FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Commercial Loan Documentation Manager
Arizona Financial Credit Union. Provide day-to-day operational management and technical leadership for the commercial loan documentation team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial loan documentation management, including preparation, review, and approval of complex documents. Proven ability to lead teams, establish documentation standards, and implement operational improvements in a high-volume environment.
Highest-signal resume keywords
Commercial Loan Documentation ManagementTeam Leadership and Workflow ManagementComplex Document Review and ApprovalRisk Identification and MitigationLaserPro and Conductor (LawyerPro) Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial Loan DocumentationDocument Quality ControlLegal Terms InterpretationDocumentation Standards EstablishmentRisk-Based Decision MakingWorkflow ManagementPerformance MonitoringOperational ImprovementsSBA ExperienceSageworks Experience
Soft Skills
Analytical SkillsOrganizational SkillsCommunication SkillsProblem-Solving SkillsAttention to Detail
Tools & Technologies
LaserProConductor (LawyerPro)Microsoft OfficeCommercial Loan Workflow SystemsCore Processing Systems
Industry Keywords
Commercial Lending OperationsAttorney-Prepared TransactionsDocumentation GovernanceLoan AgreementsCollateral Types
About the role
Key responsibilities & impact- Provide day-to-day operational management and technical leadership for the commercial loan documentation team
- Establish and maintain documentation standards, technical guidance, controls, and governance
- Oversee preparation, review, and validation of complex and nonstandard commercial and business loan documents
- Perform final documentation quality-control review and approval of loan agreements, promissory notes, guaranties, security agreements, entity resolutions, and related instruments
- Serve as senior operational decision-maker and primary escalation point for commercial loan documentation matters
- Manage documentation workflow, pipeline assignments, workload distribution, team capacity, and service-level commitments
- Coordinate resolution of documentation risks and escalations with leadership, Credit, Commercial Quality Control, Processing and Closing, Servicing, and other internal partners
- Serve as primary point of contact for outside counsel on documentation matters
- Oversee governance of nonstandard language, documentation exceptions, attorney-prepared transactions, retention practices, and related controls
- Identify documentation risks, legal-review trends, recurring exceptions, and quality concerns; recommend controls and risk mitigation
- Monitor team performance, quality trends, rework, service-level results, and scorecard expectations
- Manage employee performance, development, onboarding, cross-training, technical competency development, and succession support
- Develop and maintain documentation procedures, workflows, job aids, training materials, and quality standards
- Support documentation system strategy, template governance, and operational initiatives involving LaserPro and Conductor (LawyerPro)
- Identify workflow trends, evaluate root causes, recommend solutions, and lead operational improvements
- Partner with leadership on staffing, workload planning, prioritization, risk identification, and business continuity
- Maintain direct involvement in complex documentation and transaction review for technical escalation, quality assurance, and pipeline capacity
Requirements
What you’ll need- High school diploma or GED required
- Seven to ten (7-10) years of experience supporting commercial loan documentation preparation, attorney-prepared transactions, commercial lending operations, or related banking operational functions
- Demonstrated leadership experience with responsibility for workflow management, employee performance, quality oversight, and service-level expectations
- Experience managing or leading teams in a commercial loan documentation or commercial lending operations environment
- Advanced experience preparing, reviewing, and approving complex and nonstandard commercial loan documentation, including attorney-prepared transactions
- Expertise interpreting nonstandard credit structures and developing proposed documentation language, covenants, conditions, guaranty provisions, and other legal terms
- Strong working knowledge of commercial loan structures, entity authority, collateral types, lien perfection requirements, due diligence, and documentation risk
- Ability to make risk-based documentation decisions, manage escalations, and lead a documentation team in a high-volume, deadline-driven environment
- Demonstrated ability to establish documentation standards, manage employee performance and development, direct workflow, resolve escalated issues, and lead operational improvements
- Excellent analytical, organizational, communication, and problem-solving skills with strong attention to detail and accuracy
- Ability to collaborate with internal business partners and outside counsel
- Strong working knowledge of LaserPro, Conductor (LawyerPro), commercial loan workflow systems, core processing systems, and Microsoft Office
- Completion of all required annual company training, including compliance, regulatory requirements, information security, and operational procedures
- Bachelor's degree in Business Administration, Finance, Paralegal Studies, or related field preferred
- Prior managerial experience in commercial lending operations or commercial loan documentation preferred
- SBA experience preferred
- Sageworks experience preferred
Benefits
Comp & perks- Hybrid work environment
- Employee development, onboarding, cross-training, and technical competency development
- Required and ongoing commercial lending, documentation, systems, leadership, and compliance training
- Reasonable accommodations for individuals with disabilities
- Business operational internet and dedicated workspace for employees working from home