Sr Loan Closing Specialist

About the Role

The Sr Loan Closing Specialist prepares and reviews pre-closing documentation for Commercial Lending and/or Commercial Real Estate construction and permanent loans, supporting the Commercial Lending Team throughout the loan closing process.

Responsibilities

• Perform pre-funding loan file quality control reviews, including review of credit report, appraisal, occupancy, red flags, underwriting, and compliance.
• Prepare loan documents for various types of loans, including Commercial Real Estate, Commercial Term Loans, Revolving Lines of Credit, Residential Construction, Lines of Credit, Consumer Loans, Consumer Real Estate Loans, SBA loans, and Letters of Credit accurately and timely.
• Review attorney-prepared loan documents for accuracy.
• Produce renewal and/or change-in-terms loan documents as needed.
• Perform pre-funding loan document reviews for other Pre-Funding Specialists prior to closing, ensuring proper approvals on credit memos and verifying loan document guidelines (e.g., collateral, policy, exceptions, fees, and payment adjustments).
• Coordinate with title company, Relationship Assistant, Bank Officer, and Commercial Attorney to ensure readiness for closing.
• Finalize the Pre-Funding checklist to confirm terms match loan approval, all closing documents are executed, and the settlement statement aligns with pre-approval.
• Communicate with Relationship Assistant, Bank Officer, Commercial Attorney, and third-party originating entities/vendors.
• Adhere to Susser Bank’s policies and procedures, ensuring compliance with applicable laws and regulations.
• Maintain the security and confidentiality of pertinent information and records.
• Stay current with professional development through training and maintain up-to-date knowledge.
• Demonstrate courteous, professional, and dependable behavior while maintaining a professional environment.
• Perform additional duties as assigned or directed by management.

Requirements

• Associate degree or equivalent education and experience required.
• Three years of job-related and customer service experience in a financial institution.

Skills

• Proficiency with Microsoft Office, Loan Origination Software, Synergy Capture, Xperience, LaserPro, and ppdocs.com.
• Strong accuracy, attention to detail, and organizational skills.
• Analytical skills, problem-solving, and effective time management.
• Excellent verbal and written communication skills.
• Ability to work cooperatively and effectively in a team environment.