship managers, customers, agent banks, attorneys, and insurance agents to ensure all conditions are met for closing.Trains new associates and serve as a training resource for less experienced associates in the department.Manages a complex workload that includes multiple tasks and conflicting priorities.Perform Team Lead functions including departmental reporting, development and maintenance of training material, resolving process escalations, participation in audit work, and spearheading special projects as needed.

Review approvals and prepare loan documents for Small Business Banking loans which include Construction, Unsecured, Cash Secured, Equipment, Agriculture, Auto and Real Estate loans using Laser ProPrepare modification documents to Promissory Notes.Communicate with loan officers, loan assistants and title companies to obtain documentation needed to complete the processing of the loan documents and to ensure the best customer service.Order and review loan support documentation for closing which includes appraisals, title work, environmental reports, UCC filings and flood determinationsReview Business organizational documents which include Articles of Organization, Articles of Incorporation, Partnership Agreements and Trust AgreementsPrepare closing instructions and support documentation to attorneys to facilitate the preparation of legal loan closing documentation.Complete an audit on each loan prepared before being released to Loan OfficersVerify and calculate funding amounts and prepare funds request.Handle the collateral documentation for the Corporate Credit Cards requests.Review and handle all incoming executed documents and post closing loan issuesAchieve and exceed all departmental post closing resolution timeframes and service levels

Review collateral files to ensure that established standards are met, including compliance with federal regulations and adherence to Bank lending policy as well as ensuring that the Bank’s security interest is established and our lien position is upheldInterpret data and make sound judgment decisions regarding proper loan documentation and identify and resolve inconsistencies and accuracy issuesAct as primary liaison with all lending personnel regarding loan administrationCommunicate with loan officers and lending assistants to provide guidance on the correct way to document loan files and remedy existing issues.Assist management in the preparation for and during audits and exams.Generate document exception reports and funding exception reports for management as requestedReceive items to clear exceptions, update tracking; correspond with lending staff regarding clearing of exceptions

Orders loan support documentation for closing (i.e. appraisal, flood, title work, etc.)Reviews title commitments, surveys and insurance policies, to recognize issues and defects that need to be cured by working with the title company or bank attorney.Prepared closing instructions and support documentation to attorneys to facilitate the preparation of legal loan closing documentation.Coordinated with title companies to cure loan closing defects.Verified and calculated loan funding amounts and prepared funds request.Performed a final audit of file organization and documentation in order to facilitate ease of booking loans onto bank system and minimizing all technical exceptions.Prepared and completed draw requests.Clears exceptions.