Loan Closer

• Provide support to Consumer and Mortgage Loan Processing through document preparation for loan closings
• Work with closing agents to ensure necessary information is provided to complete loan closing packages
• Prepare legal, regulatory, and custom closing documentation within company policies and applicable legal and regulatory guidelines
• Review loan documentation for completeness, accuracy, and compliance with state and federal lending regulations
• Complete quality control analysis of standard and nonstandard loan documentation
• Ensure data integrity and perform workgroup functions to avert losses and reduce undue risk
• Act as a mentor and resource to Loan Closer I
• Provide training to Loan Closer I
• Answer phones to assist internal and external customers

Loan Closer II preparing and reviewing home-equity loan documents for TD Bank

Loan Closer II – Home Equity

Loan Closer II preparing and reviewing home-equity loan documentation for TD Bank. Ensuring closing accuracy, regulatory compliance, data integrity, and risk reduction.

• Participate in and contribute to teamwork within the organization
• Schedule closings and prepare closing documents for Residential Mortgages
• Ensure documentation complies with regulatory guidelines, bank policy, and standards
• Review loans for accuracy, completeness, and compliance with loan policies, manuals, secondary market guides, and regulatory requirements
• Utilize the automated underwriting system and Loan Product Advisor; resubmit loans as outlined in the MB Origination manual
• Collaborate with underwriting, lenders, lender assistants, and third-party vendors to resolve issues
• Review pending-loan reports and follow up timely on outstanding tracking items
• Track conditions in the loan origination system and review received documentation against guidelines
• Assist coworkers and interact with customers, loan processing, realtors, attorneys, insurance agents, and other third parties throughout closing
• Maintain Closing/Post Closing procedure manuals
• Troubleshoot and resolve closing and quality-control issues with settlement agents, customers, realtors, loan servicing, secondary market, and closing staff

Loan Closer preparing compliant residential mortgage closings for Mascoma Bank

Loan Closer preparing compliant residential mortgage closing documents for Mascoma Bank. Coordinating lenders, underwriters, customers, and vendors through final loan completion.

• Facilitates the closing of commercial loans.
• Reviews loan type, approval terms and conditions, loan policy, federal regulations, and state laws to determine closing requirements and develop a due diligence/closing checklist.
• Performs due diligence activities for a wide range of commercial loans, applying working knowledge to analyze requirements and effectively administer pre-closing activities.
• Prepares loan documents on bank’s documentation system, ensuring that documents are prepared accurately with proper terms and conditions as outlined in the loan approval and within standards and requirements.
• Effectively and efficiently manages a large pipeline of loans at different stages of the closing process while managing workflow and deadlines.
• Identifies and obtains all necessary third-party reports which may include title, surveys, entity documents, flood determinations, environmental reports and UCC searches.
• Reviews all reports and documents for accuracy and sufficiency according to bank policy and regulatory requirements.
• Identifies discrepancies and issues, facilitates resolution, and takes corrective actions.
• Acts as a liaison with loan officers, attorneys, third-party vendors and customers.
• Executes timely follow up and management of all closing requirements; monitors to ensure deadlines are met.
• Responsible for ongoing communication with lender and borrower on the status of specific loan requests.
• Processes disbursement of loan proceeds.
• Maintain and update electronic checklists to ensure all diligence items are addressed.
• Manage electronic file organization for all commercial loan files.
• Meets the Commercial Hubs Standard Service Level Agreements and Quality Control objectives.
• Provides instructions, guidance and requests to stakeholders ensuring clear, professional communication and efficient processing.

Commercial Loan Closer preparing loan documentation and managing closing transactions

Commercial Loan Closer

Commercial Loan Closer preparing and reviewing loan documentation while ensuring compliance with regulations. Managing large pipelines of loans and facilitating loan closing processes.

