Post Closing Specialist

Responsibilities

• Perform post-closing review of required loan closing documents for accuracy and completeness.
• Review loan approval.
• Read and review commitment letters if applicable.
• Ensure all closing documents and regulatory documents are provided to properly evidence the loan and perfect the bank's security interest.
• Perform post-closing follow up with lenders and legal counsel for missing or corrected documents, and obtain proper approvals to waive required items if necessary.
• Respond to questions concerning loan documentation from lenders, legal counsel or other bank colleagues.
• Follow up to ensure all loan closing packages are received timely from various lending teams and provide direct communication and timely reporting to all business lines – escalate items to Management when needed.
• Collaborate with internal departments (closing, funding, booking, and quality control) to resolve discrepancies or missing documentation.
• Ensure adherence to established service standards, including maintaining confidentiality of work-related information and materials.
• Effectively use interpersonal and communications skills, including tact and diplomacy, and maintain a cooperative and professional manner with internal and external customers.
• Support audit and internal review requests.
• Accurately complete the post-closing information on the Enterprise Loan Servicing Log.

Requirements

• High School Diploma or GED equivalent and a minimum of 3 years of experience with commercial documentation and commercial banking/lending experience.
• Basic proficiency in Adobe Acrobat and intermediate proficiency in Microsoft Office including Outlook, Excel and Word.

Preferred Experience

• Familiarity with loan documents.
• Prior experience in IBS core system, loan operations or FCM/ImageCentre.