Senior Associate, Loan Documentation & Closing Specialist
Core
Coordinate commercial loan closings, prepare and review complex loan documentation, and ensure compliance with bank policies and regulatory requirements for Small Business Bank clients.
Role type
Senior Associate, Loan Documentation & Closing Specialist
Builds
Commercial loan documents, lien perfection packages, and closing deliverables for new loans, renewals, and modifications.
Domain
Banking / Commercial Real Estate Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial loan documentation expertise, lien search and due diligence, regulatory compliance knowledge, UCC perfection, title insurance review, loan closing coordination, stakeholder management, training and mentoring
Preferred skills
Bachelor's degree, 4+ years in loan administration and documentation, advanced Microsoft Office/G Suite proficiency
Technologies
LaserPro, Etran, Word templates
Responsibilities
Prepare complex commercial loan documents for new loans, renewals, extensions, and modifications; conduct lien searches and resolve outstanding lien issues; review loan documents and third-party documents (appraisals, surveys, flood determinations) for compliance; coordinate closing conditions with underwriters, relationship managers, and external vendors; assist in clearing exceptions; instruct new associates on lending processes and documentation standards.
Seniority
Senior, hands-on IC