Since opening our doors in 1926, Seacoast Bank has embraced a visionary approach to the future while remaining true to our local roots and family values. Based in Stuart, we are one of the largest publicly traded banks headquartered in Florida.
We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to providing an exceptional customer experience.
We offer exciting and challenging opportunities in an environment that supports diversity, enabling associates across the organization a greater sense of empowerment to create change for the better. This is evident in our American Banker “2020 Best Banks to Work For” and “Best Places to Work for LGBT Equality” by the Human Rights Campaign designations.
JOB SUMMARY:
The Document Services Team Leader is responsible for coordinating the Due-Diligence Review and Document Preparation function and Document Preparation Specialists in accurately reviewing and preparing all Consumer, Marine, SBS, SBA PPP and/or Commercial loan documentation requests. To ensure accuracy and completeness so Bankers have more time for customer/prospect interaction. To ensure documentation files are accurate and up to date with all required documentation. Implicit to the role is being a collaborative team player with strong relationship management, customer service, and communications skills. Ability to work in a fast paced, deadline driven environment while delivering highest levels of customer service.
QUALIFICATIONS:
10+ years of experience in banking, real estate or loan closing/ processing is required.
3+ years of supervisory/team leadership experience.
Attention to detail is a key requirement for this role.
The ability to effectively assess and report status of production queue/communicate verbally and written.
Knowledge of basic accounting.
Relevant hands-on loan closing experience.
Real estate, Marine Finance, and/or Middle Market Lending Documentation and Support background.
Problem solving skills.
Ability to work under pressure and handle multiple tasks
Experience working with DecisonPro/LaserPro/nCino software
SBA/SBA 504 loan documentation experience a plus
ESSENTIAL JOB FUNCTIONS:
Ensure completion of day to day activities of Document Services Department, may include the following day to day duties:
Coordinate all Document Preparation Specialists. Ensure standardization in all loan documentation. Schedule/conduct weekly meetings for department.
Ongoing training and share best practices. Discuss obstacles to success. Discuss areas for improvement/streamlining.
Assist with the administration and maintenance of DecisionPrp, nCino, LaserPro, and eLynx System. Oversee management of any suspense list. Explore opportunities for further automation.
Assist with loan documentation and Due-Diligence as requests are received. Review for accuracy and completeness. Provide guidance to Bankers / CBCs and Borrowers / 3rd Parties as to Bank requirements.
Audit files prior to and after document preparation, including core system data integrity, to ensure quality assurance standards are met.
Assist with department production of daily tasks and functions that need to be completed.
Ensure compliance with regulations for each transaction or collateral type; compliance with regulatory rules and regulations, evidenced through successful completion of training and demonstrated ability. Topics include but are not limited to Bank Secrecy Act, Anti Money Laundering, Harassment, Ethics, Office of Foreign Asset Control (OFAC), CFPB, Reg Z, RESPA, Flood, eSign, etc.
Establishes a good image for the Bank by maintaining a professional image with team members, Borrowers / 3rd parties.
Assists other staff as needed and performs other duties as awarded by management.
Supervisory Responsibilities
Directly supervises the Document Preparation Specialists assigned by the Documentation Services Manager. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
Assist Document Services Manager with interviewing, hiring and training employees, planning, assigning and directing work, appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Monitor daily operations of assigned vendors to ensure established service levels and contract terms are met.
Act as a liaison with other departments for operational support.
Operations
Responsible for assisting the Document Services Manager with the maintenance and testing of the Business Continuity Plans and Recovery Procedures for areas of responsibility. Ensures that issues identified through testing or audit results are appropriately addressed and mitigated. Also responsible for conducing annual awareness training to team members to familiarize them with key information on response strategies and recovery action plans.
Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements. Completes assigned Compliance Training.
Responsible for reviewing and adhering to bank operational procedures and controls while communicating updates to associates.
Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner to retain the customer relationship.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.
Core Competencies
Customer Focus: Building strong customer relationships and delivering customer-centric solutions.
Drives Engagement: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Ensures Accountability: Holding self and others accountable to meet commitments.
Tech Savvy: Anticipating and adopting innovations in business-building digital and technology applications.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
While performing the duties of this job, the employee is frequently required to talk or hear. The employee is occasionally required to stand; walk and sit. The employee must occasionally lift and/or move up to 25 pounds and may be required to stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
