Loan Documentation Lead — Compliance & Operations

QNB Bank; Quakertown (Bucks County); On-site; USD 65,000 - 95,000; Full time

Job summary

QNB Bank is seeking a skilled Loan Documentation Supervisor to oversee the bank's loan documentation processes, ensuring accuracy, compliance, and timely completion. You will supervise preparation, review attorney documents, and coordinate with lenders, attorneys, and title companies to finalize packages.

The role requires five years in loan documentation, strong compliance knowledge, and proficiency in Word/Excel.

Qualifications

• Five years of experience in loan documentation practices.
• Knowledge of banking compliance regulations.
• Ability to multi-task and manage time and resources to ensure work is completed efficiently.
• Interpersonal skills to represent QNB in a positive manner with internal and external customers.
• Proficiency in Microsoft Word and Excel.

Responsibilities

• Administer the Bank's Loan Documentation procedures to ensure efficient operations.
• Supervise new loan documentation preparation and ensure deadlines are met.
• Ensure all documentation is accurate, complete and compliant.
• Review attorney-prepared documents for accuracy and finalize with attorneys.
• Ensure loans are properly approved and documents match approvals.
• Monitor workload and re-assign as necessary.
• Maintain a pending list for exceptions.
• Oversee final review of settled loans.
• Code loans on the core system for proper reporting.
• Prepare and implement changes for loan modifications in core system.
• Communicate with lenders, Loan Services, attorneys and title companies.
• Manage commercial loan maintenance changes.
• Present Committee materials for new loans, renewals, and modifications.
• Index documents to imaging system and ensure digital file completeness.
• Oversee CRA LAR, HMDA LAR, and Small Business Data Collection."
• Monitor flood insurance process at origination and review policies as needed.
• Provide information to title companies, attorneys and Life Insurance/LC beneficiaries as requested.
• Stay current with QNB products, services and industry trends in documentation and lending.
• Supervise department personnel and policies; review performance and salary actions.
• Train and oversee department staff; act as department liaison on committees and with software vendors.
• Prepare and ensure accuracy of loan documentation reports for senior management.
• Ensure regulatory compliance within the department and lending overall.
• Serve as liaison between Loan Documentation and auditors/examiners.
• Maintain strong partnerships across departments.
• Report concerns about transactions or processes to management.
• Complete compliance training and apply it to duties and supervision.
• Assume additional job-related duties as required.

Skills

Attention to detail

Communication skills

Time management

Tools

Microsoft Word

Microsoft Excel

Job description

QNB Bank is seeking a skilled Loan Documentation Supervisor to oversee the bank's loan documentation processes, ensuring accuracy, compliance, and timely completion. You will supervise preparation, review attorney documents, and coordinate with lenders, attorneys, and title companies to finalize packages.

The role requires five years in loan documentation, strong compliance knowledge, and proficiency in Word/Excel.