Senior Documentation Officer - Public Finance

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

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.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.  Founded in 2025, Customers Public Capital Corporation is the public-finance and tax-exempt lending subsidiary of Customers Bank.

We get you further, faster. 

Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What You’ll Do:

As a Senior Documentation Officer, you will be responsible for preparing and reviewing Municipal or Tax-exempt Lease, Loan or Bond Documents (“Loan Documents”) for new loans as well as providing customer service to existing borrowers.  This may take the form of working on past-due payments, onboarding customers, processing escrow disbursements, managing original documents and booking and monitoring accounts. Of high importance in this role is an ability to effectively understand and utilize technology in your daily work environment. 

Responsibilities

• 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 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
• Working 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
• Preparing Closing Checklists/Transmittals and partnering with CCF or Senior Managing DIrector to ensure all requirements are satisfactory and have been 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. (escrow deposits)
• Paralegal or Juris Doctor with Banking Experience (strongly preferred – not required), with 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 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. 

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.