Commercial Loan Documentation Manager

Arizona Financial Credit Union • Phoenix, AZ

2d • Hybrid

About The Position

The Commercial Loan Documentation Manager provides day-to-day operational management and technical leadership for the commercial loan documentation function. This working manager oversees preparation, review, and quality control of complex and nonstandard commercial and business loan documentation to ensure alignment with approved credit structures, internal policies, legal guidance, due diligence requirements, and regulatory standards. The role manages workflow, team performance, service-level expectations, documentation quality, and risk-related escalations while supporting accurate, compliant, and timely loan closings.

The position is responsible for employee development, documentation procedures and governance, technical training standards, and operational improvements. It maintains direct involvement in complex documentation and transaction review to handle technical escalations, quality assurance, and pipeline capacity. The manager also coordinates with internal partners and outside counsel, oversees documentation controls and exceptions, and supports documentation systems and operational initiatives.

Requirements

• High school diploma or GED.
• Seven to ten years of experience supporting commercial loan documentation preparation, attorney-prepared transactions, commercial lending operations, or related banking operational functions.
• Leadership experience with responsibility for workflow management, employee performance, quality oversight, and service-level expectations.
• Experience managing or leading teams in a commercial loan documentation or commercial lending operations environment.
• Advanced experience preparing, reviewing, and approving complex and nonstandard commercial loan documentation, including attorney-prepared transactions.
• Expertise interpreting nonstandard credit structures and developing proposed documentation language, covenants, conditions, guaranty provisions, and other legal terms to reflect unique credit requirements, subject to legal review and approval.
• Strong working knowledge of commercial loan structures, entity authority, collateral types, lien perfection requirements, due diligence, documentation risk, credit approvals, entity structures, collateral requirements, and loan documentation.
• Ability to make risk-based documentation decisions within assigned authority, manage escalations, and lead a team in a high-volume, deadline-driven environment.
• Ability to establish documentation standards, manage employee performance and development, direct workflow, resolve escalated issues, and lead operational improvements.
• Excellent analytical, organizational, communication, and problem-solving skills, with strong attention to detail and accuracy.
• Ability to collaborate effectively with internal business partners and outside counsel while maintaining accountability for documentation quality and execution.
• Strong working knowledge of LaserPro, Conductor (LawyerPro), commercial loan workflow systems, core processing systems, and Microsoft Office.
• Complete required annual company training, including computer-based training related to compliance, regulatory requirements, information security, and operational procedures.
• Participate in commercial lending, documentation, systems, leadership, and compliance-related training as required.

Nice To Haves

• Bachelor’s degree in Business Administration, Finance, Paralegal Studies, or a related field.
• Prior managerial experience in commercial lending operations or commercial loan documentation.
• SBA experience.
• Sageworks experience.
• Experience in a senior commercial documentation, commercial loan administration or closing, CRE legal support, paralegal, or comparable role involving complex commercial transactions.

Responsibilities

• Provide day-to-day operational management and technical leadership for the commercial loan documentation team.
• Establish and maintain documentation standards, technical guidance, controls, and governance for complex and nonstandard transactions.
• Oversee preparation, review, and validation of commercial and business loan documents in LaserPro and/or Conductor (LawyerPro).
• Provide final quality control review and approval of draft loan documents, including loan agreements, promissory notes, guaranties, security agreements, entity resolutions, and related instruments.
• Serve as the senior operational decision-maker for documentation matters within assigned authority levels, including entity authority, collateral documentation, lien perfection, covenants, guaranties, and nonstandard legal provisions.
• Manage documentation workflow, pipeline assignments, workload distribution, and team capacity to meet service-level commitments while maintaining quality and compliance.
• Act as the primary escalation point for documentation issues, nonstandard credit requirements, entity authority concerns, collateral documentation, lien perfection, and execution challenges.
• Evaluate documentation risk, determine escalation paths, and coordinate resolution with leadership, Credit, Commercial Quality Control, Processing and Closing, Servicing, and other internal partners.
• Serve as the primary point of contact for outside counsel, including opening legal matters, facilitating conflict checks, coordinating information, reviewing attorney-prepared documentation, and tracking legal review.
• Oversee approved nonstandard language, documentation exceptions, attorney-prepared transactions, document retention, and related controls.
• Identify documentation risks, legal-review trends, recurring exceptions, and quality concerns; recommend controls, procedures, training, and risk mitigation.
• Monitor team performance, quality trends, rework, service-level results, and scorecard expectations; address gaps through coaching, performance management, training, and process refinement.
• Manage employee performance, development, onboarding, cross-training, technical competency development, and succession support.
• Establish technical training and competency expectations for the documentation function.
• Develop, maintain, and implement documentation procedures, workflows, job aids, training materials, and quality standards.
• Support documentation system strategy, template governance, and initiatives involving LaserPro, Conductor (LawyerPro), and related workflows.
• Identify workflow trends, evaluate root causes, recommend solutions, and lead operational improvements.
• Partner with department leadership on staffing, workload planning, prioritization, risk identification, and business-continuity needs.
• Maintain current knowledge of commercial lending documentation requirements, systems, policies, and regulatory expectations.
• Remain directly involved in complex documentation and transaction review to support technical escalation, quality assurance, and pipeline capacity.
• Meet individual performance expectations and scorecard metrics and promote a high-quality internal and external experience aligned with the Credit Union’s values.
• Perform other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED