Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs
Order and review essential 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
Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection
Submit loan details to the internal Doc Prep team for closing documentation
Engage with approved attorneys to prepare and/or close loan documents
Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA
Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval
Provide final approval for closing once all conditions and due diligence requirements are satisfied
Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking
Ensure all supporting documentation is properly 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

5+ years in the financial services industry, with a preference for commercial loan experience
Strong interpersonal, verbal, and written communication skills
Proficiency with MS 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.
College degree in business or paralegal certification (preferred)

Loan Operations Commercial Loan Closer

Key skills