Loan Ops Commercial Loan Closer
About the role
Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing.
Responsibilities
- Review and identify required pre‑close conditions and due‑diligence needs from approved credit requests.
- Order and review due‑diligence items such as title commitments, UCC searches, flood determinations, proof of insurance, surveys, entity documents, real‑estate appraisals, environmental assessments, good‑standing certificates, and beneficial ownership documentation.
- Monitor receipt and review of all due‑diligence items to ensure accurate loan document creation and lien perfection.
- Submit loan details to the internal document preparation team for closing documentation.
- Engage approved attorneys to prepare and/or close loan documents.
- Coordinate closing dates and times with attorneys, title companies, customers, CRM, and LOA.
- Review draft closing documents and settlement statements for accuracy and alignment with loan approval.
- Provide final “clear to close” approval once all conditions and due‑diligence requirements are satisfied.
- Verify executed documents for complete and accurate signatures and forward them to Loan Servicing for booking.
- Ensure all supporting documentation is loaded to CreditLens and/or submitted for imaging.
- Assist with initial loan disbursement at closing, acting as the second required signature.
- Deliver exceptional service to internal and external clients with urgency and a positive attitude.
Requirements
- 5+ years in the financial services industry, preferably with commercial loan experience.
- Strong interpersonal, verbal, and written communication skills.
- Proficiency with Microsoft Office Suite (Outlook, Word, Excel, SharePoint).
- Knowledge of federal and state banking regulations.
- Excellent customer service skills.
- Attention to detail.
- Strong problem‑solving and critical‑thinking abilities.
- Organizational and time‑management skills to balance multiple priorities and meet deadlines.
- Commitment to compliance training and continuous learning.
Preferred Skills
- College degree in business or paralegal certification.
Conditions of Employment
Must be able to pass a criminal background and credit check. This is a full‑time, non‑remote position. FLSA status: Non‑exempt.
Pay
USD $42,061.00 – USD $64,465.00 per year.