Commercial Loan Fulfillment Team Manager
About The Position
At Regions, the Commercial Loan Fulfillment Team Manager leads a team of loan fulfillment specialists and provides oversight and guidance on closing commercial loan fulfillment requirements. The manager oversees credit and loan documentation policies, closing due diligence, applicable regulatory requirements, loan documentation, and department systems. The role manages daily production and scheduling, resolves complex or escalated issues, ensures staff training and policy adherence, and serves as a primary contact for business partners. The manager also supports process improvement and risk management, develops staff through coaching and regular meetings, oversees team performance metrics, and performs general management duties related to staffing and performance. The position is full-time and located at the Riverchase Complex North Building in Hoover, Alabama. It is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime pay.
Requirements
- Bachelor’s degree in a related field and five years of loan fulfillment, loan processing, or related work experience; or a high school diploma or GED and nine years of loan fulfillment, loan processing, or related experience.
- Knowledge of commercial credit, regulatory requirements (including BSA/AML, Beneficial Ownership, OFAC, and Flood Regulations), and loan documentation policies.
- Ability to solve complex customer problems.
- Excellent time management skills.
- Excellent verbal and written communication skills.
- Leads by example.
- Proficiency in Microsoft Excel and Word.
- Self-motivated, with strong attention to detail and interpersonal skills.
- Strong understanding of applications, bank operating systems, and programs used in the loan fulfillment process.
- Strong work ethic and ability to respond with a sense of urgency.
Nice To Haves
- Banking experience.
- Leadership experience.
- Experience managing or supervising a team.
Responsibilities
- Provide oversight and expertise on credit and loan documentation policies, closing due diligence, regulatory requirements (including BSA/AML, Beneficial Ownership, OFAC, and Flood Regulations), loan documentation, and departmental systems.
- Resolve escalated or complex issues as necessary.
- Ensure staff are properly trained and follow policies and procedures.
- Serve as a primary contact for business partners on questions, issues, or concerns involving team performance or transactions.
- Contribute to process improvement and risk management strategies.
- Manage day-to-day production and team scheduling.
- Coach and support staff, including facilitating regular team meetings and associate development sessions.
- Perform general management duties related to staffing, performance reviews, promotions, and terminations.
- Manage team performance metrics, including production, capacity, quality assurance, and document exceptions.
- Participate in pipeline calls as needed.
Benefits
- Paid vacation and sick time
- 401(k) with company match
- Medical, dental, and vision benefits
- Disability benefits
- Health savings account
- Flexible spending account
- Life insurance
- Parental leave
- Employee assistance program
- Associate volunteer program
- The job may participate in an annual discretionary bonus plan.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
