Agency Closer

JOB BRIEF (PURPOSE)

As a Closer within the Commercial Mortgage Group, you will manage the end-to-end closing process for Agency transactions, including loans delivered through Fannie Mae and Freddie Mac, and where applicable private placement executions.

Essential Job Functions

• Review each application, underwriting package, and credit approval to confirm transaction structure, identify issues requiring clarification, and align closing requirements with the applicable Agency execution.
• Manage the closing process for Agency loans from assignment through funding, including coordination of due diligence, legal documentation, internal approvals, borrower deliverables, and post-closing items.
• Cook up the closing process for Agency loans from assignment through funding, including coordination of due diligence, legal documentation, internal approvals, borrower deliverables, and post-closing items.
• Cook up the closing process for Agency loans from assignment through funding, including coordination of due diligence, legal documentation, internal approvals, borrower deliverables, and post-closing items.
• Coordinate with mortgage bankers, underwriters, legal counsel, servicers, borrowers, and third-party vendors to ensure all closing conditions are satisfied accurately and on time.
• Maintain accurate and current loan information in applicable systems, including counsel assignments, milestone tracking, and transaction status updates.
• Prepare, update, and distribute closing checklists and related status materials; deliver complete and accurate documentation to servicing or delivery partners following funding and satisfy all post-closing responsibilities.

Additional Responsibilities

• Provide excellent service to external clients and collaborate effectively with internal partners across the platform.
• Serve as a dependable backup for fellow team members, maintaining full ownership and the same standard of quality applied to your own transactions.
• Identify risks relevant to the role, follow established procedures to mitigate those risks, and escalate issues promptly.
• Complete all corrective action plans on time and adhere to internal policies, laws, and regulations.

Required Qualifications

• Bachelor’s degree or equivalent commercial real estate experience.
• Demonstrated ability to manage complex transactions in a high-volume, deadline-driven environment.
• Strong understanding of commercial real estate closing fundamentals, documentation flow, and transaction management.
• Solution-oriented mindset with strong analytical, problem-solving, and critical thinking skills.
• Exceptional attention to detail across all closing documentation and processes.
• Excellent written and verbal communication skills.
• Strong planning and organizational skills with the ability to manage multiple priorities simultaneously.
• Proficiency in Microsoft Excel, Word, and Outlook, with strong aptitude for systems, process management, and data accuracy.

Preferred Qualifications

• Prior experience closing Agency loans, including Fannie Mae, Freddie Mac, and/or commercial multifamily transactions.
• Working knowledge of Agency loan documentation, delivery standards, and multifamily closing processes.
• Familiarity with Agency websites, guides, forms, checklists, and lender resources, including the Fannie Mae Multifamily Guide and Freddie Mac Guide and Forms resources.
• Experience interpreting and applying published Agency guidance to transaction structuring, closing conditions, and post-closing delivery requirements.
• Experience working with loan origination systems, document repositories, and transaction tracking tools.
• Genuine curiosity about emerging technology and a comfort level with leveraging AI tools to enhance personal and team productivity.