Loan Documentation Supervisor - Owensboro, KY

Loan Documentation Supervisor

*Position is not eligible for remote work.

Job Code LNDCSUP

Job Family

Supervisory Yes

Job Summary

The Loan Documentation Supervisor will be responsible for the training, leadership, and supervision of the Bank's retail and commercial loan processing team to ensure the department meets organization goals and standards.

Essential Functions, Duties and Responsibilities include, but are not limited to:

• Oversees the daily operations of Loan Documentation Preparation – Pre Closing functions; ensuring activities run efficiently and effectively in accordance with policies and procedures designed to strengthen operating infrastructure, improve team responsiveness, and facilitate productivity/efficiency gains

• Discerns and prepares loan documentation needed to ensure collectability of the loan, attachment, and perfection of security interests, in accordance with loan approval and compliance with federal and state rules and regulations as well as company policies

• Obtains and reports data points needed to monitor and report compliance with various regulations, including but not limited to Bank Secrecy Act (BSA), Community Reinvestment Act (CRA), and Home Mortgage Disclosure Act (HMDA)

• Assists and provides back-up support of all tasks performed by the team

• Assists the lending team with implementation of procedures, and encourages and supports new ideas

• Communicates and collaborates with other departments as needed

• Creates procedures for the team and facilitates training of team on changes, revisions, and updates to processes and procedures

Education, Experience and Qualifications

Education

Required/Preferred

Education Level

Description

Required

High School or GED

Preferred

Bachelors Degree

Degree in paralegal or related field or other formal loan documentation and processing training preferred

Years of Experience

Minimum

Comments

5

A minimum of five (5) years of experience in loan processing, quality assurance, and management for commercial and consumer loans required

License / Certification

Required/Preferred

License / Certification

Description

Additional Qualifications

• Proficiency in federal and state rules and regulations, specifically Kentucky and Indiana, including Real Property Law, Entity Law, Suretyship Law, and UCC Commercial Code

• Experience with Finastra solutions

Core Competencies

• Oral and written communication skills

• Analytical thinking skills

• Problem solving skills

• Detail oriented

• Customer service skills

• Interpersonal skills

• Ability to multi-task

• Ability to meet deadlines

Working Conditions

Working Conditions

Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.

Travel Requirements

Requirement

Frequency

No travel required

Never or Rarely

Mandatory Vacation

Mandatory vacation not required

Physical Requirements

Requirement

Frequency

Sitting (remaining in a seated position)

Constantly

Standing (remaining on one’s feet in an upright position without moving about)

Occasionally

Walking (moving about on one’s feet)

Occasionally

Lifting (raising or lowering an object from one level to another)

Occasionally

Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)

Occasionally

Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)

Occasionally

Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)

Never or Rarely

Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)

Constantly

Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)

Occasionally

Stooping (bending downward and forward by bending spine at the waist)

Never or Rarely

Squatting/Crouching (bending body downward and forward by bending legs and spine)

Never or Rarely

Kneeling (bending legs at knees to come to rest on knee(s))

Never or Rarely

Crawling (moving about on hand and knees or hands and feet)

Never or Rarely

Climbing (ascending or descending ladders, stairs, ramps)

Never or Rarely

Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)

Frequently

Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)

Frequently

Near Visual Acuity (clarity of vision at approximately 20 inches or less)

Constantly

Far Visual Acuity (clarity of vision at approximately 20 feet or more)

Occasionally

Additional Physical Requirements

May require lifting up to 10 pounds

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