• Facilitates the closing of multiple large dollar, complex commercial loans simultaneously.
• Reviews loan type, approval terms and conditions, bank policy and regulations to determine closing requirements and develop a due diligence/closing checklist.
• Performs due diligence activities for a wide-range of commercial loans applying specialized knowledge to analyze complex requirements and effectively administer pre-closing activities.
• Prepares loan documentation on the bank's documentation system, ensuring that documents are prepared accurately with proper terms and conditions as outlined in the loan approval and within standards/requirements.
• Reviews legal closing documents for accuracy against loan approval and credit write ups.
• Effectively manages a large pipeline of loans at different stages of the closing process managing workflow and deadlines.
• Identifies and obtains all necessary third-party reports which may include title, surveys, entity documents, flood determinations, and UCC searches.
• Reviews all reports and documents for accuracy and sufficiency according to bank policy and regulatory requirements.
• Identifies discrepancies and issues, facilitates resolution, and takes corrective action.
• Acts as a liaison with attorneys, third party vendors, and customers.
• Executes timely follow up and management of all closing requirements and monitors to ensure deadlines are met.
• Responsible for ongoing communication with lender and borrower on the status of specific loan requests.
• Processes disbursement of loan proceeds.
• Maintains and updates electronic checklists to ensure all diligence items are addressed.
• Manage electronic file organization for all commercial loan files.
• Meets the Commercial Hubs Standard Service Level Agreements and Quality Control objectives.
• Provides instructions, guidance and requests to stakeholders ensuring clear, professional communication and efficient processing.

Wholesale Banking Loan Closer coordinating complex commercial loan transactions

Wholesale Banking Loan Closer

Wholesale Banking Loan Closer coordinating and preparing documentation for complex commercial loan transactions. Ensuring accuracy and regulatory compliance in a fully remote role based in the United States.

• 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.

• Serve as the primary contact for onboarding and transaction coordination
• Complete due diligence, regulatory, and procedural reviews
• Order and review lien searches, credit reports, insurance, tax, and third-party reports
• Prepare closing statements, monitor approvals, verify wire instructions, and coordinate funding
• Support post-closing asset management activities, including deposits, memos, and refunds

Associate managing loan transactions and supporting post-closing activities

Associate managing loan transactions at SitusAMC. Coordinating approvals, funding, and post-closing asset management for the real estate industry.

• 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
• Working with construction and term loans, unsecured and secured borrowing base lines of credit, subscription lines, and various other complex loan products.
• Partnering with Relationship Managers as primary liaison with customers, attorneys, construction consultants and title company representatives, during all phases of financing and closing

Responsible for negotiating CRE loan documents and managing loan portfolios at U.S. Bank

SBA Loan Closer

Responsible for reviewing and negotiating Commercial Real Estate loan documents and managing loan portfolios at U.S. Bank. Collaborating with Relationship Managers and other stakeholders for the loan closing process.

• Coordinate and facilitate the loan closing process for affordable housing and related loan programs
• Ensure accurate documentation, compliance with loan approvals, and efficient closing execution while maintaining organized and complete loan files
• Serve as a key liaison among internal teams, borrowers, legal counsel, and third-party partners, ensuring timely communication and high-quality customer experience throughout the closing process.

Commercial Loan Closer responsible for coordinating loan closings at IFF

Commercial Loan Closer – Affordable Housing

Commercial Loan Closer facilitating loan closings for affordable housing at IFF. Ensuring documentation accuracy and compliance while providing exceptional customer service throughout the process.

• 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.

• Manage an active pipeline of SBA 7(a) and Express loans, including complex structures and multi-facility transactions
• Interpret and apply SBA SOP guidelines throughout the closing process to ensure compliance
• Review and validate credit approvals, authorization documents, and closing conditions for SBA eligibility
• Partner with clients and their advisors to collect and review both SBA-required and lender-required documentation
• Communicate closing conditions and funding timelines clearly to customers and stakeholders
• Conduct detailed document reviews to confirm SBA compliance and resolve issues with minimal oversight
• Collaborate with internal teams, legal counsel, and third-party providers to meet SBA closing requirements
• Ensure loans are properly collateralized, documented, and disbursed per SBA and Bank standards

SBA Loan Closer managing loans for Provide and Fifth Third Bank

SBA Loan Closer managing loan processes at Provide, a Fifth Third Bank entity. Guiding clients and advisors through SBA lending processes while ensuring compliance and risk management.

