Job Description
Overview
The Commercial and Small Business Closing Assistant Manager will lead a team environment by coordinating and leading the loan closing process for commercial and small business loans as well as facilitate the loan closing process for transactions with documentation prepared by external legal counsel. This position will effectively manage the closing team to ensure time lines meet service standards. Must have leadership experience as well as strong knowledge and background in the key documentation elements of complex lending arrangements.
Essential Functions
Conduct, or participate in, the hiring, coaching, developing and supervising of team members; conducting one-on-one progress and coaching sessions as needed, and identifying and training team members that demonstrate high potential to ensure appropriate succession planning
Document and complete annual performance appraisals and performance management duties including, but not limited to, providing appropriate feedback and goal setting
Daily management of Closing Desk team members to ensure timely completion of all tasks/workflows. Including review of all loan documentation (originated and broadly syndicated loans)
Manage and ensure all legal, credit, collateral, and regulatory requirements are included in documentation
Ensure team has complete review of all approved terms and conditions and appropriately documented in accordance with established procedures
Ensure staff is managing title company process on originated loans and communicating with borrower to see that all title requirements are met at closing
Ensure total document and data integrity attributes to comply with CECL data points
Meet performance metrics for headcount, Service Level Agreements and efficiency; Manage, research and remediate inquires and complaints from internal and external customers within established Service Level Agreements (SLAs)
Monitor and resolve issues and establish appropriate controls over the use of the core and ancillary systems to comply with audit requirements
Lead and oversee activities related to documentation, and monitoring tasks
Train new hires to ensure consistency and standardization in the closing process
Engage with Credit Managers, Portfolio Managers, and Underwriters to collaboratively support customer's request
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.
INDEPENDENCE, OH
• 6480 Rockside Woods Blvd S
Suite 345
Independence, OH 44131
COLUMBUS, OH
• HQ
3 Easton Oval
Columbus, OH 43219
BUFFALO, NY
• 375 Essjay Road
Suite 100
Buffalo, NY 14221
MOUNT JOY, PA
• 101 East Main Street
Mount Joy, PA 17552
WARREN, PA
• 100 Liberty Street
Warren, PA 16365
ERIE, PA
• 800 State Street
Erie, PA 16501
PITTSBURGH, PA
• Bellevue
532 Lincoln Avenue
Bellevue, PA 15202
• Pittsburgh Business Office
525 William Penn Place
Suite 3550
Pittsburgh, PA 15222
FISHERS, IN
• 11 Municipal Drive
Suite 150
Fishers, IN 46037
Qualifications
Bachelor's Degree Business, Business Law, or Paralegal Program preferred
3 years Commercial Loan experience
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Top Skills
What We Do
Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every step of the way. We see our relationship with you as a partnership, the way banking should be.
Trust matters when picking your financial partner. Northwest Bank is rated as one of the best capitalized banks in the nation. We have earned 5-Star “Superior” ratings from both BauerFinancial® and Bankrate.com’s Safe and Sound® ratings service.
Founded in 2008, we have offices in Boise, Idaho; Portland, Oregon; Coeur d'Alene, Idaho; Seattle, Washington; and Salt Lake City, Utah metropolitan markets.
Northwest Bank: Experienced Bankers. Exceptional Service. Creative Solutions.
Member FDIC
Equal Housing Lender
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