Loan Production Manager

Role Overview

• Drive consistency and accountability across the credit and loan onboarding process by managing an origination pipeline of commercial credit requests through workflow stages from application through closing
• Manage multiple credit applications simultaneously with careful tracking of application status and next steps required for an application to advance
• Coordinate with Line of Business on customer outreach effort to ensure required documentation is collected and uploaded into the Loan Origination System
• Thoroughly review all loan application documentation, anticipate potential workflow challenges, and take proactive measures to resolve obstacles in advance
• Coordinate with Underwriting to ensure receipt of sufficient due diligence materials, seek responses to credit inquiries, and maintain status communication to Line of Business
• Serve as a primary point-of-contact for all application status inquiries and/or problems arising throughout the loan approval and closing processes
• Prepare and issue commitment letters consistent with the credit approval terms and provide customer follow-up if questions arise
• Act as the primary process owner of the credit request to ensure a timely and high-quality closing is achieved by tracking application status, following up on missing information, proactively solving problems, and collaborating with cross functional teams
• Coordinate preparation of all necessary loan documentation and exercise preclosing quality control in preparation for deal closing and scheduling activities
• Coordinate correspondence, both verbal and written, among clients, Relationship Managers, Middle & Back Office operations, and Counsel, as necessary

Requirements

• 5 years of experience in Credit, Lending, or Bank Operations
• Bachelor’s Degree in Business, Finance, Accounting, or Economics preferred
• Strong knowledge of commercial loan documentation in commercial, industrial, and real estate markets
• Awareness of collateral specific concepts of security interest, lien perfection, and obtaining clear title
• Experience ordering or working with appraisals, business valuations, environmental assessments, and other third-party due diligence reports
• Familiarity with the basic commercial lending process and procedures in Sales Support, Credit, Closing, Loan Operations, and Portfolio Management
• Heightened organizational and prioritization skills with proven ability to multi-task and drive applications within target turn times
• Ability to present potentially complex subject matter in a clear and concise manner to ensure understanding by internal stakeholders, customers, and other external parties
• Demonstrated ability to engage with functional teams to build relationships and collaboratively work toward identifying and recommending process improvements
• Problem solving skills with experience defining key points and creatively working toward solutions.

Benefits

• Professional development opportunities
• Hybrid work schedule (3 days in the office, 2 days remote)