What are the responsibilities and job description for the Commercial Documentation and Construction Administration Manager position at 331 TriState Capital Bank?
Job Description Summary of the Position: The Commercial Documentation and Construction Administration Manager will support the Commercial Closing process and Construction Administration workflow ensuring quality and productivity standards are met. This position will require thoughtful approaches to client engagement and experience and will work closely with external clients and internal partners (including Relationship Managers, Credit/Portfolio Managers, Legal, Compliance/Risk, and Bank Operations) to deliver a best-in-class experience for our commercial prospects and clients. Primary Functions of the Position: Managing Commercial Loan closings and ongoing administration of Construction and Real Estate loans by fulfilling requests within stated SLAs Responsible for loan (relationship) exception tracking, identifying, curing and evidencing with proper file documentation Strong client engagement and experience throughout the closing and administration phases Keen attention to detail and understanding of loan system and applicable coding Working closely with other teams within operations and the bank to enhance current processes Fostering a culture of continuous improvement (client experience, productivity and quality) Coaching the team to best support the line of business Actively participate in projects as assigned Provides daily workflow and capacity planning solutions for upcoming initiatives Be point of escalation for team and handle escalation process throughout its entirety Interview and effectively participate in the selection process of new employees Maintain and develop policies and procedures according to new rules and regulations for both internal and external guidance Make proposals to management for changes and improvements to SLA’s Provide day to day support and insight to the metrics & performance of the team Perform team performance reviews, IDP’s, performance improvement plans (PIPs) and conduct team one-on-one’s Review electronic timecards for approval and accuracy when needed Education and Experience Requirements: Bachelor’s Degree or equivalent combination of education and experience Minimum 5 years of related banking experience, including operations management, commercial loan closing and commercial loan administration Minimum 2 years of supervisory or leadership experience in current or recently held position preferred Essential Skills and Abilities: Demonstrated knowledge of loan documentation requirements and commercial lending regulations Extensive experience in administering construction loans including reviewing draw requests Attention to detail and ability to review construction due diligence documentation, including Plan and Cost Reviews Construction Contracts, Payment and Performance Bonds, Inspection Reports, Budgets Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient production. Exceptional interpersonal, communication and presentation skills Strong work ethic and ability to be self-directed Analytical problem-solving capabilities Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities Education Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.