Loan Closer Senior (SBA)

About the role

We are a hybrid, remote-office company dedicated to growing our talent anywhere! We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA. At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

Responsibilities

• Responsible for independently managing all aspects of documentation for conventional and government guaranteed loan transactions, from origination through closing, with little or no supervision.
• Interacts and coordinates with related areas across the company.
• Acts as the bank’s primary representative with all parties involved in the closing process, including borrowers, guarantors, principals, counsel, brokers, and other vendors.
• Identifies, collects, and reviews all items and documents required for closing.
• Engages and interfaces with legal counsel during preparation of closing documents to ensure that all loan requests are properly documented.
• Manages all aspects of loan closing, including coordinating with business partners and vendors, as well as other departments within the company.
• Interfaces directly with other Structured Finance teammates, including management, underwriters, and account executives to ensure progress towards funding objectives.
• Develops and maintains relationships with customers and business partners.
• Provides support, training, and expertise to other members of the Closing Team.
• Manages and develops assorted reports, processes, and procedures within the Closing Team.
• Other duties as assigned.

Requirements

• High school diploma or equivalent
• 2+ years experience in operational risk or regulatory compliance
• Ability to analyze financing contracts and related documents for content issues and revise contracts as needed to accommodate special circumstances. Familiarity with contract drafting/legal terminology
• Must be detail oriented and analytical
• Must be able to multi-task, independently manage workflow and solve problems within company guidelines
• Excellent verbal and written communication skills as well as the ability to deal effectively with people at all levels, both within and outside of the company
• Able to work well under pressure to meet deadlines
• Proficiency with Microsoft Office

Qualifications

• High school diploma or equivalent
• 2+ years experience in operational risk or regulatory compliance
• Ability to analyze financing contracts and related documents for content issues and revise contracts as needed to accommodate special circumstances. Familiarity with contract drafting/legal terminology
• Must be detail oriented and analytical
• Must be able to multi-task, independently manage workflow and solve problems within company guidelines
• Excellent verbal and written communication skills as well as the ability to deal effectively with people at all levels, both within and outside of the company
• Able to work well under pressure to meet deadlines
• Proficiency with Microsoft Office

Benefits

Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Pay

Salary range: $24.00 hourly – $40.30 hourly

Schedule

The responsibilities listed above are not all inclusive and may be changed at any time.

Skills

Not specified

Benefits

Comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more

Pay

Salary range: $24.00 hourly – $40.30 hourly

Schedule

The responsibilities listed above are not all inclusive and may be changed at any time.

Company Information

We are an equal employment opportunity employer and consider candidates for roles without regard to their race, sex, national origin, ethnicity, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws. Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices.