Commercial Loan Closing Associate
Core
Assist with pre-close and post-close activities for commercial, commercial real estate, and problem loans, including coordinating closings, performing diligence, and managing loan portfolios.
Role type
Commercial Loan Closing Associate
Builds
Commercial loan portfolios and closing documentation
Domain
Banking / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial loan closing, loan portfolio management, regulatory diligence, data entry, compliance adherence, independent judgment
Preferred skills
AI tool usage (Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace), critical thinking, ethical AI use, adaptability, continuous learning
Technologies
Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace
Responsibilities
Assist with pre-close and post-close activities for commercial and commercial real estate loans, coordinate loan closings with customers, perform customer and loan diligence, evaluate and upload data into systems of record, manage an assigned portfolio of loans, ensure compliance with bank policies and regulatory requirements
Seniority
Entry-level to Junior, hands-on IC