Commercial Loan Documentation Team Lead (Remote - CA, OR, WA & ID)

Banner Bank; Washington, Iowa City (District of Columbia, IA); Remote; Full time

Job summary

A leading bank is seeking a dedicated Commercial Loan Documentation Supervisor to oversee loan documentation processes. The role involves ensuring compliance with regulations and managing a team while providing guidance and support. Ideal candidates will have extensive experience in commercial loan servicing and strong leadership skills. The position offers competitive compensation and benefits, including medical, dental, and 401k matching.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k with match

Tuition Reimbursement

Paid Time Off

Qualifications

• Minimum of 4 years in commercial loan servicing.
• At least 2 years in a supervisory or management role.

Responsibilities

• Ensure integrity of loan documentation for all commercial loan types.
• Manage daily activities within departmental SLA and coordinate work.
• Communicate effectively with underwriters and loan officers.

Skills

Leadership

Problem Solving

Customer Service

Organizational Skills

Education

High School Diploma

Tools

Laser Pro

Loan Origination System

SharePoint

Microsoft Office

Job description

Overview

More than 130 years ago, we started with core values that never go out of style: listen, learn, and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America for the past eight consecutive years, and Newsweek names Banner one of the Most Trustworthy Companies for the past four years.

With over $15 billion in assets and more than 150 locations across Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. We provide capital to personal banking clients and businesses of all sizes, and emphasize employee volunteerism, donating millions annually to community organizations.

Position Summary

Oversee a team responsible for performing multiple functions related to commercial loan documentation. This includes primary oversight for those handling all functions related to documenting complex and non-complex commercial loans originated via Commercial Bankers (CBCs) and Retail Bankers (BBCs) using Laser Pro and Lawyer Pro in Laser Pro and the Loan Origination System. Ensure the integrity of loan documents, that they conform to credit terms, and are compliant with all regulatory requirements. Provide guidance, coaching, and direction to staff.

Key Responsibilities

• Ensure the integrity of loan documentation for all commercial loan types, including real estate, UCC secured, lines of credit, letters of credit, aircraft, preferred mortgages, SWAP, SBA 7a, SBA Express, and SBA 504 loans, for new loans, renewals, extensions, and modifications.
• Verify that all loan documents are properly documented according to credit approval terms, departmental guidelines, and regulatory compliance.
• Manage daily activities within departmental SLA, coordinate work in SharePoint and Loan Origination System, and act as an escalation point for documentation issues.
• Assist in developing procedures and process guides, and participate in projects and testing.
• Communicate effectively with underwriters, loan officers, and other stakeholders to resolve documentation issues that may delay customer closings.
• Participate in required training on Loan Documentation, Laser Pro software, and applicable compliance laws and regulations.
• Ensure compliance with policies, procedures, security, and government regulations.

Qualifications

Education & Certifications

• High School Diploma required; equivalent education and experience considered.

Experience

• Minimum of 4 years in commercial loan servicing.
• At least 2 years in a supervisory or management role leading projects, processes, or teams.

Knowledge, Skills, and Abilities

• Advanced understanding of commercial loan documentation, departmental functions, Laser Pro, Loan Origination System, SharePoint, and Microsoft Office.
• Strong knowledge of financial contracts, loan documentation structures, credit approval review, and compliance with lending policies and regulations.
• Excellent organizational skills, attention to detail, and ability to handle multiple priorities.
• Strong customer service and interpersonal skills, with professional communication and editing abilities.
• Leadership skills to coach, mentor, and organize team workloads effectively.
• Practical problem-solving skills with common sense application in standardized situations.

Compensation & Benefits

• Starting salary range: $30.34 - $39.98, based on experience.
• Incentive potential and comprehensive benefits including medical, dental, vision, LTD, STD, life insurance.
• Paid time off, holidays, 401k with match, tuition reimbursement, and more.

Please review Banner Bank's Privacy & Consent notice before applying. Banner Bank is an Equal Opportunity Employer. We do not accept unsolicited resumes from agencies or search firms without a valid agreement.