Loan Closer

• 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

Healthcare Loan Closer facilitating loan closings at U.S. Bank

Healthcare Loan Closer

Healthcare Loan Closer at U.S. Bank supporting healthcare clients in commercial lending transactions. Leading pre-closing and closing processes while ensuring compliance and managing client relationships.

• Support sales teams in executing a One Bank strategy and growing market share
• Retain and deepen client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional

Healthcare Loan Closer at U.S. Bank supporting client relationships

Healthcare Loan Closer at U.S. Bank providing support to sales teams and client relationships. Specializing in lending for the healthcare industry with a focus on exceptional client service.

• Responsible for reviewing and/or negotiating Commercial Real Estate (CRE) loan documents
• Protecting the bank’s interest
• Providing management of a loan portfolio from the time the loans are approved until pay-off or maturity
• Partnering with Relationship Managers as primary liaison with customers, attorneys, construction consultants and title company representatives during all phases of financing and closing

Review and negotiate commercial real estate loan documents for U.S. Bank

Senior SBA Loan Closer

Review and negotiate commercial real estate loan documents protecting U.S. Bank's interests. Manage loan portfolios from approval to payoff, liaising with various stakeholders.

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Healthcare Loan Closer

Healthcare Loan Closer

Senior SBA Loan Closer