What are the responsibilities and job description for the The Commercial Documentation and Construction Administration Team Lead position at TriState Capital Bank?
The Commercial Documentation and Construction Administration Team Lead
Summary of the Position:
The Commercial Documentation and Construction Administration Team Lead 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
