Commercial Loan Documentation Team Leader
Job Description
It’s about process, progress, and people.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy researching and verifying information? Do you strive to go above and beyond to ensure a seamless experience? If so, being a Commercial Loan Documentation Team Leader with Frost could be for you.
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Commercial Loan Documentation Team Leader, you are our loan experience champion and leader. You’ll be responsible for responsible for overseeing and supporting the facilitation of Commercial Loan Documentation. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind.
What you’ll do:
- Prepare various types of complex Commercial Loan documents using specific approved loan terms that comply with internal bank policies and procedures as well as regulatory and legal requirements
- Prepare complex loan agreements with various financial reporting requirements and document covenants. Submit loan agreements to In-House Counsel or Upper Management for approval
- Research various systems and sources to collect and verify information on complex commercial entity structure to ensure requirements are met
- Coordinate with all levels of Management, Relationship Managers, and Assistants to compile required information for loan packages
- Review and approve complex loan transactions prepared by Commercial Loan Documentation Personnel for accuracy
- Support Loan Documentation Specialists by handling complex documentation and loan memorandum questions/issues from Relationship Managers, Funders, Post-Closers, and Commercial Loan Documentation Personnel
- Provide continuous training to personnel on new legal and compliance documentation issues. Train new employees as needed
- Coordinate and monitor attendance and schedules, assist in the interviewing process for new hires, and prepare annual reviews
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What You’ll Need:
- 5+ years Commercial Loan Documentation experience
- Proficient in Microsoft computer applications
- Excellent written and verbal communication skills
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.