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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing healthcare and practice finance loan closings, ensuring compliance with regulatory standards and delivering exceptional client experiences. Proficient in coordinating with various stakeholders and resolving issues throughout the due diligence and closing process.
Highest-signal resume keywords
Healthcare Loan ClosingCommercial Real Estate TransactionsClient Relationship ManagementRegulatory ComplianceProblem Resolution
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Documentation ReviewClosing Documentation ManagementReal Estate Loan AdministrationEscrow Setup ManagementPerformance Feedback Implementation
Soft Skills
Effective CommunicationInterpersonal SkillsOrganizational SkillsSelf-MotivatedResults-Oriented
Tools & Technologies
NCinoSalesforceMicrosoft Office
Industry Keywords
Healthcare IndustryCommercial LoansDue DiligenceClient RetentionBank Products and Services
About the role
Key responsibilities & impact- Lead pre-closing and closing activities for healthcare and practice finance loans, including commercial real estate, construction, term loans, lines of credit, and investment real estate transactions
- Review loan approvals and loan documentation prepared by internal teams and outside counsel
- Collect, monitor, and manage required closing documentation and loan conditions
- Coordinate with relationship managers, business development officers, credit partners, legal counsel, attorneys, consultants, and title companies to facilitate successful closings
- Manage fee collection and escrow setup, when applicable
- Communicate proactively with clients regarding documentation requirements, timelines, and next steps
- Identify and resolve issues that arise during the due diligence and closing process
- Ensure compliance with approval requirements, regulatory standards, and bank policies
- Support client retention and relationship growth by delivering an exceptional client experience
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Typically seven or more years of job-related experience
- Experience working with closing commercial loans for the healthcare industry
- Considerable knowledge of departmental and bank products and services
- Proven customer service and problem resolution skills
- Proficient computer navigation skills using a variety of software packages including nCino, Salesforce, and Microsoft Office applications
- Effective interpersonal, verbal and written communication skills
- Three or more years of previous real estate loan administration experience or real estate paralegal experience
- Experience in receiving and implementing performance feedback and coaching
- Self-motivated and results-oriented with excellent organizational skills
- Experience deepening relationships over the phone with clients
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law