Loan Documentation Supervisor

COMMERCEWEST BANK • Irvine, CA

1d • $85,000 - $95,000 • Onsite

About The Position

Under direction of the Loan Operations Manager, the Loan Documentation Supervisor is responsible for managing and overseeing the Bank's commercial loan documentation functions. This position provides leadership, training, quality control, and operational oversight to Loan Documentation Specialists to ensure accurate and timely preparation of commercial loan documentation, collateral perfection, and loan file maintenance. The Loan Documentation Supervisor serves as a subject matter expert for loan documentation requirements, entity due diligence, collateral management, and regulatory compliance while fostering a collaborative and service-oriented environment. This position works closely with lenders, title companies, attorneys, borrowers, and internal departments to facilitate loan closings and ensure all commercial loans are documented in accordance with Bank policies, regulatory requirements, and approved credit authorizations.

Requirements

• Minimum of 5-7 years Commercial Banking experience in loan documentation.
• Proven ability to teach, coach, and develop employees effectively.
• Proficiency in core banking systems, Laser Pro, Word, and Excel.
• Strong knowledge of commercial loan documentation, lending practices, collateral requirements, and loan structuring.
• Experience with title, escrow, recording, UCC filings, lien perfection, and collateral administration.
• Understanding of legal entity documentation and authority requirements.
• Ability to maintain confidentiality and professionalism.
• Excellent written, verbal, and presentation skills to effectively communicate with all levels of personnel.
• Strong quality control, organizational, and multitasking skills with exceptional attention to detail.
• Ability to develop, write, and maintain procedures and operational guidelines.

Nice To Haves

• Jack Henry experience preferred.

Responsibilities

• Supervise and participate in preparing documentation for new loans, renewals, extensions, and modifications, including Commercial Term Loans, Commercial Revolving Lines of Credit, Commercial Real Estate Loans, SBA 7(a), and SBA Express loans.
• Review lender instructions and approved credit authorizations to ensure loan documents accurately reflect authorized terms, conditions, and collateral requirements.
• Review organizational status, entity documentation, and signing authority for commercial borrowers and guarantors, including corporations, limited liability companies, partnerships, and fictitious business names operating within and outside California.
• Coordinate with title and escrow companies to facilitate timely real estate closings, record documents, and verify title policies and required endorsements.
• Review executed loan documents for completeness and accuracy before funding or boarding, ensuring compliance with Bank policy and regulatory requirements.
• Oversee the uploading of signed documents into Synergy and the perfection of UCC, possessory, and real estate collateral.
• Perform quality control reviews and periodic callbacks of loan files and system data to identify deficiencies and confirm accuracy.
• Train and provide technical guidance to Loan Documentation staff and lending areas regarding documentation requirements, systems, and procedures.
• Develop and maintain procedures, manuals, forms, reports, correspondence, and management information related to loan documentation activities.
• Ensure compliance within the assigned area of responsibility with applicable requirements, including CRA, HMDA, the Truth in Lending Act and Regulation Z, the Equal Credit Opportunity Act and Regulation B, BSA, OFAC, the Travel Rule, the Flood Disaster Protection Act, FCRA, Regulation O, the Right to Financial Privacy Act, the Gramm-Leach-Bliley Act, and Sarbanes-Oxley.
• Perform other duties and special projects as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed