This position will handle the more complex Corporate Commercial and Industrial (C&I) and Wealth Management (WMG) loan documentation and closing related functions and will be involved in initial fundings. Support team by providing a variety of due-diligence and documentation review functions. Review draft loan documents and address issues/concerns with attorneys, lenders and customers as needed. Remain up to date on all policies, procedures and training. Identify and address and/or elevate issues and exceptions with Manager. Ensure funding is in compliance with loan documentation and according to the Bank’s required policies and procedures. Mentor other staff members within the Funding Desk. Assist with training and procedure updates. Provide input for process improvements and serve as SME’s for the department.
Able to perform Closer I & II functions plus: