Senior Documentation Officer - Public Finance

Salary range: An annual salary range of $90,000 to 130,000 is what we expect to pay for this position, based on overall skills and experience. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. What You’ll Do Help prepare and review Loan Documents in coordination with our Public Finance ESOs, Credit Underwriters and the Senior Managing Director. Work with Escrow Banks and Customers Bank Legal in finalizing Escrow Documentation and processing disbursements. Work closely with outside attorneys through the Loan Documentation preparation and closing process. Work with the CCF internal accounting team to transfer the information for booking to our Aspire System or enter various details directly into SalesForce and/or Aspire. Prepare wires and initiate Funding accordingly. Work closely with Borrowers, Attorneys, Banks and internal credit or sales personnel on assigned loans. Work with a pre-closing team internally on loan originations. Create the Loan Documentation Closing Transmittal and upload all supporting documentation into a Funding File for On-Boarding and Closing. Prepare and monitor various reports for updates as well as resolve issues such as billing, customer service, past due collections, etc. Assist in developing policies and procedures. Prepare Closing Checklists/Transmittals and partner with CCF or Senior Managing Director to ensure all requirements are satisfactory and have been met prior to wiring loan proceeds to a borrower or vendor. What Do You Need? Seasoned documentation (5-10 years) experience using a documentation program. Work related experience should consist of Tax-Exempt Lending Products; experience with other banking lines of business is preferred. Paralegal or Juris Doctor with Banking Experience (strongly preferred – not required) with a minimum college degree or extensive loan documentation experience. Working knowledge of the Aspire or SalesForce systems (strongly preferred – not required). Individual familiar with tax-exempt loan structures and use of lien filing systems. The ability to work independently as well as with a team. Organized and detail oriented, with excellent written and oral communication skills. Ability to work 40 hours a week with additional hours when needed; potential late hours on the last day of the month and year. Be able to perform and respond to multiple tasks in a fast‑paced high‑volume area. Technology skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. #J-18808-Ljbffr Customers Public Capital Corporation