Job Description We are seeking a dynamic Closer who excels in communication and closing management to ensure the accurate and timely closing of commercial loans. The ideal candidate will coordinate with various departments, manage the closing process using Salesforce, and facilitate seamless collaboration among all parties and clients to achieve smooth loan closings. This role demands a proactive individual who can lead the closing process, maintain strong relationships, and ensure compliance with bank policies and regulatory requirements. Key Responsibilities:
- Project Manage Closings: Lead and oversee the entire closing process for commercial loans, ensuring all tasks are completed efficiently and effectively.
- Prepare and Review Documents: Prepare and meticulously review closing documents for commercial loans, including CRE, Construction, C&I, and unsecured lines of credit.
- Coordinate Across Departments: Work closely with bankers, underwriting, legal, operation, and other departments to ensure all conditions are met prior to closing.
- Manage Title Reports: Independently review preliminary title reports, resolve any issues, and request the appropriate endorsements for the final policy.
- Facilitate Communication: Act as a point of contact for borrowers, bankers and third parties, ensuring clear and consistent communication to facilitate smooth loan closings.
- Ensure Documentation Accuracy: Verify that all loan documentation is complete, accurate, and complies with regulatory requirements and internal policies.
- Maintain Closing Calendar: Manage the closing calendar, schedule closing dates, and ensure all stakeholders are informed and prepared.
- Conduct Final Reviews: Perform final reviews and quality checks on closing packages to ensure completeness and accuracy.
- Utilize Salesforce: Leverage computer skills, particularly proficiency in Salesforce, to manage and track the closing process efficiently.
- Resolve Issues: Address and resolve any issues that arise during the closing process promptly to prevent delays.
- Maintain Records: Keep accurate records of closed loans and update loan management systems accordingly.
#LI-Hybrid Qualifications
- Education: Bachelor's degree in finance, business administration, or a related field.
- Experience: Minimum 5 years of experience in commercial loan closing.
- Technical Skills: Proficient in Salesforce and other relevant computer applications used in loan management.
- Knowledge: Strong understanding of commercial loan products and closing procedures.
- Skills:
- Excellent organizational and project management abilities.
- Superior communication skills, both verbal and written.
- Strong problem-solving capabilities.
- Ability to manage multiple tasks and meet tight deadlines.
Preferred Qualifications: - Paralegal certification or related legal background.