Senior Commercial Documentation Fulfillment Specialist (Remote)

Senior Commercial Documentation Fulfillment Specialist

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Commercial Documentation Fulfillment Specialist for a direct hire opportunity with a financial services client.

Responsibilities:

• Conducts thorough due diligence on the parties and collateral that are a part of each commercial loan and ensures that all required information is obtained and reviewed, all internal coordination is completed, and the approval assumptions and conditions are met.
• Completes review of entity formation and organizational legal documents to validate and ensure appropriate parties are included in loan documents.
• Coordinates with bank counsel to review outside counsel documentation ensuring compliance with approved underwriting guidelines, company policies, and regulatory standards for all states.
• Prepares loan documents using the bank’s loan documentation program.
• Reviews loan approvals and internal systems for critical information to understand the transaction.
• Reviews bank counsel documents to ensure documents accurately reflect the internal credit approval for the transaction.
• Ensures alignment with the bank’s loan origination system.
• Reviews to include loan parties, obligated parties, collateral, and all other general terms of the transaction.
• Works directly with customers, relationship managers, credit, and other internal teams.
• Partners closely with outside counsel on all aspects of the loan transaction.
• Communicates professionally to other third parties including attorneys, insurance, and title companies to ensure all documentation has been collected and reviewed.
• Conducts due diligence on loan parties, collateral, and other pertinent approval requirements, including corporate and other entity documentation, searches, title, and insurance.
• Prepares and monitors internal closing checklists as well as attorney checklists for assigned loans.
• Reviews loan documentation prepared by counsel to ensure bank approval and guidelines are followed and addresses any discrepancies between attorney documentation and bank requirements.
• Serves as a resource for counsel to ensure bank requirements are met.
• Meets service level agreements (SLAs) with all external and internal customers.
• Proactively manages daily activity, independently prioritizes multiple simultaneous transactions (10 or more).
• Organize items for settlement, prepare and approve settlement and disbursement instructions and provide funding instructions to centralized funding team.
• Assists lending staff with the resolution of documentation issues and other procedural matters.
• Ensure service level agreements are met with external and internal customers.

Qualifications:

• Associate Degree or the equivalent experience.
• General studies (Required).
• Bachelor Degree or the equivalent experience.
• 5 or more years paralegal or equivalent related to legal review of commercial loan documentation (Required).
• 3 or more years experience with commercial lending functions, which could include commercial and industrial loans, agricultural loans, small business administration loans, or commercial real estate loans (Required).
• 5 or more years experience with attorney closings, review of commercial loan documents, and interaction with attorney closing transactions (Preferred).
• 5 or more years customer service. (Preferred).
• Paralegal certification (Preferred).
• Understanding of when and how changes to a deal need credit approval along with a clear knowledge about attorney closing processes (Required).
• Able to multi-task, problem solve and efficiently manage time (Required).
• Motivated team player with excellent verbal and written communication skills (Required).
• Reputation for responsiveness and customer focused mindset (Required).
• Knowledge of complex due diligence materials relevant in loan transactions (Preferred).
• Able to review and understand corporate legal documents including formation documents and entity agreement documents (Preferred).
• Familiar with Microsoft Word, Outlook and nCino programs (Preferred).

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4235. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4235. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V