• Responsible for facilitating the commercial loan closing process via timely and accurate preparation and review of commercial loan documentation.
• Responsible for identifying and resolving any/all issues prior to closing, and for ensuring commercial loan documentation and closing packages adhere to the loan approval, loan policy/procedures, and compliance with banking regulations.
• Ensure commercial loan documentation packages are complete and ready for closing.
• Responsibility and authority to deny or delay loan closing based on findings of the commercial loan documentation package review.
• Review commercial loan packages for: Completeness, accuracy, and legality of the documentation, Compliance with regulatory requirements, Adherence to bank policy/procedures, Adherence to all terms, conditions and requirements of the loan approval.
• Ensure adequate approval authority is obtained.
• Collaborate with Loan Processors, Lending Assistants and Commercial Lenders to ensure all documentation and due diligence is completed accurately prior to loan closing.
• Makes decisions, recommendations and provides guidance to Loan Processors, Lending Assistants and Commercial Lenders for additional documentation as applicable.
• Review for Home Mortgage Disclosure Act (HMDA) compliance, as applicable.
• Verify flood and hazard insurance requirements are met/fulfilled, including but not limited to validation of coverage and documentation of loss payee.
• Ensure compliance with SBA requirements, including but not limited to validation of SBA Authorization against Bank loan documents.
• Coordinate handoff to booking and funding.
• Maintain a thorough understanding of the documentation requirements of commercial loans and SBA loans.
• Perform other duties as assigned.

Facilitates commercial loan closing process and ensures compliance with regulations.

Facilitates commercial loan closing process with a focus on accurate preparation and compliance. Collaborates with loan teams to ensure all documentation is completed prior to closing.

• Ability to function well under pressure in closing transactions and managing vendors
• Create and review legal documents for closings: review mortgages, title, liens, judgments, contracts, entity documents, agreements
• Order, review and prepare title commitments, searches, surveys
• Review reports and searches provided by external abstractors
• Work with Underwriters to assist clients and real estate professionals with resolving clearance of all files prior to closing to ensure clear title
• Calculate, examine, and prepare HUD Settlement Statements, Deeds and Transfer Documents and work with clients to effectively prepare for closing
• Schedule and lead smooth closings- free of errors
• Responsible for the oversight of recording of documents with Title Company, issuance of title policies, upon closing
• Perform due diligence to ensure all liens and judgments are addressed, and title is clear before closing
• Preparation of any endorsements/amendments to title as needed
• Coordinate with lenders and prepare closing packages
• Disbursement and all post-closing including recordings
• Escrow follow-Up calls and coordinates releases

Closer managing loan closings for Lendmarq Capital.

Closer at Lendmarq Capital responsible for nationwide real estate closing and post-closing administration. Working closely with stakeholders to ensure smooth transactions and clear titles.

• Process loan files to meet all required criteria in a timely manner.
• Prepare documentation for Healthcare loans, renewals, modifications, subordinations, amendments and waivers/exceptions.
• Meet established production, quality and customer service goals.
• Coordinate and communicate with borrowers, title companies and/or attorneys to schedule closings, preparing documents, review and instructions as necessary.
• Ensure all loan documents are complete, accurate and properly filed by verifying signatures, execution, dates, collateral, and all other supporting documents.
• Track loan volumes and provide data for pipeline reports.
• Complete Uniform Commercial Code (UCC) and other legal filings in a timely manner.
• Perform other such duties as assigned.
• Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.

Commercial Loan Closer managing loan closing process for growing FinTech company

Commercial Loan Closer managing the closing process and documentation for loans with an emphasis on healthcare loans at a growing FinTech company.

• Monitoring CD dates
• Generating CDs
• Preparing closing documents
• Net funding of mortgage loans
• Closing coordination
• Providing high customer service
• Managing settlement agent portal
• Validating disclosure histories via Smart LE

Loan Closer ensuring mortgage loans are closed efficiently and accurately

Loan Closer primarily responsible for closing residential mortgage loans. Monitoring documentation, ensuring compliance and providing customer 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.

Loan Closer jobs in United States

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Loan Closer II – Home Equity

Loan Closer

Commercial Loan Closer

Wholesale Banking Loan Closer

Healthcare Loan Closer

Loan Closer

SBA Loan Closer

Commercial Loan Closer – Affordable Housing

Healthcare Loan Closer

SBA Loan Closer

Commercial Loan Closer

Loan Closer

Commercial Loan Closer

Loan Closer

Senior SBA Loan Closer