EXECUTIVE OFFICE SERVICES
Executive Search & Human Resources Consultant
PROFESSIONAL CAREER OPPORTUNITIES
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EXECUTIVE CANDIDATE SERVICES
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Contact Us: EXECUTIVE OFFICE SERVICES (510) 830-9721 P.O. Box 6621 Oakland, CA 94603 email: info@exeservice.biz www.exeservice.biz
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LOCATION
San Jose, CA
No Relocation Expense Provided
QUALIFICATIONS
Although, Individual are encouraged to apply, the Ideal candidate with the following
experience will only be considered.
Must be US Citizen or Authorized to Work in the United States
Bachelor's Degree from an accredited university AND 5 years operations, commercial
loan documentation work experience 7 years operations, commercial loan
documentation experience 7 years of customer service experience 7 years of
experience in banking or financial institution
CAREER OPPORTUNITY
Executive Office Services is privileged to present an exciting opportunity.
The Document Preparation Manager manages the receipt and handling of loan
documentation requests for Commercial and Consumer loan transactions originating in
all bank markets.
Staff Management
Responsibilities include monitoring of staffing levels and the development of
recommendations for staffing adjustments as required. Developing Performance
Management Plans and completing performance evaluations.
Interviewing, hiring, training and administering corrective action. Developing and
implementing documentation related policies and procedures.
Assists with budget development and demonstrates financial discipline in managing
regional budget.
Loan Administration
Engages in loan structuring discussions, documentation advice and guidance, and
problem resolution with lending personnel including relationship managers, group
managers and department heads; Credit Management; In-house and outside legal
counsel, Audit and Compliance Department, staff within Lending and Trade Services.
Monitor staff to ensure that all documentation is prepared in a thorough and accurate
manner and within established service level agreements and quality standards.
Monitor staff to ensure that the documentation quality review function is conducted in
a thorough and accurate manner.
Monitor staff to ensure all loan requests are handled in accordance with procedures
and within established service level agreements and quality standards. Requires
extensive knowledge of legal and regulatory matters, bank policy and the
documentation necessary for preparing various loan documents.
Ensures efficient and timely handling of all loan requests by monitoring the allocation
of workload among staff.
Compliance
Develops and maintains the necessary management controls and key performance
measurements which accurately measures volume, timeliness of service,
responsiveness to customer needs, and quality standards of service. Conducts
meetings and educational sessions with staff and lending personnel, relative to
documentation procedures, avoiding common errors and Best Practices to be followed
by employees to ensure proper job knowledge and the ability to perform their
respective job responsibilities.
Ensure staff is timely informed of changes in policies and procedures.
Monitor staff to ensure requests for Due Diligence orders are handled in a thorough
and accurate manner.
SALARY
Based on Experience - $
Thank you for taking the time to share this information with your business colleagues.
Any inquiries will be held in the strictest confidence. I look forward to hearing from
you soon
Regional Document Preparation Manager Lending and Trade Services
ACCT#468
Financial Services - Commercial Banking
Finance / Accounting - Credit / Lending / Collections
SUBMIT CONTACT INFORMATION
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Executive Office Services is an Executive
Recruiting Consultant Enterprise dedicated to
helping professionals in furthering their career
goals. Success is attributed to the
personalized service, with the goal of bringing
together qualified business professional with
quality companies.
Please check the website frequently for update
careers opportunities. We have a variety of
opportunities available.
Also please feel free to pass this information
along to your network of business colleagues,
and if you are looking or know of business
professional within your network that is looking
for an Executive Human Resources Consultant
Please feel free to send your resume.
Executive Office Services.
Email: CAREERS@EXESERVICE.BIZ
Website: www.exeservice.biz
Phone: (510) 830-9721
LOOKING FOR EXECUTIVES PROFESSIONALS!!
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