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About the Role

The Documentation & Funding Manager is responsible for managing operations of the Regional indirect business channel as it relates to documentation preparation, review and funding coordination.

Responsibilities

Provides oversight of the day-to-day operation and administration of Regional Direct business channel functions including documentation preparation, review, funding, and general ledger reconciliation.
Provides subject matter expertise, guidance, and direction to employees within and outside the department regarding various business channels.
Works with other departments, team members, and clients to ensure a timely and efficient funding process.
Ensures team workload is completed daily and clients are informed of progress.
Serves as a direct liaison between Signature Bank Group Directors and Signature Financial Executive Sales Officers regarding transaction workflow and completion.
Assists the VP, Director of Operations in creating and enforcing procedures specific to the regional direct business channel.
Recommends potential improvements to current procedures.
Assists junior staff with escalated issues, troubleshooting, and expertise.
Provides guidance and participates in structuring complex and large transactions according to industry practices, bank standards, and departmental procedures.
Reviews and negotiates modifications to documentation requested by clientele.
Makes decisions based on overall knowledge of the industry and a keen understanding of the client's financial strengths and weaknesses.
Approves high-level funding and documentation exceptions and waivers, maintaining consistency with internal policies and procedures.
Performs quality control of transactions reviewed or prepared by junior documentation specialists.
Calculates Executive Sales Officer Incentive Credits (commission) and provides reporting to SF Executive Management and the Signature Bank finance department.
Uses independent judgment and discretion to make decisions.
Analyzes and resolves problems.
Responsible for talent management functions including employment, performance evaluations, staff development/training, disciplinary actions, succession planning, and ensuring staff compliance with requirements.
Performs special projects and additional duties as required.
Consistently adheres to regulatory and compliance policies and standards and completes required compliance trainings.
Accountable for maintaining compliance with applicable federal, state, and local laws and regulations.

Requirements

Undergraduate Degree (4 years or equivalent).
6+ Years prior banking and/or finance experience in a commercial lending environment required.
Prior management experience.
Advanced knowledge of lease and loan documentation processing required, including proven knowledge of the complexities of documentation and risks inherent in the documentation process.
Excellent verbal and written communication skills.
Ability to communicate with management and Private Client Groups throughout the Bank.
Proficiency with industry-related software required.
Proficiency in Microsoft Word and Excel required.
Ability to make modifications to documents to maintain safety and soundness.
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross-functional insights.
Aligns relationship-building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Fosters or supports a positive work culture and productive work environment, displaying the importance of effective relationships with customers and stakeholders.

Skills

Documentation preparation
Documentation review
Funding coordination
General ledger reconciliation
Subject matter expertise
Microsoft Word
Microsoft Excel
Relationship building
Client relationship management

Location

Nationwide, MI 48098

Work Type

Full-time

Experience Level

6+ Years prior banking and/or finance experience
Prior management experience

Education Level

Undergraduate Degree (4 years or equivalent)

Salary/Compensations

$94,536.00 - $143,016.00

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

About the Company

Flagstar is committed to providing clear and accurate compensation information in accordance with applicable laws.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as applicable.

Equal Opportunity

Flagstar is an Equal Opportunity Employer