Commercial and Small Business Closing Assistant Manager

Job Description

Overview

The Commercial and Small Business Closing Assistant Manager will lead a team environment by coordinating and leading the loan closing process for commercial and small business loans as well as facilitate the loan closing process for transactions with documentation prepared by external legal counsel. This position will effectively manage the closing team to ensure time lines meet service standards. Must have leadership experience as well as strong knowledge and background in the key documentation elements of complex lending arrangements.

Essential Functions

• Conduct, or participate in, the hiring, coaching, developing and supervising of team members; conducting one-on-one progress and coaching sessions as needed, and identifying and training team members that demonstrate high potential to ensure appropriate succession planning

• Document and complete annual performance appraisals and performance management duties including, but not limited to, providing appropriate feedback and goal setting

• Daily management of Closing Desk team members to ensure timely completion of all tasks/workflows. Including review of all loan documentation (originated and broadly syndicated loans)

• Manage and ensure all legal, credit, collateral, and regulatory requirements are included in documentation

• Ensure team has complete review of all approved terms and conditions and appropriately documented in accordance with established procedures

• Ensure staff is managing title company process on originated loans and communicating with borrower to see that all title requirements are met at closing

• Ensure total document and data integrity attributes to comply with CECL data points

• Meet performance metrics for headcount, Service Level Agreements and efficiency; Manage, research and remediate inquires and complaints from internal and external customers within established Service Level Agreements (SLAs)

• Monitor and resolve issues and establish appropriate controls over the use of the core and ancillary systems to comply with audit requirements

• Lead and oversee activities related to documentation, and monitoring tasks

• Train new hires to ensure consistency and standardization in the closing process

• Engage with Credit Managers, Portfolio Managers, and Underwriters to collaboratively support customer's request

• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

• Work as part of a team

• Work with on-site equipment

This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.

    INDEPENDENCE, OH
        • 6480 Rockside Woods Blvd S
        Suite 345
        Independence, OH 44131
    
    COLUMBUS, OH
        • HQ
        3 Easton Oval
        Columbus, OH 43219
    
    BUFFALO, NY
        • 375 Essjay Road
        Suite 100
        Buffalo, NY 14221
    
    MOUNT JOY, PA
        • 101 East Main Street
        Mount Joy, PA 17552
    
    WARREN, PA
        • 100 Liberty Street
        Warren, PA 16365
    
    ERIE, PA
        • 800 State Street
        Erie, PA 16501
    
    PITTSBURGH, PA
        • Bellevue 
        532 Lincoln Avenue
        Bellevue, PA 15202
        
        • Pittsburgh Business Office
        525 William Penn Place
        Suite 3550
        Pittsburgh, PA 15222
        
    FISHERS, IN
        • 11 Municipal Drive 
        Suite 150
        Fishers, IN 46037

Qualifications

• Bachelor's Degree Business, Business Law, or Paralegal Program preferred

• 3 years Commercial Loan experience

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.