Commercial Loan Fulfillment Team Manager

Regions Bank•Hoover, AL

12d•Onsite

About The Position

At Regions, the Commercial Loan Fulfillment Team Manager leads a team of loan fulfillment specialists and provides oversight and guidance regarding commercial loan fulfillment and closing requirements. The manager oversees credit and loan documentation policies, closing due diligence, regulatory requirements, and the loan documentation and systems used within the department. This position is exempt from timekeeping requirements under the Fair Labor Standards Act 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 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 and 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), and department loan documentation and systems.
Resolve escalated or complex issues as necessary.
Ensure staff are properly trained and adhere to policies and procedures.
Serve as a primary contact for business partners regarding team performance or transactional questions, issues, and concerns.
Contribute to process improvement and risk management strategies.
Manage the day-to-day production and scheduling of the team.
Coach and support staff, including facilitating regular team meetings and coaching sessions for associate development.
Perform general management duties, including staffing, performance reviews, promotions, and terminations.
Manage team performance metrics, including production, capacity, quality assurance, and document exceptions.
May routinely participate in pipeline calls.